Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AZTD 3.83%
2 AIRR 3.07%
3 FCUS 3.05%
4 BOUT 3.01%
5 PKB 2.96%
6 RFV 2.62%
7 PUW 2.41%
8 CALF 1.81%
9 BUL 1.81%
10 XMMO 1.78%
11 NUKZ 1.72%
12 RFG 1.59%
13 DOZR 1.45%
14 DVLU 1.33%
15 FLOW 1.21%
16 FXR 1.20%
17 PPI 1.11%
18 RBLD 1.07%
19 PAVE 0.97%
20 PAMC 0.94%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 7.67M (12.74%) 377.92K
Increased by +4.93%
Mar 31, 25
2 Vanguard Group Inc 5.74M (9.53%) -16.39K
Decreased by -0.29%
Mar 31, 25
3 Hill City Capital, LP 2.15M (3.56%) 15.00K
Increased by +0.70%
Mar 31, 25
4 State Street Corp 1.92M (3.18%) 14.45K
Increased by +0.75%
Mar 31, 25
5 State Street Corporation 1.80M (2.99%) 35.29K
Increased by +1.96%
Mar 31, 24
6 Nordea Investment Mgmt Bank Demark A/s 1.79M (2.98%) -157.73K
Decreased by -8.79%
Mar 31, 25
7 Allspring Global Investments Holdings, LLC 1.76M (2.93%) -235.67K
Decreased by -13.36%
Jun 30, 24
8 Pacer Advisors, INC. 1.68M (2.79%) -577.76K
Decreased by -34.33%
Dec 31, 24
9 Amvescap Plc. 1.66M (2.76%) -343.31K
Decreased by -20.64%
Mar 31, 25
10 Hood River Capital Management LLC 1.55M (2.58%) 23.28K
Increased by +1.50%
Mar 31, 25
11 Dimensional Fund Advisors, Inc. 1.22M (2.03%) 39.62K
Increased by +3.25%
Mar 31, 25
12 JPMorgan Chase & Co 1.21M (2.02%) 68.28K
Increased by +5.62%
Sep 30, 24
13 Geode Capital Management, LLC 1.11M (1.83%) 79.08K
Increased by +7.16%
Mar 31, 25
14 Goldman Sachs Group Inc 1.04M (1.73%) 648.18K
Increased by +62.09%
Mar 31, 25
15 Frontier Capital Management CO Inc 1.04M (1.73%) 312.99K
Increased by +30.04%
Dec 31, 23
16 Vontobel Holding Ltd. 1.04M (1.72%) 144.18K
Increased by +13.92%
Dec 31, 23
17 AQR Capital Management LLC 963.75K (1.60%) 184.28K
Increased by +19.12%
Mar 31, 25
18 AllianceBernstein L.P. 962.65K (1.60%) -182.08K
Decreased by -18.91%
Mar 31, 25
19 Millennium Management LLC 946.35K (1.57%) -514.00K
Decreased by -54.31%
Mar 31, 25
20 Morgan Stanley - Brokerage Accounts 829.40K (1.38%) -197.62K
Decreased by -23.83%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 2.00M (3.32%) 1.04K
Increased by +0.05%
Jun 30, 25
2 Vanguard US Total Market Shares ETF 1.99M (3.30%) -42.56K
Decreased by -2.14%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 1.91M (3.16%) 1.22K
Increased by +0.06%
May 31, 25
4 Pacer US Cash Cows 100 ETF 1.66M (2.75%) 2.44K
Increased by +0.15%
Feb 28, 25
5 Vanguard Small Cap Index 1.50M (2.49%) 7.08K
Increased by +0.47%
May 31, 25
6 Allspring Mid Value SMA 1.46M (2.42%) 1.46M
Increased by +99.99%
Jun 30, 24
7 Nordea 1 - Global Climate & Envir BI EUR 962.43K (1.60%) -274.04K
Decreased by -28.47%
May 31, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 958.68K (1.59%) 7.22K
Increased by +0.75%
May 31, 25
9 Hood River Small-Cap Growth Instl 891.32K (1.48%) -558.00
Decreased by -0.06%
Mar 31, 25
10 Vanguard Small Cap Growth Index Inv 826.08K (1.37%) -4.50K
Decreased by -0.54%
May 31, 25
11 First Trust RBA Amer Indl RenaisTM ETF 629.77K (1.05%) 0.00
Increased by 0.00%
Jun 30, 25
12 Delaware Small Cap Value A 578.33K (0.96%) -129.60K
Decreased by -22.41%
Oct 31, 24
13 Invesco Small Cap Value A 571.36K (0.95%) 0.00
Increased by 0.00%
May 31, 25
14 Vanguard Small Cap Value Index Inv 540.59K (0.90%) 3.68K
Increased by +0.68%
Nov 30, 24
15 Allspring Special Mid Cap Value Inst 517.33K (0.86%) -681.77K
Decreased by -131.79%
Sep 30, 24
16 Allspring Special US Mid Cap Value Eq 517.33K (0.86%) -943.17K
Decreased by -182.31%
Sep 30, 24
17 Global X US Infrastructure Dev ETF 486.11K (0.81%) 0.00
Increased by 0.00%
Jun 30, 25
18 Pacer US Small Cap Cash Cows 100 ETF 482.86K (0.80%) -1.95K
Decreased by -0.40%
May 30, 25
19 SPDR® S&P MIDCAP 400 ETF Trust 481.38K (0.80%) 6.04K
Increased by +1.25%
Jun 30, 25
20 Macquarie Small Cap Value A 453.08K (0.75%) -29.50K
Decreased by -6.51%
May 31, 25