Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AIRL 4.24%
2 JETS 3.02%
3 PEZ 2.70%
4 XTN 2.64%
5 PEJ 2.56%
6 CPAI 2.23%
7 CAFG 1.78%
8 XSMO 1.66%
9 PSCI 1.63%
10 SYLD 1.33%
11 GRPZ 1.15%
12 RZG 1.05%
13 XSHQ 1.03%
14 MYLD 1.03%
15 AFSM 0.99%
16 SVAL 0.90%
17 FSCC 0.89%
18 FTXR 0.88%
19 CRUZ 0.88%
20 VAMO 0.88%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 6.70M (16.80%) -92.68K
Decreased by -1.38%
Mar 31, 25
2 Vanguard Group Inc 4.78M (11.98%) -41.24K
Decreased by -0.86%
Mar 31, 25
3 Dimensional Fund Advisors, Inc. 2.72M (6.82%) -282.51K
Decreased by -10.39%
Mar 31, 25
4 State Street Corporation 1.63M (4.10%) -15.26K
Decreased by -0.93%
Mar 31, 24
5 State Street Corp 1.52M (3.82%) -59.97K
Decreased by -3.93%
Mar 31, 25
6 American Century Companies Inc 1.51M (3.78%) 115.62K
Increased by +7.68%
Mar 31, 25
7 Pacer Advisors, INC. 1.50M (3.77%) -687.33K
Decreased by -45.70%
Dec 31, 24
8 Wealthfront Advisers LLC 1.47M (3.68%) 1.47M
Increased by +100.00%
Dec 31, 24
9 Citadel Advisors Llc 1.00M (2.51%) 965.58K
Increased by +96.40%
Mar 31, 25
10 Geode Capital Management, LLC 990.24K (2.48%) 31.16K
Increased by +3.15%
Mar 31, 25
11 FMR Inc 874.87K (2.19%) 349.08K
Increased by +39.90%
Mar 31, 25
12 SW Investment Management LLC 850.00K (2.13%) 0.00
Increased by 0.00%
Mar 31, 25
13 Goldman Sachs Group Inc 821.04K (2.06%) -158.38K
Decreased by -19.29%
Mar 31, 25
14 Charles Schwab Investment Management Inc 699.39K (1.75%) -9.97K
Decreased by -1.43%
Mar 31, 25
15 Morgan Stanley - Brokerage Accounts 668.03K (1.68%) -18.07K
Decreased by -2.70%
Mar 31, 25
16 Amvescap Plc. 564.73K (1.42%) 21.72K
Increased by +3.85%
Mar 31, 25
17 Renaissance Technologies Corp 539.22K (1.35%) 139.90K
Increased by +25.94%
Mar 31, 25
18 Arrowstreet Capital Limited Partnership 511.20K (1.28%) -14.52K
Decreased by -2.84%
Mar 31, 25
19 Susquehanna International Group, LLP 508.40K (1.27%) 488.69K
Increased by +96.12%
Jun 30, 24
20 Victory Capital Management Inc. 479.87K (1.20%) -53.27K
Decreased by -11.10%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.42M (6.08%) 0.00
Increased by 0.00%
May 31, 25
2 Avantis US Small Cap Value ETF 1.39M (3.48%) 1.34K
Increased by +0.10%
May 31, 25
3 Pacer US Small Cap Cash Cows 100 ETF 1.30M (3.25%) -9.43K
Decreased by -0.73%
Feb 28, 25
4 Vanguard Total Stock Mkt Idx Inv 1.23M (3.09%) 29.95K
Increased by +2.43%
Apr 30, 25
5 Vanguard US Total Market Shares ETF 1.20M (3.02%) 1.15K
Increased by +0.10%
Sep 30, 24
6 iShares Russell 2000 ETF 1.00M (2.52%) 0.00
Increased by 0.00%
May 31, 25
7 Vanguard Small Cap Index 961.95K (2.41%) 5.33K
Increased by +0.55%
Apr 30, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 623.20K (1.56%) 6.09K
Increased by +0.98%
Apr 30, 25
9 Vanguard Small Cap Value Index Inv 621.78K (1.56%) 1.94K
Increased by +0.31%
Apr 30, 25
10 DFA US Small Cap Value I 593.72K (1.49%) -45.92K
Decreased by -7.73%
Apr 30, 25
11 Fidelity® Small Cap Index 422.33K (1.06%) 10.98K
Increased by +2.60%
Oct 31, 23
12 Fidelity Small Cap Index 395.52K (0.99%) 3.93K
Increased by +0.99%
Mar 31, 25
13 Vanguard Strategic Equity Inv 388.97K (0.98%) 27.45K
Increased by +7.06%
Mar 31, 25
14 SPDR® Portfolio S&P 600 Sm Cap ETF 362.92K (0.91%) 0.00
Increased by 0.00%
Apr 30, 24
15 iShares Russell 2000 Value ETF 360.42K (0.90%) 0.00
Increased by 0.00%
May 31, 25
16 iShares S&P Small-Cap 600 Growth ETF 360.40K (0.90%) 0.00
Increased by 0.00%
May 31, 25
17 SPDR® Portfolio S&P 600™ Sm Cap ETF 343.35K (0.86%) 0.00
Increased by 0.00%
May 30, 25
18 DFA US Targeted Value I 322.75K (0.81%) 0.00
Increased by 0.00%
Apr 30, 25
19 Dimensional US Targeted Value ETF 308.73K (0.77%) -309.00
Decreased by -0.10%
May 30, 25
20 Oberweis Small-Cap Opp 307.10K (0.77%) 0.00
Increased by 0.00%
Mar 31, 25