Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PUW 3.03%
2 GRPZ 2.34%
3 SIXS 1.63%
4 PBW 1.49%
5 PSCE 1.48%
6 ACES 1.33%
7 FDM 1.11%
8 DVP 1.06%
9 DEEP 1.06%
10 RZG 0.72%
11 XSVM 0.51%
12 SQLV 0.44%
13 DWAS 0.43%
14 RNEW 0.42%
15 ICLN 0.34%
16 SMLV 0.30%
17 PZI 0.27%
18 XOP 0.25%
19 UOP 0.24%
20 IWC 0.22%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.11M (21.54%) -102.77K
Decreased by -3.30%
Mar 31, 25
2 Vanguard Group Inc 1.32M (9.11%) 11.79K
Increased by +0.90%
Mar 31, 25
3 Dimensional Fund Advisors, Inc. 1.23M (8.54%) -61.32K
Decreased by -4.97%
Mar 31, 25
4 State Street Corp 874.67K (6.05%) 15.67K
Increased by +1.79%
Mar 31, 25
5 State Street Corporation 862.36K (5.97%) 126.01K
Increased by +14.61%
Mar 31, 24
6 Renaissance Technologies Corp 856.12K (5.92%) -19.89K
Decreased by -2.32%
Mar 31, 25
7 Brown Advisory Holdings Inc 735.30K (5.09%) 52.74K
Increased by +7.17%
Mar 31, 25
8 Systematic Financial Management LP 718.09K (4.97%) 783.00
Increased by +0.11%
Mar 31, 25
9 American Century Companies Inc 462.31K (3.20%) 40.69K
Increased by +8.80%
Mar 31, 25
10 T. Rowe Price Investment Management,Inc. 461.46K (3.19%) -14.70K
Decreased by -3.19%
Sep 30, 23
11 Pacer Advisors, INC. 444.81K (3.08%) 444.81K
Increased by +100.00%
Sep 30, 24
12 Geode Capital Management, LLC 392.83K (2.72%) 24.19K
Increased by +6.16%
Mar 31, 25
13 D. E. Shaw & Co LP 306.68K (2.12%) 66.24K
Increased by +21.60%
Mar 31, 25
14 Hotchkis & Wiley Capital Management LLC 302.59K (2.09%) -430.00
Decreased by -0.14%
Mar 31, 25
15 ECP ControlCo, LLC 261.92K (1.81%) 21.20K
Increased by +8.10%
Sep 30, 23
16 Morgan Stanley - Brokerage Accounts 247.18K (1.71%) -7.25K
Decreased by -2.93%
Mar 31, 25
17 Amvescap Plc. 230.28K (1.59%) -4.19K
Decreased by -1.82%
Mar 31, 25
18 South Dakota Investment Council 226.28K (1.57%) -58.94K
Decreased by -26.05%
Sep 30, 24
19 Northern Trust Corp 222.14K (1.54%) -9.64K
Decreased by -4.34%
Mar 31, 25
20 Nuveen Asset Management, LLC 219.47K (1.52%) -30.76K
Decreased by -14.02%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 930.07K (6.43%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard Total Stock Mkt Idx Inv 505.83K (3.50%) 7.97K
Increased by +1.58%
May 31, 25
3 Vanguard US Total Market Shares ETF 489.92K (3.39%) 0.00
Increased by 0.00%
Sep 30, 24
4 Pacer US Small Cap Cash Cows 100 ETF 432.74K (2.99%) -226.00
Decreased by -0.05%
Nov 27, 24
5 Brown Advisory Small-Cap Fdmtl Val Inv 403.91K (2.79%) -14.63K
Decreased by -3.62%
May 31, 25
6 iShares Russell 2000 ETF 381.51K (2.64%) 0.00
Increased by 0.00%
May 31, 25
7 Avantis US Small Cap Value ETF 373.49K (2.58%) 0.00
Increased by 0.00%
May 31, 25
8 T. Rowe Price Small-Cap Value 296.67K (2.05%) -15.30K
Decreased by -5.16%
Sep 30, 23
9 DFA US Small Cap Value I 257.58K (1.78%) -16.38K
Decreased by -6.36%
Apr 30, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 240.63K (1.66%) 1.95K
Increased by +0.81%
May 31, 25
11 iShares Global Clean Energy ETF USD Dist 182.42K (1.26%) 0.00
Increased by 0.00%
Mar 31, 25
12 iShares Global Clean Engy Trns ETF $ Acc 170.43K (1.18%) 0.00
Increased by 0.00%
May 31, 25
13 iShares Global Clean Engy Trns ETF $Dist 170.43K (1.18%) 0.00
Increased by 0.00%
May 31, 25
14 DFA US Targeted Value I 165.11K (1.14%) 0.00
Increased by 0.00%
Apr 30, 25
15 T. Rowe Price U.S. SC Value Eq Tr-Z 154.79K (1.07%) 0.00
Increased by 0.00%
Sep 30, 23
16 Fidelity Small Cap Index 151.94K (1.05%) -538.00
Decreased by -0.35%
Mar 31, 25
17 iShares S&P Small-Cap 600 Value ETF 151.01K (1.04%) 0.00
Increased by 0.00%
May 31, 25
18 iShares S&P Small-Cap 600 Growth ETF 149.96K (1.04%) 0.00
Increased by 0.00%
Nov 27, 24
19 Fidelity® Small Cap Index 149.35K (1.03%) 4.90K
Increased by +3.28%
Oct 31, 23
20 SPDR® S&P Oil & Gas Explor & Prodtn ETF 138.30K (0.96%) 0.00
Increased by 0.00%
May 31, 25