Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BIDS 4.59%
2 ZIG 4.47%
3 TPMN 4.10%
4 ADPV 3.98%
5 NEWZ 2.78%
6 DIV 2.65%
7 DGRS 2.15%
8 OWNB 2.07%
9 CPAI 1.99%
10 ASCE 1.98%
11 GLRY 1.92%
12 KCE 1.87%
13 SMLV 1.82%
14 AOTG 1.78%
15 CSB 1.77%
16 STCE 1.56%
17 AZTD 1.54%
18 FXO 1.52%
19 DEEP 1.35%
20 DVP 1.35%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 10.59M (12.85%) -158.91K
Decreased by -1.50%
Jun 30, 25
2 Vanguard Group Inc 9.86M (11.95%) 288.19K
Increased by +2.92%
Jun 30, 25
3 FMR Inc 4.56M (5.53%) -512.43K
Decreased by -11.24%
Jun 30, 25
4 Renaissance Technologies Corp 3.81M (4.62%) 103.40K
Increased by +2.72%
Jun 30, 25
5 State Street Corp 2.87M (3.48%) -13.80K
Decreased by -0.48%
Jun 30, 25
6 William Blair Investment Management, LLC 2.49M (3.02%) -4.93M
Decreased by -198.09%
Sep 30, 24
7 Ameriprise Financial Inc 1.95M (2.37%) 269.71K
Increased by +13.80%
Dec 31, 23
8 State Street Corporation 1.92M (2.33%) -146.97K
Decreased by -7.64%
Mar 31, 24
9 Dimensional Fund Advisors, Inc. 1.74M (2.11%) -99.65K
Decreased by -5.73%
Jun 30, 25
10 Amvescap Plc. 1.44M (1.75%) -29.14K
Decreased by -2.02%
Jun 30, 25
11 Geode Capital Management, LLC 1.37M (1.66%) -67.95K
Decreased by -4.96%
Jun 30, 25
12 AQR Capital Management LLC 1.30M (1.58%) -20.66K
Decreased by -1.59%
Jun 30, 25
13 Allianz Asset Management AG 1.20M (1.46%) 139.84K
Increased by +11.63%
Jun 30, 25
14 Balyasny Asset Management LLC 1.12M (1.36%) 1.12M
Increased by +100.00%
Dec 31, 24
15 Capital World Investors 1.12M (1.36%) 0.00
Increased by 0.00%
Sep 30, 23
16 Citadel Advisors Llc 1.09M (1.32%) 168.74K
Increased by +15.55%
Jun 30, 25
17 Morgan Stanley - Brokerage Accounts 1.08M (1.31%) 117.36K
Increased by +10.86%
Jun 30, 25
18 Charles Schwab Investment Management Inc 1.08M (1.31%) -117.06K
Decreased by -10.85%
Jun 30, 25
19 D. E. Shaw & Co LP 976.95K (1.18%) -259.81K
Decreased by -26.59%
Dec 31, 24
20 Allspring Global Investments Holdings, LLC 960.41K (1.16%) 30.30K
Increased by +3.15%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 4.80M (5.82%) 0.00
Increased by 0.00%
Aug 31, 25
2 Vanguard Total Stock Mkt Idx Inv 2.57M (3.12%) -71.70K
Decreased by -2.79%
Jul 31, 25
3 Vanguard US Total Market Shares ETF 2.56M (3.11%) -151.74K
Decreased by -5.93%
Sep 30, 24
4 Vanguard Small Cap Index 1.98M (2.40%) -13.29K
Decreased by -0.67%
Jul 31, 25
5 Vanguard Small Cap Value Index Inv 1.28M (1.55%) 3.31K
Increased by +0.26%
Jul 31, 25
6 Fidelity Balanced 1.27M (1.54%) -204.75K
Decreased by -16.12%
Jun 30, 25
7 American Funds SMALLCAP World A 1.12M (1.36%) 0.00
Increased by 0.00%
Sep 30, 23
8 Strategic Advisers Fidelity US TtlStk 1.06M (1.29%) -157.69K
Decreased by -14.81%
Jul 31, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 867.25K (1.05%) -379.06K
Decreased by -43.71%
Jul 31, 25
10 William Blair SMID Core CIT Class 4 855.54K (1.04%) 855.54K
Increased by +100.00%
Mar 31, 24
11 iShares S&P Small-Cap 600 Value ETF 839.63K (1.02%) 0.00
Increased by 0.00%
Nov 30, 24
12 William Blair Small-Mid Cap Growth CIT 821.19K (1.00%) -3.80K
Decreased by -0.46%
Aug 31, 24
13 CT American Smaller Coms(US) InstAccGBP 770.30K (0.93%) 0.00
Increased by 0.00%
Dec 31, 23
14 Strategic Advisers U.S. Total Stock{mg} 754.56K (0.92%) -137.78K
Decreased by -18.26%
Sep 30, 24
15 Global X SuperDividend™ US ETF 743.47K (0.90%) 0.00
Increased by 0.00%
Dec 31, 24
16 SPDR® Portfolio S&P 600™ Sm Cap ETF 715.67K (0.87%) 8.58K
Increased by +1.20%
Aug 29, 25
17 iShares S&P Small-Cap 600 Growth ETF 694.90K (0.84%) 0.00
Increased by 0.00%
Aug 31, 25
18 William Blair Small-Mid Cap Growth I 656.89K (0.80%) -10.70K
Decreased by -1.63%
Aug 31, 24
19 Vanguard Strategic Equity Inv 611.96K (0.74%) 265.41K
Increased by +43.37%
Jun 30, 25
20 Fidelity® Balanced 610.47K (0.74%) -431.00
Decreased by -0.07%
Oct 31, 23