Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FDM 1.09%
2 SIXS 1.02%
3 XSLV 0.92%
4 DVP 0.92%
5 DEEP 0.91%
6 CNTR 0.76%
7 DSMC 0.52%
8 SIXL 0.43%
9 PSCD 0.35%
10 SSLY 0.27%
11 DGRS 0.17%
12 ROSC 0.16%
13 JPSE 0.13%
14 VIOV 0.11%
15 DES 0.11%
16 IJS 0.10%
17 SLY 0.10%
18 QSML 0.09%
19 SLYV 0.08%
20 FSMD 0.08%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 2.79M (17.06%) 22.65K
Increased by +0.81%
Mar 31, 25
2 Vanguard Group Inc 1.52M (9.31%) -10.91K
Decreased by -0.72%
Mar 31, 25
3 Renaissance Technologies Corp 759.18K (4.64%) -16.40K
Decreased by -2.16%
Mar 31, 25
4 State Street Corporation 661.72K (4.05%) 9.85K
Increased by +1.49%
Mar 31, 24
5 State Street Corp 637.42K (3.90%) -3.37K
Decreased by -0.53%
Mar 31, 25
6 Wellington Management Company LLP 458.33K (2.80%) 46.41K
Increased by +10.13%
Mar 31, 25
7 Geode Capital Management, LLC 388.90K (2.38%) 7.71K
Increased by +1.98%
Mar 31, 25
8 First Trust Advisors L.P. 297.00K (1.82%) 47.48K
Increased by +15.99%
Sep 30, 23
9 Morgan Stanley - Brokerage Accounts 296.12K (1.81%) 14.81K
Increased by +5.00%
Mar 31, 25
10 Dimensional Fund Advisors, Inc. 278.46K (1.70%) 100.80K
Increased by +36.20%
Mar 31, 25
11 Rule One Partners, LLC 219.35K (1.34%) 219.35K
Increased by +100.00%
Sep 30, 24
12 Charles Schwab Investment Management Inc 219.06K (1.34%) 26.66K
Increased by +12.17%
Mar 31, 25
13 Royal Bank of Canada 210.30K (1.29%) -8.09K
Decreased by -3.85%
Mar 31, 25
14 Bank of New York Mellon Corp 198.89K (1.22%) -3.95K
Decreased by -1.99%
Mar 31, 25
15 Northern Trust Corp 184.83K (1.13%) 22.67K
Increased by +12.27%
Dec 31, 24
16 Commonwealth Equity Services Inc 161.65K (0.99%) 10.61K
Increased by +6.56%
Sep 30, 24
17 American Century Companies Inc 159.21K (0.97%) -4.81K
Decreased by -3.02%
Mar 31, 25
18 Amvescap Plc. 141.77K (0.87%) 4.18K
Increased by +2.95%
Dec 31, 24
19 Goldman Sachs Group Inc 131.50K (0.80%) -41.00K
Decreased by -31.18%
Mar 31, 25
20 Teacher Retirement System Of Texas 128.97K (0.79%) -2.12K
Decreased by -1.64%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.02M (6.21%) -1.07K
Decreased by -0.11%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 545.49K (3.34%) 0.00
Increased by 0.00%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 528.70K (3.23%) 0.00
Increased by 0.00%
Apr 30, 25
4 iShares Russell 2000 ETF 399.23K (2.44%) 67.00
Increased by +0.02%
Apr 30, 25
5 Schwab US Dividend Equity ETF™ 278.58K (1.70%) -160.00
Decreased by -0.06%
Jan 31, 24
6 Vanguard Institutional Extnd Mkt Idx Tr 260.30K (1.59%) 494.00
Increased by +0.19%
Apr 30, 25
7 Vanguard Small Cap Index 209.21K (1.28%) 240.00
Increased by +0.11%
Apr 30, 25
8 iShares US Aerospace & Defense ETF 196.82K (1.20%) 0.00
Increased by 0.00%
Apr 30, 25
9 Fidelity® Small Cap Index 168.05K (1.03%) 4.57K
Increased by +2.72%
Oct 31, 23
10 iShares S&P Small-Cap 600 Value ETF 165.02K (1.01%) 169.00
Increased by +0.10%
Apr 30, 25
11 Fidelity Small Cap Index 164.40K (1.01%) 0.00
Increased by 0.00%
Feb 28, 25
12 SPDR® Portfolio S&P 600 Sm Cap ETF 157.47K (0.96%) 160.00
Increased by +0.10%
Mar 28, 24
13 SPDR® Portfolio S&P 600™ Sm Cap ETF 147.73K (0.90%) 0.00
Increased by 0.00%
Apr 30, 25
14 iShares Russell 2000 Growth ETF 140.08K (0.86%) -163.00
Decreased by -0.12%
Mar 28, 24
15 Vanguard Small Cap Value Index Inv 135.74K (0.83%) 150.00
Increased by +0.11%
Apr 30, 25
16 Schwab Fundamental US Small Company ETF 130.28K (0.80%) 0.00
Increased by 0.00%
Mar 29, 24
17 Avantis US Small Cap Value ETF 125.24K (0.77%) 0.00
Increased by 0.00%
Apr 30, 25
18 Vanguard Explorer Value Inv 120.70K (0.74%) 0.00
Increased by 0.00%
Mar 31, 25
19 iShares Russell 2000 Value ETF 110.11K (0.67%) -375.00
Decreased by -0.34%
Apr 30, 25
20 State St Russell Sm/Mid Cp® Indx NL Cl C 104.31K (0.64%) 460.00
Increased by +0.44%
Apr 30, 25