Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WOOD 3.67%
2 PSCM 2.83%
3 GLRY 2.05%
4 PYZ 1.43%
5 CUT 1.11%
6 SMIZ 1.06%
7 DEEP 1.00%
8 DVP 1.00%
9 DFRA 0.93%
10 SDVY 0.91%
11 XSVM 0.89%
12 SIXS 0.82%
13 MYLD 0.78%
14 SYLD 0.77%
15 DGRS 0.74%
16 EES 0.61%
17 CSB 0.60%
18 SEIS 0.60%
19 GRPZ 0.59%
20 ROSC 0.58%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 5.47M (16.10%) -40.97K
Decreased by -0.75%
Mar 31, 25
2 Nomura Holdings Inc 3.15M (9.27%) 0.00
Increased by 0.00%
Mar 31, 25
3 Vanguard Group Inc 2.99M (8.81%) 149.33K
Increased by +4.99%
Mar 31, 25
4 LSV Asset Management 1.80M (5.31%) 12.37K
Increased by +0.69%
Mar 31, 25
5 Royal London Asset Management Ltd 1.45M (4.27%) -18.55K
Decreased by -1.28%
Mar 31, 25
6 State Street Corporation 1.41M (4.13%) 9.78K
Increased by +0.70%
Mar 31, 24
7 Dimensional Fund Advisors, Inc. 1.34M (3.94%) 59.21K
Increased by +4.42%
Mar 31, 25
8 State Street Corp 1.34M (3.93%) -77.23K
Decreased by -5.78%
Mar 31, 25
9 First Trust Advisors L.P. 1.18M (3.46%) 334.79K
Increased by +28.43%
Dec 31, 24
10 American Century Companies Inc 1.12M (3.31%) 107.62K
Increased by +9.58%
Mar 31, 25
11 Geode Capital Management, LLC 978.85K (2.88%) 55.05K
Increased by +5.62%
Mar 31, 25
12 SG Americas Securities, LLC 905.27K (2.66%) 905.27K
Increased by +100.00%
Jun 30, 24
13 Wasatch Advisors LP 778.77K (2.29%) 778.77K
Increased by +100.00%
Mar 31, 25
14 William Blair Investment Management, LLC 631.47K (1.86%) -703.60K
Decreased by -111.42%
Jun 30, 24
15 Morgan Stanley - Brokerage Accounts 624.15K (1.84%) -33.65K
Decreased by -5.39%
Mar 31, 25
16 FMR Inc 570.55K (1.68%) -165.41K
Decreased by -28.99%
Mar 31, 25
17 Charles Schwab Investment Management Inc 551.75K (1.62%) -44.93K
Decreased by -8.14%
Mar 31, 25
18 Allianz Asset Management AG 542.29K (1.60%) 34.32K
Increased by +6.33%
Mar 31, 25
19 Pacer Advisors, INC. 445.35K (1.31%) -1.35M
Decreased by -303.68%
Mar 31, 25
20 Northern Trust Corp 398.64K (1.17%) -5.25K
Decreased by -1.32%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.05M (6.03%) 0.00
Increased by 0.00%
May 31, 25
2 Fidelity® Low-Priced Stock 1.35M (3.98%) -37.29K
Decreased by -2.75%
Oct 31, 23
3 Vanguard US Total Market Shares ETF 1.12M (3.30%) 6.57K
Increased by +0.59%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 1.11M (3.28%) 3.29K
Increased by +0.30%
Apr 30, 25
5 Avantis US Small Cap Value ETF 1.01M (2.96%) 1.60K
Increased by +0.16%
May 31, 25
6 iShares Russell 2000 ETF 879.35K (2.59%) 0.00
Increased by 0.00%
May 31, 25
7 Fidelity Low-Priced Stock 606.47K (1.78%) -747.89K
Decreased by -123.32%
Nov 30, 23
8 Royal London Global Equity Divers R Acc 596.24K (1.75%) 0.00
Increased by 0.00%
Jan 31, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 524.38K (1.54%) 4.68K
Increased by +0.89%
Apr 30, 25
10 Wasatch Small Cap Value 415.42K (1.22%) 415.42K
Increased by +100.00%
Mar 31, 25
11 Pacer US Small Cap Cash Cows 100 ETF 359.50K (1.06%) -1.45K
Decreased by -0.40%
May 30, 25
12 iShares S&P Small-Cap 600 Value ETF 352.72K (1.04%) -1.20K
Decreased by -0.34%
Nov 27, 24
13 Fidelity® Small Cap Index 351.01K (1.03%) 9.67K
Increased by +2.75%
Oct 31, 23
14 Fidelity Small Cap Index 347.31K (1.02%) 2.34K
Increased by +0.67%
Mar 31, 25
15 Schwab Fundamental US Small Company ETF 334.61K (0.98%) 0.00
Increased by 0.00%
Apr 30, 24
16 Strategic Advisers® Small-Mid Cap 320.84K (0.94%) 67.00
Increased by +0.02%
Oct 31, 23
17 SPDR® Portfolio S&P 600 Sm Cap ETF 312.91K (0.92%) 0.00
Increased by 0.00%
Apr 30, 24
18 iShares S&P Small-Cap 600 Growth ETF 304.27K (0.90%) 0.00
Increased by 0.00%
May 31, 25
19 iShares Russell 2000 Growth ETF 302.45K (0.89%) -724.00
Decreased by -0.24%
Apr 30, 24
20 SPDR® Portfolio S&P 600™ Sm Cap ETF 288.95K (0.85%) 0.00
Increased by 0.00%
May 30, 25