Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 HOML 5.37%
2 ZIG 3.34%
3 XHB 3.28%
4 PSCD 2.94%
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 ITB 1.93%
12 GBLD 1.88%
13 CLAW 1.68%
14 GSC 1.67%
15 HOMZ 1.57%
16 GRNR 1.55%
17 NAIL 1.48%
18 PZD 1.42%
19 SIXS 1.18%
20 PXSG 1.11%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 11.88M (17.08%) -264.44K
Decreased by -2.23%
Mar 31, 25
2 Vanguard Group Inc 8.00M (11.51%) -149.59K
Decreased by -1.87%
Mar 31, 25
3 State Street Corp 3.46M (4.97%) -214.37K
Decreased by -6.20%
Mar 31, 25
4 Dimensional Fund Advisors, Inc. 2.93M (4.21%) -92.85K
Decreased by -3.17%
Mar 31, 25
5 Morgan Stanley - Brokerage Accounts 2.08M (2.99%) 520.08K
Increased by +25.02%
Mar 31, 25
6 Citadel Advisors Llc 1.76M (2.54%) 57.08K
Increased by +3.24%
Mar 31, 25
7 Geode Capital Management, LLC 1.70M (2.45%) 36.61K
Increased by +2.15%
Mar 31, 25
8 Greenhaven Associates Inc 1.49M (2.15%) 57.59K
Increased by +3.86%
Jun 30, 25
9 State Street Corporation 1.39M (2.00%) 17.16K
Increased by +1.23%
Mar 31, 24
10 Earnest Partners LLC 1.35M (1.95%) -30.03K
Decreased by -2.22%
Mar 31, 25
11 Fisher Asset Management, LLC 1.32M (1.90%) -67.91K
Decreased by -5.15%
Mar 31, 25
12 Long Pond Capital, LP 1.13M (1.62%) 800.88K
Increased by +71.13%
Mar 31, 25
13 Wellington Management Company LLP 1.07M (1.54%) 504.84K
Increased by +47.10%
Mar 31, 25
14 Goldman Sachs Group Inc 1.06M (1.52%) -276.26K
Decreased by -26.09%
Mar 31, 25
15 Charles Schwab Investment Management Inc 985.24K (1.42%) 12.89K
Increased by +1.31%
Mar 31, 25
16 Balyasny Asset Management LLC 895.75K (1.29%) 309.72K
Increased by +34.58%
Mar 31, 25
17 First Trust Advisors L.P. 887.04K (1.28%) -255.20K
Decreased by -28.77%
Mar 31, 25
18 Macquarie Group Ltd 886.86K (1.28%) -75.51K
Decreased by -8.51%
Mar 31, 25
19 Northern Trust Corp 878.09K (1.26%) -73.27K
Decreased by -8.34%
Mar 31, 25
20 Jacobs Levy Equity Management, Inc. 859.74K (1.24%) 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 (10.11%) 7.03M
Increased by +100.00%
Feb 29, 24
2 iShares Core S&P Small-Cap ETF 4.27M (6.14%) -12.05K
Decreased by -0.28%
Jun 30, 25
3 Vanguard Total Stock Mkt Idx Inv 2.20M (3.16%) 1.48K
Increased by +0.07%
May 31, 25
4 iShares Russell 2000 ETF 1.76M (2.54%) 12.26K
Increased by +0.69%
Jun 30, 25
5 Vanguard Small Cap Index 1.72M (2.47%) 8.54K
Increased by +0.50%
May 31, 25
6 American Funds SMALLCAP World A 1.38M (1.98%) 671.18K
Increased by +48.71%
Jun 30, 25
7 Vanguard US Total Market Shares ETF 1.14M (1.65%) 49.29K
Increased by +4.31%
Sep 30, 24
8 Vanguard Institutional Extnd Mkt Idx Tr 1.12M (1.61%) 7.92K
Increased by +0.71%
May 31, 25
9 Vanguard Small Cap Value Index Inv 1.11M (1.59%) 476.00
Increased by +0.04%
May 31, 25
10 Vanguard Explorer Inv 1.07M (1.54%) 504.80K
Increased by +47.10%
Mar 31, 25
11 Pacer US Small Cap Cash Cows 100 ETF 914.91K (1.32%) 12.60K
Increased by +1.38%
Jan 31, 24
12 DFA US Small Cap Value I 800.53K (1.15%) -245.99K
Decreased by -30.73%
May 31, 25
13 Fidelity Small Cap Index 729.06K (1.05%) 9.84K
Increased by +1.35%
Apr 30, 25
14 iShares S&P Small-Cap 600 Value ETF 675.58K (0.97%) -5.70K
Decreased by -0.84%
Jun 30, 25
15 SPDR® S&P Homebuilders ETF 675.11K (0.97%) 2.48K
Increased by +0.37%
Jun 30, 25
16 Fuller & Thaler Behavioral Sm-Cp Eq R6 652.16K (0.94%) 61.90K
Increased by +9.49%
Sep 30, 23
17 Fuller & Thaler Behavioral Small-Cap Eq 652.16K (0.94%) 0.00
Increased by 0.00%
Nov 30, 23
18 iShares Russell 2000 Value ETF 635.12K (0.91%) 2.29K
Increased by +0.36%
Jun 30, 25
19 Macquarie Small Cap Value A 625.50K (0.90%) 0.00
Increased by 0.00%
May 31, 25
20 iShares US Home Construction ETF 622.72K (0.90%) 2.67K
Increased by +0.43%
Jun 30, 25