Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 HOML 5.37%
2 ZIG 3.11%
3 XHB 3.08%
4 PSCD 2.65%
5 BOUT 2.65%
6 DVLU 2.49%
7 XSMO 2.31%
8 PKB 2.22%
9 PEZ 2.07%
10 KOOL 1.96%
11 GBLD 1.71%
12 CLAW 1.68%
13 GSC 1.67%
14 GRNR 1.55%
15 NAIL 1.43%
16 PZD 1.42%
17 HOMZ 1.19%
18 SIXS 1.18%
19 PXSG 1.11%
20 VIOG 1.10%

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 Geode Capital Management, LLC 1.70M (2.42%) 36.61K
Increased by +2.15%
Mar 31, 25
7 Greenhaven Associates Inc 1.43M (2.04%) -43.66K
Decreased by -3.04%
Mar 31, 25
8 State Street Corporation 1.39M (1.98%) 17.16K
Increased by +1.23%
Mar 31, 24
9 Earnest Partners LLC 1.35M (1.93%) -30.03K
Decreased by -2.22%
Mar 31, 25
10 Fisher Asset Management, LLC 1.32M (1.88%) -67.91K
Decreased by -5.15%
Mar 31, 25
11 Long Pond Capital, LP 1.13M (1.60%) 800.88K
Increased by +71.13%
Mar 31, 25
12 Wellington Management Company LLP 1.07M (1.53%) 504.84K
Increased by +47.10%
Mar 31, 25
13 Goldman Sachs Group Inc 1.06M (1.51%) -276.26K
Decreased by -26.09%
Mar 31, 25
14 Charles Schwab Investment Management Inc 985.24K (1.40%) 12.89K
Increased by +1.31%
Mar 31, 25
15 Balyasny Asset Management LLC 895.75K (1.28%) 309.72K
Increased by +34.58%
Mar 31, 25
16 Macquarie Group Ltd 886.86K (1.26%) -75.51K
Decreased by -8.51%
Mar 31, 25
17 Jacobs Levy Equity Management, Inc. 859.74K (1.22%) 21.97K
Increased by +2.56%
Mar 31, 25
18 Citadel Advisors Llc 853.24K (1.22%) 26.58K
Increased by +3.12%
Dec 31, 24
19 Fuller & Thaler Asset Management Inc 815.90K (1.16%) 102.31K
Increased by +12.54%
Jun 30, 24
20 Pacer Advisors, INC. 779.55K (1.11%) 248.44K
Increased by +31.87%
Dec 31, 23

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 4.39M (6.25%) -3.78K
Decreased by -0.09%
Apr 30, 25
3 Vanguard Total Stock Mkt Idx Inv 2.19M (3.13%) 52.22K
Increased by +2.38%
Apr 30, 25
4 iShares Russell 2000 ETF 1.77M (2.52%) 299.00
Increased by +0.02%
Apr 30, 25
5 Vanguard Small Cap Index 1.71M (2.44%) 9.29K
Increased by +0.54%
Apr 30, 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 1.11M (1.59%) 4.90K
Increased by +0.44%
Apr 30, 25
8 Vanguard Small Cap Value Index Inv 1.11M (1.58%) 3.45K
Increased by +0.31%
Apr 30, 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%
Mar 31, 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 762.66K (1.09%) 656.00
Increased by +0.09%
Apr 30, 25
13 iShares US Home Construction ETF 748.21K (1.07%) 5.31K
Increased by +0.71%
Apr 30, 25
14 Fidelity Small Cap Index 715.60K (1.02%) 5.82K
Increased by +0.81%
Feb 28, 25
15 iShares S&P Small-Cap 600 Value ETF 713.85K (1.02%) 587.00
Increased by +0.08%
Apr 30, 25
16 American Funds SMALLCAP World A 706.80K (1.01%) 0.00
Increased by 0.00%
Mar 31, 25
17 iShares Russell 2000 Value ETF 673.50K (0.96%) -2.29K
Decreased by -0.34%
Apr 30, 25
18 Fuller & Thaler Behavioral Sm-Cp Eq R6 652.16K (0.93%) 61.90K
Increased by +9.49%
Sep 30, 23
19 Fuller & Thaler Behavioral Small-Cap Eq 652.16K (0.93%) 0.00
Increased by 0.00%
Nov 30, 23
20 Macquarie Small Cap Value A 646.60K (0.92%) 0.00
Increased by 0.00%
Mar 31, 25