Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 HOML 1.25%
2 XHB 1.11%
3 IWIN 0.93%
4 CLAW 0.89%
5 HOMZ 0.75%
6 FYT 0.71%
7 PSCD 0.60%
8 PXSG 0.54%
9 HAPS 0.49%
10 ITB 0.42%
11 QSML 0.36%
12 FYX 0.33%
13 NAIL 0.32%
14 TXSS 0.31%
15 ESIX 0.30%
16 SLY 0.28%
17 SLYV 0.28%
18 OASC 0.28%
19 DFSV 0.24%
20 AVSC 0.23%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.38M (16.78%) -77.06K
Decreased by -2.28%
Mar 31, 25
2 Vanguard Group Inc 2.28M (11.28%) 238.00
Increased by +0.01%
Mar 31, 25
3 Dimensional Fund Advisors, Inc. 1.45M (7.17%) -58.55K
Decreased by -4.05%
Mar 31, 25
4 Wasatch Advisors LP 1.42M (7.04%) 23.35K
Increased by +1.65%
Mar 31, 25
5 Wasatch Advisors Inc. 1.27M (6.32%) -72.78K
Decreased by -5.71%
Sep 30, 23
6 State Street Corp 1.06M (5.26%) -14.15K
Decreased by -1.33%
Mar 31, 25
7 State Street Corporation 962.44K (4.77%) 72.06K
Increased by +7.49%
Mar 31, 24
8 River Road Asset Management, LLC 939.41K (4.66%) 31.49K
Increased by +3.35%
Mar 31, 25
9 Disciplined Growth Investors Inc 934.01K (4.63%) 3.75K
Increased by +0.40%
Mar 31, 25
10 Capital World Investors 846.20K (4.20%) 49.64K
Increased by +5.87%
Mar 31, 24
11 CDAM (UK) Ltd 766.21K (3.80%) 32.27K
Increased by +4.21%
Mar 31, 25
12 Khrom Capital Management, LLC 682.71K (3.39%) -413.09K
Decreased by -60.51%
Mar 31, 25
13 Altshuler Shaham Ltd 613.00K (3.04%) 613.00K
Increased by +100.00%
Mar 31, 25
14 Frontier Capital Management CO Inc 603.59K (2.99%) 87.48K
Increased by +14.49%
Mar 31, 25
15 Fiduciary Management, Inc. of Milwaukee 581.49K (2.88%) 1.41K
Increased by +0.24%
Sep 30, 23
16 Geode Capital Management, LLC 512.78K (2.54%) 19.28K
Increased by +3.76%
Mar 31, 25
17 Ampfield Management, L.P. 401.40K (1.99%) -134.95K
Decreased by -33.62%
Jun 30, 24
18 Charles Schwab Investment Management Inc 395.81K (1.96%) 19.02K
Increased by +4.80%
Mar 31, 25
19 Citadel Advisors Llc 315.12K (1.56%) 276.35K
Increased by +87.70%
Mar 31, 25
20 Morgan Stanley - Brokerage Accounts 306.77K (1.52%) 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 1.23M (6.10%) 0.00
Increased by 0.00%
Jul 30, 25
2 American Funds SMALLCAP World A 846.20K (4.20%) 49.64K
Increased by +5.87%
Mar 31, 24
3 Vanguard Total Stock Mkt Idx Inv 646.54K (3.21%) 5.55K
Increased by +0.86%
Jun 30, 25
4 Vanguard US Total Market Shares ETF 640.74K (3.18%) 689.00
Increased by +0.11%
Sep 30, 24
5 Fidelity® Small Cap Discovery 528.42K (2.62%) -45.00K
Decreased by -8.52%
Oct 31, 23
6 iShares Russell 2000 ETF 491.74K (2.44%) -7.92K
Decreased by -1.61%
Jul 30, 25
7 Vanguard Small Cap Index 485.90K (2.41%) -16.21K
Decreased by -3.34%
Jun 30, 25
8 Fidelity Small Cap Discovery 408.37K (2.03%) -55.51K
Decreased by -13.59%
Feb 29, 24
9 DFA US Small Cap Value I 333.97K (1.66%) -4.38K
Decreased by -1.31%
Jun 30, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 317.53K (1.57%) -8.71K
Decreased by -2.74%
Jun 30, 25
11 SPDR® S&P Homebuilders ETF 312.07K (1.55%) -2.13K
Decreased by -0.68%
Jul 31, 25
12 Vanguard Small Cap Value Index Inv 310.17K (1.54%) -12.27K
Decreased by -3.96%
Jun 30, 25
13 Wasatch Small Cap Value 280.82K (1.39%) -3.61K
Decreased by -1.28%
Jun 30, 25
14 Fidelity Small Cap Growth 279.54K (1.39%) -38.84K
Decreased by -13.90%
Feb 29, 24
15 Wasatch Small Cap Growth Investor 279.05K (1.38%) -3.85K
Decreased by -1.38%
Jun 30, 25
16 Vanguard Small Cap Growth Index Inv 276.78K (1.37%) 1.78K
Increased by +0.64%
Nov 30, 24
17 Disciplined Growth - Mid Cap Growth 267.82K (1.33%) 11.39K
Increased by +4.25%
Dec 31, 24
18 FMI Common Stock Investor 267.00K (1.32%) 14.00K
Increased by +5.24%
Sep 30, 23
19 Fidelity® Series Small Cap Discovery 249.12K (1.24%) -5.40K
Decreased by -2.17%
Oct 31, 23
20 Fidelity® Small Cap Stock 224.74K (1.11%) 0.00
Increased by 0.00%
Oct 31, 23