Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 HOML 1.25%
2 XHB 0.97%
3 IWIN 0.93%
4 CLAW 0.89%
5 PSCD 0.67%
6 PXSG 0.54%
7 HAPS 0.49%
8 FYT 0.49%
9 HOMZ 0.45%
10 TXSS 0.40%
11 QSML 0.36%
12 NAIL 0.31%
13 FYX 0.31%
14 ESIX 0.30%
15 SLY 0.28%
16 SLYV 0.28%
17 OASC 0.28%
18 DFSV 0.24%
19 AVSC 0.23%
20 EES 0.23%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.38M (16.53%) -77.06K
Decreased by -2.28%
Mar 31, 25
2 Vanguard Group Inc 2.28M (11.11%) 238.00
Increased by +0.01%
Mar 31, 25
3 Dimensional Fund Advisors, Inc. 1.45M (7.06%) -58.55K
Decreased by -4.05%
Mar 31, 25
4 Wasatch Advisors LP 1.42M (6.93%) 23.35K
Increased by +1.65%
Mar 31, 25
5 Wasatch Advisors Inc. 1.27M (6.22%) -72.78K
Decreased by -5.71%
Sep 30, 23
6 State Street Corp 1.06M (5.18%) -14.15K
Decreased by -1.33%
Mar 31, 25
7 State Street Corporation 962.44K (4.70%) 72.06K
Increased by +7.49%
Mar 31, 24
8 River Road Asset Management, LLC 939.41K (4.59%) 31.49K
Increased by +3.35%
Mar 31, 25
9 Disciplined Growth Investors Inc 934.01K (4.56%) 3.75K
Increased by +0.40%
Mar 31, 25
10 Capital World Investors 846.20K (4.13%) 49.64K
Increased by +5.87%
Mar 31, 24
11 CDAM (UK) Ltd 766.21K (3.74%) 32.27K
Increased by +4.21%
Mar 31, 25
12 Khrom Capital Management, LLC 682.71K (3.34%) -413.09K
Decreased by -60.51%
Mar 31, 25
13 Altshuler Shaham Ltd 613.00K (2.99%) 613.00K
Increased by +100.00%
Mar 31, 25
14 Frontier Capital Management CO Inc 603.59K (2.95%) 87.48K
Increased by +14.49%
Mar 31, 25
15 Fiduciary Management, Inc. of Milwaukee 581.49K (2.84%) 1.41K
Increased by +0.24%
Sep 30, 23
16 Geode Capital Management, LLC 512.78K (2.50%) 19.28K
Increased by +3.76%
Mar 31, 25
17 Ampfield Management, L.P. 401.40K (1.96%) -134.95K
Decreased by -33.62%
Jun 30, 24
18 Charles Schwab Investment Management Inc 395.81K (1.93%) 19.02K
Increased by +4.80%
Mar 31, 25
19 Citadel Advisors Llc 355.26K (1.74%) 20.21K
Increased by +5.69%
Sep 30, 23
20 Morgan Stanley - Brokerage Accounts 306.77K (1.50%) 25.71K
Increased by +8.38%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.25M (6.12%) -1.27K
Decreased by -0.10%
Apr 30, 25
2 American Funds SMALLCAP World A 846.20K (4.13%) 49.64K
Increased by +5.87%
Mar 31, 24
3 Vanguard US Total Market Shares ETF 640.74K (3.13%) 689.00
Increased by +0.11%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 639.99K (3.13%) 3.50K
Increased by +0.55%
Apr 30, 25
5 Fidelity® Small Cap Discovery 528.42K (2.58%) -45.00K
Decreased by -8.52%
Oct 31, 23
6 iShares Russell 2000 ETF 512.55K (2.50%) 87.00
Increased by +0.02%
Apr 30, 25
7 Vanguard Small Cap Index 500.30K (2.44%) 4.62K
Increased by +0.92%
Apr 30, 25
8 Fidelity Small Cap Discovery 408.37K (1.99%) -55.51K
Decreased by -13.59%
Feb 29, 24
9 DFA US Small Cap Value I 352.36K (1.72%) -16.57K
Decreased by -4.70%
Mar 31, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 323.60K (1.58%) 515.00
Increased by +0.16%
Apr 30, 25
11 Vanguard Small Cap Value Index Inv 322.88K (1.58%) 1.13K
Increased by +0.35%
Apr 30, 25
12 Wasatch Small Cap Value 284.43K (1.39%) 26.74K
Increased by +9.40%
Mar 31, 25
13 Wasatch Small Cap Growth Investor 282.90K (1.38%) 0.00
Increased by 0.00%
Mar 31, 25
14 Fidelity Small Cap Growth 279.54K (1.37%) -38.84K
Decreased by -13.90%
Feb 29, 24
15 Vanguard Small Cap Growth Index Inv 276.78K (1.35%) 1.78K
Increased by +0.64%
Nov 30, 24
16 Disciplined Growth - Mid Cap Growth 267.82K (1.31%) 11.39K
Increased by +4.25%
Dec 31, 24
17 FMI Common Stock Investor 267.00K (1.30%) 14.00K
Increased by +5.24%
Sep 30, 23
18 SPDR® S&P Homebuilders ETF 257.27K (1.26%) -12.08K
Decreased by -4.69%
Apr 30, 25
19 Fidelity® Series Small Cap Discovery 249.12K (1.22%) -5.40K
Decreased by -2.17%
Oct 31, 23
20 Fidelity® Small Cap Stock 224.74K (1.10%) 0.00
Increased by 0.00%
Oct 31, 23