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 2.79%
6 BOUT 1.78%
7 PSCT 1.36%
8 JMID 1.11%
9 DVP 0.97%
10 DEEP 0.95%
11 QTUM 0.91%
12 LSAF 0.78%
13 PEXL 0.77%
14 JSMD 0.70%
15 XSW 0.66%
16 XITK 0.57%
17 IVES 0.56%
18 PAMC 0.52%
19 CAFG 0.51%
20 DSMC 0.51%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 13.77M (16.19%) 728.33K
Increased by +5.29%
Mar 31, 25
2 BlackRock Inc 13.13M (15.43%) 2.84M
Increased by +21.60%
Mar 31, 25
3 Lynrock Lake LP 9.42M (11.07%) 2.57M
Increased by +27.32%
Mar 31, 25
4 Ameriprise Financial Inc 5.16M (6.06%) -295.33K
Decreased by -5.73%
Mar 31, 25
5 State Street Corp 3.28M (3.86%) 115.50K
Increased by +3.52%
Mar 31, 25
6 State Street Corporation 3.13M (3.68%) 114.86K
Increased by +3.67%
Mar 31, 24
7 Morgan Stanley - Brokerage Accounts 2.45M (2.87%) 1.05M
Increased by +42.92%
Mar 31, 25
8 Pacer Advisors, INC. 2.18M (2.56%) 108.43K
Increased by +4.97%
Dec 31, 24
9 Geode Capital Management, LLC 2.17M (2.55%) 491.49K
Increased by +22.67%
Mar 31, 25
10 Capital Research & Mgmt Co - Division 3 2.02M (2.38%) 0.00
Increased by 0.00%
Sep 30, 23
11 Alyeska Investment Group, L.P. 1.69M (1.99%) 691.47K
Increased by +40.81%
Sep 30, 23
12 Dimensional Fund Advisors, Inc. 1.63M (1.91%) 150.94K
Increased by +9.27%
Mar 31, 25
13 BTIM Corp 1.62M (1.90%) -12.25K
Decreased by -0.76%
Mar 31, 25
14 LSV Asset Management 1.59M (1.87%) 776.80K
Increased by +48.89%
Mar 31, 25
15 FMR Inc 1.48M (1.74%) -324.50K
Decreased by -21.97%
Mar 31, 25
16 AQR Capital Management LLC 1.42M (1.67%) -1.42M
Decreased by -99.79%
Mar 31, 25
17 Renaissance Technologies Corp 1.42M (1.66%) -248.50K
Decreased by -17.56%
Mar 31, 25
18 UBS Asset Mgmt Americas Inc 1.38M (1.63%) 258.77K
Increased by +18.71%
Mar 31, 25
19 Charles Schwab Investment Management Inc 1.34M (1.57%) 121.92K
Increased by +9.10%
Mar 31, 25
20 American Century Companies Inc 1.32M (1.56%) -932.07K
Decreased by -70.36%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 5.81M (6.84%) -5.35K
Decreased by -0.09%
Apr 30, 25
2 iShares Core S&P Mid-Cap ETF 3.11M (3.66%) 2.35K
Increased by +0.08%
Feb 28, 25
3 Vanguard US Total Market Shares ETF 3.06M (3.60%) 2.35K
Increased by +0.08%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 3.04M (3.57%) 8.43K
Increased by +0.28%
Apr 30, 25
5 Vanguard Small Cap Index 2.38M (2.79%) 10.76K
Increased by +0.45%
Apr 30, 25
6 Vanguard Information Technology ETF 2.28M (2.68%) 17.93K
Increased by +0.79%
Apr 30, 25
7 Pacer US Cash Cows 100 ETF 2.17M (2.55%) 3.20K
Increased by +0.15%
Feb 28, 25
8 American Funds SMALLCAP World A 2.02M (2.38%) 0.00
Increased by 0.00%
Sep 30, 23
9 Vanguard Small Cap Value Index Inv 1.54M (1.80%) 4.76K
Increased by +0.31%
Apr 30, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 1.48M (1.74%) 1.45K
Increased by +0.10%
Apr 30, 25
11 Columbia Focused Large Cap Value 1.11M (1.31%) -147.97K
Decreased by -13.27%
Mar 31, 25
12 Columbia Select Large Cap Value A 1.08M (1.27%) -133.13K
Decreased by -12.30%
Apr 30, 25
13 Columbia VP Select Large Cap Value 3 984.31K (1.16%) -130.56K
Decreased by -13.26%
Apr 30, 25
14 American Century Small Cap Value Inv 965.00K (1.13%) -798.33K
Decreased by -82.73%
Dec 31, 24
15 American Century U.S. Small Cap Value 965.00K (1.13%) -798.33K
Decreased by -82.73%
Dec 31, 24
16 Vanguard Strategic Equity Inv 872.22K (1.03%) 0.00
Increased by 0.00%
Mar 31, 25
17 Carillon Scout Mid Cap I 847.69K (1.00%) -66.51K
Decreased by -7.85%
Dec 31, 23
18 Scout Mid Cap Equity 847.69K (1.00%) -66.51K
Decreased by -7.85%
Dec 31, 23
19 SPDR® Portfolio S&P 600™ Sm Cap ETF 826.09K (0.97%) 0.00
Increased by 0.00%
Apr 30, 25
20 M&G Global Themes GBP A Acc 791.45K (0.93%) -201.99K
Decreased by -25.52%
Oct 31, 24