Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WOOD 5.18%
2 PSCM 2.29%
3 GLRY 1.68%
4 PYZ 1.40%
5 SIXS 1.22%
6 XSHD 1.18%
7 DEEP 1.14%
8 DVP 1.14%
9 CUT 1.11%
10 SMIZ 1.06%
11 DFRA 0.93%
12 SDVY 0.91%
13 CSB 0.78%
14 GRPZ 0.74%
15 DSMC 0.67%
16 DGRS 0.67%
17 SYLD 0.66%
18 MYLD 0.63%
19 PXSV 0.62%
20 XSVM 0.62%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 5.37M (16.41%) -102.59K
Decreased by -1.91%
Jun 30, 25
2 Vanguard Group Inc 3.06M (9.35%) 64.93K
Increased by +2.12%
Jun 30, 25
3 LSV Asset Management 1.71M (5.24%) -91.36K
Decreased by -5.33%
Jun 30, 25
4 Nomura Holdings Inc 1.60M (4.90%) -1.55M
Decreased by -96.42%
Jun 30, 25
5 State Street Corporation 1.41M (4.30%) 9.78K
Increased by +0.70%
Mar 31, 24
6 Dimensional Fund Advisors, Inc. 1.40M (4.29%) 64.05K
Increased by +4.56%
Jun 30, 25
7 State Street Corp 1.30M (3.98%) -34.09K
Decreased by -2.62%
Jun 30, 25
8 American Century Companies Inc 1.20M (3.68%) 80.18K
Increased by +6.66%
Jun 30, 25
9 Geode Capital Management, LLC 985.83K (3.01%) 6.99K
Increased by +0.71%
Jun 30, 25
10 Royal London Asset Management Ltd 916.48K (2.80%) -534.76K
Decreased by -58.35%
Jun 30, 25
11 SG Americas Securities, LLC 905.27K (2.77%) 905.27K
Increased by +100.00%
Jun 30, 24
12 Wasatch Advisors LP 837.22K (2.56%) 58.45K
Increased by +6.98%
Jun 30, 25
13 William Blair Investment Management, LLC 631.47K (1.93%) -703.60K
Decreased by -111.42%
Jun 30, 24
14 Charles Schwab Investment Management Inc 543.86K (1.66%) -7.89K
Decreased by -1.45%
Jun 30, 25
15 Allianz Asset Management AG 529.80K (1.62%) -12.48K
Decreased by -2.36%
Jun 30, 25
16 FMR Inc 498.22K (1.52%) -72.33K
Decreased by -14.52%
Jun 30, 25
17 Morgan Stanley - Brokerage Accounts 470.79K (1.44%) -153.35K
Decreased by -32.57%
Jun 30, 25
18 Pacer Advisors, INC. 445.35K (1.36%) -1.35M
Decreased by -303.68%
Mar 31, 25
19 Royce & Associates, LP 437.76K (1.34%) 52.53K
Increased by +12.00%
Jun 30, 25
20 Amvescap Plc. 429.78K (1.31%) 88.56K
Increased by +20.61%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.04M (6.22%) 0.00
Increased by 0.00%
Aug 31, 25
2 Fidelity® Low-Priced Stock 1.35M (4.14%) -37.29K
Decreased by -2.75%
Oct 31, 23
3 Vanguard US Total Market Shares ETF 1.12M (3.43%) 6.57K
Increased by +0.59%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 1.08M (3.30%) -38.56K
Decreased by -3.57%
Jul 31, 25
5 Avantis US Small Cap Value ETF 1.07M (3.26%) 1.80K
Increased by +0.17%
Aug 30, 25
6 iShares Russell 2000 ETF 832.82K (2.55%) 0.00
Increased by 0.00%
Aug 31, 25
7 Fidelity Low-Priced Stock 606.47K (1.85%) -747.89K
Decreased by -123.32%
Nov 30, 23
8 Royal London Global Equity Divers R Acc 602.20K (1.84%) 0.00
Increased by 0.00%
May 31, 25
9 Wasatch Small Cap Value 441.38K (1.35%) 25.96K
Increased by +5.88%
Jun 30, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 367.67K (1.12%) -159.06K
Decreased by -43.26%
Jul 31, 25
11 iShares S&P Small-Cap 600 Value ETF 352.72K (1.08%) -1.20K
Decreased by -0.34%
Nov 27, 24
12 Fidelity® Small Cap Index 351.01K (1.07%) 9.67K
Increased by +2.75%
Oct 31, 23
13 Fidelity Small Cap Index 345.87K (1.06%) -7.15K
Decreased by -2.07%
Jun 30, 25
14 Schwab Fundamental US Small Company ETF 334.61K (1.02%) 0.00
Increased by 0.00%
Apr 30, 24
15 Strategic Advisers® Small-Mid Cap 320.84K (0.98%) 67.00
Increased by +0.02%
Oct 31, 23
16 SPDR® Portfolio S&P 600 Sm Cap ETF 312.91K (0.96%) 0.00
Increased by 0.00%
Apr 30, 24
17 iShares Russell 2000 Growth ETF 302.45K (0.92%) -724.00
Decreased by -0.24%
Apr 30, 24
18 SPDR® Portfolio S&P 600™ Sm Cap ETF 301.88K (0.92%) 3.63K
Increased by +1.20%
Aug 29, 25
19 iShares S&P Small-Cap 600 Growth ETF 293.79K (0.90%) 0.00
Increased by 0.00%
Aug 31, 25
20 iShares Global Timber & Forestry ETF 286.67K (0.88%) 0.00
Increased by 0.00%
Aug 31, 25