Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCE 2.51%
2 OCTA 2.50%
3 RZV 2.44%
4 PXE 2.20%
5 GRPZ 2.08%
6 PXI 1.21%
7 XOP 1.02%
8 DVP 1.02%
9 DEEP 1.02%
10 RWJ 1.01%
11 XSVM 0.99%
12 GUSH 0.76%
13 CRAK 0.65%
14 SIXS 0.62%
15 FYT 0.61%
16 IOIL 0.54%
17 BSVO 0.52%
18 RZG 0.47%
19 DFVE 0.35%
20 ISMD 0.30%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 9.49M (18.96%) -73.94K
Decreased by -0.78%
Mar 31, 25
2 Vanguard Group Inc 4.21M (8.40%) -64.57K
Decreased by -1.53%
Mar 31, 25
3 State Street Corporation 3.30M (6.59%) -121.50K
Decreased by -3.68%
Mar 31, 24
4 Pacer Advisors, INC. 3.13M (6.25%) -387.39K
Decreased by -12.38%
Dec 31, 24
5 State Street Corp 3.12M (6.23%) -78.17K
Decreased by -2.51%
Mar 31, 25
6 Millennium Management LLC 1.94M (3.87%) 586.00K
Increased by +30.26%
Dec 31, 24
7 Dimensional Fund Advisors, Inc. 1.58M (3.16%) -178.60K
Decreased by -11.28%
Mar 31, 25
8 Citadel Advisors Llc 1.44M (2.88%) 530.87K
Increased by +36.86%
Dec 31, 24
9 Geode Capital Management, LLC 1.30M (2.60%) 45.15K
Increased by +3.46%
Mar 31, 25
10 American Century Companies Inc 1.28M (2.56%) -127.41K
Decreased by -9.93%
Mar 31, 25
11 Charles Schwab Investment Management Inc 1.21M (2.41%) 296.54K
Increased by +24.59%
Mar 31, 25
12 Rubric Capital Management LP 1.20M (2.40%) -772.43K
Decreased by -64.38%
Dec 31, 23
13 Jacobs Levy Equity Management, Inc. 1.16M (2.31%) -87.96K
Decreased by -7.61%
Mar 31, 24
14 Chai Trust Co., LLC 1.12M (2.23%) 0.00
Increased by 0.00%
Mar 31, 25
15 Amvescap Plc. 1.09M (2.18%) -346.69K
Decreased by -31.82%
Dec 31, 24
16 Nuveen Asset Management, LLC 1.03M (2.06%) 91.81K
Increased by +8.92%
Dec 31, 24
17 Boston Partners Global Investors, Inc 1.02M (2.04%) -61.80K
Decreased by -6.05%
Jun 30, 24
18 Renaissance Technologies Corp 989.93K (1.98%) 225.60K
Increased by +22.79%
Mar 31, 24
19 Goldman Sachs Group Inc 953.68K (1.90%) -347.18K
Decreased by -36.40%
Mar 31, 25
20 Flat Footed LLC 937.54K (1.87%) -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 3.41M (6.82%) 0.00
Increased by 0.00%
Apr 30, 25
2 Pacer US Small Cap Cash Cows 100 ETF 2.73M (5.46%) -19.87K
Decreased by -0.73%
Feb 28, 25
3 Vanguard US Total Market Shares ETF 1.74M (3.48%) 0.00
Increased by 0.00%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 1.73M (3.45%) 58.20K
Increased by +3.37%
Apr 30, 25
5 iShares Russell 2000 ETF 1.35M (2.70%) 229.00
Increased by +0.02%
Apr 30, 25
6 Avantis US Small Cap Value ETF 1.00M (2.01%) 0.00
Increased by 0.00%
Apr 30, 25
7 Hennessy Cornerstone Mid Cap 30 Inv 934.40K (1.87%) 116.30K
Increased by +12.45%
Sep 30, 24
8 Vanguard Institutional Extnd Mkt Idx Tr 880.16K (1.76%) 1.55K
Increased by +0.18%
Apr 30, 25
9 SPDR® S&P Oil & Gas Explor & Prodtn ETF 862.78K (1.72%) -145.10K
Decreased by -16.82%
Apr 30, 25
10 Invesco S&P SmallCap 600 Revenue ETF 681.39K (1.36%) 0.00
Increased by 0.00%
Apr 30, 25
11 BlackRock Global Equity Mkt Netrl Instl 634.88K (1.27%) 107.42K
Increased by +16.92%
Apr 30, 25
12 Vanguard Strategic Equity Inv 589.09K (1.18%) -95.06K
Decreased by -16.14%
Jun 30, 24
13 iShares S&P Small-Cap 600 Growth ETF 552.56K (1.10%) 0.00
Increased by 0.00%
Nov 27, 24
14 iShares S&P Small-Cap 600 Value ETF 551.73K (1.10%) 546.00
Increased by +0.10%
Apr 30, 25
15 Fidelity Small Cap Index 540.12K (1.08%) 8.50K
Increased by +1.57%
Feb 28, 25
16 Schwab Fundamental U.S. Small CompanyETF 540.08K (1.08%) 0.00
Increased by 0.00%
Apr 30, 25
17 BlackRock Advantage Small Cap Core Instl 534.68K (1.07%) 15.39K
Increased by +2.88%
Apr 30, 25
18 Fidelity® Small Cap Index 531.71K (1.06%) 14.21K
Increased by +2.67%
Oct 31, 23
19 Invesco S&P SmallCap Value with Momt ETF 523.27K (1.05%) 7.02K
Increased by +1.34%
Nov 27, 24
20 Embark Small Cap Equity Retirement 518.53K (1.04%) 4.24K
Increased by +0.82%
Apr 30, 25