Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 COAL 4.57%
2 TPMN 4.03%
3 KOL 1.26%
4 FDM 1.18%
5 PSCM 1.15%
6 SIXS 1.04%
7 XSVM 1.04%
8 GRPZ 1.01%
9 PYZ 0.97%
10 XME 0.96%
11 DEEP 0.80%
12 DVP 0.80%
13 SDVY 0.72%
14 SLX 0.67%
15 WCEO 0.58%
16 DSMC 0.53%
17 RZV 0.45%
18 ROSC 0.45%
19 AFSM 0.39%
20 HEJD 0.36%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 14.72M (17.55%) 640.57K
Increased by +4.35%
Mar 31, 25
2 Vanguard Group Inc 7.17M (8.55%) 176.22K
Increased by +2.46%
Mar 31, 25
3 Dimensional Fund Advisors, Inc. 5.59M (6.66%) -353.14K
Decreased by -6.32%
Mar 31, 25
4 State Street Corp 5.38M (6.41%) 872.30K
Increased by +16.22%
Mar 31, 25
5 First Trust Advisors L.P. 5.04M (6.01%) 1.23M
Increased by +24.47%
Jun 30, 24
6 State Street Corporation 4.86M (5.80%) -672.16K
Decreased by -13.82%
Mar 31, 24
7 American Century Companies Inc 3.39M (4.04%) 308.12K
Increased by +9.09%
Mar 31, 25
8 LSV Asset Management 2.99M (3.57%) 777.81K
Increased by +25.98%
Mar 31, 25
9 Pacer Advisors, INC. 2.54M (3.03%) 2.54M
Increased by +100.00%
Dec 31, 24
10 Renaissance Technologies Corp 2.24M (2.67%) -30.70K
Decreased by -1.37%
Mar 31, 25
11 Geode Capital Management, LLC 2.07M (2.47%) 87.89K
Increased by +4.25%
Mar 31, 25
12 Millennium Management LLC 1.71M (2.04%) 1.57M
Increased by +91.71%
Sep 30, 24
13 Goldman Sachs Group Inc 1.53M (1.82%) -32.12K
Decreased by -2.10%
Mar 31, 25
14 Bridgeway Capital Management, LLC 1.52M (1.82%) 10.04K
Increased by +0.66%
Mar 31, 25
15 D. E. Shaw & Co LP 1.47M (1.75%) 619.53K
Increased by +42.27%
Dec 31, 24
16 Morgan Stanley - Brokerage Accounts 1.32M (1.57%) -524.38K
Decreased by -39.85%
Mar 31, 25
17 Nuveen Asset Management, LLC 1.26M (1.50%) -2.84K
Decreased by -0.23%
Sep 30, 23
18 Charles Schwab Investment Management Inc 1.15M (1.38%) 114.61K
Increased by +9.93%
Mar 31, 25
19 Assenagon Asset Management SA 1.15M (1.37%) 555.27K
Increased by +48.44%
Sep 30, 23
20 Jane Street Group LLC 1.11M (1.32%) 446.16K
Increased by +40.15%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 5.10M (6.08%) -5.38K
Decreased by -0.11%
Apr 30, 25
2 First Trust SMID Cp Rising Div Achv ETF 4.78M (5.70%) 15.52K
Increased by +0.32%
Jun 30, 24
3 Avantis US Small Cap Value ETF 2.91M (3.47%) 0.00
Increased by 0.00%
Apr 30, 25
4 Vanguard Total Stock Mkt Idx Inv 2.76M (3.29%) 93.30K
Increased by +3.38%
Apr 30, 25
5 Vanguard US Total Market Shares ETF 2.66M (3.17%) 0.00
Increased by 0.00%
Sep 30, 24
6 iShares Russell 2000 ETF 2.08M (2.47%) 351.00
Increased by +0.02%
Apr 30, 25
7 SPDR® S&P Metals and Mining ETF 1.84M (2.19%) -29.01K
Decreased by -1.58%
Apr 30, 25
8 DFA US Small Cap Value I 1.55M (1.85%) -15.89K
Decreased by -1.02%
Mar 31, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 1.32M (1.57%) 1.67K
Increased by +0.13%
Apr 30, 25
10 Vanguard Strategic Small-Cap Equity Inv 902.91K (1.08%) 139.31K
Increased by +15.43%
Mar 31, 25
11 Fidelity Small Cap Index 831.30K (0.99%) 0.00
Increased by 0.00%
Feb 28, 25
12 iShares S&P Small-Cap 600 Value ETF 831.26K (0.99%) 819.00
Increased by +0.10%
Apr 30, 25
13 Fidelity® Small Cap Index 807.87K (0.96%) 24.07K
Increased by +2.98%
Oct 31, 23
14 iShares Russell 2000 Value ETF 792.53K (0.94%) -2.69K
Decreased by -0.34%
Apr 30, 25
15 Federated Hermes MDT SCC Institutional 770.71K (0.92%) 0.00
Increased by 0.00%
Mar 31, 25
16 Federated Hermes MDT Small Cap Core IS 770.71K (0.92%) 0.00
Increased by 0.00%
Mar 31, 25
17 BlackRock Advantage Small Cap Core Instl 769.27K (0.92%) 277.43K
Increased by +36.06%
Apr 30, 25
18 Invesco S&P SmallCap Value with Momt ETF 756.15K (0.90%) 0.00
Increased by 0.00%
Nov 30, 24
19 SPDR® Portfolio S&P 600 Sm Cap ETF 751.68K (0.90%) 760.00
Increased by +0.10%
Mar 28, 24
20 Fidelity Enhanced Small Cap ETF 736.55K (0.88%) 0.00
Increased by 0.00%
Apr 30, 25