Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCE 5.46%
2 XES 4.66%
3 OIH 3.97%
4 IVENC 3.08%
5 IEZ 2.93%
6 BOUT 2.41%
7 PXJ 2.24%
8 FFTY 1.98%
9 CSMD 1.66%
10 PXI 1.37%
11 BKIV 1.13%
12 FSGS 1.04%
13 RNSC 1.04%
14 FDG 1.01%
15 GRPZ 0.99%
16 SMCP 0.98%
17 RZG 0.78%
18 FYC 0.70%
19 SAWS 0.63%
20 SDVY 0.61%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 10.07M (14.85%) -257.38K
Decreased by -2.56%
Mar 31, 25
2 FMR Inc 8.46M (12.47%) 315.63K
Increased by +3.73%
Mar 31, 25
3 Vanguard Group Inc 7.50M (11.06%) -180.08K
Decreased by -2.40%
Mar 31, 25
4 T. Rowe Price Investment Management,Inc. 2.95M (4.35%) 195.50K
Increased by +6.63%
Mar 31, 25
5 JPMorgan Chase & Co 2.88M (4.25%) -104.83K
Decreased by -3.64%
Mar 31, 25
6 State Street Corp 2.76M (4.06%) -78.45K
Decreased by -2.85%
Mar 31, 25
7 Pacer Advisors, INC. 2.33M (3.43%) 2.33M
Increased by +100.00%
Jun 30, 24
8 Geode Capital Management, LLC 1.86M (2.75%) 59.72K
Increased by +3.20%
Mar 31, 25
9 Capital Research & Mgmt Co - Division 3 1.79M (2.64%) 106.52K
Increased by +5.94%
Mar 31, 25
10 State Street Corporation 1.76M (2.59%) -17.43K
Decreased by -0.99%
Mar 31, 24
11 BTIM Corp 1.61M (2.37%) -190.54K
Decreased by -11.86%
Mar 31, 25
12 First Trust Advisors L.P. 1.56M (2.29%) 400.45K
Increased by +25.73%
Dec 31, 24
13 Wellington Management Company LLP 1.51M (2.22%) 162.37K
Increased by +10.77%
Mar 31, 25
14 Neuberger Berman Group LLC 1.38M (2.03%) -374.74K
Decreased by -27.21%
Mar 31, 25
15 Dimensional Fund Advisors, Inc. 1.37M (2.01%) 128.24K
Increased by +9.38%
Mar 31, 25
16 Channing Capital Management, LLC 1.35M (1.99%) -29.83K
Decreased by -2.20%
Sep 30, 23
17 Brown Advisory Holdings Inc 1.22M (1.80%) -248.08K
Decreased by -20.37%
Mar 31, 24
18 Bank of New York Mellon Corp 1.18M (1.74%) -201.00K
Decreased by -17.02%
Dec 31, 24
19 AllianceBernstein L.P. 1.13M (1.66%) -54.32K
Decreased by -4.81%
Jun 30, 24
20 Van Eck Associates Corporation 1.02M (1.51%) -58.04K
Decreased by -5.66%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 4.04M (5.96%) -3.64K
Decreased by -0.09%
Apr 30, 25
2 Pacer US Small Cap Cash Cows 100 ETF 2.26M (3.33%) -562.00
Decreased by -0.02%
Aug 30, 24
3 Vanguard Total Stock Mkt Idx Inv 2.16M (3.19%) 27.23K
Increased by +1.26%
Apr 30, 25
4 Vanguard US Total Market Shares ETF 2.06M (3.04%) 1.91K
Increased by +0.09%
Sep 30, 24
5 American Funds SMALLCAP World A 1.79M (2.64%) -321.94K
Decreased by -17.95%
Mar 31, 25
6 Vanguard Small Cap Index 1.67M (2.47%) 8.91K
Increased by +0.53%
Apr 30, 25
7 iShares Russell 2000 ETF 1.64M (2.42%) 277.00
Increased by +0.02%
Apr 30, 25
8 Fidelity Low-Priced Stock 1.41M (2.08%) -2.29K
Decreased by -0.16%
Feb 28, 25
9 American Century Small Cap Value Inv 1.23M (1.81%) -395.00K
Decreased by -32.11%
Sep 30, 24
10 American Century U.S. Small Cap Value 1.23M (1.81%) -395.00K
Decreased by -32.11%
Sep 30, 24
11 First Trust SMID Cp Rising Div Achv ETF 1.16M (1.71%) 1.00K
Increased by +0.09%
Apr 30, 25
12 Vanguard Institutional Extnd Mkt Idx Tr 1.02M (1.51%) 8.13K
Increased by +0.80%
Apr 30, 25
13 T. Rowe Price Small-Cap Value 955.25K (1.41%) -205.00
Decreased by -0.02%
Mar 31, 25
14 Vanguard Small Cap Growth Index Inv 930.78K (1.37%) -3.08K
Decreased by -0.33%
Apr 30, 25
15 VanEck Oil Services ETF 903.24K (1.33%) 10.51K
Increased by +1.16%
Apr 30, 25
16 Neuberger Berman Genesis Inv 898.69K (1.32%) -240.82K
Decreased by -26.80%
Mar 31, 25
17 JPM Small Cap Equity-MA 846.60K (1.25%) 101.56K
Increased by +12.00%
Mar 31, 25
18 JPM US Small Cap Core-Composite 846.60K (1.25%) 101.56K
Increased by +12.00%
Mar 31, 25
19 JPMorgan Small Cap Equity A 846.60K (1.25%) 126.85K
Increased by +14.98%
Mar 31, 25
20 FIAM Small Cap Core Composite 808.90K (1.19%) 34.31K
Increased by +4.24%
Jun 30, 24