Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XWEB 3.35%
2 MVPA 2.51%
3 PSCU 1.86%
4 FITE 1.31%
5 HAPY 1.18%
6 SFLO 1.05%
7 SMDY 0.98%
8 MYLD 0.95%
9 NSCS 0.95%
10 RNIN 0.95%
11 SMCP 0.80%
12 CGV 0.76%
13 GAMR 0.63%
14 FYT 0.61%
15 NIXT 0.60%
16 SYLD 0.60%
17 ANEW 0.54%
18 DSMC 0.49%
19 VUSE 0.46%
20 SQLV 0.39%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 6.63M (16.12%) -360.25K
Decreased by -5.43%
Mar 31, 25
2 Vanguard Group Inc 4.88M (11.87%) -46.09K
Decreased by -0.94%
Mar 31, 25
3 HHG PLC 3.54M (8.61%) 54.48K
Increased by +1.54%
Mar 31, 25
4 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 2.64M (6.42%) -235.71K
Decreased by -8.92%
Mar 31, 25
5 Legal & General Group PLC 2.45M (5.95%) 21.72K
Increased by +0.89%
Mar 31, 25
6 Dimensional Fund Advisors, Inc. 2.41M (5.87%) 1.16K
Increased by +0.05%
Mar 31, 25
7 State Street Corp 1.81M (4.39%) -104.90K
Decreased by -5.81%
Mar 31, 25
8 State Street Corporation 1.72M (4.19%) 18.17K
Increased by +1.05%
Mar 31, 24
9 CDAM (UK) Ltd 1.52M (3.69%) 23.41K
Increased by +1.54%
Mar 31, 25
10 Fuller & Thaler Asset Management Inc 1.11M (2.71%) 105.76K
Increased by +9.50%
Mar 31, 25
11 Geode Capital Management, LLC 1.06M (2.58%) -22.17K
Decreased by -2.09%
Mar 31, 25
12 Nordea Investment Mgmt Bank Demark A/s 1.04M (2.52%) 35.20K
Increased by +3.40%
Jun 30, 25
13 Cardinal Capital Management Llc 888.04K (2.16%) -106.47K
Decreased by -11.99%
Mar 31, 24
14 Amvescap Plc. 846.67K (2.06%) 104.82K
Increased by +12.38%
Jun 30, 24
15 Charles Schwab Investment Management Inc 752.20K (1.83%) -5.74K
Decreased by -0.76%
Mar 31, 25
16 Macquarie Group Ltd 704.23K (1.71%) -129.06K
Decreased by -18.33%
Jun 30, 24
17 Nuveen, LLC 675.39K (1.64%) 675.39K
Increased by +100.00%
Mar 31, 25
18 Nuveen Asset Management, LLC 662.21K (1.61%) 144.68K
Increased by +21.85%
Dec 31, 24
19 Thrivent Financial For Lutherans 604.88K (1.47%) -574.40K
Decreased by -94.96%
Mar 31, 24
20 Rice Hall James & Associates, LLC 601.57K (1.46%) 108.10K
Increased by +17.97%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.51M (6.11%) 0.00
Increased by 0.00%
Jul 30, 25
2 L&G Cyber Security ETF 2.48M (6.03%) 0.00
Increased by 0.00%
Jul 31, 25
3 Janus Henderson Enterprise D 1.58M (3.84%) 0.00
Increased by 0.00%
May 31, 25
4 Janus Inst Mid Cap Growth CF 1.58M (3.84%) 0.00
Increased by 0.00%
Jun 30, 25
5 iShares Core S&P Mid-Cap ETF 1.46M (3.55%) 450.00
Increased by +0.03%
Aug 30, 24
6 Vanguard US Total Market Shares ETF 1.39M (3.39%) -98.86K
Decreased by -7.09%
Sep 30, 24
7 Vanguard Total Stock Mkt Idx Inv 1.38M (3.35%) 7.50K
Increased by +0.54%
Jun 30, 25
8 Vanguard Explorer Inv 1.19M (2.90%) -390.63K
Decreased by -32.79%
Jun 30, 25
9 Fidelity Small Cap America Sr B 1.09M (2.66%) 0.00
Increased by 0.00%
Mar 31, 23
10 FullerThaler Behavioral Sm-Cp Eq R6 1.06M (2.58%) 94.80K
Increased by +8.92%
Mar 31, 25
11 FullerThaler Behavioral Small-Cap Equity 1.06M (2.58%) 94.80K
Increased by +8.92%
Mar 31, 25
12 Vanguard Small Cap Index 1.03M (2.50%) -54.40K
Decreased by -5.29%
Jun 30, 25
13 iShares Russell 2000 ETF 1.02M (2.48%) -16.47K
Decreased by -1.62%
Jul 30, 25
14 Fuller & Thaler Behavioral Sm-Cp Eq R6 789.24K (1.92%) 0.00
Increased by 0.00%
Sep 30, 23
15 Fuller & Thaler Behavioral Small-Cap Eq 789.24K (1.92%) 0.00
Increased by 0.00%
Nov 30, 23
16 Janus Henderson Triton D 677.73K (1.65%) 0.00
Increased by 0.00%
May 31, 25
17 Janus Henderson US SMID Cap Growth 669.82K (1.63%) -7.90K
Decreased by -1.18%
Jun 30, 25
18 Janus Henderson US SMID Cap Growth MA 669.82K (1.63%) 669.78K
Increased by +99.99%
Jun 30, 25
19 Vanguard Small Cap Value Index Inv 656.18K (1.60%) -38.16K
Decreased by -5.82%
Jun 30, 25
20 Cardinal Capital SMID Cap Value Equity 654.98K (1.59%) -92.90K
Decreased by -14.18%
Mar 31, 24