Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PUW 3.03%
2 GRPZ 2.34%
3 SIXS 1.76%
4 ACES 1.56%
5 SAWS 1.42%
6 PSCE 1.32%
7 PBW 1.30%
8 FDM 1.11%
9 DVP 1.11%
10 DEEP 1.11%
11 XSLV 0.75%
12 RZG 0.72%
13 XSVM 0.51%
14 SQLV 0.48%
15 RZV 0.45%
16 DWAS 0.43%
17 RNEW 0.42%
18 XOP 0.38%
19 ICLN 0.35%
20 GUSH 0.34%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 5.49M (17.84%) -4.66K
Decreased by -0.08%
 Mar 31, 26
2 Vanguard Group Inc 2.53M (8.21%) 93.31K
Increased by +3.69%
 Dec 31, 25
3 Dimensional Fund Advisors, Inc. 1.90M (6.16%) -68.15K
Decreased by -3.59%
 Mar 31, 26
4 Renaissance Technologies Corp 1.52M (4.95%) -72.04K
Decreased by -4.73%
 Mar 31, 26
5 State Street Corp 1.45M (4.72%) 109.79K
Increased by +7.56%
 Mar 31, 26
6 Vanguard Portfolio Management, LLC 1.25M (4.07%) 1.25M
Increased by +100.00%
 Mar 31, 26
7 Vanguard Capital Management, LLC 1.22M (3.97%) 1.22M
Increased by +100.00%
 Mar 31, 26
8 Systematic Financial Management LP 1.11M (3.60%) -78.49K
Decreased by -7.08%
 Mar 31, 26
9 Mangrove Partners 1.02M (3.30%) 0.00
Increased by 0.00%
 Mar 31, 26
10 State Street Corporation 862.36K (2.80%) 126.01K
Increased by +14.61%
 Mar 31, 24
11 Geode Capital Management, LLC 835.55K (2.71%) 139.88K
Increased by +16.74%
 Mar 31, 26
12 D. E. Shaw & Co LP 643.89K (2.09%) 17.48K
Increased by +2.71%
 Mar 31, 26
13 American Century Companies Inc 596.59K (1.94%) -107.97K
Decreased by -18.10%
 Mar 31, 26
14 Morgan Stanley - Brokerage Accounts 550.59K (1.79%) -26.82K
Decreased by -4.87%
 Mar 31, 26
15 Amvescap Plc. 528.87K (1.72%) -9.90K
Decreased by -1.87%
 Mar 31, 26
16 Brown Advisory Holdings Inc 512.15K (1.66%) -413.21K
Decreased by -80.68%
 Mar 31, 26
17 T. Rowe Price Investment Management,Inc. 461.46K (1.50%) -14.70K
Decreased by -3.19%
 Sep 30, 23
18 Arrowstreet Capital Limited Partnership 447.64K (1.45%) 26.99K
Increased by +6.03%
 Mar 31, 26
19 Northern Trust Corp 447.18K (1.45%) 66.89K
Increased by +14.96%
 Mar 31, 26
20 Charles Schwab Investment Management Inc 446.16K (1.45%) -27.66K
Decreased by -6.20%
 Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.72M (5.57%) 690.00
Increased by +0.04%
 May 29, 26
2 Vanguard Total Stock Mkt Idx Inv 878.66K (2.85%) 0.00
Increased by 0.00%
 Apr 30, 26
3 iShares Russell 2000 ETF 701.70K (2.28%) 6.50K
Increased by +0.93%
 May 29, 26
4 Vanguard US Total Market Shares ETF 489.92K (1.59%) 0.00
Increased by 0.00%
 Sep 30, 24
5 Avantis US Small Cap Value ETF 486.86K (1.58%) 0.00
Increased by 0.00%
 May 30, 26
6 Pacer US Small Cap Cash Cows 100 ETF 432.74K (1.40%) -226.00
Decreased by -0.05%
 Nov 27, 24
7 DFA US Targeted Value I 330.22K (1.07%) 0.00
Increased by 0.00%
 Apr 30, 26
8 Vanguard Institutional Extnd Mkt Idx Tr 319.08K (1.04%) 3.34K
Increased by +1.05%
 Apr 30, 26
9 iShares Global Clean Engy Trns ETF $Dist 314.18K (1.02%) 0.00
Increased by 0.00%
 May 29, 26
10 SttStrtSPDRS&POil&GasExplor&ProdtnETF 298.66K (0.97%) 0.00
Increased by 0.00%
 May 31, 26
11 T. Rowe Price Small-Cap Value 296.67K (0.96%) -15.30K
Decreased by -5.16%
 Sep 30, 23
12 Fidelity Small Cap Index 281.34K (0.91%) 1.89K
Increased by +0.67%
 Mar 31, 26
13 Brown Advisory Small-Cap Fdmtl Val Inv 272.53K (0.88%) -1.04K
Decreased by -0.38%
 Apr 30, 26
14 Invesco WilderHill Clean Energy ETF 272.32K (0.88%) 0.00
Increased by 0.00%
 Feb 28, 26
15 Vanguard Energy ETF 269.35K (0.87%) -5.79K
Decreased by -2.15%
 Apr 30, 26
16 Vanguard Strategic Small-Cap Equity Inv 262.25K (0.85%) 88.69K
Increased by +33.82%
 Mar 31, 26
17 State Street SPDR Port S&P 600 Sm CpETF 261.71K (0.85%) 0.00
Increased by 0.00%
 May 29, 26
18 Invesco S&P SmallCap Momentum ETF 259.74K (0.84%) 79.00
Increased by +0.03%
 May 29, 26
19 Dimensional US Targeted Value ETF 217.81K (0.71%) 0.00
Increased by 0.00%
 May 29, 26
20 State St Russell Sm/Mid Cp® Indx SL Cl I 203.26K (0.66%) 0.00
Increased by 0.00%
 May 31, 26