Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IRBO 1000.00%
2 BIGY 5.24%
3 DAT 3.80%
4 LSAT 3.49%
5 BIGD 3.43%
6 INVN 2.59%
7 LQPE 2.29%
8 LSEQ 2.08%
9 BOUT 1.78%
10 SIXS 1.55%
11 QTUM 1.35%
12 FCLD 1.30%
13 PSCT 1.18%
14 XSHQ 1.06%
15 XSW 1.03%
16 JMID 1.00%
17 OPTZ 0.96%
18 FXL 0.89%
19 DEEP 0.87%
20 DVP 0.87%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 12.39M (15.04%) -1.38M
Decreased by -11.15%
Jun 30, 25
2 BlackRock Inc 12.37M (15.01%) -760.88K
Decreased by -6.15%
Jun 30, 25
3 Lynrock Lake LP 9.42M (11.43%) 0.00
Increased by 0.00%
Jun 30, 25
4 Ameriprise Financial Inc 4.51M (5.47%) -647.68K
Decreased by -14.37%
Jun 30, 25
5 AQR Capital Management LLC 3.91M (4.75%) 2.49M
Increased by +63.68%
Jun 30, 25
6 State Street Corp 3.22M (3.90%) -67.02K
Decreased by -2.08%
Jun 30, 25
7 State Street Corporation 3.13M (3.79%) 114.86K
Increased by +3.67%
Mar 31, 24
8 Morgan Stanley - Brokerage Accounts 2.20M (2.67%) -243.81K
Decreased by -11.08%
Jun 30, 25
9 Geode Capital Management, LLC 2.13M (2.59%) -36.63K
Decreased by -1.72%
Jun 30, 25
10 Capital Research & Mgmt Co - Division 3 2.02M (2.45%) 0.00
Increased by 0.00%
Sep 30, 23
11 BTIM Corp 1.97M (2.39%) 349.44K
Increased by +17.77%
Jun 30, 25
12 LSV Asset Management 1.93M (2.34%) 340.50K
Increased by +17.65%
Jun 30, 25
13 Alyeska Investment Group, L.P. 1.69M (2.06%) 691.47K
Increased by +40.81%
Sep 30, 23
14 Dimensional Fund Advisors, Inc. 1.68M (2.04%) 48.41K
Increased by +2.89%
Jun 30, 25
15 UBS Asset Mgmt Americas Inc 1.51M (1.83%) 128.59K
Increased by +8.51%
Jun 30, 25
16 FMR Inc 1.43M (1.74%) -47.39K
Decreased by -3.31%
Jun 30, 25
17 Jacobs Levy Equity Management, Inc. 1.34M (1.63%) 501.06K
Increased by +37.28%
Jun 30, 25
18 Charles Schwab Investment Management Inc 1.33M (1.61%) -13.97K
Decreased by -1.05%
Jun 30, 25
19 American Century Companies Inc 1.32M (1.61%) -932.07K
Decreased by -70.36%
Dec 31, 24
20 Nuveen, LLC 1.25M (1.52%) 134.56K
Increased by +10.75%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 5.69M (6.90%) 0.00
Increased by 0.00%
Aug 31, 25
2 iShares Core S&P Mid-Cap ETF 3.11M (3.78%) 2.35K
Increased by +0.08%
Feb 28, 25
3 Vanguard US Total Market Shares ETF 3.06M (3.72%) 2.35K
Increased by +0.08%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 2.82M (3.43%) -60.75K
Decreased by -2.15%
Jul 31, 25
5 Vanguard Small Cap Index 2.20M (2.67%) -15.01K
Decreased by -0.68%
Jul 31, 25
6 Pacer US Cash Cows 100 ETF 2.17M (2.63%) 3.20K
Increased by +0.15%
Feb 28, 25
7 Vanguard Information Technology ETF 2.06M (2.50%) 21.02K
Increased by +1.02%
Jul 31, 25
8 American Funds SMALLCAP World A 2.02M (2.45%) 0.00
Increased by 0.00%
Sep 30, 23
9 Vanguard Small Cap Value Index Inv 1.41M (1.72%) -1.25K
Decreased by -0.09%
Jul 31, 25
10 Defiance Quantum ETF 1.08M (1.31%) 2.55K
Increased by +0.24%
Aug 29, 25
11 Columbia Select Large Cap Value A 1.03M (1.25%) 0.00
Increased by 0.00%
Jul 31, 25
12 Vanguard Institutional Extnd Mkt Idx Tr 1.03M (1.25%) -439.05K
Decreased by -42.70%
Jul 31, 25
13 American Century Small Cap Value Inv 965.00K (1.17%) -798.33K
Decreased by -82.73%
Dec 31, 24
14 American Century U.S. Small Cap Value 965.00K (1.17%) -798.33K
Decreased by -82.73%
Dec 31, 24
15 Columbia Focused Large Cap Value 930.00K (1.13%) -184.88K
Decreased by -19.88%
Jun 30, 25
16 Columbia VP Select Large Cap Value 3 930.00K (1.13%) 0.00
Increased by 0.00%
Jul 31, 25
17 Carillon Scout Mid Cap I 847.69K (1.03%) -66.51K
Decreased by -7.85%
Dec 31, 23
18 Scout Mid Cap Equity 847.69K (1.03%) -66.51K
Decreased by -7.85%
Dec 31, 23
19 SPDR® Portfolio S&P 600™ Sm Cap ETF 846.99K (1.03%) 10.16K
Increased by +1.20%
Aug 29, 25
20 Boston Trust Walden Small Cap 801.04K (0.97%) -1.79K
Decreased by -0.22%
Jul 31, 25