Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LSAT 3.67%
2 BSMC 3.52%
3 RNSC 2.95%
4 FSGS 2.95%
5 TPMN 2.74%
6 OUSM 2.45%
7 FOVL 2.31%
8 XHS 2.27%
9 FXH 1.97%
10 FDHT 1.64%
11 LSEQ 1.64%
12 HEJD 1.59%
13 SIXS 1.48%
14 PSCH 1.48%
15 XSHD 1.43%
16 ROSC 1.29%
17 CAFG 1.23%
18 MYLD 1.21%
19 CSB 1.19%
20 SURE 1.12%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 11.65M (14.41%) -1.50M
Decreased by -12.84%
Mar 31, 25
2 Vanguard Group Inc 9.81M (12.14%) -395.25K
Decreased by -4.03%
Jun 30, 25
3 Dimensional Fund Advisors, Inc. 5.54M (6.85%) -170.91K
Decreased by -3.09%
Jun 30, 25
4 State Street Corporation 4.22M (5.22%) -7.95K
Decreased by -0.19%
Mar 31, 24
5 State Street Corp 3.62M (4.48%) -192.09K
Decreased by -5.31%
Mar 31, 25
6 First Trust Advisors L.P. 3.48M (4.31%) -93.18K
Decreased by -2.68%
Mar 31, 25
7 American Century Companies Inc 3.10M (3.84%) 208.76K
Increased by +6.73%
Jun 30, 25
8 Brandes Investment Partners & Co 2.44M (3.02%) 1.60M
Increased by +65.47%
Mar 31, 25
9 Morgan Stanley - Brokerage Accounts 2.04M (2.52%) -445.49K
Decreased by -21.87%
Mar 31, 25
10 Charles Schwab Investment Management Inc 1.92M (2.38%) 23.89K
Increased by +1.24%
Jun 30, 25
11 Geode Capital Management, LLC 1.69M (2.09%) 27.90K
Increased by +1.65%
Mar 31, 25
12 Pacer Advisors, INC. 1.57M (1.95%) -3.78M
Decreased by -240.30%
Mar 31, 25
13 LSV Asset Management 1.55M (1.92%) 157.17K
Increased by +10.14%
Jun 30, 25
14 Goldman Sachs Group Inc 1.44M (1.78%) -2.80M
Decreased by -194.77%
Mar 31, 24
15 NORGES BANK 1.43M (1.77%) -865.70K
Decreased by -60.65%
Jun 30, 24
16 Bank of New York Mellon Corp 1.16M (1.43%) -87.65K
Decreased by -7.58%
Mar 31, 25
17 Renaissance Technologies Corp 1.14M (1.41%) -664.09K
Decreased by -58.16%
Dec 31, 23
18 UBS Group AG 1.07M (1.32%) 549.97K
Increased by +51.48%
Mar 31, 25
19 Fort Washington Investment Advisors Inc 1.01M (1.25%) -67.59K
Decreased by -6.67%
Dec 31, 23
20 Newport Trust Co. 976.33K (1.21%) -52.07K
Decreased by -5.33%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 4.93M (6.10%) 756.00
Increased by +0.02%
Jul 31, 25
2 Vanguard US Total Market Shares ETF 3.13M (3.87%) -281.51K
Decreased by -9.00%
Sep 30, 24
3 Avantis US Small Cap Value ETF 2.62M (3.24%) 976.00
Increased by +0.04%
Jul 31, 25
4 Vanguard Total Stock Mkt Idx Inv 2.59M (3.20%) -55.23K
Decreased by -2.14%
Jul 31, 25
5 Pacer US Cash Cows 100 ETF 2.22M (2.74%) 3.28K
Increased by +0.15%
Feb 28, 25
6 iShares Russell 2000 ETF 2.16M (2.67%) -41.05K
Decreased by -1.90%
Jul 31, 25
7 First Trust Value Line® Dividend ETF 2.05M (2.53%) 2.02K
Increased by +0.10%
May 28, 25
8 Vanguard Small Cap Index 2.00M (2.47%) -13.34K
Decreased by -0.67%
Jul 31, 25
9 DFA US Small Cap Value I 1.29M (1.59%) 0.00
Increased by 0.00%
Jun 30, 25
10 Vanguard Small Cap Value Index Inv 1.28M (1.59%) -1.13K
Decreased by -0.09%
Jul 31, 25
11 SPDR® Portfolio S&P 600 Sm Cap ETF 1.06M (1.31%) 0.00
Increased by 0.00%
Apr 30, 24
12 ALPS O'Shares US Sm-Cp Qul Div ETF 967.92K (1.20%) 0.00
Increased by 0.00%
Jul 31, 25
13 BlackRock Global Equity Mkt Netrl Instl 926.27K (1.15%) 91.13K
Increased by +9.84%
Jun 30, 25
14 Schwab Fundamental U.S. Small CompanyETF 917.72K (1.14%) 0.00
Increased by 0.00%
Jul 31, 25
15 Calvert US Small-Cap Strategy 900.68K (1.11%) -660.68K
Decreased by -73.35%
Sep 30, 23
16 Vanguard Institutional Extnd Mkt Idx Tr 885.09K (1.09%) -384.55K
Decreased by -43.45%
Jul 31, 25
17 First Trust Health Care AlphaDEX® ETF 814.39K (1.01%) 0.00
Increased by 0.00%
Jun 30, 25
18 iShares Russell 2000 Value ETF 798.81K (0.99%) 593.00
Increased by +0.07%
Jul 31, 25
19 iShares S&P Small-Cap 600 Value ETF 774.46K (0.96%) -687.00
Decreased by -0.09%
Jul 31, 25
20 Pacer US Small Cap Cash Cows 100 ETF 770.34K (0.95%) -3.47K
Decreased by -0.45%
Jul 31, 25