Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PP 5.07%
2 PSCU 3.79%
3 XWEB 3.46%
4 TAAG 2.87%
5 GRPZ 1.21%
6 HLGE 1.09%
7 JSML 1.09%
8 SMCP 1.05%
9 RNMC 1.04%
10 FSCS 1.04%
11 JSMD 1.01%
12 SOCL 0.93%
13 CAFG 0.89%
14 SFLO 0.87%
15 XSLV 0.74%
16 XSMO 0.66%
17 FESM 0.62%
18 VUSE 0.55%
19 RZG 0.53%
20 VLLU 0.51%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 11.70M (18.84%) -448.04K
Decreased by -3.83%
Mar 31, 25
2 Vanguard Group Inc 8.92M (14.36%) -63.87K
Decreased by -0.72%
Mar 31, 25
3 State Street Corporation 2.57M (4.13%) 57.62K
Increased by +2.25%
Mar 31, 24
4 Acadian Asset Management LLC 2.55M (4.10%) -20.08K
Decreased by -0.79%
Mar 31, 24
5 State Street Corp 2.50M (4.02%) -146.88K
Decreased by -5.88%
Mar 31, 25
6 Pacer Advisors, INC. 2.21M (3.55%) -536.33K
Decreased by -24.29%
Dec 31, 24
7 Dimensional Fund Advisors, Inc. 1.99M (3.21%) 69.92K
Increased by +3.51%
Mar 31, 25
8 LSV Asset Management 1.90M (3.06%) 1.05M
Increased by +55.11%
Mar 31, 25
9 Arrowstreet Capital Limited Partnership 1.85M (2.97%) 0.00
Increased by 0.00%
Mar 31, 25
10 Geode Capital Management, LLC 1.82M (2.92%) 40.97K
Increased by +2.26%
Mar 31, 25
11 Ameriprise Financial Inc 1.40M (2.26%) 71.63K
Increased by +5.10%
Mar 31, 25
12 River Road Asset Management, LLC 1.20M (1.93%) -20.43K
Decreased by -1.70%
Mar 31, 25
13 Charles Schwab Investment Management Inc 1.12M (1.80%) -21.38K
Decreased by -1.91%
Mar 31, 25
14 Man Group PLC 1.07M (1.72%) -396.08K
Decreased by -37.00%
Sep 30, 24
15 Macquarie Group Ltd 1.02M (1.64%) 46.88K
Increased by +4.61%
Mar 31, 25
16 Fisher Asset Management, LLC 899.61K (1.45%) -89.77K
Decreased by -9.98%
Mar 31, 25
17 D. E. Shaw & Co LP 854.90K (1.38%) -200.63K
Decreased by -23.47%
Dec 31, 24
18 Renaissance Technologies Corp 853.10K (1.37%) 900.00
Increased by +0.11%
Mar 31, 25
19 Morgan Stanley - Brokerage Accounts 808.94K (1.30%) -176.73K
Decreased by -21.85%
Mar 31, 25
20 Prescott General Partners LLC 796.37K (1.28%) 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 3.99M (6.43%) -3.64K
Decreased by -0.09%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 2.06M (3.32%) 2.12K
Increased by +0.10%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 2.00M (3.22%) 7.89K
Increased by +0.39%
Apr 30, 25
4 iShares Russell 2000 ETF 1.58M (2.54%) 266.00
Increased by +0.02%
Apr 30, 25
5 Vanguard Small Cap Index 1.57M (2.53%) 7.78K
Increased by +0.50%
Apr 30, 25
6 Delaware US Small Cap Core Equity (SMA) 1.11M (1.79%) -362.93K
Decreased by -32.72%
Mar 31, 24
7 Macquarie US Small Cap Core Equity 1.11M (1.79%) -362.93K
Decreased by -32.72%
Mar 31, 24
8 Vanguard Institutional Extnd Mkt Idx Tr 1.01M (1.63%) 16.86K
Increased by +1.66%
Apr 30, 25
9 Vanguard Strategic Equity Inv 975.13K (1.57%) 0.00
Increased by 0.00%
Mar 31, 25
10 Vanguard Small Cap Growth Index Inv 873.42K (1.41%) -3.85K
Decreased by -0.44%
Apr 30, 25
11 Delaware Small Cap Core I 871.12K (1.40%) -5.40K
Decreased by -0.62%
Sep 30, 24
12 CT (Lux) American Smaller Com 9U USD 724.24K (1.17%) 19.66K
Increased by +2.72%
Mar 31, 25
13 Macquarie Small Cap Core I 691.47K (1.11%) 19.65K
Increased by +2.84%
Mar 31, 25
14 iShares S&P Small-Cap 600 Growth ETF 656.69K (1.06%) 0.00
Increased by 0.00%
Nov 27, 24
15 Fidelity® Small Cap Index 649.32K (1.05%) 17.38K
Increased by +2.68%
Oct 31, 23
16 Fidelity Small Cap Index 643.14K (1.04%) 6.19K
Increased by +0.96%
Feb 28, 25
17 SPDR® Portfolio S&P 600 Sm Cap ETF 606.98K (0.98%) 0.00
Increased by 0.00%
Apr 30, 24
18 SPDR® Portfolio S&P 600™ Sm Cap ETF 568.23K (0.91%) 0.00
Increased by 0.00%
Apr 30, 25
19 iShares Russell 2000 Growth ETF 565.98K (0.91%) 0.00
Increased by 0.00%
Apr 30, 25
20 JHancock Small Cap Core NAV 502.03K (0.81%) 0.00
Increased by 0.00%
Jul 31, 24