Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOUT 4.29%
2 WBIL 3.82%
3 HOML 3.57%
4 WBIF 2.94%
5 XHB 2.92%
6 DVLU 2.55%
7 GLRY 2.40%
8 PKB 2.29%
9 PEZ 2.24%
10 CLAW 1.88%
11 GBLD 1.37%
12 MBOX 1.36%
13 HAPS 1.26%
14 SURE 1.25%
15 PZD 1.24%
16 EWMC 1.22%
17 GRNR 1.21%
18 PXMV 1.16%
19 WBIG 1.15%
20 XMVM 1.14%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 9.83M (14.27%) -218.95K
Decreased by -2.23%
Mar 31, 25
2 Vanguard Group Inc 6.96M (10.11%) -146.07K
Decreased by -2.10%
Mar 31, 25
3 FMR Inc 6.12M (8.88%) 1.38M
Increased by +22.48%
Mar 31, 25
4 State Street Corp 3.40M (4.93%) -195.27K
Decreased by -5.75%
Mar 31, 25
5 Capital World Investors 2.96M (4.29%) 0.00
Increased by 0.00%
Mar 31, 25
6 State Street Corporation 2.61M (3.79%) -57.62K
Decreased by -2.21%
Mar 31, 24
7 Dimensional Fund Advisors, Inc. 2.43M (3.52%) -96.42K
Decreased by -3.97%
Mar 31, 25
8 Amvescap Plc. 2.40M (3.48%) 56.14K
Increased by +2.34%
Dec 31, 24
9 Fisher Asset Management, LLC 2.25M (3.27%) -28.02K
Decreased by -1.24%
Mar 31, 25
10 Third Point, LLC 2.10M (3.05%) 2.10M
Increased by +100.00%
Jun 30, 24
11 Macquarie Group Ltd 1.82M (2.64%) -273.99K
Decreased by -15.09%
Mar 31, 25
12 Balyasny Asset Management LLC 1.81M (2.63%) -13.76K
Decreased by -0.76%
Dec 31, 23
13 Geode Capital Management, LLC 1.66M (2.41%) 39.26K
Increased by +2.36%
Mar 31, 25
14 American Century Companies Inc 1.51M (2.19%) -174.82K
Decreased by -11.58%
Sep 30, 24
15 First Trust Advisors L.P. 1.33M (1.93%) 503.89K
Increased by +37.95%
Dec 31, 24
16 Morgan Stanley - Brokerage Accounts 1.17M (1.69%) -136.24K
Decreased by -11.67%
Mar 31, 25
17 LSV Asset Management 1.11M (1.61%) -26.61K
Decreased by -2.39%
Mar 31, 25
18 Northern Trust Corp 1.10M (1.60%) 75.21K
Increased by +6.83%
Dec 31, 24
19 Holocene Advisors, LP 1.05M (1.52%) 1.05M
Increased by +100.00%
Sep 30, 24
20 Goldman Sachs Group Inc 1.04M (1.52%) -1.07M
Decreased by -102.23%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 2.96M (4.29%) 0.00
Increased by 0.00%
Mar 31, 25
2 iShares Core S&P Mid-Cap ETF 2.25M (3.26%) -8.93K
Decreased by -0.40%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 2.05M (2.97%) 1.56K
Increased by +0.08%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 1.97M (2.86%) 5.39K
Increased by +0.27%
Apr 30, 25
5 Fidelity Global Innovators Cl F 1.73M (2.51%) 254.83K
Increased by +14.73%
Dec 31, 24
6 iShares Russell 2000 ETF 1.59M (2.31%) 269.00
Increased by +0.02%
Apr 30, 25
7 Vanguard Small Cap Index 1.54M (2.23%) 8.17K
Increased by +0.53%
Apr 30, 25
8 Fidelity Canadian Growth Company Sr B 1.16M (1.69%) 114.20K
Increased by +9.83%
Dec 31, 24
9 Vanguard Institutional Extnd Mkt Idx Tr 1.06M (1.54%) 7.96K
Increased by +0.75%
Apr 30, 25
10 Vanguard Small Cap Value Index Inv 995.34K (1.44%) 3.08K
Increased by +0.31%
Apr 30, 25
11 Macquarie US Small Cap Core Equity 874.11K (1.27%) -10.23K
Decreased by -1.17%
Mar 31, 24
12 Delaware Small Cap Core I 846.14K (1.23%) 0.00
Increased by 0.00%
Oct 31, 24
13 SPDR® S&P Homebuilders ETF 737.57K (1.07%) -34.63K
Decreased by -4.70%
Apr 30, 25
14 iShares US Home Construction ETF 717.56K (1.04%) 5.09K
Increased by +0.71%
Apr 30, 25
15 Fidelity® Small Cap Index 696.78K (1.01%) 18.48K
Increased by +2.65%
Oct 31, 23
16 First Trust SMID Cp Rising Div Achv ETF 687.28K (1.00%) 592.00
Increased by +0.09%
Apr 30, 25
17 Macquarie Small Cap Core I 681.54K (0.99%) -37.56K
Decreased by -5.51%
Mar 31, 25
18 WEDGE QVM Large Cap Value 666.34K (0.97%) 101.43K
Increased by +15.22%
Dec 31, 24
19 WEDGE QVM-Large Cap Value 666.34K (0.97%) 101.43K
Increased by +15.22%
Dec 31, 24
20 Fidelity Small Cap Index 649.01K (0.94%) 6.33K
Increased by +0.98%
Feb 28, 25