Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCE 3.99%
2 XES 3.29%
3 ROKT 2.77%
4 KEAT 2.75%
5 OIH 2.73%
6 PXJ 2.70%
7 IEZ 2.04%
8 GAST 1.86%
9 IOIL 1.74%
10 ROBT 1.48%
11 PXI 1.38%
12 FITE 1.16%
13 RZG 0.65%
14 KOMP 0.48%
15 FYC 0.45%
16 FTXN 0.40%
17 DWAS 0.40%
18 OASC 0.38%
19 HAPS 0.38%
20 CCNR 0.38%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 16.64M (16.82%) -420.68K
Decreased by -2.53%
Mar 31, 25
2 Vanguard Group Inc 12.36M (12.50%) -118.97K
Decreased by -0.96%
Mar 31, 25
3 Brown Advisory Holdings Inc 6.55M (6.62%) 1.42M
Increased by +21.64%
Mar 31, 25
4 State Street Corporation 4.86M (4.92%) -178.47K
Decreased by -3.67%
Mar 31, 24
5 State Street Corp 4.85M (4.90%) -139.64K
Decreased by -2.88%
Mar 31, 25
6 Earnest Partners LLC 4.22M (4.26%) -1.22M
Decreased by -28.93%
Mar 31, 25
7 Neuberger Berman Group LLC 3.86M (3.90%) -945.30K
Decreased by -24.48%
Mar 31, 25
8 American Century Companies Inc 3.11M (3.15%) 271.87K
Increased by +8.73%
Mar 31, 25
9 Dimensional Fund Advisors, Inc. 2.78M (2.81%) 111.41K
Increased by +4.01%
Mar 31, 25
10 Geode Capital Management, LLC 2.33M (2.35%) 56.26K
Increased by +2.42%
Mar 31, 25
11 Greenhouse Funds LLLP 2.27M (2.29%) -421.72K
Decreased by -18.59%
Mar 31, 25
12 Loomis, Sayles & Company LP 2.07M (2.09%) -37.29K
Decreased by -1.80%
Mar 31, 25
13 Bank of New York Mellon Corp 2.05M (2.08%) -139.77K
Decreased by -6.81%
Dec 31, 24
14 Congress Asset Management Company, LLP 1.79M (1.81%) 54.24K
Increased by +3.03%
Mar 31, 25
15 New York State Common Retirement Fund 1.64M (1.66%) -300.90K
Decreased by -18.36%
Sep 30, 24
16 Van Eck Associates Corporation 1.48M (1.50%) -85.18K
Decreased by -5.74%
Mar 31, 25
17 Charles Schwab Investment Management Inc 1.33M (1.35%) 32.64K
Increased by +2.45%
Mar 31, 25
18 Franklin Resources Inc 1.33M (1.34%) -710.71K
Decreased by -53.47%
Mar 31, 25
19 HHG PLC 1.32M (1.33%) 64.09K
Increased by +4.87%
Jun 30, 24
20 Amvescap Plc. 1.29M (1.30%) 85.81K
Increased by +6.66%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 6.13M (6.20%) -5.71K
Decreased by -0.09%
Apr 30, 25
2 Vanguard Total Stock Mkt Idx Inv 3.27M (3.31%) 72.30K
Increased by +2.21%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 3.18M (3.22%) 3.78K
Increased by +0.12%
Sep 30, 24
4 Avantis US Small Cap Value ETF 2.64M (2.67%) 0.00
Increased by 0.00%
Apr 30, 25
5 iShares Russell 2000 ETF 2.53M (2.56%) 427.00
Increased by +0.02%
Apr 30, 25
6 Vanguard Small Cap Index 2.53M (2.56%) 11.50K
Increased by +0.46%
Apr 30, 25
7 Neuberger Berman Genesis Inv 2.52M (2.54%) -591.91K
Decreased by -23.52%
Mar 31, 25
8 EARNEST Small Cap Value 1.82M (1.84%) 1.82M
Increased by +99.81%
Dec 31, 23
9 Harbor Small Cap Value Instl 1.76M (1.78%) -12.34K
Decreased by -0.70%
Mar 31, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 1.57M (1.59%) 2.02K
Increased by +0.13%
Apr 30, 25
11 Vanguard Small Cap Growth Index Inv 1.40M (1.42%) -7.76K
Decreased by -0.55%
Apr 30, 25
12 VanEck Oil Services ETF 1.33M (1.35%) 15.52K
Increased by +1.16%
Apr 30, 25
13 Hennessy Cornerstone Mid Cap 30 Inv 1.28M (1.29%) 158.80K
Increased by +12.45%
Sep 30, 24
14 FIAM Small Cap Core Composite 1.14M (1.16%) -14.40K
Decreased by -1.26%
Sep 30, 24
15 FIAM Small Cap Core CIT Cl B 1.12M (1.14%) -19.50K
Decreased by -1.74%
Oct 31, 24
16 Congress Small Cap Growth Institutional 1.11M (1.13%) 0.00
Increased by 0.00%
Mar 31, 25
17 Brown Advisory Small-Cap Growth Inv 1.11M (1.12%) 0.00
Increased by 0.00%
Apr 30, 25
18 Janus Henderson Small Cap Value L 1.02M (1.03%) 0.00
Increased by 0.00%
May 31, 24
19 Loomis Sayles Small Cap Growth Instl 1.02M (1.03%) 0.00
Increased by 0.00%
Mar 31, 25
20 Franklin DynaTech A 1.00M (1.01%) 0.00
Increased by 0.00%
Apr 30, 25