Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SMHB 4.09%
2 SDEI 3.57%
3 MEME 3.19%
4 ACTX_old 1.92%
5 WFH 1.39%
6 WBIY 1.37%
7 XSVM 1.18%
8 VERS 1.10%
9 FSGS 0.96%
10 RNSC 0.96%
11 QQQS 0.86%
12 PXLV 0.81%
13 ALTL_old 0.81%
14 RZV 0.77%
15 INAU 0.74%
16 NIXT 0.73%
17 SQLV 0.64%
18 MYLD 0.60%
19 TERM 0.57%
20 PSM 0.50%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 11.38M (9.56%) 983.38K
Increased by +8.64%
Dec 31, 25
2 BlackRock Inc 10.15M (8.53%) 386.84K
Increased by +3.81%
Mar 31, 26
3 Vanguard Portfolio Management, LLC 6.11M (5.13%) 6.11M
Increased by +100.00%
Mar 31, 26
4 State Street Corp 5.87M (4.93%) 57.53K
Increased by +0.98%
Mar 31, 26
5 Dimensional Fund Advisors, Inc. 5.83M (4.90%) -245.80K
Decreased by -4.21%
Mar 31, 26
6 State Street Corporation 5.37M (4.51%) 59.40K
Increased by +1.11%
Mar 31, 24
7 Two Sigma Investments LLC 5.25M (4.41%) 2.61M
Increased by +49.69%
Mar 31, 26
8 Vanguard Capital Management, LLC 5.06M (4.25%) 5.06M
Increased by +100.00%
Mar 31, 26
9 Marshall Wace Asset Management Ltd 3.69M (3.10%) 610.86K
Increased by +16.53%
Mar 31, 26
10 Charles Schwab Investment Management Inc 3.64M (3.06%) 140.04K
Increased by +3.85%
Mar 31, 26
11 The Goldman Sachs Group Inc 3.43M (2.88%) -5.86M
Decreased by -170.69%
Mar 31, 26
12 Federated Hermes Inc 3.32M (2.79%) -362.19K
Decreased by -10.91%
Jun 30, 25
13 D. E. Shaw & Co LP 3.25M (2.73%) -849.97K
Decreased by -26.15%
Mar 31, 26
14 Millennium Management LLC 3.08M (2.59%) 933.35K
Increased by +30.31%
Dec 31, 25
15 Geode Capital Management, LLC 2.92M (2.45%) 7.15K
Increased by +0.24%
Mar 31, 26
16 Arrowstreet Capital Limited Partnership 2.78M (2.33%) 574.99K
Increased by +20.70%
Mar 31, 24
17 Man Group PLC 2.59M (2.17%) 820.20K
Increased by +31.69%
Mar 31, 26
18 Two Sigma Advisers, LLC 2.58M (2.17%) 498.30K
Increased by +19.28%
Dec 31, 25
19 Allianz Asset Management AG 2.35M (1.97%) 228.49K
Increased by +9.72%
Mar 31, 26
20 Alyeska Investment Group, L.P. 1.92M (1.61%) 1.92M
Increased by +100.00%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 6.96M (5.84%) 0.00
Increased by 0.00%
Aug 31, 25
2 Vanguard Total Stock Mkt Idx Inv 3.58M (3.01%) 0.00
Increased by 0.00%
Apr 30, 26
3 Vanguard US Total Market Shares ETF 3.53M (2.96%) 0.00
Increased by 0.00%
Sep 30, 24
4 Stt Strt®SPDR®S&PKenshoNwEcosComposETF 3.12M (2.62%) -11.73K
Decreased by -0.38%
May 29, 26
5 iShares Russell 2000 ETF 3.06M (2.57%) 0.00
Increased by 0.00%
May 29, 26
6 Vanguard Information Technology ETF 2.96M (2.48%) 12.16K
Increased by +0.41%
Apr 30, 26
7 Federated Hermes MDT SCC Institutional 2.83M (2.38%) -242.24K
Decreased by -8.54%
Jun 30, 25
8 Federated Hermes MDT Small Cap Core IS 2.83M (2.38%) -242.24K
Decreased by -8.54%
Jun 30, 25
9 SEI Tax-Managed Large Cap F (SIMT) 1.73M (1.45%) 0.00
Increased by 0.00%
Feb 28, 25
10 Schwab Fundamental U.S. Large CompanyETF 1.57M (1.32%) 760.00
Increased by +0.05%
May 30, 26
11 DFA US Small Cap Value I 1.43M (1.20%) -126.75K
Decreased by -8.84%
Apr 30, 26
12 Vanguard Strategic Small-Cap Equity Inv 1.42M (1.19%) 487.66K
Increased by +34.45%
Mar 31, 26
13 Vanguard Small Cap Index 1.37M (1.15%) -9.23K
Decreased by -0.67%
Jul 31, 25
14 Vanguard Institutional Extnd Mkt Idx Tr 1.35M (1.14%) 0.00
Increased by 0.00%
Apr 30, 26
15 SPDR® S&P Kensho New Economies Comps ETF 1.35M (1.13%) 0.00
Increased by 0.00%
Aug 29, 25
16 BlackRock Global Equity Mkt Netrl Instl 1.35M (1.13%) -51.91K
Decreased by -3.85%
Jul 31, 25
17 iShares U.S. Small-Cap Eq Fac ETF 1.23M (1.03%) 0.00
Increased by 0.00%
May 29, 26
18 DFA US Targeted Value I 1.22M (1.03%) 0.00
Increased by 0.00%
Apr 30, 26
19 Fidelity Small Cap Index 1.19M (1.00%) 16.61K
Increased by +1.40%
Mar 31, 26
20 Invesco S&P SmallCap 600 Revenue ETF 1.18M (0.99%) 0.00
Increased by 0.00%
Aug 29, 25