Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FXZ 4.97%
2 CWS 4.14%
3 BCUS 4.09%
4 PSCI 3.95%
5 ZIG 3.73%
6 XSMO 3.63%
7 SMCF 3.35%
8 AIRR 3.17%
9 PHO 3.16%
10 FIW 3.14%
11 GDIV 3.10%
12 PRN 2.67%
13 ECML 2.51%
14 MBOX 2.16%
15 RDVI 2.15%
16 RDVY 2.15%
17 FCUS 2.10%
18 WBIF 2.07%
19 SAWS 2.00%
20 WBIG 1.99%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 14.42M (13.35%) -133.54K
Decreased by -0.93%
Mar 31, 25
2 Vanguard Group Inc 11.56M (10.71%) -147.99K
Decreased by -1.28%
Mar 31, 25
3 First Trust Advisors L.P. 6.89M (6.38%) 670.99K
Increased by +9.74%
Mar 31, 25
4 State Street Corp 4.38M (4.06%) 9.64K
Increased by +0.22%
Mar 31, 25
5 State Street Corporation 4.35M (4.03%) 54.53K
Increased by +1.25%
Mar 31, 24
6 Dimensional Fund Advisors, Inc. 3.02M (2.80%) -430.57K
Decreased by -14.24%
Mar 31, 25
7 Amvescap Plc. 2.80M (2.59%) 10.97K
Increased by +0.39%
Mar 31, 25
8 Geode Capital Management, LLC 2.78M (2.58%) 74.75K
Increased by +2.69%
Mar 31, 25
9 Gamco Investors, Inc. Et Al 2.66M (2.47%) -39.99K
Decreased by -1.50%
Mar 31, 25
10 Pacer Advisors, INC. 2.52M (2.34%) -766.32K
Decreased by -30.37%
Sep 30, 24
11 William Blair Investment Management, LLC 2.36M (2.18%) -181.53K
Decreased by -7.70%
Mar 31, 25
12 Allspring Global Investments Holdings, LLC 2.21M (2.05%) -403.17K
Decreased by -18.24%
Mar 31, 25
13 JPMorgan Chase & Co 2.20M (2.04%) -147.40K
Decreased by -6.70%
Sep 30, 24
14 FMR Inc 1.99M (1.85%) 83.22K
Increased by +4.17%
Mar 31, 25
15 LSV Asset Management 1.92M (1.78%) -511.20K
Decreased by -26.67%
Mar 31, 25
16 Gates Capital Management Inc 1.90M (1.76%) -497.28K
Decreased by -26.23%
Dec 31, 23
17 Fuller & Thaler Asset Management Inc 1.71M (1.58%) -627.63K
Decreased by -36.74%
Dec 31, 24
18 American Century Companies Inc 1.69M (1.56%) -206.26K
Decreased by -12.21%
Mar 31, 25
19 Gabelli Funds LLC 1.63M (1.51%) -29.40K
Decreased by -1.80%
Mar 31, 25
20 Northern Trust Corp 1.52M (1.41%) -16.26K
Decreased by -1.07%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 7.22M (6.69%) 6.08K
Increased by +0.08%
Oct 31, 24
2 First Trust Rising Dividend Achiev ETF 3.76M (3.48%) 3.13K
Increased by +0.08%
Jun 30, 25
3 Vanguard Total Stock Mkt Idx Inv 3.63M (3.36%) 2.28K
Increased by +0.06%
May 31, 25
4 iShares Core S&P Mid-Cap ETF 3.61M (3.34%) 1.89K
Increased by +0.05%
Jun 30, 25
5 Vanguard US Total Market Shares ETF 3.57M (3.30%) 159.84K
Increased by +4.48%
Sep 30, 24
6 Vanguard Small Cap Index 2.86M (2.65%) 13.09K
Increased by +0.46%
May 31, 25
7 iShares Russell 2000 ETF 2.81M (2.60%) 0.00
Increased by 0.00%
May 31, 25
8 Pacer US Small Cap Cash Cows 100 ETF 2.45M (2.27%) -8.33K
Decreased by -0.34%
Nov 29, 24
9 Vanguard Small Cap Value Index Inv 1.84M (1.70%) -1.56K
Decreased by -0.09%
May 31, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 1.77M (1.64%) 14.76K
Increased by +0.83%
May 31, 25
11 Allspring Special Small Cap Value A 1.71M (1.59%) 2.60K
Increased by +0.15%
Jun 30, 25
12 1290 VT GAMCO Small Company Value IB 1.68M (1.56%) -9.70K
Decreased by -0.58%
May 31, 25
13 First Trust RBA Amer Indl RenaisTM ETF 1.36M (1.26%) 0.00
Increased by 0.00%
Mar 31, 25
14 Avantis US Small Cap Value ETF 1.33M (1.23%) 0.00
Increased by 0.00%
Jun 28, 25
15 Victory Small Cap Value CIT (Net 75) 1.16M (1.07%) -25.00K
Decreased by -2.16%
Dec 31, 23
16 Fidelity Small Cap Index 1.13M (1.05%) 12.82K
Increased by +1.13%
Apr 30, 25
17 iShares S&P Small-Cap 600 Growth ETF 1.10M (1.02%) 0.00
Increased by 0.00%
Oct 31, 24
18 Fuller & Thaler Behavioral Sm-Cp Eq R6 1.09M (1.01%) 0.00
Increased by 0.00%
Sep 30, 23
19 Fuller & Thaler Behavioral Small-Cap Eq 1.09M (1.01%) 0.00
Increased by 0.00%
Sep 30, 23
20 Fidelity® Small Cap Index 1.08M (1.00%) 28.81K
Increased by +2.67%
Oct 31, 23