Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOUT 4.29%
2 WBIL 3.82%
3 RVER 3.79%
4 HOML 3.57%
5 XHB 3.23%
6 WBIF 2.94%
7 DVLU 2.55%
8 GLRY 2.54%
9 PKB 2.29%
10 PEZ 2.24%
11 CLAW 1.88%
12 OSCV 1.57%
13 ITB 1.52%
14 GBLD 1.49%
15 HOMZ 1.46%
16 MBOX 1.37%
17 HAPS 1.26%
18 SURE 1.25%
19 PZD 1.24%
20 EWMC 1.22%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 9.83M (15.07%) -218.95K
Decreased by -2.23%
Mar 31, 25
2 Vanguard Group Inc 6.96M (10.67%) -146.07K
Decreased by -2.10%
Mar 31, 25
3 FMR Inc 6.12M (9.37%) 1.38M
Increased by +22.48%
Mar 31, 25
4 State Street Corp 3.40M (5.20%) -195.27K
Decreased by -5.75%
Mar 31, 25
5 Capital World Investors 2.96M (4.53%) 0.00
Increased by 0.00%
Mar 31, 25
6 State Street Corporation 2.61M (4.00%) -57.62K
Decreased by -2.21%
Mar 31, 24
7 Dimensional Fund Advisors, Inc. 2.43M (3.72%) -96.42K
Decreased by -3.97%
Mar 31, 25
8 Fisher Asset Management, LLC 2.25M (3.45%) -28.02K
Decreased by -1.24%
Mar 31, 25
9 Amvescap Plc. 2.11M (3.23%) -287.37K
Decreased by -13.62%
Mar 31, 25
10 Third Point, LLC 2.10M (3.22%) 2.10M
Increased by +100.00%
Jun 30, 24
11 Macquarie Group Ltd 1.82M (2.78%) -273.99K
Decreased by -15.09%
Mar 31, 25
12 Balyasny Asset Management LLC 1.81M (2.78%) -13.76K
Decreased by -0.76%
Dec 31, 23
13 Geode Capital Management, LLC 1.66M (2.55%) 39.26K
Increased by +2.36%
Mar 31, 25
14 American Century Companies Inc 1.51M (2.31%) -174.82K
Decreased by -11.58%
Sep 30, 24
15 Morgan Stanley - Brokerage Accounts 1.17M (1.79%) -136.24K
Decreased by -11.67%
Mar 31, 25
16 LSV Asset Management 1.11M (1.70%) -26.61K
Decreased by -2.39%
Mar 31, 25
17 Northern Trust Corp 1.06M (1.63%) -39.29K
Decreased by -3.70%
Mar 31, 25
18 Holocene Advisors, LP 1.05M (1.61%) 1.05M
Increased by +100.00%
Sep 30, 24
19 Goldman Sachs Group Inc 1.04M (1.60%) -1.07M
Decreased by -102.23%
Mar 31, 24
20 Squarepoint Ops LLC 1.01M (1.54%) 594.78K
Increased by +59.10%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 2.96M (4.53%) 0.00
Increased by 0.00%
Mar 31, 25
2 iShares Core S&P Mid-Cap ETF 2.25M (3.45%) 0.00
Increased by 0.00%
May 31, 25
3 Vanguard US Total Market Shares ETF 2.05M (3.14%) 1.56K
Increased by +0.08%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 1.97M (3.02%) 1.44K
Increased by +0.07%
May 31, 25
5 Fidelity Global Innovators Cl F 1.77M (2.70%) -389.83K
Decreased by -22.08%
Mar 31, 25
6 iShares Russell 2000 ETF 1.61M (2.47%) 0.00
Increased by 0.00%
May 31, 25
7 Vanguard Small Cap Index 1.55M (2.37%) 8.43K
Increased by +0.54%
May 31, 25
8 Fidelity Canadian Growth Company Sr B 1.20M (1.84%) -185.30K
Decreased by -15.45%
Mar 31, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 1.07M (1.64%) 7.14K
Increased by +0.67%
May 31, 25
10 Vanguard Small Cap Value Index Inv 994.40K (1.52%) -939.00
Decreased by -0.09%
May 31, 25
11 Fidelity Small Cap Value Fund 930.00K (1.42%) 300.00K
Increased by +32.26%
Mar 31, 25
12 Macquarie US Small Cap Core Equity 874.11K (1.34%) -10.23K
Decreased by -1.17%
Mar 31, 24
13 Delaware Small Cap Core I 846.14K (1.30%) 0.00
Increased by 0.00%
Oct 31, 24
14 Fidelity® Small Cap Index 696.78K (1.07%) 18.48K
Increased by +2.65%
Oct 31, 23
15 First Trust SMID Cp Rising Div Achv ETF 686.31K (1.05%) 1.04K
Increased by +0.15%
May 29, 25
16 Macquarie Small Cap Core I 681.54K (1.04%) 0.00
Increased by 0.00%
Apr 30, 25
17 WEDGE QVM Large Cap Value 666.34K (1.02%) 101.43K
Increased by +15.22%
Dec 31, 24
18 WEDGE QVM-Large Cap Value 666.34K (1.02%) 101.43K
Increased by +15.22%
Dec 31, 24
19 SPDR® S&P Homebuilders ETF 662.98K (1.02%) -13.32K
Decreased by -2.01%
May 31, 25
20 Delaware Small Cap Value A 646.70K (0.99%) 0.00
Increased by 0.00%
Oct 31, 24