Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XTL 1.29%
2 SIXS 1.22%
3 RNSC 1.09%
4 FSGS 1.07%
5 GRPZ 0.86%
6 SSLY 0.69%
7 RYJ 0.62%
8 CAFG 0.61%
9 PSCT 0.54%
10 SIXL 0.47%
11 AFSM 0.46%
12 PXSG 0.38%
13 FYC 0.31%
14 JPSE 0.29%
15 BFOR 0.27%
16 OASC 0.25%
17 SLY 0.21%
18 ISMD 0.21%
19 ESIX 0.18%
20 CSML 0.15%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 16.98M (15.13%) -576.22K
Decreased by -3.39%
Jun 30, 25
2 Vanguard Group Inc 11.86M (10.58%) 388.50K
Increased by +3.27%
Jun 30, 25
3 Amvescap Plc. 4.44M (3.96%) -3.64M
Decreased by -81.83%
Jun 30, 25
4 State Street Corporation 4.39M (3.91%) 91.81K
Increased by +2.09%
Mar 31, 24
5 State Street Corp 4.31M (3.84%) -201.78K
Decreased by -4.68%
Jun 30, 25
6 Trigran Investments Inc 3.59M (3.20%) -498.67K
Decreased by -13.88%
Jun 30, 25
7 Dimensional Fund Advisors, Inc. 3.42M (3.05%) 231.86K
Increased by +6.78%
Jun 30, 25
8 Scopia Management Inc 3.03M (2.70%) -400.53K
Decreased by -13.21%
Jun 30, 25
9 Millennium Management LLC 3.01M (2.68%) -325.42K
Decreased by -10.83%
Jun 30, 25
10 Geode Capital Management, LLC 2.78M (2.48%) 20.77K
Increased by +0.75%
Jun 30, 25
11 Ancora Advisors LLC 2.64M (2.36%) 300.00
Increased by +0.01%
Dec 31, 24
12 AllianceBernstein L.P. 2.34M (2.08%) -277.10K
Decreased by -11.85%
Jun 30, 25
13 D. E. Shaw & Co LP 2.21M (1.97%) 568.49K
Increased by +25.76%
Jun 30, 25
14 Morgan Stanley - Brokerage Accounts 2.00M (1.78%) 37.35K
Increased by +1.87%
Jun 30, 25
15 Marshall Wace Asset Management Ltd 1.93M (1.72%) 1.02M
Increased by +53.01%
Jun 30, 25
16 Alyeska Investment Group, L.P. 1.84M (1.64%) -1.24M
Decreased by -67.31%
Jun 30, 25
17 Fuller & Thaler Asset Management Inc 1.80M (1.60%) 1.15M
Increased by +64.04%
Mar 31, 24
18 Ameriprise Financial Inc 1.78M (1.58%) -609.68K
Decreased by -34.33%
Mar 31, 24
19 Columbia Mgmt Investment Advisers, LLC 1.78M (1.58%) -609.68K
Decreased by -34.33%
Mar 31, 24
20 Wasatch Advisors LP 1.66M (1.48%) 219.69K
Increased by +13.24%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 6.73M (6.00%) 0.00
Increased by 0.00%
Aug 31, 25
2 Invesco Small Cap Value A 3.94M (3.52%) 0.00
Increased by 0.00%
Jul 31, 25
3 Vanguard US Total Market Shares ETF 3.82M (3.40%) 0.00
Increased by 0.00%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 3.63M (3.24%) -80.48K
Decreased by -2.22%
Jul 31, 25
5 Vanguard Information Technology ETF 2.79M (2.49%) 28.47K
Increased by +1.02%
Jul 31, 25
6 iShares Russell 2000 ETF 2.72M (2.42%) 0.00
Increased by 0.00%
Aug 31, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 1.21M (1.08%) -535.74K
Decreased by -44.11%
Jul 31, 25
8 Columbia Small Cap Growth 1.15M (1.03%) 11.29K
Increased by +0.98%
Jun 30, 24
9 Columbia Small Cap Growth Inst 1.15M (1.03%) 0.00
Increased by 0.00%
Jun 30, 24
10 Fidelity Small Cap Index 1.13M (1.01%) 8.55K
Increased by +0.76%
Jun 30, 25
11 Wellington CIF II SMID Cap Research S3 1.12M (1.00%) 256.88K
Increased by +22.86%
Mar 31, 24
12 Wellington SMID Cap Research Equity 1.12M (1.00%) 256.88K
Increased by +22.86%
Mar 31, 24
13 Mediolanum Ch Technology Eq Evolt L A 1.09M (0.97%) 166.81K
Increased by +15.37%
Mar 31, 24
14 Fidelity® Small Cap Index 1.06M (0.95%) 27.95K
Increased by +2.63%
Oct 31, 23
15 Delaware Ivy Small Cap Growth C 1.03M (0.91%) 0.00
Increased by 0.00%
Oct 31, 24
16 Macquarie Small Cap Growth C 1.03M (0.91%) 0.00
Increased by 0.00%
Nov 30, 24
17 FullerThaler Behavioral Small-Cap Growth 1.02M (0.91%) 223.00K
Increased by +21.95%
Mar 31, 24
18 SPDR® Portfolio S&P 600™ Sm Cap ETF 991.23K (0.88%) 12.01K
Increased by +1.21%
Aug 29, 25
19 FullerThaler Behavioral Sm-Cp Gr R6 990.80K (0.88%) 268.40K
Increased by +27.09%
Mar 31, 24
20 SPDR® Portfolio S&P 600 Sm Cap ETF 988.91K (0.88%) 0.00
Increased by 0.00%
Apr 30, 24