Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IRBO 1000.00%
2 BULD 7.11%
3 CAFG 1.87%
4 GIGE 1.27%
5 CNTR 0.99%
6 DTEC 0.96%
7 GAST 0.87%
8 ROBT 0.68%
9 AIRR 0.59%
10 PSCI 0.38%
11 SBB 0.37%
12 SDD 0.37%
13 KOMP 0.31%
14 BSVO 0.26%
15 SSLY 0.26%
16 CSML 0.19%
17 IJS 0.15%
18 VIOV 0.15%
19 RTLA 0.14%
20 AVSC 0.13%

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 First Trust Advisors L.P. 738.58K (3.14%) 308.97K
Increased by +41.83%
Dec 31, 24
8 Wellington Management Company LLP 711.74K (3.03%) 351.10K
Increased by +49.33%
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 Renaissance Technologies Corp 531.65K (2.26%) -40.20K
Decreased by -7.56%
Mar 31, 25
12 D. E. Shaw & Co LP 500.70K (2.13%) -22.95K
Decreased by -4.58%
Dec 31, 24
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 Northern Trust Corp 281.64K (1.20%) 9.31K
Increased by +3.31%
Dec 31, 24
20 JPMorgan Chase & Co 279.78K (1.19%) 134.90K
Increased by +48.22%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.48M (6.30%) -1.57K
Decreased by -0.11%
Apr 30, 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 797.92K (3.39%) 2.20K
Increased by +0.28%
Apr 30, 25
4 Disciplined Growth - Mid Cap Growth 719.85K (3.06%) 69.47K
Increased by +9.65%
Dec 31, 24
5 Vanguard Small Cap Index 608.96K (2.59%) 4.96K
Increased by +0.81%
Apr 30, 25
6 iShares Russell 2000 ETF 605.55K (2.57%) 102.00
Increased by +0.02%
Apr 30, 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 393.27K (1.67%) 1.23K
Increased by +0.31%
Apr 30, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 388.14K (1.65%) 619.00
Increased by +0.16%
Apr 30, 25
11 DFA US Small Cap Value I 274.63K (1.17%) 5.93K
Increased by +2.16%
Mar 31, 25
12 Fidelity® Small Cap Index 252.71K (1.07%) 7.07K
Increased by +2.80%
Oct 31, 23
13 Fidelity Small Cap Index 250.02K (1.06%) 2.57K
Increased by +1.03%
Feb 28, 25
14 iShares S&P Small-Cap 600 Value ETF 241.48K (1.03%) 236.00
Increased by +0.10%
Apr 30, 25
15 iShares Russell 2000 Value ETF 232.09K (0.99%) -785.00
Decreased by -0.34%
Apr 30, 25
16 SPDR® Portfolio S&P 600 Sm Cap ETF 229.95K (0.98%) 0.00
Increased by 0.00%
Apr 30, 24
17 SPDR® Portfolio S&P 600™ Sm Cap ETF 210.42K (0.89%) 0.00
Increased by 0.00%
Apr 30, 25
18 iShares Rbtcs&Artfcl Intllgnc Mltsct ETF 195.77K (0.83%) 0.00
Increased by 0.00%
Jul 29, 24
19 iShares Future AI & Tech ETF 193.73K (0.82%) -2.04K
Decreased by -1.05%
Jul 31, 24
20 Disciplined Growth - Small Cap Growth 190.12K (0.81%) -331.72K
Decreased by -174.48%
Sep 30, 24