Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WFH 2.55%
2 XKFS 2.43%
3 SIXG 1.40%
4 FIVG 1.40%
5 FITE 1.35%
6 CAFG 1.24%
7 XTL 1.13%
8 PSWD 1.04%
9 PSCT 0.92%
10 FDLS 0.89%
11 FYT 0.50%
12 DSMC 0.49%
13 QQQS 0.49%
14 AFMC 0.49%
15 HACK 0.47%
16 OASC 0.46%
17 SQLV 0.45%
18 SSLY 0.44%
19 LST 0.40%
20 USVM 0.39%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 11.96M (17.60%) 23.46K
Increased by +0.20%
Mar 31, 25
2 Vanguard Group Inc 9.32M (13.71%) 13.94K
Increased by +0.15%
Jun 30, 25
3 Legal & General Group PLC 4.48M (6.60%) 91.25K
Increased by +2.03%
Jun 30, 25
4 Dimensional Fund Advisors, Inc. 4.07M (5.99%) -138.36K
Decreased by -3.40%
Jun 30, 25
5 State Street Corp 3.09M (4.55%) -132.37K
Decreased by -4.28%
Mar 31, 25
6 State Street Corporation 3.07M (4.51%) 44.99K
Increased by +1.47%
Mar 31, 24
7 Macquarie Group Ltd 2.00M (2.95%) -61.97K
Decreased by -3.09%
Mar 31, 24
8 Neuberger Berman Group LLC 1.96M (2.89%) -3.15M
Decreased by -160.86%
Dec 31, 23
9 Geode Capital Management, LLC 1.74M (2.56%) -223.25K
Decreased by -12.85%
Mar 31, 25
10 First Trust Advisors L.P. 1.66M (2.44%) 223.16K
Increased by +13.48%
Mar 31, 25
11 Morgan Stanley - Brokerage Accounts 1.47M (2.17%) 107.45K
Increased by +7.29%
Mar 31, 25
12 Atlantic Trust Group, LLC 1.42M (2.09%) 1.09K
Increased by +0.08%
Mar 31, 25
13 LSV Asset Management 1.22M (1.79%) 308.76K
Increased by +25.34%
Jun 30, 25
14 Charles Schwab Investment Management Inc 1.16M (1.71%) -104.21K
Decreased by -8.98%
Jun 30, 25
15 Goldman Sachs Group Inc 1.15M (1.69%) -272.08K
Decreased by -23.69%
Jun 30, 25
16 Franklin Resources Inc 1.13M (1.66%) -2.06M
Decreased by -183.26%
Sep 30, 23
17 William Blair Investment Management, LLC 1.12M (1.65%) -2.10K
Decreased by -0.19%
Jun 30, 24
18 Assenagon Asset Management SA 1.07M (1.58%) -80.15K
Decreased by -7.48%
Jun 30, 25
19 Connor Clark & Lunn Inv Mgmt Ltd 819.46K (1.21%) 74.00K
Increased by +9.03%
Jun 30, 25
20 Northern Trust Corp 785.08K (1.16%) -10.53K
Decreased by -1.34%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 4.27M (6.28%) 668.00
Increased by +0.02%
Jul 31, 25
2 L&G Cyber Security ETF 4.16M (6.12%) 0.00
Increased by 0.00%
Jul 31, 25
3 Vanguard Total Stock Mkt Idx Inv 2.18M (3.21%) -45.03K
Decreased by -2.06%
Jul 31, 25
4 Vanguard US Total Market Shares ETF 2.15M (3.17%) 4.54K
Increased by +0.21%
Sep 30, 24
5 Vanguard Information Technology ETF 1.71M (2.52%) 17.45K
Increased by +1.02%
Jul 31, 25
6 iShares Russell 2000 ETF 1.68M (2.47%) -31.82K
Decreased by -1.90%
Jul 31, 25
7 Vanguard Small Cap Index 1.65M (2.43%) -4.94K
Decreased by -0.30%
Jul 31, 25
8 First Trust NASDAQ Cybersecurity ETF 1.50M (2.21%) -5.55K
Decreased by -0.37%
Jul 31, 25
9 Neuberger Berman Genesis Inv 1.45M (2.13%) -1.95M
Decreased by -135.14%
Dec 31, 23
10 First Trust Nasdaq Cybscty ETF A USD Acc 1.09M (1.61%) 0.00
Increased by 0.00%
Apr 30, 24
11 Vanguard Small Cap Value Index Inv 1.06M (1.56%) 4.00K
Increased by +0.38%
Jul 31, 25
12 DFA US Small Cap Value I 965.44K (1.42%) 0.00
Increased by 0.00%
Jun 30, 25
13 BlackRock Global Equity Mkt Netrl Instl 842.05K (1.24%) 156.89K
Increased by +18.63%
Jun 30, 25
14 Vanguard Institutional Extnd Mkt Idx Tr 766.41K (1.13%) -336.38K
Decreased by -43.89%
Jul 31, 25
15 Franklin Small Cap Value SMA Composite 755.47K (1.11%) -1.42M
Decreased by -188.58%
Sep 30, 23
16 Franklin US Small Cap Value Equity 755.47K (1.11%) -1.42M
Decreased by -188.58%
Sep 30, 23
17 Fidelity Small Cap Index 698.30K (1.03%) 2.47K
Increased by +0.35%
May 31, 25
18 iShares S&P Small-Cap 600 Value ETF 670.88K (0.99%) -602.00
Decreased by -0.09%
Jul 31, 25
19 Fidelity® Small Cap Index 657.12K (0.97%) 17.61K
Increased by +2.68%
Oct 31, 23
20 SPDR® Portfolio S&P 600 Sm Cap ETF 628.92K (0.93%) 0.00
Increased by 0.00%
Apr 30, 24