Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SIXS 1.32%
2 FDHT 0.98%
3 XSLV 0.94%
4 FDLS 0.80%
5 CLOU 0.72%
6 CAFG 0.71%
7 PSCH 0.49%
8 VFMV 0.43%
9 SIXL 0.43%
10 MMSC 0.43%
11 SQLV 0.43%
12 ROSC 0.41%
13 SSLY 0.37%
14 SMLV 0.31%
15 SMIZ 0.30%
16 ISMD 0.22%
17 FESM 0.21%
18 CSML 0.20%
19 IWC 0.18%
20 ROGS 0.16%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.92M (16.14%) -103.85K
Decreased by -2.65%
Mar 31, 25
2 Vanguard Group Inc 3.05M (12.58%) -1.93K
Decreased by -0.06%
Mar 31, 25
3 Dimensional Fund Advisors, Inc. 1.45M (6.00%) -83.19K
Decreased by -5.72%
Mar 31, 25
4 State Street Corp 1.04M (4.30%) 25.63K
Increased by +2.46%
Mar 31, 25
5 State Street Corporation 968.88K (3.99%) 12.91K
Increased by +1.33%
Mar 31, 24
6 Copeland Capital Management, LLC 763.69K (3.15%) 384.38K
Increased by +50.33%
Mar 31, 25
7 Geode Capital Management, LLC 727.33K (3.00%) 33.05K
Increased by +4.54%
Mar 31, 25
8 Acadian Asset Management LLC 725.34K (2.99%) 717.66K
Increased by +98.94%
Mar 31, 25
9 Punch & Associates Inv Mgmt Inc 613.97K (2.53%) -180.72K
Decreased by -29.44%
Mar 31, 25
10 Renaissance Technologies Corp 548.00K (2.26%) -1.30K
Decreased by -0.24%
Mar 31, 25
11 Harbor Capital Advisors Inc 424.79K (1.75%) 10.00K
Increased by +2.35%
Mar 31, 25
12 Arnhold & S. Bleichroeder Advisers, LLC 412.90K (1.70%) -127.50K
Decreased by -30.88%
Mar 31, 25
13 Northern Trust Corp 386.13K (1.59%) 79.69K
Increased by +20.64%
Mar 31, 25
14 Stephens Inv Mgmt Group LLC 318.34K (1.31%) -12.88K
Decreased by -4.05%
Mar 31, 25
15 Morgan Stanley - Brokerage Accounts 297.25K (1.23%) -109.05K
Decreased by -36.69%
Mar 31, 25
16 Mirae Asset Global Investments (Korea) Co Ltd 292.44K (1.21%) -13.90K
Decreased by -4.75%
Mar 31, 24
17 HPM Partners LLC 262.94K (1.08%) -37.13K
Decreased by -14.12%
Mar 31, 25
18 Western Standard LLC 261.67K (1.08%) -131.41K
Decreased by -50.22%
Dec 31, 23
19 Arrowstreet Capital Limited Partnership 248.90K (1.03%) 27.29K
Increased by +10.96%
Mar 31, 25
20 Amvescap Plc. 248.22K (1.02%) 25.52K
Increased by +10.28%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.41M (5.82%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard Total Stock Mkt Idx Inv 770.12K (3.17%) 0.00
Increased by 0.00%
May 31, 25
3 Vanguard US Total Market Shares ETF 768.97K (3.17%) 0.00
Increased by 0.00%
Sep 30, 24
4 Vanguard Small Cap Index 614.11K (2.53%) 2.28K
Increased by +0.37%
May 31, 25
5 iShares Russell 2000 ETF 577.30K (2.38%) 0.00
Increased by 0.00%
May 31, 25
6 Embark Small Cap Equity Institutional 419.31K (1.73%) 9.23K
Increased by +2.20%
Mar 31, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 384.36K (1.58%) 2.88K
Increased by +0.75%
May 31, 25
8 First Eagle US Small Cap Strategy 358.55K (1.48%) -123.57K
Decreased by -34.46%
Mar 31, 25
9 First Eagle Small Cap Opportunity I 354.55K (1.46%) -6.31K
Decreased by -1.78%
Apr 30, 25
10 Vanguard Small Cap Growth Index Inv 338.82K (1.40%) -448.00
Decreased by -0.13%
May 31, 25
11 Embark Small Cap Equity Retirement 335.70K (1.38%) 0.00
Increased by 0.00%
May 31, 25
12 Stephens Small Cap Growth 318.34K (1.31%) -12.88K
Decreased by -4.05%
Mar 31, 25
13 DFA US Targeted Value I 296.98K (1.22%) 0.00
Increased by 0.00%
Apr 30, 25
14 Global X Cloud Computing ETF 273.96K (1.13%) 0.00
Increased by 0.00%
Mar 28, 24
15 Fidelity Small Cap Index 241.67K (1.00%) 2.55K
Increased by +1.06%
Mar 31, 25
16 Fidelity® Small Cap Index 235.90K (0.97%) 7.93K
Increased by +3.36%
Oct 31, 23
17 DFA US Micro Cap I 224.20K (0.92%) 0.00
Increased by 0.00%
Apr 30, 25
18 Vanguard Strategic Small-Cap Equity Inv 215.46K (0.89%) 28.73K
Increased by +13.34%
Mar 31, 25
19 SPDR® Portfolio S&P 600 Sm Cap ETF 214.20K (0.88%) 215.00
Increased by +0.10%
Mar 28, 24
20 SPDR® Portfolio S&P 600™ Sm Cap ETF 202.91K (0.84%) 0.00
Increased by 0.00%
May 30, 25