Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CWS 4.93%
2 PHO 4.34%
3 BCUS 4.14%
4 PSCI 3.95%
5 FXZ 3.85%
6 XSMO 3.63%
7 ZIG 3.56%
8 GDIV 3.51%
9 SMCF 3.42%
10 FIW 3.21%
11 AIRR 3.17%
12 ECML 2.68%
13 PRN 2.67%
14 MBOX 2.49%
15 CPAI 2.39%
16 RDVY 2.28%
17 RDVI 2.27%
18 SAWS 2.17%
19 FCUS 2.10%
20 WBIG 2.07%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 10.79M (9.95%) -3.63M
Decreased by -33.61%
Jun 30, 25
2 Vanguard Group Inc 10.54M (9.71%) -1.02M
Decreased by -9.68%
Jun 30, 25
3 First Trust Advisors L.P. 5.47M (5.04%) -1.41M
Decreased by -25.82%
Jun 30, 25
4 State Street Corporation 4.35M (4.01%) 54.53K
Increased by +1.25%
Mar 31, 24
5 State Street Corp 3.47M (3.20%) -907.57K
Decreased by -26.14%
Jun 30, 25
6 Dimensional Fund Advisors, Inc. 2.98M (2.75%) -42.66K
Decreased by -1.43%
Jun 30, 25
7 Gamco Investors, Inc. Et Al 2.60M (2.39%) -65.23K
Decreased by -2.51%
Jun 30, 25
8 Pacer Advisors, INC. 2.52M (2.33%) -766.32K
Decreased by -30.37%
Sep 30, 24
9 William Blair Investment Management, LLC 2.32M (2.14%) -36.40K
Decreased by -1.57%
Jun 30, 25
10 Allspring Global Investments Holdings, LLC 2.25M (2.08%) 42.60K
Increased by +1.89%
Jun 30, 25
11 Amvescap Plc. 2.01M (1.85%) -787.25K
Decreased by -39.12%
Jun 30, 25
12 Geode Capital Management, LLC 1.99M (1.83%) -794.10K
Decreased by -39.98%
Jun 30, 25
13 LSV Asset Management 1.93M (1.78%) 16.76K
Increased by +0.87%
Jun 30, 25
14 Gates Capital Management Inc 1.90M (1.75%) -497.28K
Decreased by -26.23%
Dec 31, 23
15 Fuller & Thaler Asset Management Inc 1.71M (1.57%) -627.63K
Decreased by -36.74%
Dec 31, 24
16 Gabelli Funds LLC 1.62M (1.49%) -17.70K
Decreased by -1.10%
Jun 30, 25
17 NORGES BANK 1.60M (1.48%) 122.98K
Increased by +7.68%
Jun 30, 25
18 American Century Companies Inc 1.53M (1.41%) -158.38K
Decreased by -10.35%
Jun 30, 25
19 Northern Trust Corp 1.52M (1.40%) -16.26K
Decreased by -1.07%
Mar 31, 25
20 Jane Street Group LLC 1.51M (1.39%) 1.16M
Increased by +77.07%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 7.22M (6.65%) 6.08K
Increased by +0.08%
Oct 31, 24
2 First Trust Rising Dividend Achiev ETF 3.92M (3.61%) 5.48K
Increased by +0.14%
Aug 28, 25
3 iShares Core S&P Mid-Cap ETF 3.60M (3.32%) 0.00
Increased by 0.00%
Aug 31, 25
4 Vanguard US Total Market Shares ETF 3.57M (3.29%) 159.84K
Increased by +4.48%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 3.47M (3.20%) -82.17K
Decreased by -2.37%
Jul 31, 25
6 iShares Russell 2000 ETF 2.81M (2.59%) 0.00
Increased by 0.00%
May 31, 25
7 Vanguard Small Cap Index 2.69M (2.48%) -17.42K
Decreased by -0.65%
Jul 31, 25
8 Pacer US Small Cap Cash Cows 100 ETF 2.45M (2.25%) -8.33K
Decreased by -0.34%
Nov 29, 24
9 Vanguard Small Cap Value Index Inv 1.73M (1.59%) 2.93K
Increased by +0.17%
Jul 31, 25
10 1290 VT GAMCO Small Company Value IB 1.58M (1.45%) -68.70K
Decreased by -4.35%
Jul 31, 25
11 Allspring Special Small Cap Value A 1.37M (1.26%) -176.50K
Decreased by -12.86%
Aug 31, 25
12 First Trust RBA Amer Indl RenaisTM ETF 1.36M (1.25%) 0.00
Increased by 0.00%
Mar 31, 25
13 Vanguard Institutional Extnd Mkt Idx Tr 1.19M (1.10%) -516.33K
Decreased by -43.46%
Jul 31, 25
14 Victory Small Cap Value CIT (Net 75) 1.16M (1.06%) -25.00K
Decreased by -2.16%
Dec 31, 23
15 Fidelity Small Cap Index 1.13M (1.04%) 3.46K
Increased by +0.31%
May 31, 25
16 Avantis US Small Cap Value ETF 1.10M (1.01%) 0.00
Increased by 0.00%
Aug 30, 25
17 iShares S&P Small-Cap 600 Growth ETF 1.10M (1.01%) 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