Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BSMC 3.29%
2 LSAT 3.16%
3 RNSC 2.95%
4 FSGS 2.95%
5 TPMN 2.74%
6 FOVL 2.31%
7 OUSM 2.19%
8 FXH 1.97%
9 XHS 1.92%
10 LSEQ 1.66%
11 XSHD 1.49%
12 FDHT 1.49%
13 HEJD 1.45%
14 SIXS 1.40%
15 PSCH 1.30%
16 ROSC 1.22%
17 CSB 1.19%
18 CAFG 1.16%
19 MYLD 1.14%
20 XSLV 1.02%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 11.65M (14.40%) -1.50M
Decreased by -12.84%
Mar 31, 25
2 Vanguard Group Inc 10.21M (12.62%) -838.52K
Decreased by -8.21%
Mar 31, 25
3 Dimensional Fund Advisors, Inc. 5.71M (7.06%) -175.51K
Decreased by -3.08%
Mar 31, 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. 3.57M (4.42%) -368.13K
Decreased by -10.30%
Dec 31, 24
7 American Century Companies Inc 2.89M (3.58%) 292.98K
Increased by +10.13%
Mar 31, 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 1.90M (2.35%) 84.02K
Increased by +4.43%
Mar 31, 25
11 Geode Capital Management, LLC 1.69M (2.08%) 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 Goldman Sachs Group Inc 1.44M (1.78%) -2.80M
Decreased by -194.77%
Mar 31, 24
14 NORGES BANK 1.43M (1.76%) -865.70K
Decreased by -60.65%
Jun 30, 24
15 LSV Asset Management 1.39M (1.72%) 117.40K
Increased by +8.43%
Mar 31, 25
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 Fort Washington Investment Advisors Inc 1.01M (1.25%) -67.59K
Decreased by -6.67%
Dec 31, 23
19 Newport Trust Co. 976.33K (1.21%) -52.07K
Decreased by -5.33%
Mar 31, 25
20 JPMorgan Chase & Co 955.66K (1.18%) -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 5.48M (6.78%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard US Total Market Shares ETF 3.13M (3.87%) -281.51K
Decreased by -9.00%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 2.86M (3.53%) 16.43K
Increased by +0.58%
Apr 30, 25
4 Avantis US Small Cap Value ETF 2.52M (3.12%) 3.06K
Increased by +0.12%
May 31, 25
5 Vanguard Small Cap Index 2.29M (2.83%) 16.27K
Increased by +0.71%
Apr 30, 25
6 Pacer US Cash Cows 100 ETF 2.22M (2.74%) 3.28K
Increased by +0.15%
Feb 28, 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 Value Index Inv 1.48M (1.83%) 4.59K
Increased by +0.31%
Apr 30, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 1.41M (1.74%) 2.01K
Increased by +0.14%
Apr 30, 25
10 DFA US Small Cap Value I 1.29M (1.59%) 0.00
Increased by 0.00%
Apr 30, 25
11 SPDR® Portfolio S&P 600 Sm Cap ETF 1.06M (1.31%) 0.00
Increased by 0.00%
Apr 30, 24
12 Pacer US Small Cap Cash Cows 100 ETF 1.00M (1.24%) -4.05K
Decreased by -0.40%
May 30, 25
13 Schwab Fundamental U.S. Small CompanyETF 993.17K (1.23%) -340.00
Decreased by -0.03%
May 31, 25
14 ALPS O'Shares US Sm-Cp Qul Div ETF 914.64K (1.13%) -1.09K
Decreased by -0.12%
May 30, 25
15 Calvert US Small-Cap Strategy 900.68K (1.11%) -660.68K
Decreased by -73.35%
Sep 30, 23
16 iShares S&P Small-Cap 600 Value ETF 894.32K (1.11%) 0.00
Increased by 0.00%
May 31, 25
17 First Trust Health Care AlphaDEX® ETF 833.30K (1.03%) 0.00
Increased by 0.00%
May 29, 25
18 SPDR® Portfolio S&P 600™ Sm Cap ETF 780.72K (0.97%) 0.00
Increased by 0.00%
May 30, 25
19 BlackRock Global Equity Mkt Netrl Instl 764.77K (0.95%) 496.83K
Increased by +64.96%
Apr 30, 25
20 DFA US Targeted Value I 707.00K (0.87%) 0.00
Increased by 0.00%
Apr 30, 25