Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 4.32%
2 LSAT 3.58%
3 RNSC 2.95%
4 FSGS 2.95%
5 XHS 2.03%
6 FXH 1.86%
7 SIXS 1.32%
8 HEJD 1.32%
9 PSCH 1.26%
10 CSB 1.19%
11 ROSC 1.17%
12 SURE 1.01%
13 ROGS 0.95%
14 SMIZ 0.92%
15 XSLV 0.92%
16 CGV 0.86%
17 NIXT 0.74%
18 BSVO 0.73%
19 FYT 0.70%
20 WBIY 0.69%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 13.14M (14.62%) -388.07K
Decreased by -2.95%
Dec 31, 24
2 Vanguard Group Inc 11.05M (12.29%) -406.85K
Decreased by -3.68%
Dec 31, 24
3 Dimensional Fund Advisors, Inc. 5.88M (6.55%) -12.79K
Decreased by -0.22%
Dec 31, 24
4 Pacer Advisors, INC. 5.36M (5.96%) -632.83K
Decreased by -11.82%
Dec 31, 24
5 State Street Corporation 4.22M (4.70%) -7.95K
Decreased by -0.19%
Mar 31, 24
6 State Street Corp 3.81M (4.24%) -160.90K
Decreased by -4.22%
Dec 31, 24
7 First Trust Advisors L.P. 3.57M (3.98%) -368.13K
Decreased by -10.30%
Dec 31, 24
8 American Century Companies Inc 2.60M (2.89%) 104.45K
Increased by +4.02%
Dec 31, 24
9 Morgan Stanley - Brokerage Accounts 2.48M (2.76%) 91.19K
Increased by +3.67%
Dec 31, 24
10 Charles Schwab Investment Management Inc 1.81M (2.02%) 71.62K
Increased by +3.95%
Dec 31, 24
11 Geode Capital Management, LLC 1.66M (1.84%) -81.46K
Decreased by -4.91%
Dec 31, 24
12 Goldman Sachs Group Inc 1.44M (1.60%) -2.80M
Decreased by -194.77%
Mar 31, 24
13 NORGES BANK 1.43M (1.59%) -865.70K
Decreased by -60.65%
Jun 30, 24
14 LSV Asset Management 1.28M (1.42%) -88.90K
Decreased by -6.97%
Dec 31, 24
15 Bank of New York Mellon Corp 1.24M (1.38%) -109.29K
Decreased by -8.79%
Dec 31, 24
16 Renaissance Technologies Corp 1.14M (1.27%) -664.09K
Decreased by -58.16%
Dec 31, 23
17 Newport Trust Co. 1.03M (1.14%) -660.91K
Decreased by -64.27%
Dec 31, 24
18 Fort Washington Investment Advisors Inc 1.01M (1.13%) -67.59K
Decreased by -6.67%
Dec 31, 23
19 AQR Capital Management LLC 995.91K (1.11%) -422.27K
Decreased by -42.40%
Dec 31, 24
20 JPMorgan Chase & Co 955.66K (1.06%) -235.89K
Decreased by -24.68%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 5.65M (6.28%) 3.66K
Increased by +0.06%
Mar 31, 25
2 Vanguard Total Stock Mkt Idx Inv 3.11M (3.46%) 3.03K
Increased by +0.10%
Feb 28, 25
3 Vanguard Small Cap Index 2.45M (2.73%) 2.00K
Increased by +0.08%
Feb 28, 25
4 Avantis US Small Cap Value ETF 2.41M (2.69%) 2.77K
Increased by +0.11%
Mar 29, 25
5 Pacer US Cash Cows 100 ETF 2.22M (2.47%) 3.28K
Increased by +0.15%
Feb 28, 25
6 First Trust Value Line® Dividend ETF 2.14M (2.38%) 0.00
Increased by 0.00%
Mar 31, 25
7 Vanguard Small Cap Value Index Inv 1.61M (1.80%) -7.50K
Decreased by -0.46%
Feb 28, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 1.48M (1.65%) 1.95K
Increased by +0.13%
Feb 28, 25
9 DFA US Small Cap Value I 1.33M (1.48%) -42.95K
Decreased by -3.23%
Feb 28, 25
10 Pacer US Small Cap Cash Cows 100 ETF 1.24M (1.38%) -8.08K
Decreased by -0.65%
Mar 31, 25
11 SPDR® Portfolio S&P 600 Sm Cap ETF 1.06M (1.18%) 0.00
Increased by 0.00%
Apr 30, 24
12 Schwab Fundamental U.S. Small CompanyETF 1.05M (1.17%) 840.00
Increased by +0.08%
Mar 29, 25
13 First Trust Health Care AlphaDEX® ETF 1.01M (1.13%) 0.00
Increased by 0.00%
Mar 31, 25
14 iShares S&P Small-Cap 600 Value ETF 928.53K (1.03%) -821.00
Decreased by -0.09%
Mar 31, 25
15 ALPS O'Shares US Sm-Cp Qul Div ETF 921.16K (1.03%) 2.17K
Increased by +0.24%
Mar 31, 25
16 Calvert US Small-Cap Strategy 900.68K (1.00%) -660.68K
Decreased by -73.35%
Sep 30, 23
17 SPDR® Portfolio S&P 600™ Sm Cap ETF 787.77K (0.88%) 1.18K
Increased by +0.15%
Mar 31, 25
18 DFA US Targeted Value I 707.00K (0.79%) -11.91K
Decreased by -1.68%
Feb 28, 25
19 Vanguard Tax-Managed Small Cap Adm 676.32K (0.75%) 0.00
Increased by 0.00%
Feb 28, 25
20 Schwab Fundamental US Small Company ETF 670.79K (0.75%) 0.00
Increased by 0.00%
Apr 30, 24