Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 OCTA 2.50%
2 PXE 2.20%
3 PSCE 1.58%
4 RZV 1.56%
5 GRPZ 1.31%
6 PXI 1.21%
7 DVP 1.02%
8 DEEP 1.02%
9 XSVM 0.99%
10 XOP 0.66%
11 CRAK 0.65%
12 RWJ 0.65%
13 SIXS 0.62%
14 FYT 0.61%
15 IOIL 0.54%
16 GUSH 0.49%
17 RZG 0.47%
18 BSVO 0.34%
19 FYX 0.30%
20 DWAS 0.26%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 9.56M (17.98%) 911.39K
Increased by +9.53%
Dec 31, 24
2 Vanguard Group Inc 4.27M (8.03%) -401.48K
Decreased by -9.40%
Dec 31, 24
3 State Street Corporation 3.30M (6.20%) -121.50K
Decreased by -3.68%
Mar 31, 24
4 State Street Corp 3.20M (6.01%) -266.23K
Decreased by -8.33%
Dec 31, 24
5 Pacer Advisors, INC. 3.13M (5.88%) -387.39K
Decreased by -12.38%
Dec 31, 24
6 Millennium Management LLC 1.94M (3.64%) 586.00K
Increased by +30.26%
Dec 31, 24
7 Dimensional Fund Advisors, Inc. 1.76M (3.31%) -139.92K
Decreased by -7.94%
Dec 31, 24
8 Citadel Advisors Llc 1.44M (2.71%) 530.87K
Increased by +36.86%
Dec 31, 24
9 Arrowstreet Capital Limited Partnership 1.43M (2.69%) 15.63K
Increased by +1.09%
Mar 31, 24
10 American Century Companies Inc 1.41M (2.65%) -69.04K
Decreased by -4.89%
Dec 31, 24
11 Goldman Sachs Group Inc 1.30M (2.45%) 128.91K
Increased by +9.91%
Dec 31, 24
12 Geode Capital Management, LLC 1.26M (2.37%) -24.67K
Decreased by -1.96%
Dec 31, 24
13 Rubric Capital Management LP 1.20M (2.26%) -772.43K
Decreased by -64.38%
Dec 31, 23
14 Jacobs Levy Equity Management, Inc. 1.16M (2.17%) -87.96K
Decreased by -7.61%
Mar 31, 24
15 Chai Trust Co., LLC 1.12M (2.10%) 0.00
Increased by 0.00%
Dec 31, 24
16 Amvescap Plc. 1.09M (2.05%) -346.69K
Decreased by -31.82%
Dec 31, 24
17 Nuveen Asset Management, LLC 1.03M (1.94%) 91.81K
Increased by +8.92%
Dec 31, 24
18 Boston Partners Global Investors, Inc 1.02M (1.92%) -61.80K
Decreased by -6.05%
Jun 30, 24
19 Renaissance Technologies Corp 989.93K (1.86%) 225.60K
Increased by +22.79%
Mar 31, 24
20 Flat Footed LLC 937.54K (1.76%) -6.72K
Decreased by -0.72%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.46M (6.51%) 0.00
Increased by 0.00%
Mar 31, 25
2 Pacer US Small Cap Cash Cows 100 ETF 2.73M (5.14%) -19.87K
Decreased by -0.73%
Feb 28, 25
3 Vanguard Total Stock Mkt Idx Inv 1.67M (3.14%) 0.00
Increased by 0.00%
Feb 28, 25
4 iShares Russell 2000 ETF 1.45M (2.73%) -12.60K
Decreased by -0.87%
Mar 31, 25
5 Avantis US Small Cap Value ETF 1.13M (2.13%) -11.97K
Decreased by -1.06%
Mar 29, 25
6 SPDR® S&P Oil & Gas Explor & Prodtn ETF 985.38K (1.85%) -28.99K
Decreased by -2.94%
Mar 31, 25
7 Hennessy Cornerstone Mid Cap 30 Inv 934.40K (1.76%) 116.30K
Increased by +12.45%
Sep 30, 24
8 Vanguard Institutional Extnd Mkt Idx Tr 853.53K (1.60%) 13.62K
Increased by +1.60%
Feb 28, 25
9 Invesco S&P SmallCap 600 Revenue ETF 724.66K (1.36%) 0.00
Increased by 0.00%
Mar 31, 25
10 Vanguard Strategic Equity Inv 589.09K (1.11%) -95.06K
Decreased by -16.14%
Jun 30, 24
11 iShares S&P Small-Cap 600 Value ETF 568.93K (1.07%) -562.00
Decreased by -0.10%
Mar 31, 25
12 Schwab Fundamental U.S. Small CompanyETF 558.49K (1.05%) 445.00
Increased by +0.08%
Mar 29, 25
13 iShares S&P Small-Cap 600 Growth ETF 552.56K (1.04%) 0.00
Increased by 0.00%
Nov 27, 24
14 Fidelity® Small Cap Index 531.71K (1.00%) 14.21K
Increased by +2.67%
Oct 31, 23
15 Fidelity Small Cap Index 531.62K (1.00%) -9.96K
Decreased by -1.87%
Jan 31, 25
16 Invesco S&P SmallCap Value with Momt ETF 523.27K (0.98%) 7.02K
Increased by +1.34%
Nov 27, 24
17 BlackRock Advantage Small Cap Core Instl 519.28K (0.98%) 0.00
Increased by 0.00%
Feb 28, 25
18 iShares Russell 2000 Value ETF 504.93K (0.95%) 0.00
Increased by 0.00%
Mar 31, 25
19 Embark Small Cap Equity Institutional 500.84K (0.94%) 0.00
Increased by 0.00%
Feb 28, 25
20 Nuveen Quant Small Cap Equity R6 498.28K (0.94%) -3.46K
Decreased by -0.69%
Jan 31, 25