Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOUT 6.35%
2 TPMN 4.39%
3 PSCE 4.21%
4 TMFS 3.56%
5 ZIG 3.48%
6 PXE 2.69%
7 NDIV 2.57%
8 PXI 1.95%
9 NSCS 1.83%
10 XOP 1.80%
11 FCG 1.71%
12 OSCV 1.43%
13 XSHD 1.31%
14 GUSH 1.28%
15 GRPZ 1.09%
16 VRAI 1.06%
17 DWAS 1.00%
18 FTXN 0.91%
19 CSB 0.83%
20 RYJ 0.66%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 15.03M (15.77%) -364.27K
Decreased by -2.42%
Mar 31, 25
2 Vanguard Group Inc 11.04M (11.58%) -236.25K
Decreased by -2.14%
Mar 31, 25
3 FMR Inc 10.65M (11.17%) -596.74K
Decreased by -5.60%
Mar 31, 25
4 American Century Companies Inc 6.95M (7.29%) 415.78K
Increased by +5.98%
Mar 31, 25
5 State Street Corporation 5.51M (5.78%) 140.94K
Increased by +2.56%
Mar 31, 24
6 State Street Corp 5.38M (5.64%) 418.79K
Increased by +7.79%
Mar 31, 25
7 Dimensional Fund Advisors, Inc. 4.30M (4.51%) 1.00M
Increased by +23.30%
Mar 31, 25
8 AllianceBernstein L.P. 3.43M (3.59%) -73.58K
Decreased by -2.15%
Mar 31, 25
9 Amvescap Plc. 3.42M (3.59%) 619.57K
Increased by +18.11%
Mar 31, 25
10 Westwood Holdings Group Inc 2.98M (3.12%) 814.10K
Increased by +27.33%
Mar 31, 25
11 Geode Capital Management, LLC 2.33M (2.44%) 53.41K
Increased by +2.30%
Mar 31, 25
12 Copeland Capital Management, LLC 2.04M (2.14%) -72.00K
Decreased by -3.52%
Mar 31, 25
13 Capital World Investors 2.00M (2.10%) 0.00
Increased by 0.00%
Sep 30, 23
14 Morgan Stanley - Brokerage Accounts 1.92M (2.02%) 52.90K
Increased by +2.75%
Mar 31, 25
15 Channing Capital Management, LLC 1.92M (2.01%) 153.63K
Increased by +8.00%
Mar 31, 25
16 Adage Capital Partners Gp LLC 1.87M (1.96%) -425.00K
Decreased by -22.76%
Jun 30, 24
17 Westfield Capital Management Company, L.P. 1.64M (1.72%) 36.51K
Increased by +2.23%
Mar 31, 25
18 Millennium Management LLC 1.61M (1.69%) 724.36K
Increased by +45.08%
Mar 31, 24
19 Allspring Global Investments Holdings, LLC 1.55M (1.63%) 173.09K
Increased by +11.14%
Mar 31, 25
20 Westfield Capital Management Company, LP 1.42M (1.49%) -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 5.97M (6.26%) 0.00
Increased by 0.00%
May 31, 25
2 Avantis US Small Cap Value ETF 3.10M (3.25%) 6.09K
Increased by +0.20%
May 31, 25
3 Vanguard Total Stock Mkt Idx Inv 3.01M (3.15%) 1.87K
Increased by +0.06%
May 31, 25
4 Vanguard US Total Market Shares ETF 3.00M (3.15%) 146.65K
Increased by +4.89%
Sep 30, 24
5 American Century Small Cap Value Inv 2.81M (2.95%) 45.00K
Increased by +1.60%
Mar 31, 25
6 American Century U.S. Small Cap Value 2.81M (2.95%) 45.00K
Increased by +1.60%
Mar 31, 25
7 iShares Russell 2000 ETF 2.48M (2.60%) 0.00
Increased by 0.00%
May 31, 25
8 Vanguard Small Cap Index 2.37M (2.49%) 8.74K
Increased by +0.37%
May 31, 25
9 Fidelity Low-Priced Stock 2.30M (2.41%) -3.90K
Decreased by -0.17%
Mar 31, 25
10 American Funds SMALLCAP World A 2.00M (2.10%) 0.00
Increased by 0.00%
Sep 30, 23
11 SPDR® S&P Oil & Gas Explor & Prodtn ETF 1.56M (1.63%) 0.00
Increased by 0.00%
May 31, 25
12 Vanguard Institutional Extnd Mkt Idx Tr 1.55M (1.62%) 9.91K
Increased by +0.64%
May 31, 25
13 Fidelity® Series Small Cap Opps 1.48M (1.56%) 0.00
Increased by 0.00%
Oct 31, 23
14 Fidelity® Low-Priced Stock 1.32M (1.38%) 922.05K
Increased by +69.88%
Oct 31, 23
15 Vanguard Small Cap Growth Index Inv 1.31M (1.37%) -7.70K
Decreased by -0.59%
May 31, 25
16 Invesco Small Cap Value A 1.27M (1.33%) 0.00
Increased by 0.00%
Oct 31, 24
17 Fidelity® Small Cap Growth 1.20M (1.25%) -1.45K
Decreased by -0.12%
Oct 31, 23
18 Strategic Advisers Fidelity US TtlStk 1.12M (1.18%) 0.00
Increased by 0.00%
Apr 30, 25
19 Invesco Discovery A 1.10M (1.16%) 21.95K
Increased by +1.99%
May 31, 24
20 Allspring Special Small Cap Value A 1.08M (1.14%) 0.00
Increased by 0.00%
May 31, 25