Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 4.03%
2 COAL 3.53%
3 XSHD 1.58%
4 KOL 1.26%
5 FDM 1.18%
6 XME 1.15%
7 SIXS 1.02%
8 XSVM 0.96%
9 PSCM 0.95%
10 PYZ 0.92%
11 GRPZ 0.87%
12 DVP 0.80%
13 DEEP 0.80%
14 SLX 0.80%
15 MYLD 0.77%
16 SDVY 0.72%
17 WCEO 0.59%
18 DSMC 0.53%
19 ROSC 0.45%
20 RZV 0.42%

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 D. E. Shaw & Co LP 1.94M (2.31%) 473.06K
Increased by +24.40%
Mar 31, 25
13 Millennium Management LLC 1.71M (2.04%) 1.57M
Increased by +91.71%
Sep 30, 24
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 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 5.05M (6.02%) 6.34K
Increased by +0.13%
Jun 30, 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 3.19M (3.80%) 545.56K
Increased by +17.12%
Jun 30, 25
4 Avantis US Small Cap Value ETF 3.03M (3.61%) 2.73K
Increased by +0.09%
Jun 28, 25
5 Vanguard Total Stock Mkt Idx Inv 2.76M (3.29%) 0.00
Increased by 0.00%
May 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 2.13M (2.54%) 14.80K
Increased by +0.69%
Jun 30, 25
8 DFA US Small Cap Value I 1.48M (1.76%) -75.31K
Decreased by -5.09%
May 31, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 1.33M (1.59%) 9.36K
Increased by +0.70%
May 31, 25
10 BlackRock Advantage Small Cap Core Instl 1.12M (1.33%) 230.71K
Increased by +20.60%
Jun 30, 25
11 Vanguard Strategic Small-Cap Equity Inv 902.91K (1.08%) 139.31K
Increased by +15.43%
Mar 31, 25
12 Fidelity Small Cap Index 844.60K (1.01%) 7.52K
Increased by +0.89%
Apr 30, 25
13 Pacer US Small Cap Cash Cows 100 ETF 834.57K (0.99%) -398.00
Decreased by -0.05%
Jun 30, 25
14 Fidelity® Small Cap Index 807.87K (0.96%) 24.07K
Increased by +2.98%
Oct 31, 23
15 iShares S&P Small-Cap 600 Value ETF 794.62K (0.95%) -7.41K
Decreased by -0.93%
Jun 30, 25
16 Federated Hermes MDT SCC Institutional 770.71K (0.92%) 0.00
Increased by 0.00%
Mar 31, 25
17 Federated Hermes MDT Small Cap Core IS 770.71K (0.92%) 0.00
Increased by 0.00%
Mar 31, 25
18 iShares Russell 2000 Value ETF 760.65K (0.91%) 16.00K
Increased by +2.10%
Jun 30, 25
19 Fidelity Enhanced Small Cap ETF 758.24K (0.90%) 0.00
Increased by 0.00%
Jun 30, 25
20 SPDR® Portfolio S&P 600 Sm Cap ETF 751.68K (0.90%) 760.00
Increased by +0.10%
Mar 28, 24