Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XTL 2.32%
2 PXSG 1.97%
3 PSCT 1.32%
4 FIVG 1.27%
5 SIXG 1.27%
6 XSLV 0.61%
7 OASC 0.56%
8 QQQS 0.56%
9 SDD 0.46%
10 SBB 0.46%
11 HAPS 0.40%
12 SLYV 0.33%
13 JPSE 0.31%
14 ETHO 0.29%
15 ESIX 0.27%
16 AVSC 0.27%
17 SLY 0.24%
18 VIOV 0.23%
19 DMRS 0.22%
20 VTWV 0.20%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 34.39M (15.67%) -1.15M
Decreased by -3.36%
Mar 31, 25
2 Vanguard Group Inc 30.44M (13.87%) 540.04K
Increased by +1.77%
Mar 31, 25
3 Wellington Management Company LLP 17.11M (7.79%) -2.51M
Decreased by -14.66%
Mar 31, 25
4 Capital World Investors 14.46M (6.59%) 500.00K
Increased by +3.46%
Mar 31, 25
5 T. Rowe Price Investment Management,Inc. 10.56M (4.81%) 36.17K
Increased by +0.34%
Mar 31, 25
6 State Street Corporation 8.87M (4.04%) 15.19K
Increased by +0.17%
Mar 31, 24
7 State Street Corp 8.86M (4.04%) -256.62K
Decreased by -2.90%
Mar 31, 25
8 Schroder Investment Management Group 7.05M (3.21%) 6.01K
Increased by +0.09%
Mar 31, 25
9 Dimensional Fund Advisors, Inc. 5.92M (2.70%) -474.98K
Decreased by -8.02%
Mar 31, 25
10 Geode Capital Management, LLC 5.42M (2.47%) 138.47K
Increased by +2.55%
Mar 31, 25
11 Woodline Partners LP 4.38M (2.00%) 948.47K
Increased by +21.63%
Mar 31, 25
12 Macquarie Group Ltd 3.58M (1.63%) -530.80K
Decreased by -14.83%
Sep 30, 24
13 Goldman Sachs Group Inc 3.50M (1.60%) -360.69K
Decreased by -10.29%
Dec 31, 23
14 GW&K Investment Management, LLC 3.41M (1.55%) -73.79K
Decreased by -2.17%
Mar 31, 25
15 Charles Schwab Investment Management Inc 3.36M (1.53%) 23.78K
Increased by +0.71%
Mar 31, 25
16 Westwood Holdings Group Inc 3.29M (1.50%) -612.50K
Decreased by -18.60%
Mar 31, 25
17 Capital Research Global Investors 3.25M (1.48%) 3.25M
Increased by +100.00%
Mar 31, 24
18 Victory Capital Management Inc. 3.08M (1.40%) 3.04M
Increased by +98.65%
Mar 31, 25
19 Jacobs Levy Equity Management, Inc. 2.87M (1.31%) 768.76K
Increased by +26.76%
Sep 30, 23
20 Ameriprise Financial Inc 2.75M (1.25%) 408.93K
Increased by +14.89%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 14.46M (6.59%) 500.00K
Increased by +3.46%
Mar 31, 25
2 iShares Core S&P Small-Cap ETF 13.47M (6.14%) -12.26K
Decreased by -0.09%
Apr 30, 25
3 Vanguard Explorer Inv 7.92M (3.61%) -597.40K
Decreased by -7.55%
Mar 31, 25
4 Vanguard Total Stock Mkt Idx Inv 7.12M (3.24%) 104.57K
Increased by +1.47%
Apr 30, 25
5 Vanguard US Total Market Shares ETF 6.97M (3.18%) 9.84K
Increased by +0.14%
Sep 30, 24
6 T. Rowe Price Small-Cap Value 6.03M (2.75%) -1.30K
Decreased by -0.02%
Mar 31, 25
7 Vanguard Small Cap Index 5.58M (2.54%) 26.48K
Increased by +0.47%
Apr 30, 25
8 iShares Russell 2000 ETF 5.45M (2.48%) 920.00
Increased by +0.02%
Apr 30, 25
9 Vanguard Information Technology ETF 5.30M (2.41%) 40.60K
Increased by +0.77%
Apr 30, 25
10 Vanguard Small Cap Value Index Inv 3.61M (1.64%) 11.42K
Increased by +0.32%
Apr 30, 25
11 T. Rowe Price U.S. SC Value Eq Tr-D 3.55M (1.62%) 145.36K
Increased by +4.09%
Mar 31, 25
12 T. Rowe Price U.S. SC Value Eq Tr-Z 3.55M (1.62%) 145.36K
Increased by +4.09%
Mar 31, 25
13 Vanguard Institutional Extnd Mkt Idx Tr 3.44M (1.57%) 3.94K
Increased by +0.11%
Apr 30, 25
14 Delaware Small Cap Value A 2.26M (1.03%) -354.41K
Decreased by -15.67%
Sep 30, 24
15 Victory Sycamore Small Company Opp R 2.26M (1.03%) 2.26M
Increased by +100.00%
Mar 31, 25
16 Fidelity Small Cap Index 2.18M (0.99%) 8.03K
Increased by +0.37%
Feb 28, 25
17 Franklin Small Cap Growth SMA 2.17M (0.99%) 2.17M
Increased by +99.99%
Mar 31, 24
18 Fidelity® Small Cap Index 2.13M (0.97%) 55.36K
Increased by +2.60%
Oct 31, 23
19 iShares Russell 2000 Value ETF 2.08M (0.95%) -7.04K
Decreased by -0.34%
Apr 30, 25
20 SPDR® Portfolio S&P 600 Sm Cap ETF 1.97M (0.90%) 0.00
Increased by 0.00%
Apr 30, 24