Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AZTD 3.83%
2 FCUS 3.05%
3 PKB 2.94%
4 AIRR 2.74%
5 RFV 2.62%
6 PUW 2.41%
7 BOUT 1.96%
8 CALF 1.81%
9 BUL 1.80%
10 NUKZ 1.73%
11 XMMO 1.68%
12 RFG 1.53%
13 DOZR 1.45%
14 FLOW 1.21%
15 PPI 1.05%
16 PAVE 0.96%
17 PXMV 0.89%
18 PAMC 0.87%
19 SMIZ 0.70%
20 IJK 0.69%

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 AllianceBernstein L.P. 1.14M (1.90%) -264.12K
Decreased by -23.07%
Dec 31, 24
14 Geode Capital Management, LLC 1.11M (1.84%) 79.08K
Increased by +7.16%
Mar 31, 25
15 Goldman Sachs Group Inc 1.04M (1.73%) 648.18K
Increased by +62.09%
Mar 31, 25
16 Frontier Capital Management CO Inc 1.04M (1.73%) 312.99K
Increased by +30.04%
Dec 31, 23
17 Vontobel Holding Ltd. 1.04M (1.72%) 144.18K
Increased by +13.92%
Dec 31, 23
18 AQR Capital Management LLC 963.75K (1.60%) 184.28K
Increased by +19.12%
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%) 0.00
Increased by 0.00%
May 31, 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 1.90M (3.16%) 19.39K
Increased by +1.02%
Apr 30, 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 1.49M (2.48%) 8.98K
Increased by +0.60%
Apr 30, 25
6 Allspring Mid Value SMA 1.46M (2.43%) 1.46M
Increased by +99.99%
Jun 30, 24
7 Nordea 1 - Global Climate & Envir BI EUR 1.24M (2.05%) -31.83K
Decreased by -2.57%
Apr 30, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 951.46K (1.58%) 5.14K
Increased by +0.54%
Apr 30, 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 830.58K (1.38%) -465.00
Decreased by -0.06%
Apr 30, 25
11 First Trust RBA Amer Indl RenaisTM ETF 612.77K (1.02%) 2.62K
Increased by +0.43%
May 29, 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%) 17.41K
Increased by +3.05%
Apr 30, 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 SPDR® S&P MIDCAP 400 ETF Trust 486.20K (0.81%) -5.36K
Decreased by -1.10%
Apr 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 Macquarie Small Cap Value A 482.58K (0.80%) 0.00
Increased by 0.00%
Apr 30, 25
20 Global X US Infrastructure Dev ETF 479.90K (0.80%) 0.00
Increased by 0.00%
May 30, 25