Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IRBO 1000.00%
2 BULD 8.66%
3 PRNT 4.71%
4 CVAR 2.85%
5 GIGE 1.27%
6 DTEC 1.12%
7 CAFG 1.00%
8 CNTR 0.99%
9 GAST 0.85%
10 ROBT 0.80%
11 AIRR 0.59%
12 KOMP 0.46%
13 QOWZ 0.42%
14 PSCI 0.40%
15 SDD 0.37%
16 SBB 0.37%
17 BSVO 0.26%
18 SSLY 0.26%
19 CSML 0.19%
20 IJS 0.16%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.86M (16.37%) -146.56K
Decreased by -3.79%
Mar 31, 25
2 Vanguard Group Inc 2.83M (11.97%) -37.79K
Decreased by -1.34%
Mar 31, 25
3 Disciplined Growth Investors Inc 2.67M (11.31%) 497.02K
Increased by +18.61%
Mar 31, 25
4 Dimensional Fund Advisors, Inc. 1.32M (5.61%) 23.94K
Increased by +1.81%
Mar 31, 25
5 State Street Corporation 1.15M (4.86%) 32.07K
Increased by +2.80%
Mar 31, 24
6 State Street Corp 1.12M (4.75%) -28.01K
Decreased by -2.50%
Mar 31, 25
7 Wellington Management Company LLP 711.74K (3.02%) 351.10K
Increased by +49.33%
Mar 31, 25
8 First Trust Advisors L.P. 624.72K (2.65%) -113.86K
Decreased by -18.22%
Mar 31, 25
9 Geode Capital Management, LLC 579.33K (2.45%) 9.27K
Increased by +1.60%
Mar 31, 25
10 Pacer Advisors, INC. 573.87K (2.43%) 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 (2.25%) -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 (1.30%) 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 (1.16%) -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 1.42M (6.03%) 0.00
Increased by 0.00%
Jul 30, 25
2 Vanguard US Total Market Shares ETF 811.88K (3.44%) 0.00
Increased by 0.00%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 799.10K (3.39%) 0.00
Increased by 0.00%
Jun 30, 25
4 Disciplined Growth - Mid Cap Growth 719.85K (3.05%) 69.47K
Increased by +9.65%
Dec 31, 24
5 Vanguard Small Cap Index 580.66K (2.46%) -30.58K
Decreased by -5.27%
Jun 30, 25
6 iShares Russell 2000 ETF 575.42K (2.44%) -9.28K
Decreased by -1.61%
Jul 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 (2.28%) 0.00
Increased by 0.00%
Mar 31, 25
9 Vanguard Small Cap Value Index Inv 370.63K (1.57%) -22.07K
Decreased by -5.95%
Jun 30, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 369.91K (1.57%) -21.20K
Decreased by -5.73%
Jun 30, 25
11 DFA US Small Cap Value I 283.14K (1.20%) 6.92K
Increased by +2.44%
Jun 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 248.78K (1.05%) 263.00
Increased by +0.11%
May 31, 25
14 SPDR® S&P Kensho New Economies Comps ETF 240.24K (1.02%) 0.00
Increased by 0.00%
Jul 31, 25
15 SPDR® Portfolio S&P 600 Sm Cap ETF 229.95K (0.97%) 0.00
Increased by 0.00%
Apr 30, 24
16 iShares S&P Small-Cap 600 Value ETF 223.79K (0.95%) 0.00
Increased by 0.00%
Jul 30, 25
17 iShares Russell 2000 Value ETF 207.77K (0.88%) 0.00
Increased by 0.00%
Jul 30, 25
18 SPDR® Portfolio S&P 600™ Sm Cap ETF 203.78K (0.86%) 114.00
Increased by +0.06%
Jul 31, 25
19 iShares Rbtcs&Artfcl Intllgnc Mltsct ETF 195.77K (0.83%) 0.00
Increased by 0.00%
Jul 29, 24
20 Jupiter Merian Glb Eq AbsRet I USD Acc 194.83K (0.83%) 0.00
Increased by 0.00%
Jun 30, 25