Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WOOD 5.07%
2 PSCM 2.14%
3 GLRY 1.68%
4 PYZ 1.07%
5 SMIZ 1.06%
6 XSHD 1.03%
7 DFRA 0.93%
8 CUT 0.93%
9 SDVY 0.91%
10 DVP 0.79%
11 SIXS 0.78%
12 DEEP 0.77%
13 GRPZ 0.67%
14 XSVM 0.65%
15 SYLD 0.62%
16 EES 0.61%
17 MYLD 0.60%
18 SEIS 0.60%
19 DGRS 0.59%
20 XSHQ 0.59%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 5.47M (16.26%) -40.97K
Decreased by -0.75%
Mar 31, 25
2 Vanguard Group Inc 3.06M (9.09%) 64.93K
Increased by +2.12%
Jun 30, 25
3 Nomura Holdings Inc 2.15M (6.39%) -999.99K
Decreased by -46.51%
Jun 30, 25
4 LSV Asset Management 1.71M (5.09%) -91.36K
Decreased by -5.33%
Jun 30, 25
5 Royal London Asset Management Ltd 1.45M (4.31%) -18.55K
Decreased by -1.28%
Mar 31, 25
6 State Street Corporation 1.41M (4.18%) 9.78K
Increased by +0.70%
Mar 31, 24
7 Dimensional Fund Advisors, Inc. 1.40M (4.17%) 64.05K
Increased by +4.56%
Jun 30, 25
8 State Street Corp 1.34M (3.97%) -77.23K
Decreased by -5.78%
Mar 31, 25
9 American Century Companies Inc 1.20M (3.58%) 80.18K
Increased by +6.66%
Jun 30, 25
10 First Trust Advisors L.P. 1.18M (3.50%) 334.79K
Increased by +28.43%
Dec 31, 24
11 Geode Capital Management, LLC 978.85K (2.91%) 55.05K
Increased by +5.62%
Mar 31, 25
12 SG Americas Securities, LLC 905.27K (2.69%) 905.27K
Increased by +100.00%
Jun 30, 24
13 Wasatch Advisors LP 778.77K (2.31%) 778.77K
Increased by +100.00%
Mar 31, 25
14 William Blair Investment Management, LLC 631.47K (1.88%) -703.60K
Decreased by -111.42%
Jun 30, 24
15 Morgan Stanley - Brokerage Accounts 624.15K (1.86%) -33.65K
Decreased by -5.39%
Mar 31, 25
16 FMR Inc 570.55K (1.70%) -165.41K
Decreased by -28.99%
Mar 31, 25
17 Charles Schwab Investment Management Inc 543.86K (1.62%) -7.89K
Decreased by -1.45%
Jun 30, 25
18 Allianz Asset Management AG 542.29K (1.61%) 34.32K
Increased by +6.33%
Mar 31, 25
19 Pacer Advisors, INC. 445.35K (1.32%) -1.35M
Decreased by -303.68%
Mar 31, 25
20 Royce & Associates, LP 437.76K (1.30%) 52.53K
Increased by +12.00%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.05M (6.09%) 320.00
Increased by +0.02%
Jul 31, 25
2 Fidelity® Low-Priced Stock 1.35M (4.03%) -37.29K
Decreased by -2.75%
Oct 31, 23
3 Vanguard US Total Market Shares ETF 1.12M (3.34%) 6.57K
Increased by +0.59%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 1.08M (3.21%) -38.56K
Decreased by -3.57%
Jul 31, 25
5 Avantis US Small Cap Value ETF 1.05M (3.11%) 608.00
Increased by +0.06%
Jul 31, 25
6 iShares Russell 2000 ETF 814.77K (2.42%) -15.44K
Decreased by -1.89%
Jul 31, 25
7 Fidelity Low-Priced Stock 606.47K (1.80%) -747.89K
Decreased by -123.32%
Nov 30, 23
8 Royal London Global Equity Divers R Acc 602.20K (1.79%) 0.00
Increased by 0.00%
Apr 30, 25
9 Wasatch Small Cap Value 441.38K (1.31%) 25.96K
Increased by +5.88%
Jun 30, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 367.67K (1.09%) -159.06K
Decreased by -43.26%
Jul 31, 25
11 Fidelity Small Cap Index 353.01K (1.05%) 1.39K
Increased by +0.39%
May 31, 25
12 iShares S&P Small-Cap 600 Value ETF 352.72K (1.05%) -1.20K
Decreased by -0.34%
Nov 27, 24
13 Fidelity® Small Cap Index 351.01K (1.04%) 9.67K
Increased by +2.75%
Oct 31, 23
14 Schwab Fundamental US Small Company ETF 334.61K (0.99%) 0.00
Increased by 0.00%
Apr 30, 24
15 Strategic Advisers® Small-Mid Cap 320.84K (0.95%) 67.00
Increased by +0.02%
Oct 31, 23
16 SPDR® Portfolio S&P 600 Sm Cap ETF 312.91K (0.93%) 0.00
Increased by 0.00%
Apr 30, 24
17 iShares Russell 2000 Growth ETF 302.45K (0.90%) -724.00
Decreased by -0.24%
Apr 30, 24
18 iShares S&P Small-Cap 600 Growth ETF 299.49K (0.89%) 0.00
Increased by 0.00%
Jul 31, 25
19 SPDR® Portfolio S&P 600™ Sm Cap ETF 295.61K (0.88%) 165.00
Increased by +0.06%
Jul 31, 25
20 iShares Global Timber & Forestry ETF 286.67K (0.85%) 439.00
Increased by +0.15%
Jul 31, 25