Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GASX 3.91%
2 FXN 3.86%
3 EWMC 2.77%
4 ZIG 2.74%
5 FCG 2.69%
6 XOP 2.64%
7 PXE 2.48%
8 HCOW 2.18%
9 COWS 2.16%
10 FRAK 2.12%
11 SMAP 1.96%
12 GRPM 1.91%
13 GUSH 1.89%
14 UOP 1.74%
15 SMCF 1.74%
16 ERSX 1.65%
17 CVRD 1.63%
18 FTIF 1.59%
19 GASL 1.40%
20 FTXN 1.32%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 12.56M (10.77%) 187.63K
Increased by +1.49%
Dec 31, 24
2 BlackRock Inc 11.71M (10.05%) 1.20M
Increased by +10.26%
Dec 31, 24
3 State Street Corporation 5.49M (4.71%) 122.18K
Increased by +2.22%
Mar 31, 24
4 Dimensional Fund Advisors, Inc. 5.44M (4.67%) 30.18K
Increased by +0.55%
Dec 31, 24
5 State Street Corp 4.56M (3.91%) -293.94K
Decreased by -6.45%
Dec 31, 24
6 T. Rowe Price Investment Management,Inc. 3.80M (3.26%) -664.45K
Decreased by -17.49%
Dec 31, 24
7 AllianceBernstein L.P. 2.70M (2.32%) 555.25K
Increased by +20.58%
Dec 31, 24
8 Victory Capital Management Inc. 2.63M (2.26%) -121.88K
Decreased by -4.63%
Dec 31, 24
9 ClearBridge Advisors, LLC 2.25M (1.93%) -728.00
Decreased by -0.03%
Dec 31, 24
10 Silvercrest Asset Management Group LLC 2.14M (1.83%) -210.32K
Decreased by -9.85%
Dec 31, 24
11 Goldman Sachs Group Inc 2.10M (1.80%) -141.25K
Decreased by -6.74%
Jun 30, 24
12 Geode Capital Management, LLC 2.01M (1.73%) 2.05K
Increased by +0.10%
Dec 31, 24
13 JPMorgan Chase & Co 1.80M (1.54%) -1.96M
Decreased by -108.82%
Dec 31, 24
14 GW&K Investment Management, LLC 1.77M (1.52%) -124.60K
Decreased by -7.05%
Dec 31, 24
15 Neuberger Berman Group LLC 1.73M (1.48%) -34.10K
Decreased by -1.97%
Jun 30, 24
16 Morgan Stanley - Brokerage Accounts 1.68M (1.44%) -509.66K
Decreased by -30.35%
Jun 30, 24
17 Massachusetts Financial Services Company 1.67M (1.43%) 258.96K
Increased by +15.51%
Dec 31, 24
18 Wellington Management Company LLP 1.57M (1.34%) -108.78K
Decreased by -6.94%
Dec 31, 24
19 LSV Asset Management 1.52M (1.30%) 1.10M
Increased by +72.37%
Dec 31, 24
20 Charles Schwab Investment Management Inc 1.49M (1.28%) 56.64K
Increased by +3.80%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 3.79M (3.25%) 6.65K
Increased by +0.18%
Mar 31, 25
2 Vanguard Total Stock Mkt Idx Inv 3.55M (3.04%) 2.17K
Increased by +0.06%
Feb 28, 25
3 Vanguard Small Cap Index 2.87M (2.46%) 2.33K
Increased by +0.08%
Feb 28, 25
4 iShares Russell 2000 ETF 2.61M (2.24%) 19.80K
Increased by +0.76%
May 30, 24
5 T. Rowe Price Small-Cap Value 2.08M (1.78%) -108.40K
Decreased by -5.22%
Feb 28, 25
6 Vanguard Institutional Extnd Mkt Idx Tr 1.77M (1.52%) 6.71K
Increased by +0.38%
Feb 28, 25
7 Vanguard Small Cap Growth Index Inv 1.61M (1.38%) -9.13K
Decreased by -0.57%
Feb 28, 25
8 Victory Small Cap Value CIT (Net 75) 1.59M (1.36%) 45.00K
Increased by +2.83%
Sep 30, 24
9 Victory Sycamore Small Company Opp R 1.51M (1.30%) -75.00K
Decreased by -4.95%
Dec 31, 24
10 SPDR® S&P Oil & Gas Explor & Prodtn ETF 1.24M (1.06%) -36.36K
Decreased by -2.94%
Mar 31, 25
11 T. Rowe Price U.S. SC Value Eq Tr-Z 1.22M (1.05%) 42.46K
Increased by +3.48%
Dec 31, 24
12 T. Rowe Price Integrated US SmCapGrEq 1.19M (1.02%) 487.70K
Increased by +41.04%
Dec 31, 24
13 Vanguard Explorer Inv 1.13M (0.97%) 105.92K
Increased by +9.41%
Dec 31, 24
14 Fidelity Small Cap Index 1.12M (0.96%) -5.41K
Decreased by -0.48%
Apr 30, 24
15 Fidelity® Small Cap Index 1.09M (0.94%) 29.81K
Increased by +2.73%
Oct 31, 23
16 Neuberger Berman Genesis Inv 1.06M (0.91%) -37.04K
Decreased by -3.48%
Jun 30, 24
17 SPDR® S&P MIDCAP 400 ETF Trust 937.46K (0.80%) 8.93K
Increased by +0.95%
Feb 28, 25
18 DFA US Targeted Value I 932.17K (0.80%) 0.00
Increased by 0.00%
Feb 28, 25
19 Invesco Discovery A 931.72K (0.80%) 0.00
Increased by 0.00%
Nov 30, 23
20 AB Small Cap Growth A 920.33K (0.79%) 860.64K
Increased by +93.51%
Apr 30, 24