Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 4.03%
2 COAL 3.45%
3 XSHD 1.53%
4 KOL 1.26%
5 FDM 1.18%
6 XME 1.07%
7 SIXS 1.02%
8 PYZ 0.92%
9 XSVM 0.91%
10 PXSV 0.91%
11 PSCM 0.90%
12 DEEP 0.80%
13 DVP 0.80%
14 SLX 0.78%
15 MYLD 0.76%
16 GRPZ 0.74%
17 SDVY 0.72%
18 WCEO 0.59%
19 DSMC 0.53%
20 SQLV 0.40%

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 7.19M (8.57%) 22.81K
Increased by +0.32%
Jun 30, 25
3 Dimensional Fund Advisors, Inc. 5.53M (6.59%) -57.77K
Decreased by -1.04%
Jun 30, 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 3.61M (4.30%) 218.26K
Increased by +6.05%
Jun 30, 25
8 LSV Asset Management 3.43M (4.09%) 433.39K
Increased by +12.64%
Jun 30, 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 D. E. Shaw & Co LP 1.55M (1.85%) -387.77K
Decreased by -25.00%
Jun 30, 25
14 Goldman Sachs Group Inc 1.53M (1.82%) -32.12K
Decreased by -2.10%
Mar 31, 25
15 Bridgeway Capital Management, LLC 1.52M (1.82%) 10.04K
Increased by +0.66%
Mar 31, 25
16 Charles Schwab Investment Management Inc 1.35M (1.61%) 197.29K
Increased by +14.59%
Jun 30, 25
17 Morgan Stanley - Brokerage Accounts 1.32M (1.57%) -524.38K
Decreased by -39.85%
Mar 31, 25
18 Nuveen Asset Management, LLC 1.26M (1.50%) -2.84K
Decreased by -0.23%
Sep 30, 23
19 Assenagon Asset Management SA 1.15M (1.37%) 555.27K
Increased by +48.44%
Sep 30, 23
20 NORGES BANK 1.11M (1.32%) 825.60K
Increased by +74.61%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 5.07M (6.05%) 906.00
Increased by +0.02%
Jul 31, 25
2 First Trust SMID Cp Rising Div Achv ETF 4.78M (5.69%) 15.52K
Increased by +0.32%
Jun 30, 24
3 SPDR® S&P Metals and Mining ETF 3.26M (3.88%) -5.75K
Decreased by -0.18%
Jul 31, 25
4 Avantis US Small Cap Value ETF 3.09M (3.68%) 1.42K
Increased by +0.05%
Jul 31, 25
5 Vanguard Total Stock Mkt Idx Inv 2.70M (3.21%) -59.81K
Decreased by -2.22%
Jul 31, 25
6 Vanguard US Total Market Shares ETF 2.66M (3.17%) 0.00
Increased by 0.00%
Sep 30, 24
7 iShares Russell 2000 ETF 1.99M (2.38%) -37.91K
Decreased by -1.90%
Jul 31, 25
8 DFA US Small Cap Value I 1.48M (1.76%) 0.00
Increased by 0.00%
Jun 30, 25
9 BlackRock Advantage Small Cap Core Instl 1.12M (1.33%) 230.71K
Increased by +20.60%
Jun 30, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 907.86K (1.08%) -399.74K
Decreased by -44.03%
Jul 31, 25
11 Vanguard Strategic Small-Cap Equity Inv 902.91K (1.08%) 0.00
Increased by 0.00%
Jun 30, 25
12 Fidelity Small Cap Index 853.99K (1.02%) 9.38K
Increased by +1.10%
May 31, 25
13 Fidelity® Small Cap Index 807.87K (0.96%) 24.07K
Increased by +2.98%
Oct 31, 23
14 iShares S&P Small-Cap 600 Value ETF 794.58K (0.95%) -800.00
Decreased by -0.10%
Jul 31, 25
15 Pacer US Small Cap Cash Cows 100 ETF 793.18K (0.95%) -3.58K
Decreased by -0.45%
Jul 31, 25
16 Fidelity Enhanced Small Cap ETF 778.65K (0.93%) 1.28K
Increased by +0.16%
Jul 31, 25
17 SPDR® Portfolio S&P 600 Sm Cap ETF 751.68K (0.90%) 760.00
Increased by +0.10%
Mar 28, 24
18 iShares Russell 2000 Value ETF 737.68K (0.88%) 547.00
Increased by +0.07%
Jul 31, 25
19 SPDR® Portfolio S&P 600™ Sm Cap ETF 726.94K (0.87%) 408.00
Increased by +0.06%
Jul 31, 25
20 Invesco S&P SmallCap Value with Momt ETF 722.86K (0.86%) -2.74K
Decreased by -0.38%
Jul 31, 25