Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOUT 6.35%
2 TPMN 4.39%
3 PSCE 3.80%
4 ZIG 3.48%
5 TMFS 3.09%
6 NDIV 2.46%
7 PXE 2.44%
8 PXI 1.95%
9 NSCS 1.83%
10 XOP 1.68%
11 FCG 1.65%
12 OSCV 1.31%
13 XSHD 1.29%
14 GUSH 1.20%
15 AFSC 1.06%
16 DWAS 1.00%
17 GRPZ 0.98%
18 VRAI 0.92%
19 FTXN 0.80%
20 CSB 0.71%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 15.03M (15.96%) -364.27K
Decreased by -2.42%
Mar 31, 25
2 Vanguard Group Inc 11.04M (11.72%) -236.25K
Decreased by -2.14%
Mar 31, 25
3 FMR Inc 10.65M (11.31%) -596.74K
Decreased by -5.60%
Mar 31, 25
4 American Century Companies Inc 6.95M (7.38%) 415.78K
Increased by +5.98%
Mar 31, 25
5 State Street Corporation 5.51M (5.85%) 140.94K
Increased by +2.56%
Mar 31, 24
6 State Street Corp 5.38M (5.71%) 418.79K
Increased by +7.79%
Mar 31, 25
7 Dimensional Fund Advisors, Inc. 4.30M (4.56%) 1.00M
Increased by +23.30%
Mar 31, 25
8 AllianceBernstein L.P. 3.43M (3.64%) -73.58K
Decreased by -2.15%
Mar 31, 25
9 Amvescap Plc. 3.42M (3.63%) 619.57K
Increased by +18.11%
Mar 31, 25
10 Westwood Holdings Group Inc 2.98M (3.16%) 814.10K
Increased by +27.33%
Mar 31, 25
11 Geode Capital Management, LLC 2.33M (2.47%) 53.41K
Increased by +2.30%
Mar 31, 25
12 Capital World Investors 2.00M (2.12%) 0.00
Increased by 0.00%
Sep 30, 23
13 Morgan Stanley - Brokerage Accounts 1.92M (2.04%) 52.90K
Increased by +2.75%
Mar 31, 25
14 Channing Capital Management, LLC 1.92M (2.04%) 153.63K
Increased by +8.00%
Mar 31, 25
15 Copeland Capital Management, LLC 1.88M (1.99%) -167.21K
Decreased by -8.91%
Jun 30, 25
16 Adage Capital Partners Gp LLC 1.87M (1.98%) -425.00K
Decreased by -22.76%
Jun 30, 24
17 Westfield Capital Management Company, L.P. 1.64M (1.74%) 36.51K
Increased by +2.23%
Mar 31, 25
18 Millennium Management LLC 1.61M (1.71%) 724.36K
Increased by +45.08%
Mar 31, 24
19 Allspring Global Investments Holdings, LLC 1.55M (1.65%) 173.09K
Increased by +11.14%
Mar 31, 25
20 Westfield Capital Management Company, LP 1.42M (1.51%) -454.96K
Decreased by -31.96%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 5.83M (6.19%) -16.35K
Decreased by -0.28%
Jun 30, 25
2 Avantis US Small Cap Value ETF 3.17M (3.37%) 3.42K
Increased by +0.11%
Jun 28, 25
3 Vanguard Total Stock Mkt Idx Inv 3.01M (3.19%) 1.87K
Increased by +0.06%
May 31, 25
4 Vanguard US Total Market Shares ETF 3.00M (3.19%) 146.65K
Increased by +4.89%
Sep 30, 24
5 American Century Small Cap Value Inv 2.86M (3.04%) 45.00K
Increased by +1.57%
Jun 30, 25
6 American Century U.S. Small Cap Value 2.86M (3.04%) 45.00K
Increased by +1.57%
Jun 30, 25
7 Vanguard Small Cap Index 2.37M (2.52%) 8.74K
Increased by +0.37%
May 31, 25
8 iShares Russell 2000 ETF 2.34M (2.49%) 16.28K
Increased by +0.69%
Jun 30, 25
9 Fidelity Low-Priced Stock 2.30M (2.44%) 0.00
Increased by 0.00%
Apr 30, 25
10 American Funds SMALLCAP World A 2.00M (2.12%) 0.00
Increased by 0.00%
Sep 30, 23
11 Vanguard Institutional Extnd Mkt Idx Tr 1.55M (1.64%) 9.91K
Increased by +0.64%
May 31, 25
12 Fidelity® Series Small Cap Opps 1.48M (1.58%) 0.00
Increased by 0.00%
Oct 31, 23
13 Fidelity® Low-Priced Stock 1.32M (1.40%) 922.05K
Increased by +69.88%
Oct 31, 23
14 Vanguard Small Cap Growth Index Inv 1.31M (1.39%) -7.70K
Decreased by -0.59%
May 31, 25
15 Invesco Small Cap Value A 1.27M (1.35%) 0.00
Increased by 0.00%
Oct 31, 24
16 SPDR® S&P Oil & Gas Explor & Prodtn ETF 1.21M (1.28%) -36.31K
Decreased by -3.01%
Jun 30, 25
17 Fidelity® Small Cap Growth 1.20M (1.27%) -1.45K
Decreased by -0.12%
Oct 31, 23
18 Strategic Advisers Fidelity US TtlStk 1.12M (1.19%) 0.00
Increased by 0.00%
May 31, 25
19 Invesco Discovery A 1.10M (1.17%) 21.95K
Increased by +1.99%
May 31, 24
20 Allspring Special Small Cap Value A 1.08M (1.15%) 0.00
Increased by 0.00%
Jun 30, 25