Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 HOML 5.37%
2 XHB 3.53%
3 ZIG 3.40%
4 PSCD 2.90%
5 BOUT 2.65%
6 DVLU 2.49%
7 XSMO 2.31%
8 PKB 2.22%
9 PEZ 2.07%
10 ITB 2.02%
11 GBLD 1.99%
12 KOOL 1.96%
13 CLAW 1.68%
14 GSC 1.67%
15 GRNR 1.55%
16 HOMZ 1.53%
17 PZD 1.42%
18 SIXS 1.18%
19 NAIL 1.18%
20 ERTH 1.12%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 11.88M (16.92%) -264.44K
Decreased by -2.23%
Mar 31, 25
2 Vanguard Group Inc 8.00M (11.39%) -149.59K
Decreased by -1.87%
Mar 31, 25
3 State Street Corp 3.46M (4.93%) -214.37K
Decreased by -6.20%
Mar 31, 25
4 Dimensional Fund Advisors, Inc. 2.93M (4.17%) -92.85K
Decreased by -3.17%
Mar 31, 25
5 Morgan Stanley - Brokerage Accounts 2.08M (2.96%) 520.08K
Increased by +25.02%
Mar 31, 25
6 Citadel Advisors Llc 1.76M (2.51%) 57.08K
Increased by +3.24%
Mar 31, 25
7 Geode Capital Management, LLC 1.70M (2.42%) 36.61K
Increased by +2.15%
Mar 31, 25
8 Greenhaven Associates Inc 1.43M (2.04%) -43.66K
Decreased by -3.04%
Mar 31, 25
9 State Street Corporation 1.39M (1.98%) 17.16K
Increased by +1.23%
Mar 31, 24
10 Earnest Partners LLC 1.35M (1.93%) -30.03K
Decreased by -2.22%
Mar 31, 25
11 Fisher Asset Management, LLC 1.32M (1.88%) -67.91K
Decreased by -5.15%
Mar 31, 25
12 Long Pond Capital, LP 1.13M (1.60%) 800.88K
Increased by +71.13%
Mar 31, 25
13 Wellington Management Company LLP 1.07M (1.53%) 504.84K
Increased by +47.10%
Mar 31, 25
14 Goldman Sachs Group Inc 1.06M (1.51%) -276.26K
Decreased by -26.09%
Mar 31, 25
15 Charles Schwab Investment Management Inc 985.24K (1.40%) 12.89K
Increased by +1.31%
Mar 31, 25
16 Balyasny Asset Management LLC 895.75K (1.28%) 309.72K
Increased by +34.58%
Mar 31, 25
17 First Trust Advisors L.P. 887.04K (1.26%) -255.20K
Decreased by -28.77%
Mar 31, 25
18 Macquarie Group Ltd 886.86K (1.26%) -75.51K
Decreased by -8.51%
Mar 31, 25
19 Northern Trust Corp 878.09K (1.25%) -73.27K
Decreased by -8.34%
Mar 31, 25
20 Jacobs Levy Equity Management, Inc. 859.74K (1.22%) 21.97K
Increased by +2.56%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Performer (AFRIS) 7.03M (10.02%) 7.03M
Increased by +100.00%
Feb 29, 24
2 iShares Core S&P Small-Cap ETF 4.35M (6.19%) 0.00
Increased by 0.00%
May 31, 25
3 Vanguard Total Stock Mkt Idx Inv 2.20M (3.13%) 1.48K
Increased by +0.07%
May 31, 25
4 iShares Russell 2000 ETF 1.80M (2.56%) 0.00
Increased by 0.00%
May 31, 25
5 Vanguard Small Cap Index 1.72M (2.45%) 8.54K
Increased by +0.50%
May 31, 25
6 Vanguard US Total Market Shares ETF 1.14M (1.63%) 49.29K
Increased by +4.31%
Sep 30, 24
7 Vanguard Institutional Extnd Mkt Idx Tr 1.12M (1.60%) 7.92K
Increased by +0.71%
May 31, 25
8 Vanguard Small Cap Value Index Inv 1.11M (1.58%) 476.00
Increased by +0.04%
May 31, 25
9 Vanguard Explorer Inv 1.07M (1.53%) 504.80K
Increased by +47.10%
Mar 31, 25
10 DFA US Small Cap Value I 1.05M (1.49%) 0.00
Increased by 0.00%
Apr 30, 25
11 Pacer US Small Cap Cash Cows 100 ETF 914.91K (1.30%) 12.60K
Increased by +1.38%
Jan 31, 24
12 First Trust SMID Cp Rising Div Achv ETF 761.59K (1.08%) 1.16K
Increased by +0.15%
May 29, 25
13 Fidelity Small Cap Index 719.22K (1.02%) 3.62K
Increased by +0.50%
Mar 31, 25
14 iShares S&P Small-Cap 600 Value ETF 708.71K (1.01%) 0.00
Increased by 0.00%
May 31, 25
15 American Funds SMALLCAP World A 706.80K (1.01%) 0.00
Increased by 0.00%
Mar 31, 25
16 Fuller & Thaler Behavioral Sm-Cp Eq R6 652.16K (0.93%) 61.90K
Increased by +9.49%
Sep 30, 23
17 Fuller & Thaler Behavioral Small-Cap Eq 652.16K (0.93%) 0.00
Increased by 0.00%
Nov 30, 23
18 iShares Russell 2000 Value ETF 649.74K (0.93%) 0.00
Increased by 0.00%
May 31, 25
19 iShares US Home Construction ETF 633.97K (0.90%) 0.00
Increased by 0.00%
May 31, 25
20 Macquarie Small Cap Value A 625.50K (0.89%) -21.10K
Decreased by -3.37%
Apr 30, 25