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 1.92%
5 WBIY 1.37%
6 XSVM 1.18%
7 FSCC 1.13%
8 VERS 1.04%
9 FSGS 0.96%
10 RNSC 0.96%
11 PXLV 0.81%
12 ALTL_old 0.81%
13 RZV 0.77%
14 INAU 0.74%
15 NIXT 0.67%
16 SQLV 0.64%
17 TERM 0.57%
18 QQQS 0.53%
19 PSM 0.50%
20 PAPI 0.47%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 19.40M (16.71%) -684.64K
Decreased by -3.53%
Mar 31, 25
2 Pacer Advisors, INC. 19.31M (16.63%) 2.34M
Increased by +12.12%
Dec 31, 24
3 Vanguard Group Inc 15.60M (13.44%) -159.01K
Decreased by -1.02%
Mar 31, 25
4 Dimensional Fund Advisors, Inc. 7.41M (6.38%) -5.76K
Decreased by -0.08%
Mar 31, 25
5 UBS Group AG 6.59M (5.67%) 6.02M
Increased by +91.30%
Dec 31, 24
6 State Street Corp 5.54M (4.77%) -65.58K
Decreased by -1.18%
Mar 31, 25
7 State Street Corporation 5.37M (4.62%) 59.40K
Increased by +1.11%
Mar 31, 24
8 Federated Hermes Inc 3.68M (3.17%) 3.51M
Increased by +95.32%
Mar 31, 25
9 LSV Asset Management 3.50M (3.02%) -1.04M
Decreased by -29.60%
Mar 31, 25
10 Geode Capital Management, LLC 2.93M (2.53%) 117.92K
Increased by +4.02%
Mar 31, 25
11 Arrowstreet Capital Limited Partnership 2.78M (2.39%) 574.99K
Increased by +20.70%
Mar 31, 24
12 Marshall Wace Asset Management Ltd 2.30M (1.98%) 919.23K
Increased by +40.01%
Mar 31, 25
13 Charles Schwab Investment Management Inc 2.07M (1.78%) 254.47K
Increased by +12.31%
Mar 31, 25
14 Bank of New York Mellon Corp 1.90M (1.63%) -93.59K
Decreased by -4.94%
Sep 30, 24
15 Morgan Stanley - Brokerage Accounts 1.85M (1.59%) -460.24K
Decreased by -24.92%
Mar 31, 25
16 AQR Capital Management LLC 1.77M (1.52%) 531.17K
Increased by +30.07%
Sep 30, 23
17 Amvescap Plc. 1.71M (1.47%) 94.78K
Increased by +5.56%
Dec 31, 24
18 Goldman Sachs Group Inc 1.58M (1.36%) 431.35K
Increased by +27.38%
Mar 31, 25
19 Man Group PLC 1.52M (1.31%) 1.11M
Increased by +73.46%
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 7.00M (6.03%) -7.39K
Decreased by -0.11%
Apr 30, 25
2 Vanguard Total Stock Mkt Idx Inv 3.67M (3.16%) 187.60K
Increased by +5.11%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 3.53M (3.04%) 0.00
Increased by 0.00%
Sep 30, 24
4 Federated Hermes MDT SCC Institutional 3.08M (2.65%) 2.94M
Increased by +95.46%
Mar 31, 25
5 Federated Hermes MDT Small Cap Core IS 3.08M (2.65%) 2.94M
Increased by +95.46%
Mar 31, 25
6 iShares Russell 2000 ETF 2.95M (2.54%) 498.00
Increased by +0.02%
Apr 30, 25
7 Vanguard Information Technology ETF 2.81M (2.42%) 20.18K
Increased by +0.72%
Apr 30, 25
8 Vanguard Small Cap Index 2.79M (2.40%) 3.27K
Increased by +0.12%
Apr 30, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 1.86M (1.60%) 3.46K
Increased by +0.19%
Apr 30, 25
10 Vanguard Small Cap Value Index Inv 1.81M (1.56%) 6.07K
Increased by +0.33%
Apr 30, 25
11 SEI Tax-Managed Large Cap F (SIMT) 1.73M (1.49%) 0.00
Increased by 0.00%
Feb 28, 25
12 DFA US Small Cap Value I 1.56M (1.35%) 0.00
Increased by 0.00%
Mar 31, 25
13 BlackRock Global Equity Mkt Netrl Instl 1.40M (1.21%) 181.67K
Increased by +12.97%
Apr 30, 25
14 DFA US Targeted Value I 1.35M (1.16%) 0.00
Increased by 0.00%
Mar 31, 25
15 Pacer US Small Cap Cash Cows 100 ETF 1.26M (1.09%) -4.82K
Decreased by -0.38%
Apr 30, 25
16 Fidelity Small Cap Index 1.18M (1.02%) 26.41K
Increased by +2.24%
Feb 28, 25
17 Invesco S&P SmallCap 600 Revenue ETF 1.15M (0.99%) 0.00
Increased by 0.00%
Apr 30, 25
18 iShares S&P Small-Cap 600 Value ETF 1.14M (0.98%) 1.16K
Increased by +0.10%
Apr 30, 25
19 iShares Russell 2000 Value ETF 1.11M (0.96%) -3.77K
Decreased by -0.34%
Apr 30, 25
20 Fidelity® Small Cap Index 1.11M (0.95%) 29.81K
Increased by +2.69%
Oct 31, 23