Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PXJ 5.74%
2 XES 5.63%
3 OIH 4.27%
4 IEZ 3.91%
5 FXN 3.75%
6 PXI 2.83%
7 OFOS 2.36%
8 FTIF 2.32%
9 EWMC 1.71%
10 MPAY 1.65%
11 BASV 1.57%
12 SMCF 1.36%
13 GRPM 1.32%
14 RNIN 1.14%
15 RFG 1.14%
16 SFLO 1.10%
17 PEXL 1.00%
18 GDMA 0.97%
19 XMMO 0.83%
20 FNK 0.81%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 8.05M (11.47%) 347.58K
Increased by +4.32%
Mar 31, 25
2 BlackRock Inc 7.54M (10.74%) 254.49K
Increased by +3.37%
Mar 31, 25
3 Capital Research Global Investors 4.48M (6.38%) -1.47M
Decreased by -32.73%
Mar 31, 25
4 T. Rowe Price Associates, Inc. 4.46M (6.36%) -1.20M
Decreased by -26.82%
Mar 31, 25
5 State Street Corporation 2.62M (3.73%) 59.65K
Increased by +2.28%
Mar 31, 24
6 State Street Corp 2.42M (3.45%) 54.05K
Increased by +2.23%
Mar 31, 25
7 Boston Partners Global Investors, Inc 2.24M (3.19%) -534.05K
Decreased by -23.81%
Mar 31, 25
8 T. Rowe Price Investment Management,Inc. 2.18M (3.11%) -2.22M
Decreased by -101.61%
Mar 31, 25
9 FMR Inc 2.18M (3.10%) -1.46M
Decreased by -67.19%
Mar 31, 25
10 Pacer Advisors, INC. 1.98M (2.83%) 543.73K
Increased by +27.40%
Dec 31, 24
11 Amvescap Plc. 1.49M (2.12%) 29.84K
Increased by +2.01%
Mar 31, 25
12 Fuller & Thaler Asset Management Inc 1.47M (2.10%) 171.12K
Increased by +11.61%
Mar 31, 25
13 Yacktman Asset Management Co 1.38M (1.97%) -842.50K
Decreased by -60.85%
Dec 31, 23
14 Geode Capital Management, LLC 1.38M (1.97%) 60.81K
Increased by +4.40%
Mar 31, 25
15 Jennison Associates LLC 1.32M (1.89%) 310.26K
Increased by +23.43%
Sep 30, 24
16 Dimensional Fund Advisors, Inc. 1.31M (1.87%) 194.91K
Increased by +14.87%
Mar 31, 25
17 American Century Companies Inc 1.24M (1.77%) -100.31K
Decreased by -8.09%
Dec 31, 23
18 Bank of New York Mellon Corp 1.20M (1.71%) 482.35K
Increased by +40.14%
Mar 31, 25
19 Capital World Investors 1.19M (1.70%) -106.26K
Decreased by -8.92%
Mar 31, 25
20 Millennium Management LLC 1.10M (1.57%) 894.64K
Increased by +81.10%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 4.27M (6.08%) 344.03K
Increased by +8.06%
Jun 30, 25
2 iShares Core S&P Mid-Cap ETF 2.36M (3.37%) 1.23K
Increased by +0.05%
Jun 30, 25
3 Vanguard Total Stock Mkt Idx Inv 2.35M (3.35%) 1.68K
Increased by +0.07%
May 31, 25
4 Vanguard US Total Market Shares ETF 2.33M (3.32%) 1.87K
Increased by +0.08%
Sep 30, 24
5 Pacer US Cash Cows 100 ETF 1.97M (2.80%) 2.90K
Increased by +0.15%
Feb 28, 25
6 Vanguard Small Cap Index 1.84M (2.62%) 10.10K
Increased by +0.55%
May 31, 25
7 iShares Russell 2000 ETF 1.74M (2.48%) 3.65K
Increased by +0.21%
Mar 28, 24
8 JHancock Disciplined Value Mid Cap I 1.61M (2.30%) -53.40K
Decreased by -3.31%
Mar 31, 25
9 FullerThaler Behavioral Sm-Cp Eq R6 1.41M (2.01%) 154.40K
Increased by +10.96%
Mar 31, 25
10 FullerThaler Behavioral Small-Cap Equity 1.41M (2.01%) 154.40K
Increased by +10.96%
Mar 31, 25
11 T. Rowe Price Mid-Cap Growth 1.39M (1.99%) 0.00
Increased by 0.00%
Dec 31, 24
12 T. Rowe Price US Mid-Cap Growth Equity 1.39M (1.99%) -6.00K
Decreased by -0.43%
Dec 31, 24
13 T. Rowe Price New Horizons 1.15M (1.64%) -5.75K
Decreased by -0.50%
Jun 30, 25
14 US Small-Cap Growth II Equity Comp 1.15M (1.64%) -928.12K
Decreased by -80.39%
Jun 30, 25
15 Vanguard Institutional Extnd Mkt Idx Tr 1.13M (1.61%) 7.68K
Increased by +0.68%
May 31, 25
16 Vanguard Small Cap Growth Index Inv 1.04M (1.48%) -5.45K
Decreased by -0.52%
Feb 28, 25
17 AMG Yacktman I 1.00M (1.42%) -500.00K
Decreased by -50.00%
Dec 31, 23
18 First Trust SMID Cp Rising Div Achv ETF 901.45K (1.28%) 1.75K
Increased by +0.19%
Jun 30, 25
19 T. Rowe Price Integrated US SmCapGrEq 897.22K (1.28%) 154.67K
Increased by +17.24%
Dec 31, 24
20 Victory Sycamore Small Company Opp R 791.00K (1.13%) 46.00K
Increased by +5.82%
Jun 30, 25