Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IRBO 1000.00%
2 PSCU 5.72%
3 HDLV 4.27%
4 FCUS 3.38%
5 XTL 3.09%
6 PUI 2.58%
7 SKYY 1.84%
8 DVYL 1.72%
9 SPVM_old 1.51%
10 RZV 1.50%
11 EES 1.50%
12 SMCP 1.45%
13 SSLY 1.37%
14 SKYU 1.28%
15 METV 1.25%
16 XSMO 1.15%
17 DQML 1.13%
18 DEEP 0.91%
19 FSCC 0.80%
20 WCEO 0.79%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 149.48M (15.82%) 1.41M
Increased by +0.94%
Mar 31, 25
2 Vanguard Group Inc 109.41M (11.58%) 103.42K
Increased by +0.09%
Mar 31, 25
3 State Street Corporation 52.57M (5.56%) -599.52K
Decreased by -1.14%
Mar 31, 24
4 State Street Corp 48.48M (5.13%) -1.72M
Decreased by -3.54%
Mar 31, 25
5 Geode Capital Management, LLC 23.96M (2.54%) 593.99K
Increased by +2.48%
Mar 31, 25
6 Charles Schwab Investment Management Inc 22.67M (2.40%) -3.80M
Decreased by -16.75%
Mar 31, 25
7 First Trust Advisors L.P. 18.23M (1.93%) -1.62M
Decreased by -8.89%
Dec 31, 24
8 HSBC Holdings PLC 17.75M (1.88%) -468.24K
Decreased by -2.64%
Dec 31, 24
9 Morgan Stanley - Brokerage Accounts 17.09M (1.81%) 5.23M
Increased by +30.62%
Mar 31, 25
10 Dimensional Fund Advisors, Inc. 13.64M (1.44%) 3.83M
Increased by +28.05%
Mar 31, 25
11 Northern Trust Corp 12.35M (1.31%) 982.21K
Increased by +7.95%
Dec 31, 24
12 NORGES BANK 11.98M (1.27%) 11.94M
Increased by +99.62%
Dec 31, 24
13 Renaissance Technologies Corp 11.29M (1.20%) -370.61K
Decreased by -3.28%
Mar 31, 25
14 Palestra Capital Management LLC 11.17M (1.18%) 0.00
Increased by 0.00%
Dec 31, 24
15 Man Group PLC 11.12M (1.18%) 9.38M
Increased by +84.31%
Mar 31, 25
16 Arrowstreet Capital Limited Partnership 11.11M (1.18%) -1.62M
Decreased by -14.58%
Mar 31, 25
17 Goldman Sachs Group Inc 10.77M (1.14%) 125.32K
Increased by +1.16%
Mar 31, 25
18 UBS Group AG 9.63M (1.02%) 8.00M
Increased by +83.07%
Dec 31, 24
19 Citadel Advisors Llc 9.19M (0.97%) 5.71M
Increased by +62.20%
Dec 31, 24
20 Two Sigma Investments LLC 9.06M (0.96%) 206.04K
Increased by +2.27%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 61.98M (6.56%) 0.00
Increased by 0.00%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 32.05M (3.39%) 24.83K
Increased by +0.08%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 29.19M (3.09%) 308.99K
Increased by +1.06%
Apr 30, 25
4 iShares Russell 2000 ETF 25.05M (2.65%) 4.23K
Increased by +0.02%
Apr 30, 25
5 Vanguard Small Cap Index 22.91M (2.42%) 128.40K
Increased by +0.56%
Apr 30, 25
6 First Trust Cloud Computing ETF 16.32M (1.73%) 0.00
Increased by 0.00%
Apr 30, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 15.69M (1.66%) 81.05K
Increased by +0.52%
Apr 30, 25
8 Vanguard Small Cap Value Index Inv 14.81M (1.57%) 46.63K
Increased by +0.31%
Apr 30, 25
9 Schwab Fundamental US Large Company ETF 14.01M (1.48%) 12.26K
Increased by +0.09%
Apr 30, 24
10 Invesco S&P SmallCap 600 Revenue ETF 13.48M (1.43%) 0.00
Increased by 0.00%
Aug 30, 24
11 Fidelity Small Cap Index 10.04M (1.06%) 48.63K
Increased by +0.48%
Feb 28, 25
12 Fidelity® Small Cap Index 9.71M (1.03%) 264.44K
Increased by +2.72%
Oct 31, 23
13 iShares Russell 2000 Value ETF 9.52M (1.01%) -32.28K
Decreased by -0.34%
Apr 30, 25
14 SPDR® Portfolio S&P 600 Sm Cap ETF 8.93M (0.95%) 0.00
Increased by 0.00%
Apr 30, 24
15 SPDR® Portfolio S&P 600™ Sm Cap ETF 8.79M (0.93%) 0.00
Increased by 0.00%
Apr 30, 25
16 Schwab Fundamental U.S. Large CompanyETF 8.08M (0.85%) 0.00
Increased by 0.00%
Apr 30, 25
17 Hennessy Cornerstone Mid Cap 30 Inv 7.74M (0.82%) -756.30K
Decreased by -9.78%
Mar 31, 25
18 Vanguard Tax-Managed Small Cap Adm 6.82M (0.72%) 0.00
Increased by 0.00%
Apr 30, 25
19 Calvert Short Duration Income Strategy 6.52M (0.69%) 6.52M
Increased by +100.00%
Sep 30, 23
20 SPDR® S&P 600 Small Cap Value ETF 5.84M (0.62%) 0.00
Increased by 0.00%
Nov 27, 24