Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MUSQ 3.71%
2 PSCD 0.71%
3 QQQS 0.51%
4 SCDS 0.45%
5 HAPS 0.43%
6 QSML 0.25%
7 SLYV 0.24%
8 SLY 0.22%
9 AVSC 0.20%
10 VIOV 0.20%
11 ESIX 0.19%
12 IJS 0.19%
13 EES 0.18%
14 JMEE 0.17%
15 QVMS 0.15%
16 RWJ 0.13%
17 SSLY 0.13%
18 SPSM 0.12%
19 GSSC 0.12%
20 PBS 0.12%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 18.68M (17.92%) -1.16M
Decreased by -6.22%
Mar 31, 25
2 Vanguard Group Inc 12.65M (12.13%) -1.47M
Decreased by -11.64%
Mar 31, 25
3 Coliseum Capital Management LLC 11.78M (11.30%) 1.04M
Increased by +8.85%
Mar 31, 25
4 Trigran Investments Inc 5.25M (5.04%) 1.02M
Increased by +19.38%
Mar 31, 25
5 State Street Corporation 4.88M (4.68%) 56.17K
Increased by +1.15%
Mar 31, 24
6 State Street Corp 4.57M (4.38%) -265.34K
Decreased by -5.81%
Mar 31, 25
7 Pacer Advisors, INC. 3.52M (3.38%) 3.52M
Increased by +100.00%
Jun 30, 24
8 Jacobs Levy Equity Management, Inc. 3.28M (3.15%) 96.11K
Increased by +2.93%
Mar 31, 25
9 Schroder Investment Management Group 3.22M (3.09%) 192.81K
Increased by +5.99%
Mar 31, 25
10 JPMorgan Chase & Co 3.15M (3.02%) -1.04M
Decreased by -32.89%
Mar 31, 25
11 Cooper Creek Partners Management LLC 3.06M (2.94%) 3.06M
Increased by +100.00%
Mar 31, 25
12 Geode Capital Management, LLC 2.89M (2.77%) 102.57K
Increased by +3.55%
Mar 31, 25
13 American Century Companies Inc 2.69M (2.58%) 212.61K
Increased by +7.91%
Jun 30, 24
14 Dimensional Fund Advisors, Inc. 2.55M (2.45%) -133.03K
Decreased by -5.21%
Mar 31, 25
15 Goldman Sachs Group Inc 2.09M (2.01%) 1.24M
Increased by +59.29%
Dec 31, 24
16 Morgan Stanley - Brokerage Accounts 1.93M (1.85%) 396.22K
Increased by +20.54%
Mar 31, 25
17 Victory Capital Management Inc. 1.84M (1.77%) 331.29K
Increased by +17.98%
Jun 30, 24
18 Charles Schwab Investment Management Inc 1.74M (1.67%) 40.54K
Increased by +2.33%
Mar 31, 25
19 Deroy & Devereaux Private Invmt Coun Inc 1.67M (1.60%) -297.00
Decreased by -0.02%
Mar 31, 25
20 Millennium Management LLC 1.66M (1.60%) 1.47M
Increased by +88.65%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 7.15M (6.86%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard US Total Market Shares ETF 3.89M (3.73%) 4.15K
Increased by +0.11%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 3.63M (3.48%) 98.60K
Increased by +2.72%
May 31, 25
4 Pacer US Small Cap Cash Cows 100 ETF 3.42M (3.28%) -851.00
Decreased by -0.02%
Aug 30, 24
5 iShares Russell 2000 ETF 3.04M (2.92%) 0.00
Increased by 0.00%
May 31, 25
6 Franklin Technology A Acc USD 2.99M (2.87%) 0.00
Increased by 0.00%
Nov 30, 23
7 Vanguard Small Cap Index 2.85M (2.73%) 10.45K
Increased by +0.37%
May 31, 25
8 American Century Small Cap Growth Inv 2.08M (1.99%) 248.53K
Increased by +11.97%
Jun 30, 24
9 American Century U.S. Small Cap Growth 2.08M (1.99%) 248.53K
Increased by +11.97%
Jun 30, 24
10 Vanguard Institutional Extnd Mkt Idx Tr 1.84M (1.77%) 13.37K
Increased by +0.73%
May 31, 25
11 JPMorgan Small Cap Growth A 1.70M (1.64%) 21.28K
Increased by +1.25%
Mar 31, 25
12 Vanguard Small Cap Growth Index Inv 1.58M (1.51%) -2.08K
Decreased by -0.13%
May 31, 25
13 Fidelity® Small Cap Index 1.22M (1.17%) 33.55K
Increased by +2.74%
Oct 31, 23
14 Fidelity Small Cap Index 1.20M (1.15%) 4.66K
Increased by +0.39%
Mar 31, 25
15 iShares S&P Small-Cap 600 Value ETF 1.16M (1.12%) 0.00
Increased by 0.00%
May 31, 25
16 Franklin Small Cap Growth SMA 1.14M (1.10%) 1.14M
Increased by +99.99%
Mar 31, 24
17 SPDR® Portfolio S&P 600 Sm Cap ETF 1.10M (1.05%) 0.00
Increased by 0.00%
Apr 30, 24
18 SPDR® Portfolio S&P 600™ Sm Cap ETF 1.01M (0.97%) 0.00
Increased by 0.00%
May 30, 25
19 iShares Russell 2000 Growth ETF 945.10K (0.91%) 0.00
Increased by 0.00%
May 31, 25
20 UWS Schroder US Mid Cap B 869.53K (0.83%) 0.00
Increased by 0.00%
Apr 30, 25