Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RISN 1.07%
2 DVP 0.91%
3 DEEP 0.90%
4 SDVY 0.78%
5 SIXS 0.74%
6 PSCC 0.58%
7 ROSC 0.41%
8 DGRS 0.39%
9 SVAL 0.37%
10 FITS 0.35%
11 AFSM 0.35%
12 BFIT 0.28%
13 FYT 0.27%
14 SQLV 0.25%
15 EQWS 0.23%
16 FSCC 0.22%
17 SSLY 0.19%
18 JPSE 0.18%
19 DES 0.16%
20 ISMD 0.16%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 950.05K (10.46%) 30.69K
Increased by +3.23%
Mar 31, 25
2 Renaissance Technologies Corp 888.93K (9.79%) -14.81K
Decreased by -1.67%
Mar 31, 25
3 Vanguard Group Inc 773.65K (8.52%) 15.94K
Increased by +2.06%
Mar 31, 25
4 Amvescap Plc. 550.14K (6.06%) 462.22K
Increased by +84.02%
Mar 31, 24
5 Pacer Advisors, INC. 522.73K (5.76%) 201.75K
Increased by +38.60%
Dec 31, 23
6 Millennium Management LLC 469.22K (5.17%) 168.72K
Increased by +35.96%
Jun 30, 24
7 State Street Corporation 429.66K (4.73%) 2.18K
Increased by +0.51%
Mar 31, 24
8 First Trust Advisors L.P. 397.44K (4.38%) 159.82K
Increased by +40.21%
Dec 31, 23
9 Acadian Asset Management LLC 385.72K (4.25%) 376.61K
Increased by +97.64%
Mar 31, 25
10 D. E. Shaw & Co LP 333.45K (3.67%) 44.66K
Increased by +13.39%
Mar 31, 25
11 Hotchkis & Wiley Capital Management LLC 294.88K (3.25%) 0.00
Increased by 0.00%
Dec 31, 24
12 Morgan Stanley - Brokerage Accounts 293.56K (3.23%) 7.55K
Increased by +2.57%
Mar 31, 25
13 Bank of America Corp 288.51K (3.18%) 12.43K
Increased by +4.31%
Mar 31, 25
14 Charles Schwab Investment Management Inc 265.57K (2.93%) 151.43K
Increased by +57.02%
Mar 31, 25
15 JANE STREET GROUP, LLC 262.85K (2.90%) 239.59K
Increased by +91.15%
Jun 30, 24
16 Geode Capital Management, LLC 256.48K (2.82%) 10.55K
Increased by +4.11%
Mar 31, 25
17 Citadel Advisors Llc 245.66K (2.71%) 74.63K
Increased by +30.38%
Sep 30, 23
18 Arrowstreet Capital Limited Partnership 231.73K (2.55%) -100.58K
Decreased by -43.41%
Sep 30, 24
19 American Century Companies Inc 224.94K (2.48%) -19.24K
Decreased by -8.55%
Mar 31, 25
20 State Street Corp 223.78K (2.46%) -5.82K
Decreased by -2.60%
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 (14.95%) 0.00
Increased by 0.00%
May 31, 24
2 iShares Core S&P Small-Cap ETF 730.44K (8.05%) -195.00
Decreased by -0.03%
May 30, 24
3 Invesco Global Multi Cap Growth 396.99K (4.37%) 396.99K
Increased by +100.00%
Mar 31, 24
4 Vanguard US Total Market Shares ETF 356.87K (3.93%) 0.00
Increased by 0.00%
Sep 30, 24
5 First Trust SMID Cp Rising Div Achv ETF 349.58K (3.85%) 2.12K
Increased by +0.61%
Dec 28, 23
6 Vanguard Total Stock Mkt Idx Inv 327.03K (3.60%) 0.00
Increased by 0.00%
Jun 30, 25
7 Invesco Global Opportunities A 305.33K (3.36%) -91.67K
Decreased by -30.02%
May 31, 24
8 iShares Russell 2000 ETF 268.56K (2.96%) -4.37K
Decreased by -1.63%
Jul 30, 25
9 Schwab Fundamental U.S. Small CompanyETF 267.95K (2.95%) 0.00
Increased by 0.00%
Jul 30, 25
10 Vanguard Equity-Income Inv 182.52K (2.01%) 61.68K
Increased by +33.80%
Dec 31, 23
11 Avantis US Small Cap Value ETF 180.41K (1.99%) 287.00
Increased by +0.16%
Jul 30, 25
12 Vanguard Institutional Extnd Mkt Idx Tr 162.00K (1.78%) 0.00
Increased by 0.00%
Jun 30, 25
13 Vanguard Small Cap Index 138.59K (1.53%) -75.00
Decreased by -0.05%
Apr 30, 24
14 iShares S&P Small-Cap 600 Value ETF 127.96K (1.41%) -122.00
Decreased by -0.10%
May 31, 24
15 Vanguard Consumer Staples ETF 126.45K (1.39%) 1.66K
Increased by +1.31%
Jun 30, 25
16 Fidelity Small Cap Index 109.63K (1.21%) -2.12K
Decreased by -1.93%
May 31, 25
17 Fidelity® Small Cap Index 104.23K (1.15%) 2.83K
Increased by +2.71%
Oct 31, 23
18 iShares Russell 2000 Value ETF 96.63K (1.06%) 0.00
Increased by 0.00%
Jul 30, 25
19 SPDR® Portfolio S&P 600™ Sm Cap ETF 94.23K (1.04%) 209.00
Increased by +0.22%
May 31, 24
20 Schwab Fundamental US Small Company ETF 94.06K (1.04%) 0.00
Increased by 0.00%
May 31, 24