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 0.38%
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 (10.39%) 30.69K
Increased by +3.23%
Mar 31, 25
2 Renaissance Technologies Corp 888.93K (9.72%) -14.81K
Decreased by -1.67%
Mar 31, 25
3 Vanguard Group Inc 816.05K (8.92%) 42.40K
Increased by +5.20%
Jun 30, 25
4 Amvescap Plc. 550.14K (6.01%) 462.22K
Increased by +84.02%
Mar 31, 24
5 Pacer Advisors, INC. 522.73K (5.72%) 201.75K
Increased by +38.60%
Dec 31, 23
6 Millennium Management LLC 469.22K (5.13%) 168.72K
Increased by +35.96%
Jun 30, 24
7 State Street Corporation 429.66K (4.70%) 2.18K
Increased by +0.51%
Mar 31, 24
8 Charles Schwab Investment Management Inc 421.17K (4.60%) 155.60K
Increased by +36.94%
Jun 30, 25
9 First Trust Advisors L.P. 397.44K (4.35%) 159.82K
Increased by +40.21%
Dec 31, 23
10 Acadian Asset Management LLC 385.72K (4.22%) 376.61K
Increased by +97.64%
Mar 31, 25
11 D. E. Shaw & Co LP 321.23K (3.51%) -12.22K
Decreased by -3.80%
Jun 30, 25
12 Hotchkis & Wiley Capital Management LLC 294.88K (3.22%) 0.00
Increased by 0.00%
Dec 31, 24
13 Morgan Stanley - Brokerage Accounts 293.56K (3.21%) 7.55K
Increased by +2.57%
Mar 31, 25
14 Bank of America Corp 288.51K (3.15%) 12.43K
Increased by +4.31%
Mar 31, 25
15 JANE STREET GROUP, LLC 262.85K (2.87%) 239.59K
Increased by +91.15%
Jun 30, 24
16 Geode Capital Management, LLC 256.48K (2.80%) 10.55K
Increased by +4.11%
Mar 31, 25
17 Dimensional Fund Advisors, Inc. 249.40K (2.73%) 65.15K
Increased by +26.12%
Jun 30, 25
18 Citadel Advisors Llc 245.66K (2.69%) 74.63K
Increased by +30.38%
Sep 30, 23
19 Arrowstreet Capital Limited Partnership 231.73K (2.53%) -100.58K
Decreased by -43.41%
Sep 30, 24
20 State Street Corp 223.78K (2.45%) -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 (14.84%) 0.00
Increased by 0.00%
May 31, 24
2 iShares Core S&P Small-Cap ETF 730.44K (7.99%) -195.00
Decreased by -0.03%
May 30, 24
3 Invesco Global Multi Cap Growth 396.99K (4.34%) 396.99K
Increased by +100.00%
Mar 31, 24
4 Vanguard US Total Market Shares ETF 356.87K (3.90%) 0.00
Increased by 0.00%
Sep 30, 24
5 First Trust SMID Cp Rising Div Achv ETF 349.58K (3.82%) 2.12K
Increased by +0.61%
Dec 28, 23
6 Vanguard Total Stock Mkt Idx Inv 327.03K (3.58%) 0.00
Increased by 0.00%
Jun 30, 25
7 Invesco Global Opportunities A 305.33K (3.34%) -91.67K
Decreased by -30.02%
May 31, 24
8 Schwab Fundamental U.S. Small CompanyETF 267.95K (2.93%) 0.00
Increased by 0.00%
Jul 31, 25
9 iShares Russell 2000 ETF 263.52K (2.88%) -5.04K
Decreased by -1.91%
Jul 31, 25
10 Vanguard Equity-Income Inv 182.52K (2.00%) 61.68K
Increased by +33.80%
Dec 31, 23
11 Avantis US Small Cap Value ETF 180.75K (1.98%) 336.00
Increased by +0.19%
Jul 31, 25
12 Vanguard Institutional Extnd Mkt Idx Tr 162.00K (1.77%) 0.00
Increased by 0.00%
Jun 30, 25
13 Vanguard Small Cap Index 138.59K (1.52%) -75.00
Decreased by -0.05%
Apr 30, 24
14 iShares S&P Small-Cap 600 Value ETF 127.96K (1.40%) -122.00
Decreased by -0.10%
May 31, 24
15 Vanguard Consumer Staples ETF 126.45K (1.38%) 1.66K
Increased by +1.31%
Jun 30, 25
16 Fidelity Small Cap Index 109.63K (1.20%) -2.12K
Decreased by -1.93%
May 31, 25
17 Fidelity® Small Cap Index 104.23K (1.14%) 2.83K
Increased by +2.71%
Oct 31, 23
18 iShares Russell 2000 Value ETF 96.70K (1.06%) 72.00
Increased by +0.07%
Jul 31, 25
19 SPDR® Portfolio S&P 600™ Sm Cap ETF 94.23K (1.03%) 209.00
Increased by +0.22%
May 31, 24
20 Schwab Fundamental US Small Company ETF 94.06K (1.03%) 0.00
Increased by 0.00%
May 31, 24