Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GUNZ 5.23%
2 FDM 0.99%
3 SIXS 0.98%
4 MYLD 0.97%
5 DEEP 0.91%
6 DVP 0.91%
7 XSLV 0.91%
8 CNTR 0.76%
9 DSMC 0.49%
10 SIXL 0.43%
11 PSCD 0.32%
12 SSLY 0.27%
13 DGRS 0.17%
14 ROSC 0.16%
15 JPSE 0.13%
16 SMMV 0.12%
17 DES 0.11%
18 SLY 0.10%
19 QSML 0.09%
20 IJS 0.09%

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 185.52K (1.13%) 685.00
Increased by +0.37%
Mar 31, 25
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. 154.87K (0.95%) 13.10K
Increased by +8.46%
Mar 31, 25
19 Goldman Sachs Group Inc 131.50K (0.80%) -41.00K
Decreased by -31.18%
Mar 31, 25
20 UBS Group AG 131.39K (0.80%) 28.95K
Increased by +22.04%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.01M (6.16%) 0.00
Increased by 0.00%
May 31, 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 538.00K (3.29%) 9.30K
Increased by +1.73%
May 31, 25
4 iShares Russell 2000 ETF 404.32K (2.47%) 0.00
Increased by 0.00%
May 31, 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 262.54K (1.61%) 2.24K
Increased by +0.85%
May 31, 25
7 Vanguard Small Cap Index 209.97K (1.28%) 760.00
Increased by +0.36%
May 31, 25
8 iShares US Aerospace & Defense ETF 205.50K (1.26%) 0.00
Increased by 0.00%
May 31, 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 164.75K (1.01%) 0.00
Increased by 0.00%
May 31, 25
11 Fidelity Small Cap Index 164.40K (1.01%) 3.00
Increased by +0.00%
Mar 31, 25
12 SPDR® Portfolio S&P 600 Sm Cap ETF 157.47K (0.96%) 160.00
Increased by +0.10%
Mar 28, 24
13 Avantis US Small Cap Value ETF 150.63K (0.92%) 0.00
Increased by 0.00%
May 31, 25
14 SPDR® Portfolio S&P 600™ Sm Cap ETF 145.06K (0.89%) 0.00
Increased by 0.00%
May 30, 25
15 iShares Russell 2000 Growth ETF 140.08K (0.86%) -163.00
Decreased by -0.12%
Mar 28, 24
16 Vanguard Small Cap Value Index Inv 135.54K (0.83%) -204.00
Decreased by -0.15%
May 31, 25
17 Schwab Fundamental US Small Company ETF 130.28K (0.80%) 0.00
Increased by 0.00%
Mar 29, 24
18 Vanguard Explorer Value Inv 120.70K (0.74%) 0.00
Increased by 0.00%
Mar 31, 25
19 State St Russell Sm/Mid Cp® Indx SL Cl I 110.31K (0.67%) 6.00K
Increased by +5.44%
May 31, 25
20 iShares Russell 2000 Value ETF 106.22K (0.65%) 0.00
Increased by 0.00%
May 31, 25