Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOUT 6.35%
2 PSCE 4.52%
3 TPMN 4.39%
4 ZIG 3.11%
5 NDIV 2.59%
6 PXE 2.47%
7 XOP 2.35%
8 PXI 1.95%
9 NSCS 1.84%
10 FCG 1.68%
11 GUSH 1.62%
12 GRPZ 1.13%
13 VRAI 1.04%
14 DWAS 1.00%
15 FTXN 0.90%
16 CSB 0.78%
17 RYJ 0.66%
18 FNK 0.64%
19 XSVM 0.63%
20 FTRI 0.62%

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. 3.50M (3.67%) -86.37K
Decreased by -2.47%
Dec 31, 24
9 Westwood Holdings Group Inc 2.98M (3.12%) 814.10K
Increased by +27.33%
Mar 31, 25
10 Amvescap Plc. 2.80M (2.94%) -1.25M
Decreased by -44.47%
Dec 31, 24
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 6.02M (6.32%) -5.46K
Decreased by -0.09%
Apr 30, 25
2 Avantis US Small Cap Value ETF 3.01M (3.16%) 0.00
Increased by 0.00%
Apr 30, 25
3 Vanguard Total Stock Mkt Idx Inv 3.00M (3.15%) 7.54K
Increased by +0.25%
Apr 30, 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 2.44M (2.56%) 412.00
Increased by +0.02%
Apr 30, 25
8 Vanguard Small Cap Index 2.36M (2.48%) 12.03K
Increased by +0.51%
Apr 30, 25
9 Fidelity Low-Priced Stock 2.30M (2.41%) -3.75K
Decreased by -0.16%
Feb 28, 25
10 American Funds SMALLCAP World A 2.00M (2.10%) 0.00
Increased by 0.00%
Sep 30, 23
11 Vanguard Institutional Extnd Mkt Idx Tr 1.54M (1.61%) 1.47K
Increased by +0.10%
Apr 30, 25
12 SPDR® S&P Oil & Gas Explor & Prodtn ETF 1.50M (1.58%) -252.65K
Decreased by -16.82%
Apr 30, 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 1.32M (1.38%) -2.84K
Decreased by -0.22%
Apr 30, 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%) 9.78K
Increased by +0.87%
Mar 31, 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%
Apr 30, 25