Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PP 5.07%
2 XWEB 3.46%
3 TAAG 2.87%
4 PSCU 2.79%
5 VFMV 1.27%
6 HLGE 1.13%
7 SMCP 1.05%
8 RNMC 0.99%
9 CAFG 0.99%
10 FSCS 0.88%
11 GRPZ 0.87%
12 JSML 0.84%
13 SYLD 0.83%
14 JSMD 0.78%
15 SFLO 0.77%
16 XSLV 0.73%
17 XSMO 0.66%
18 XSHQ 0.64%
19 SOCL 0.63%
20 RZG 0.53%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 11.70M (19.09%) -448.04K
Decreased by -3.83%
Mar 31, 25
2 Vanguard Group Inc 8.61M (14.05%) -304.50K
Decreased by -3.54%
Jun 30, 25
3 State Street Corporation 2.57M (4.19%) 57.62K
Increased by +2.25%
Mar 31, 24
4 State Street Corp 2.50M (4.08%) -146.88K
Decreased by -5.88%
Mar 31, 25
5 Acadian Asset Management LLC 2.26M (3.69%) 2.02M
Increased by +89.45%
Mar 31, 25
6 Pacer Advisors, INC. 2.21M (3.60%) -536.33K
Decreased by -24.29%
Dec 31, 24
7 LSV Asset Management 2.09M (3.42%) 191.45K
Increased by +9.14%
Jun 30, 25
8 Dimensional Fund Advisors, Inc. 1.98M (3.23%) -13.00K
Decreased by -0.66%
Jun 30, 25
9 Arrowstreet Capital Limited Partnership 1.85M (3.01%) 0.00
Increased by 0.00%
Mar 31, 25
10 Geode Capital Management, LLC 1.82M (2.96%) 40.97K
Increased by +2.26%
Mar 31, 25
11 Ameriprise Financial Inc 1.40M (2.29%) 71.63K
Increased by +5.10%
Mar 31, 25
12 River Road Asset Management, LLC 1.20M (1.96%) -20.43K
Decreased by -1.70%
Mar 31, 25
13 Charles Schwab Investment Management Inc 1.09M (1.77%) -34.29K
Decreased by -3.16%
Jun 30, 25
14 Man Group PLC 1.07M (1.75%) -396.08K
Decreased by -37.00%
Sep 30, 24
15 Macquarie Group Ltd 1.02M (1.66%) 46.88K
Increased by +4.61%
Mar 31, 25
16 Fisher Asset Management, LLC 899.61K (1.47%) -89.77K
Decreased by -9.98%
Mar 31, 25
17 D. E. Shaw & Co LP 854.90K (1.39%) -200.63K
Decreased by -23.47%
Dec 31, 24
18 Renaissance Technologies Corp 853.10K (1.39%) 900.00
Increased by +0.11%
Mar 31, 25
19 Morgan Stanley - Brokerage Accounts 808.94K (1.32%) -176.73K
Decreased by -21.85%
Mar 31, 25
20 Prescott General Partners LLC 796.37K (1.30%) 0.00
Increased by 0.00%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.81M (6.22%) 572.00
Increased by +0.02%
Jul 31, 25
2 Vanguard US Total Market Shares ETF 2.06M (3.36%) 2.12K
Increased by +0.10%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 1.88M (3.06%) -40.03K
Decreased by -2.13%
Jul 31, 25
4 Vanguard Small Cap Index 1.47M (2.40%) -9.98K
Decreased by -0.68%
Jul 31, 25
5 iShares Russell 2000 ETF 1.45M (2.37%) -27.51K
Decreased by -1.90%
Jul 31, 25
6 Delaware US Small Cap Core Equity (SMA) 1.11M (1.81%) -362.93K
Decreased by -32.72%
Mar 31, 24
7 Macquarie US Small Cap Core Equity 1.11M (1.81%) -362.93K
Decreased by -32.72%
Mar 31, 24
8 Vanguard Strategic Equity Inv 975.13K (1.59%) 0.00
Increased by 0.00%
Jun 30, 25
9 Delaware Small Cap Core I 871.12K (1.42%) -5.40K
Decreased by -0.62%
Sep 30, 24
10 Vanguard Small Cap Growth Index Inv 831.51K (1.36%) -319.00
Decreased by -0.04%
Jul 31, 25
11 CT (Lux) American Smaller Com 9U USD 773.90K (1.26%) 0.00
Increased by 0.00%
Jun 30, 25
12 Macquarie Small Cap Core I 701.21K (1.14%) 0.00
Increased by 0.00%
Jun 30, 25
13 Vanguard Institutional Extnd Mkt Idx Tr 686.54K (1.12%) -296.17K
Decreased by -43.14%
Jul 31, 25
14 iShares S&P Small-Cap 600 Growth ETF 656.69K (1.07%) 0.00
Increased by 0.00%
Nov 27, 24
15 Fidelity® Small Cap Index 649.32K (1.06%) 17.38K
Increased by +2.68%
Oct 31, 23
16 Fidelity Small Cap Index 644.51K (1.05%) 861.00
Increased by +0.13%
May 31, 25
17 SPDR® Portfolio S&P 600 Sm Cap ETF 606.98K (0.99%) 0.00
Increased by 0.00%
Apr 30, 24
18 SPDR® Portfolio S&P 600™ Sm Cap ETF 552.47K (0.90%) 309.00
Increased by +0.06%
Jul 31, 25
19 iShares Russell 2000 Growth ETF 540.63K (0.88%) 0.00
Increased by 0.00%
Jul 31, 25
20 JHancock Small Cap Core NAV 502.03K (0.82%) 0.00
Increased by 0.00%
Jul 31, 24