Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ZIG 3.21%
2 PSL 2.34%
3 PSCC 2.10%
4 SIXS 1.14%
5 RNMC 1.05%
6 FSCS 1.05%
7 XSLV 0.82%
8 FTXG 0.50%
9 CAFG 0.43%
10 SIXL 0.43%
11 QSML 0.39%
12 XSHQ 0.35%
13 OASC 0.31%
14 TPSC 0.28%
15 CSA 0.28%
16 BFOR 0.27%
17 FNY 0.24%
18 JPSE 0.23%
19 EQWS 0.22%
20 ROGS 0.17%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.66M (15.45%) 9.23K
Increased by +0.25%
Sep 30, 25
2 Renaissance Technologies Corp 3.18M (13.40%) -48.57K
Decreased by -1.53%
Dec 31, 25
3 Vanguard Group Inc 2.78M (11.75%) 41.14K
Increased by +1.48%
Dec 31, 25
4 Kayne Anderson Rudnick Investment Management LLC 2.31M (9.77%) -172.86K
Decreased by -7.47%
Dec 31, 25
5 Dimensional Fund Advisors, Inc. 1.44M (6.10%) 56.03K
Increased by +3.88%
Dec 31, 25
6 State Street Corporation 915.77K (3.86%) 17.79K
Increased by +1.94%
Mar 31, 24
7 State Street Corp 874.76K (3.69%) 49.33K
Increased by +5.64%
Sep 30, 25
8 Geode Capital Management, LLC 754.41K (3.18%) 4.29K
Increased by +0.57%
Dec 31, 25
9 Millennium Management LLC 417.91K (1.76%) 142.27K
Increased by +34.04%
Jun 30, 25
10 Morgan Stanley - Brokerage Accounts 391.25K (1.65%) -41.21K
Decreased by -10.53%
Sep 30, 25
11 Citadel Advisors Llc 372.87K (1.57%) 184.13K
Increased by +49.38%
Dec 31, 25
12 Qube Research & Technologies 340.10K (1.44%) 61.71K
Increased by +18.14%
Dec 31, 25
13 Two Sigma Advisers, LLC 296.80K (1.25%) 10.40K
Increased by +3.50%
Dec 31, 25
14 D. E. Shaw & Co LP 286.38K (1.21%) 54.86K
Increased by +19.16%
Jun 30, 25
15 JPMorgan Chase & Co 278.60K (1.18%) 182.27K
Increased by +65.42%
Sep 30, 25
16 Bank of America Corp 275.31K (1.16%) 4.56K
Increased by +1.66%
Sep 30, 25
17 Northern Trust Corp 270.93K (1.14%) -8.23K
Decreased by -3.04%
Sep 30, 25
18 NORGES BANK 261.99K (1.11%) 21.04K
Increased by +8.03%
Dec 31, 25
19 Natixis Advisors, LLC. 224.34K (0.95%) 31.78K
Increased by +14.17%
Dec 31, 25
20 Denali Advisors LLC 222.76K (0.94%) 40.50K
Increased by +18.18%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.42M (6.01%) -144.37K
Decreased by -10.13%
Feb 28, 26
2 Vanguard US Total Market Shares ETF 741.53K (3.13%) 0.00
Increased by 0.00%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 716.45K (3.02%) 0.00
Increased by 0.00%
Feb 28, 26
4 iShares Russell 2000 ETF 604.90K (2.55%) 95.41K
Increased by +15.77%
Feb 28, 26
5 Vanguard Small Cap Index 532.17K (2.25%) 1.11K
Increased by +0.21%
Feb 28, 26
6 Virtus KAR Small-Cap Value I 416.33K (1.76%) -54.00K
Decreased by -12.97%
Dec 31, 25
7 Vanguard Consumer Staples ETF 323.14K (1.36%) 3.23K
Increased by +1.00%
Feb 28, 26
8 DFA US Small Cap I 294.70K (1.24%) 9.38K
Increased by +3.18%
Jan 31, 26
9 Vanguard Small Cap Growth Index Inv 294.67K (1.24%) -116.00
Decreased by -0.04%
Feb 28, 26
10 Vanguard Institutional Extnd Mkt Idx Tr 254.59K (1.07%) 2.64K
Increased by +1.04%
Feb 28, 26
11 Fidelity Small Cap Index 234.96K (0.99%) -6.78K
Decreased by -2.88%
Dec 31, 25
12 Fidelity® Small Cap Index 228.73K (0.97%) 6.10K
Increased by +2.67%
Oct 31, 23
13 Dimensional US Small Cap ETF 222.88K (0.94%) 0.00
Increased by 0.00%
Feb 27, 26
14 State Street SPDR Port S&P 600 Sm CpETF 216.20K (0.91%) 608.00
Increased by +0.28%
Feb 27, 26
15 SPDR® Portfolio S&P 600™ Sm Cap ETF 209.36K (0.88%) 2.51K
Increased by +1.20%
Aug 29, 25
16 SPDR® Portfolio S&P 600 Sm Cap ETF 205.82K (0.87%) 0.00
Increased by 0.00%
Apr 30, 24
17 iShares Russell 2000 Growth ETF 203.42K (0.86%) 1.80K
Increased by +0.88%
Feb 28, 26
18 DFA US Micro Cap I 192.87K (0.81%) 42.76K
Increased by +22.17%
Jan 31, 26
19 BlackRock Global Equity Mkt Netrl Instl 154.73K (0.65%) -1.77K
Decreased by -1.15%
Feb 28, 26
20 Vanguard Tax-Managed Small Cap Adm 154.57K (0.65%) 0.00
Increased by 0.00%
Feb 28, 26