Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCE 8.31%
2 ZIG 3.03%
3 PXE 2.77%
4 BOUT 2.45%
5 OILT 2.28%
6 RDVY 2.28%
7 FCG 2.08%
8 XOP 2.07%
9 FTIF 1.96%
10 PXI 1.79%
11 GUSH 1.49%
12 HCOW 1.34%
13 COWS 1.33%
14 SIXS 1.11%
15 GRPZ 1.10%
16 CSB 1.02%
17 FSCS 0.96%
18 RNMC 0.96%
19 JPSV 0.81%
20 SMCO 0.79%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 27.87M (15.76%) -630.44K
Decreased by -2.26%
Mar 31, 25
2 Vanguard Group Inc 20.41M (11.54%) -530.50K
Decreased by -2.60%
Mar 31, 25
3 First Trust Advisors L.P. 15.41M (8.71%) 3.04M
Increased by +19.72%
Dec 31, 24
4 State Street Corporation 10.66M (6.03%) 3.32M
Increased by +31.13%
Mar 31, 24
5 American Century Companies Inc 10.50M (5.94%) 562.22K
Increased by +5.35%
Mar 31, 25
6 State Street Corp 9.86M (5.57%) -173.65K
Decreased by -1.76%
Mar 31, 25
7 T. Rowe Price Investment Management,Inc. 7.26M (4.11%) -689.88K
Decreased by -9.50%
Mar 31, 25
8 HHG PLC 6.45M (3.65%) 53.91K
Increased by +0.84%
Mar 31, 25
9 Macquarie Group Ltd 5.77M (3.26%) 252.60K
Increased by +4.38%
Mar 31, 25
10 AllianceBernstein L.P. 5.54M (3.13%) -157.00K
Decreased by -2.84%
Dec 31, 24
11 Dimensional Fund Advisors, Inc. 5.37M (3.03%) 597.85K
Increased by +11.14%
Mar 31, 25
12 Wellington Management Company LLP 5.02M (2.84%) -3.12K
Decreased by -0.06%
Mar 31, 25
13 Victory Capital Management Inc. 4.38M (2.48%) -290.55K
Decreased by -6.63%
Mar 31, 25
14 Bank of America Corp 4.34M (2.46%) 1.80M
Increased by +41.45%
Mar 31, 25
15 Geode Capital Management, LLC 4.29M (2.43%) 157.04K
Increased by +3.66%
Mar 31, 25
16 EnerVest, Ltd. 4.16M (2.36%) 0.00
Increased by 0.00%
Sep 30, 24
17 Silvercrest Asset Management Group LLC 3.80M (2.15%) -21.92K
Decreased by -0.58%
Mar 31, 25
18 Wasatch Advisors Inc. 3.60M (2.04%) 431.34K
Increased by +11.98%
Sep 30, 23
19 GW&K Investment Management, LLC 3.42M (1.94%) -59.31K
Decreased by -1.73%
Mar 31, 25
20 BTIM Corp 3.18M (1.80%) 88.02K
Increased by +2.77%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 First Trust Rising Dividend Achiev ETF 11.88M (6.72%) 21.17K
Increased by +0.18%
Feb 27, 25
2 iShares Core S&P Small-Cap ETF 11.59M (6.55%) -10.08K
Decreased by -0.09%
Apr 30, 25
3 Vanguard Total Stock Mkt Idx Inv 5.73M (3.24%) 52.55K
Increased by +0.92%
Apr 30, 25
4 Vanguard US Total Market Shares ETF 5.69M (3.22%) 210.32K
Increased by +3.70%
Sep 30, 24
5 Avantis US Small Cap Value ETF 5.19M (2.94%) 0.00
Increased by 0.00%
Apr 30, 25
6 Vanguard Explorer Inv 4.88M (2.76%) -136.30K
Decreased by -2.79%
Mar 31, 25
7 Vanguard Small Cap Index 4.50M (2.54%) 25.41K
Increased by +0.56%
Apr 30, 25
8 iShares Russell 2000 ETF 4.30M (2.43%) 726.00
Increased by +0.02%
Apr 30, 25
9 American Century Small Cap Value Inv 3.69M (2.08%) 0.00
Increased by 0.00%
Mar 31, 25
10 American Century U.S. Small Cap Value 3.69M (2.08%) 0.00
Increased by 0.00%
Mar 31, 25
11 Victory Small Cap Value CIT (Net 75) 3.40M (1.93%) -440.00K
Decreased by -12.92%
Dec 31, 24
12 Macquarie Small Cap Core I 3.01M (1.70%) 85.44K
Increased by +2.84%
Mar 31, 25
13 Delaware US Small Cap Core Equity (SMA) 2.95M (1.67%) -34.55K
Decreased by -1.17%
Mar 31, 24
14 Macquarie US Small Cap Core Equity 2.95M (1.67%) -34.55K
Decreased by -1.17%
Mar 31, 24
15 Janus Henderson US SMID Cap Growth 2.95M (1.67%) 336.96K
Increased by +11.43%
Dec 31, 24
16 Janus Henderson US SMID Cap Growth MA 2.95M (1.67%) 2.95M
Increased by +100.00%
Dec 31, 24
17 Victory Sycamore Small Company Opp R 2.93M (1.66%) -472.00K
Decreased by -16.09%
Mar 31, 25
18 Delaware Small Cap Core I 2.92M (1.65%) 0.00
Increased by 0.00%
Oct 31, 24
19 Janus Henderson Triton D 2.90M (1.64%) -30.20K
Decreased by -1.04%
Mar 31, 25
20 Vanguard Small Cap Growth Index Inv 2.51M (1.42%) -1.89K
Decreased by -0.08%
Apr 30, 25