Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SMHB 4.09%
2 SDEI 3.57%
3 ACTX_old 1.92%
4 WFH 1.47%
5 WBIY 1.37%
6 XSVM 1.18%
7 VERS 1.10%
8 RNSC 0.96%
9 FSGS 0.96%
10 PXLV 0.81%
11 ALTL_old 0.81%
12 RZV 0.77%
13 INAU 0.74%
14 NIXT 0.74%
15 FSCC 0.68%
16 MYLD 0.67%
17 SQLV 0.64%
18 TERM 0.57%
19 QQQS 0.50%
20 PSM 0.50%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 19.40M (16.70%) -684.64K
Decreased by -3.53%
Mar 31, 25
2 Vanguard Group Inc 14.35M (12.35%) -1.25M
Decreased by -8.73%
Jun 30, 25
3 UBS Group AG 7.27M (6.25%) 677.19K
Increased by +9.32%
Mar 31, 25
4 Dimensional Fund Advisors, Inc. 6.99M (6.01%) -427.51K
Decreased by -6.12%
Jun 30, 25
5 State Street Corp 5.54M (4.77%) -65.58K
Decreased by -1.18%
Mar 31, 25
6 State Street Corporation 5.37M (4.62%) 59.40K
Increased by +1.11%
Mar 31, 24
7 Federated Hermes Inc 3.68M (3.17%) 3.51M
Increased by +95.32%
Mar 31, 25
8 Geode Capital Management, LLC 2.93M (2.53%) 117.92K
Increased by +4.02%
Mar 31, 25
9 Arrowstreet Capital Limited Partnership 2.78M (2.39%) 574.99K
Increased by +20.70%
Mar 31, 24
10 Charles Schwab Investment Management Inc 2.54M (2.19%) 477.57K
Increased by +18.77%
Jun 30, 25
11 Marshall Wace Asset Management Ltd 2.30M (1.98%) 919.23K
Increased by +40.01%
Mar 31, 25
12 Bank of New York Mellon Corp 1.90M (1.63%) -93.59K
Decreased by -4.94%
Sep 30, 24
13 Millennium Management LLC 1.86M (1.60%) 1.58M
Increased by +85.37%
Mar 31, 25
14 Morgan Stanley - Brokerage Accounts 1.85M (1.59%) -460.24K
Decreased by -24.92%
Mar 31, 25
15 Amvescap Plc. 1.84M (1.58%) 130.57K
Increased by +7.11%
Mar 31, 25
16 AQR Capital Management LLC 1.77M (1.52%) 531.17K
Increased by +30.07%
Sep 30, 23
17 Goldman Sachs Group Inc 1.58M (1.36%) 431.35K
Increased by +27.38%
Mar 31, 25
18 Man Group PLC 1.52M (1.30%) 1.11M
Increased by +73.46%
Mar 31, 25
19 Pacer Advisors, INC. 1.47M (1.26%) -17.84M
Decreased by -1.21 K%
Mar 31, 25
20 Barclays PLC 1.43M (1.23%) 1.16M
Increased by +81.42%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 7.01M (6.04%) 1.25K
Increased by +0.02%
Jul 31, 25
2 Vanguard Total Stock Mkt Idx Inv 3.67M (3.16%) 0.00
Increased by 0.00%
Jun 30, 25
3 Vanguard US Total Market Shares ETF 3.53M (3.04%) 0.00
Increased by 0.00%
Sep 30, 24
4 iShares Russell 2000 ETF 2.86M (2.46%) -54.28K
Decreased by -1.90%
Jul 31, 25
5 Federated Hermes MDT SCC Institutional 2.83M (2.44%) -242.24K
Decreased by -8.54%
Jun 30, 25
6 Federated Hermes MDT Small Cap Core IS 2.83M (2.44%) -242.24K
Decreased by -8.54%
Jun 30, 25
7 Vanguard Information Technology ETF 2.82M (2.43%) -1.38K
Decreased by -0.05%
Jun 30, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 1.78M (1.53%) -89.20K
Decreased by -5.00%
Jun 30, 25
9 SEI Tax-Managed Large Cap F (SIMT) 1.73M (1.49%) 0.00
Increased by 0.00%
Feb 28, 25
10 DFA US Small Cap Value I 1.56M (1.35%) 0.00
Increased by 0.00%
Jun 30, 25
11 BlackRock Global Equity Mkt Netrl Instl 1.40M (1.21%) 0.00
Increased by 0.00%
Jun 30, 25
12 Vanguard Small Cap Index 1.38M (1.19%) -1.45M
Decreased by -104.75%
Jun 30, 25
13 SPDR® S&P Kensho New Economies Comps ETF 1.35M (1.17%) 0.00
Increased by 0.00%
Jul 31, 25
14 DFA US Targeted Value I 1.22M (1.05%) -39.28K
Decreased by -3.22%
Jun 30, 25
15 Invesco S&P SmallCap 600 Revenue ETF 1.20M (1.03%) 0.00
Increased by 0.00%
Jul 31, 25
16 Fidelity Small Cap Index 1.20M (1.03%) 110.76K
Increased by +9.26%
May 31, 25
17 Pacer US Small Cap Cash Cows 100 ETF 1.13M (0.97%) -5.10K
Decreased by -0.45%
Jul 31, 25
18 Fidelity® Small Cap Index 1.11M (0.95%) 29.81K
Increased by +2.69%
Oct 31, 23
19 iShares S&P Small-Cap 600 Value ETF 1.10M (0.94%) -1.12K
Decreased by -0.10%
Jul 31, 25
20 First Trust NASDAQ Technology Div ETF 1.08M (0.93%) 2.90K
Increased by +0.27%
Jul 31, 25