Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IRBO 1000.00%
2 BIGY 5.24%
3 LSAT 3.49%
4 BIGD 3.43%
5 DAT 2.65%
6 INVN 1.79%
7 BOUT 1.78%
8 QTUM 1.15%
9 PSCT 1.13%
10 FCLD 0.99%
11 DEEP 0.89%
12 DVP 0.89%
13 LSAF 0.78%
14 PEXL 0.77%
15 XSHQ 0.76%
16 JMID 0.74%
17 XSW 0.71%
18 FXL 0.63%
19 JSMD 0.61%
20 NIXT 0.60%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 13.13M (15.64%) 2.84M
Increased by +21.60%
Mar 31, 25
2 Vanguard Group Inc 12.39M (14.76%) -1.38M
Decreased by -11.15%
Jun 30, 25
3 Lynrock Lake LP 9.42M (11.22%) 0.00
Increased by 0.00%
Jun 30, 25
4 Ameriprise Financial Inc 5.16M (6.14%) -295.33K
Decreased by -5.73%
Mar 31, 25
5 State Street Corp 3.28M (3.91%) 115.50K
Increased by +3.52%
Mar 31, 25
6 State Street Corporation 3.13M (3.72%) 114.86K
Increased by +3.67%
Mar 31, 24
7 Morgan Stanley - Brokerage Accounts 2.45M (2.91%) 1.05M
Increased by +42.92%
Mar 31, 25
8 Geode Capital Management, LLC 2.17M (2.58%) 491.49K
Increased by +22.67%
Mar 31, 25
9 Capital Research & Mgmt Co - Division 3 2.02M (2.41%) 0.00
Increased by 0.00%
Sep 30, 23
10 BTIM Corp 1.97M (2.34%) 349.44K
Increased by +17.77%
Jun 30, 25
11 LSV Asset Management 1.93M (2.30%) 340.50K
Increased by +17.65%
Jun 30, 25
12 Alyeska Investment Group, L.P. 1.69M (2.02%) 691.47K
Increased by +40.81%
Sep 30, 23
13 Dimensional Fund Advisors, Inc. 1.68M (2.00%) 48.41K
Increased by +2.89%
Jun 30, 25
14 UBS Asset Mgmt Americas Inc 1.51M (1.80%) 128.59K
Increased by +8.51%
Jun 30, 25
15 FMR Inc 1.48M (1.76%) -324.50K
Decreased by -21.97%
Mar 31, 25
16 AQR Capital Management LLC 1.42M (1.69%) -1.42M
Decreased by -99.79%
Mar 31, 25
17 Renaissance Technologies Corp 1.42M (1.69%) -248.50K
Decreased by -17.56%
Mar 31, 25
18 Charles Schwab Investment Management Inc 1.33M (1.58%) -13.97K
Decreased by -1.05%
Jun 30, 25
19 American Century Companies Inc 1.32M (1.58%) -932.07K
Decreased by -70.36%
Dec 31, 24
20 M&G PLC 1.24M (1.47%) 51.49K
Increased by +4.17%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 5.71M (6.80%) 864.00
Increased by +0.02%
Jul 31, 25
2 iShares Core S&P Mid-Cap ETF 3.11M (3.71%) 2.35K
Increased by +0.08%
Feb 28, 25
3 Vanguard US Total Market Shares ETF 3.06M (3.65%) 2.35K
Increased by +0.08%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 2.89M (3.44%) -153.49K
Decreased by -5.32%
Jun 30, 25
5 Vanguard Small Cap Index 2.22M (2.64%) -166.32K
Decreased by -7.50%
Jun 30, 25
6 Pacer US Cash Cows 100 ETF 2.17M (2.58%) 3.20K
Increased by +0.15%
Feb 28, 25
7 Vanguard Information Technology ETF 2.04M (2.43%) -438.00
Decreased by -0.02%
Jun 30, 25
8 American Funds SMALLCAP World A 2.02M (2.41%) 0.00
Increased by 0.00%
Sep 30, 23
9 Vanguard Institutional Extnd Mkt Idx Tr 1.47M (1.75%) -25.31K
Decreased by -1.72%
Jun 30, 25
10 Vanguard Small Cap Value Index Inv 1.42M (1.69%) -118.06K
Decreased by -8.34%
Jun 30, 25
11 Columbia Select Large Cap Value A 1.03M (1.23%) -18.64K
Decreased by -1.81%
Jun 30, 25
12 Defiance Quantum ETF 1.02M (1.21%) 0.00
Increased by 0.00%
Jul 31, 25
13 American Century Small Cap Value Inv 965.00K (1.15%) -798.33K
Decreased by -82.73%
Dec 31, 24
14 American Century U.S. Small Cap Value 965.00K (1.15%) -798.33K
Decreased by -82.73%
Dec 31, 24
15 Columbia Focused Large Cap Value 930.00K (1.11%) -184.88K
Decreased by -19.88%
Jun 30, 25
16 Columbia VP Select Large Cap Value 3 930.00K (1.11%) -35.60K
Decreased by -3.83%
Jun 30, 25
17 Carillon Scout Mid Cap I 847.69K (1.01%) -66.51K
Decreased by -7.85%
Dec 31, 23
18 Scout Mid Cap Equity 847.69K (1.01%) -66.51K
Decreased by -7.85%
Dec 31, 23
19 SPDR® Portfolio S&P 600™ Sm Cap ETF 829.44K (0.99%) 462.00
Increased by +0.06%
Jul 31, 25
20 Boston Trust Walden Small Cap 801.04K (0.95%) -1.79K
Decreased by -0.22%
Jul 31, 25