Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IRBO 1000.00%
2 BULD 7.86%
3 PRNT 4.18%
4 CVAR 2.60%
5 GIGE 1.27%
6 DTEC 0.99%
7 CNTR 0.99%
8 CAFG 0.92%
9 GAST 0.87%
10 ROBT 0.77%
11 AIRR 0.59%
12 KOMP 0.41%
13 QOWZ 0.38%
14 PSCI 0.37%
15 SDD 0.37%
16 SBB 0.37%
17 BSVO 0.26%
18 SSLY 0.26%
19 CSML 0.19%
20 VIOV 0.15%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.86M (16.43%) -146.56K
Decreased by -3.79%
Mar 31, 25
2 Vanguard Group Inc 2.83M (12.01%) -37.79K
Decreased by -1.34%
Mar 31, 25
3 Disciplined Growth Investors Inc 2.67M (11.35%) 497.02K
Increased by +18.61%
Mar 31, 25
4 Dimensional Fund Advisors, Inc. 1.32M (5.63%) 23.94K
Increased by +1.81%
Mar 31, 25
5 State Street Corporation 1.15M (4.88%) 32.07K
Increased by +2.80%
Mar 31, 24
6 State Street Corp 1.12M (4.77%) -28.01K
Decreased by -2.50%
Mar 31, 25
7 Wellington Management Company LLP 711.74K (3.03%) 351.10K
Increased by +49.33%
Mar 31, 25
8 First Trust Advisors L.P. 624.72K (2.66%) -113.86K
Decreased by -18.22%
Mar 31, 25
9 Geode Capital Management, LLC 579.33K (2.46%) 9.27K
Increased by +1.60%
Mar 31, 25
10 Pacer Advisors, INC. 573.87K (2.44%) 572.60K
Increased by +99.78%
Sep 30, 24
11 D. E. Shaw & Co LP 537.37K (2.28%) 36.66K
Increased by +6.82%
Mar 31, 25
12 Renaissance Technologies Corp 531.65K (2.26%) -40.20K
Decreased by -7.56%
Mar 31, 25
13 Arrowstreet Capital Limited Partnership 450.07K (1.91%) 237.16K
Increased by +52.69%
Mar 31, 25
14 Morgan Stanley - Brokerage Accounts 412.08K (1.75%) -137.00K
Decreased by -33.25%
Mar 31, 25
15 Hotchkis & Wiley Capital Management LLC 325.12K (1.38%) 32.76K
Increased by +10.08%
Dec 31, 24
16 S Squared Technology, LLC 307.00K (1.31%) 0.00
Increased by 0.00%
Mar 31, 25
17 Assenagon Asset Management SA 299.85K (1.27%) 55.93K
Increased by +18.65%
Sep 30, 24
18 NORGES BANK 292.13K (1.24%) 16.59K
Increased by +5.68%
Dec 31, 23
19 JPMorgan Chase & Co 279.78K (1.19%) 134.90K
Increased by +48.22%
Sep 30, 24
20 Charles Schwab Investment Management Inc 274.04K (1.17%) -15.31K
Decreased by -5.59%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.47M (6.26%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard US Total Market Shares ETF 811.88K (3.45%) 0.00
Increased by 0.00%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 799.10K (3.40%) 1.19K
Increased by +0.15%
May 31, 25
4 Disciplined Growth - Mid Cap Growth 719.85K (3.06%) 69.47K
Increased by +9.65%
Dec 31, 24
5 iShares Russell 2000 ETF 613.31K (2.61%) 0.00
Increased by 0.00%
May 31, 25
6 Vanguard Small Cap Index 611.24K (2.60%) 2.28K
Increased by +0.37%
May 31, 25
7 Pacer US Small Cap Cash Cows 100 ETF 551.39K (2.34%) -1.87K
Decreased by -0.34%
Nov 29, 24
8 First Trust RBA Amer Indl RenaisTM ETF 538.28K (2.29%) 0.00
Increased by 0.00%
Mar 31, 25
9 Vanguard Small Cap Value Index Inv 392.70K (1.67%) -578.00
Decreased by -0.15%
May 31, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 391.12K (1.66%) 2.97K
Increased by +0.76%
May 31, 25
11 DFA US Small Cap Value I 276.23K (1.17%) 1.60K
Increased by +0.58%
Apr 30, 25
12 Fidelity® Small Cap Index 252.71K (1.07%) 7.07K
Increased by +2.80%
Oct 31, 23
13 Fidelity Small Cap Index 245.74K (1.04%) -4.28K
Decreased by -1.74%
Mar 31, 25
14 iShares S&P Small-Cap 600 Value ETF 238.68K (1.01%) 0.00
Increased by 0.00%
May 31, 25
15 SPDR® Portfolio S&P 600 Sm Cap ETF 229.95K (0.98%) 0.00
Increased by 0.00%
Apr 30, 24
16 iShares Russell 2000 Value ETF 223.93K (0.95%) 0.00
Increased by 0.00%
May 31, 25
17 SPDR® Portfolio S&P 600™ Sm Cap ETF 206.46K (0.88%) 0.00
Increased by 0.00%
May 30, 25
18 iShares Rbtcs&Artfcl Intllgnc Mltsct ETF 195.77K (0.83%) 0.00
Increased by 0.00%
Jul 29, 24
19 Disciplined Growth Investors 194.30K (0.83%) 31.07K
Increased by +15.99%
Mar 31, 25
20 iShares Future AI & Tech ETF 193.73K (0.82%) -2.04K
Decreased by -1.05%
Jul 31, 24