Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RISN 1.07%
2 DEEP 0.96%
3 DVP 0.94%
4 SDVY 0.78%
5 SIXS 0.74%
6 PSCC 0.58%
7 ROSC 0.41%
8 DGRS 0.39%
9 FITS 0.35%
10 AFSM 0.35%
11 BFIT 0.28%
12 FYT 0.27%
13 SQLV 0.25%
14 EQWS 0.23%
15 FSCC 0.22%
16 SSLY 0.19%
17 JPSE 0.18%
18 DES 0.16%
19 ISMD 0.16%
20 FYX 0.13%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 950.05K (10.35%) 30.69K
Increased by +3.23%
Mar 31, 25
2 Renaissance Technologies Corp 888.93K (9.68%) -14.81K
Decreased by -1.67%
Mar 31, 25
3 Vanguard Group Inc 773.65K (8.43%) 15.94K
Increased by +2.06%
Mar 31, 25
4 Amvescap Plc. 550.14K (5.99%) 462.22K
Increased by +84.02%
Mar 31, 24
5 Pacer Advisors, INC. 522.73K (5.69%) 201.75K
Increased by +38.60%
Dec 31, 23
6 Millennium Management LLC 469.22K (5.11%) 168.72K
Increased by +35.96%
Jun 30, 24
7 State Street Corporation 429.66K (4.68%) 2.18K
Increased by +0.51%
Mar 31, 24
8 First Trust Advisors L.P. 397.44K (4.33%) 159.82K
Increased by +40.21%
Dec 31, 23
9 Hotchkis & Wiley Capital Management LLC 294.88K (3.21%) 0.00
Increased by 0.00%
Dec 31, 24
10 Morgan Stanley - Brokerage Accounts 293.56K (3.20%) 7.55K
Increased by +2.57%
Mar 31, 25
11 D. E. Shaw & Co LP 288.78K (3.14%) 80.00K
Increased by +27.70%
Dec 31, 24
12 Bank of America Corp 288.51K (3.14%) 12.43K
Increased by +4.31%
Mar 31, 25
13 Charles Schwab Investment Management Inc 265.57K (2.89%) 151.43K
Increased by +57.02%
Mar 31, 25
14 JANE STREET GROUP, LLC 262.85K (2.86%) 239.59K
Increased by +91.15%
Jun 30, 24
15 Geode Capital Management, LLC 256.48K (2.79%) 10.55K
Increased by +4.11%
Mar 31, 25
16 Citadel Advisors Llc 245.66K (2.68%) 74.63K
Increased by +30.38%
Sep 30, 23
17 Arrowstreet Capital Limited Partnership 231.73K (2.52%) -100.58K
Decreased by -43.41%
Sep 30, 24
18 American Century Companies Inc 224.94K (2.45%) -19.24K
Decreased by -8.55%
Mar 31, 25
19 State Street Corp 223.78K (2.44%) -5.82K
Decreased by -2.60%
Mar 31, 25
20 Two Sigma Advisers, LLC 219.00K (2.38%) 3.00K
Increased by +1.37%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Pacer US Small Cap Cash Cows 100 ETF 1.36M (14.79%) 0.00
Increased by 0.00%
May 31, 24
2 iShares Core S&P Small-Cap ETF 730.44K (7.95%) -195.00
Decreased by -0.03%
May 30, 24
3 Invesco Global Multi Cap Growth 396.99K (4.32%) 396.99K
Increased by +100.00%
Mar 31, 24
4 Vanguard US Total Market Shares ETF 356.87K (3.89%) 0.00
Increased by 0.00%
Sep 30, 24
5 First Trust SMID Cp Rising Div Achv ETF 349.58K (3.81%) 2.12K
Increased by +0.61%
Dec 28, 23
6 Vanguard Total Stock Mkt Idx Inv 327.03K (3.56%) 0.00
Increased by 0.00%
Apr 30, 25
7 Invesco Global Opportunities A 305.33K (3.33%) -91.67K
Decreased by -30.02%
May 31, 24
8 iShares Russell 2000 ETF 301.53K (3.28%) 51.00
Increased by +0.02%
Apr 30, 25
9 Vanguard Equity-Income Inv 182.52K (1.99%) 61.68K
Increased by +33.80%
Dec 31, 23
10 Avantis US Small Cap Value ETF 173.39K (1.89%) 0.00
Increased by 0.00%
Apr 30, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 162.00K (1.76%) 0.00
Increased by 0.00%
Apr 30, 25
12 Vanguard Small Cap Index 138.59K (1.51%) -75.00
Decreased by -0.05%
Apr 30, 24
13 Schwab Fundamental U.S. Small CompanyETF 137.66K (1.50%) 0.00
Increased by 0.00%
Apr 30, 25
14 iShares S&P Small-Cap 600 Value ETF 127.96K (1.39%) -122.00
Decreased by -0.10%
May 31, 24
15 Vanguard Consumer Staples ETF 124.34K (1.35%) 552.00
Increased by +0.44%
Apr 30, 25
16 Fidelity Small Cap Index 108.34K (1.18%) 1.31K
Increased by +1.21%
Feb 28, 25
17 Federated Hermes MDT SCC Institutional 105.89K (1.15%) -74.53K
Decreased by -70.39%
Mar 31, 25
18 Federated Hermes MDT Small Cap Core IS 105.89K (1.15%) -74.53K
Decreased by -70.39%
Mar 31, 25
19 iShares Russell 2000 Value ETF 105.78K (1.15%) -360.00
Decreased by -0.34%
Apr 30, 25
20 Fidelity® Small Cap Index 104.23K (1.14%) 2.83K
Increased by +2.71%
Oct 31, 23