Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CAFG 2.88%
2 XPH 2.62%
3 PJP 2.54%
4 PINK 2.54%
5 PILL 1.88%
6 PSCH 0.83%
7 SFLO 0.79%
8 IHE 0.57%
9 SQLV 0.55%
10 QQQS 0.53%
11 SIXS 0.51%
12 DSMC 0.49%
13 NSCS 0.47%
14 RZV 0.46%
15 AFSM 0.44%
16 DWAS 0.42%
17 BSVO 0.40%
18 PSM 0.35%
19 FYT 0.28%
20 EES 0.27%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 7.65M (16.70%) -56.46K
Decreased by -0.74%
Mar 31, 25
2 Vanguard Group Inc 5.24M (11.44%) -22.11K
Decreased by -0.42%
Mar 31, 25
3 Pacer Advisors, INC. 3.26M (7.12%) -1.70M
Decreased by -52.08%
Dec 31, 24
4 D. E. Shaw & Co LP 2.26M (4.93%) 300.54K
Increased by +13.31%
Dec 31, 24
5 Renaissance Technologies Corp 2.24M (4.89%) 248.00K
Increased by +11.07%
Mar 31, 25
6 Dimensional Fund Advisors, Inc. 2.05M (4.47%) 217.22K
Increased by +10.60%
Mar 31, 25
7 State Street Corp 1.98M (4.32%) 13.89K
Increased by +0.70%
Mar 31, 25
8 State Street Corporation 1.90M (4.15%) -32.55K
Decreased by -1.71%
Mar 31, 24
9 Frontier Capital Management CO Inc 1.84M (4.01%) -77.47K
Decreased by -4.22%
Jun 30, 24
10 Doma Perpetual Capital Management LLC 1.80M (3.94%) 56.22K
Increased by +3.12%
Mar 31, 25
11 Macquarie Group Ltd 1.57M (3.42%) 5.97K
Increased by +0.38%
Jun 30, 24
12 Balyasny Asset Management LLC 1.57M (3.42%) 1.13M
Increased by +72.26%
Mar 31, 25
13 Millennium Management LLC 1.49M (3.24%) 879.47K
Increased by +59.20%
Dec 31, 24
14 Stephens Inv Mgmt Group LLC 1.43M (3.11%) 108.74K
Increased by +7.62%
Mar 31, 24
15 UBS Group AG 1.37M (3.00%) 1.18M
Increased by +86.12%
Dec 31, 24
16 Citadel Advisors Llc 1.33M (2.90%) 1.28M
Increased by +96.43%
Mar 31, 25
17 Alyeska Investment Group, L.P. 1.31M (2.85%) 1.31M
Increased by +100.00%
Mar 31, 25
18 Prosight Management, LP 1.21M (2.64%) 332.79K
Increased by +27.49%
Sep 30, 23
19 Vestal Point Capital LP 1.20M (2.62%) 1.20M
Increased by +100.00%
Dec 31, 23
20 ClearBridge Advisors, LLC 1.17M (2.56%) 26.46K
Increased by +2.26%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.77M (6.04%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard Total Stock Mkt Idx Inv 1.40M (3.05%) 20.60K
Increased by +1.47%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 1.37M (3.00%) 0.00
Increased by 0.00%
Sep 30, 24
4 Delaware Small Cap Core I 1.30M (2.83%) 0.00
Increased by 0.00%
May 31, 24
5 Delaware US Small Cap Core Equity (SMA) 1.30M (2.83%) 182.66K
Increased by +14.09%
Mar 31, 24
6 Macquarie US Small Cap Core Equity 1.30M (2.83%) 182.66K
Increased by +14.09%
Mar 31, 24
7 iShares Russell 2000 ETF 1.15M (2.52%) 0.00
Increased by 0.00%
May 31, 25
8 Vanguard Small Cap Index 1.10M (2.40%) 7.66K
Increased by +0.70%
Apr 30, 25
9 Polar Capital Healthcare Opports Inc 910.46K (1.99%) 910.46K
Increased by +100.00%
Apr 30, 25
10 ClearBridge Small Cap Growth 900.69K (1.97%) 0.00
Increased by 0.00%
Mar 31, 24
11 ClearBridge Small Cap Growth A 900.69K (1.97%) -9.12K
Decreased by -1.01%
Mar 31, 24
12 Stephens SMID Select Growth 863.32K (1.88%) -4.92K
Decreased by -0.57%
Jun 30, 24
13 Avantis US Small Cap Value ETF 733.11K (1.60%) 29.44K
Increased by +4.02%
May 31, 25
14 Vanguard Institutional Extnd Mkt Idx Tr 722.91K (1.58%) 968.00
Increased by +0.13%
Apr 30, 25
15 Vanguard Small Cap Value Index Inv 711.88K (1.55%) 2.22K
Increased by +0.31%
Apr 30, 25
16 Vanguard Explorer Inv 678.29K (1.48%) 24.47K
Increased by +3.61%
Mar 31, 24
17 Janus Henderson Small Cap Value L 650.48K (1.42%) 0.00
Increased by 0.00%
May 31, 24
18 Vanguard Small Cap Growth Index Inv 637.07K (1.39%) -1.17K
Decreased by -0.18%
Mar 31, 24
19 DFA US Small Cap Value I 555.62K (1.21%) 25.20K
Increased by +4.54%
Apr 30, 25
20 iShares S&P Small-Cap 600 Growth ETF 472.16K (1.03%) 0.00
Increased by 0.00%
Nov 30, 23