Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SIXS 1.32%
2 FDHT 0.96%
3 FDLS 0.80%
4 CLOU 0.79%
5 XSLV 0.73%
6 CAFG 0.66%
7 PSCH 0.46%
8 SIXL 0.43%
9 MMSC 0.43%
10 SQLV 0.43%
11 ROSC 0.39%
12 SSLY 0.37%
13 SMLV 0.31%
14 SMIZ 0.30%
15 VFMV 0.28%
16 ISMD 0.22%
17 FESM 0.21%
18 CSML 0.20%
19 IWC 0.17%
20 ROGS 0.16%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.92M (16.75%) -103.85K
Decreased by -2.65%
Mar 31, 25
2 Vanguard Group Inc 3.06M (13.09%) 7.83K
Increased by +0.26%
Jun 30, 25
3 Dimensional Fund Advisors, Inc. 1.42M (6.09%) -29.88K
Decreased by -2.10%
Jun 30, 25
4 State Street Corp 1.04M (4.46%) 25.63K
Increased by +2.46%
Mar 31, 25
5 State Street Corporation 968.88K (4.14%) 12.91K
Increased by +1.33%
Mar 31, 24
6 Copeland Capital Management, LLC 882.95K (3.78%) 119.26K
Increased by +13.51%
Jun 30, 25
7 Geode Capital Management, LLC 727.33K (3.11%) 33.05K
Increased by +4.54%
Mar 31, 25
8 Acadian Asset Management LLC 725.34K (3.10%) 717.66K
Increased by +98.94%
Mar 31, 25
9 Renaissance Technologies Corp 548.00K (2.34%) -1.30K
Decreased by -0.24%
Mar 31, 25
10 Punch & Associates Inv Mgmt Inc 545.98K (2.33%) -67.99K
Decreased by -12.45%
Jun 30, 25
11 Harbor Capital Advisors Inc 424.79K (1.82%) 10.00K
Increased by +2.35%
Mar 31, 25
12 Arnhold & S. Bleichroeder Advisers, LLC 406.50K (1.74%) -6.40K
Decreased by -1.57%
Jun 30, 25
13 Northern Trust Corp 386.13K (1.65%) 79.69K
Increased by +20.64%
Mar 31, 25
14 Robeco Institutional Asset Management BV 380.60K (1.63%) 235.38K
Increased by +61.84%
Jun 30, 25
15 Stephens Inv Mgmt Group LLC 319.30K (1.37%) 960.00
Increased by +0.30%
Jun 30, 25
16 Morgan Stanley - Brokerage Accounts 297.25K (1.27%) -109.05K
Decreased by -36.69%
Mar 31, 25
17 Mirae Asset Global Investments (Korea) Co Ltd 292.44K (1.25%) -13.90K
Decreased by -4.75%
Mar 31, 24
18 HPM Partners LLC 262.94K (1.12%) -37.13K
Decreased by -14.12%
Mar 31, 25
19 Western Standard LLC 261.67K (1.12%) -131.41K
Decreased by -50.22%
Dec 31, 23
20 Arrowstreet Capital Limited Partnership 248.90K (1.06%) 27.29K
Increased by +10.96%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.45M (6.18%) 256.00
Increased by +0.02%
Jul 31, 25
2 Vanguard Total Stock Mkt Idx Inv 770.12K (3.29%) 0.00
Increased by 0.00%
Jun 30, 25
3 Vanguard US Total Market Shares ETF 768.97K (3.29%) 0.00
Increased by 0.00%
Sep 30, 24
4 Vanguard Small Cap Index 596.44K (2.55%) -17.67K
Decreased by -2.96%
Jun 30, 25
5 iShares Russell 2000 ETF 576.52K (2.47%) -10.92K
Decreased by -1.89%
Jul 31, 25
6 Embark Small Cap Equity Institutional 419.31K (1.79%) 9.23K
Increased by +2.20%
Mar 31, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 367.40K (1.57%) -16.96K
Decreased by -4.62%
Jun 30, 25
8 First Eagle Small Cap Opportunity I 355.74K (1.52%) 1.20K
Increased by +0.34%
Jun 30, 25
9 First Eagle US Small Cap Strategy 355.74K (1.52%) -2.81K
Decreased by -0.79%
Jun 30, 25
10 Embark Small Cap Equity Retirement 334.74K (1.43%) -958.00
Decreased by -0.29%
Jun 30, 25
11 Vanguard Small Cap Growth Index Inv 332.06K (1.42%) -6.77K
Decreased by -2.04%
Jun 30, 25
12 Stephens Small Cap Growth 319.30K (1.37%) 960.00
Increased by +0.30%
Jun 30, 25
13 DFA US Targeted Value I 296.98K (1.27%) 0.00
Increased by 0.00%
Jun 30, 25
14 Global X Cloud Computing ETF 273.96K (1.17%) 0.00
Increased by 0.00%
Mar 28, 24
15 Fidelity Small Cap Index 245.57K (1.05%) 5.13K
Increased by +2.09%
May 31, 25
16 Fidelity® Small Cap Index 235.90K (1.01%) 7.93K
Increased by +3.36%
Oct 31, 23
17 Vanguard Strategic Small-Cap Equity Inv 215.46K (0.92%) 0.00
Increased by 0.00%
Jun 30, 25
18 SPDR® Portfolio S&P 600 Sm Cap ETF 214.20K (0.92%) 215.00
Increased by +0.10%
Mar 28, 24
19 SPDR® Portfolio S&P 600™ Sm Cap ETF 207.63K (0.89%) 117.00
Increased by +0.06%
Jul 31, 25
20 Acadian Global Small-Cap Equity CIT Cl A 198.22K (0.85%) -6.52K
Decreased by -3.29%
Mar 4, 25