Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XTL 1.25%
2 SIXS 1.20%
3 RNSC 1.03%
4 FSGS 1.03%
5 GRPZ 0.86%
6 SSLY 0.69%
7 RYJ 0.62%
8 CAFG 0.57%
9 PSCT 0.53%
10 SIXL 0.47%
11 AFSM 0.41%
12 PXSG 0.38%
13 SMDX 0.31%
14 FYC 0.31%
15 JPSE 0.29%
16 BFOR 0.27%
17 OASC 0.25%
18 SLY 0.21%
19 ISMD 0.21%
20 ESIX 0.18%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 16.98M (15.35%) -576.22K
Decreased by -3.39%
Jun 30, 25
2 Vanguard Group Inc 11.86M (10.73%) 388.50K
Increased by +3.27%
Jun 30, 25
3 Amvescap Plc. 4.44M (4.02%) -3.64M
Decreased by -81.83%
Jun 30, 25
4 State Street Corporation 4.39M (3.97%) 91.81K
Increased by +2.09%
Mar 31, 24
5 State Street Corp 4.31M (3.90%) -201.78K
Decreased by -4.68%
Jun 30, 25
6 Trigran Investments Inc 3.59M (3.25%) -498.67K
Decreased by -13.88%
Jun 30, 25
7 Dimensional Fund Advisors, Inc. 3.42M (3.09%) 231.86K
Increased by +6.78%
Jun 30, 25
8 Scopia Management Inc 3.03M (2.74%) -400.53K
Decreased by -13.21%
Jun 30, 25
9 Millennium Management LLC 3.01M (2.72%) -325.42K
Decreased by -10.83%
Jun 30, 25
10 Geode Capital Management, LLC 2.78M (2.51%) 20.77K
Increased by +0.75%
Jun 30, 25
11 Ancora Advisors LLC 2.64M (2.39%) 300.00
Increased by +0.01%
Dec 31, 24
12 AllianceBernstein L.P. 2.34M (2.11%) -277.10K
Decreased by -11.85%
Jun 30, 25
13 D. E. Shaw & Co LP 2.21M (1.99%) 568.49K
Increased by +25.76%
Jun 30, 25
14 Morgan Stanley - Brokerage Accounts 2.00M (1.81%) 37.35K
Increased by +1.87%
Jun 30, 25
15 Marshall Wace Asset Management Ltd 1.93M (1.74%) 1.02M
Increased by +53.01%
Jun 30, 25
16 Alyeska Investment Group, L.P. 1.84M (1.66%) -1.24M
Decreased by -67.31%
Jun 30, 25
17 Fuller & Thaler Asset Management Inc 1.80M (1.62%) 1.15M
Increased by +64.04%
Mar 31, 24
18 Ameriprise Financial Inc 1.78M (1.61%) -609.68K
Decreased by -34.33%
Mar 31, 24
19 Columbia Mgmt Investment Advisers, LLC 1.78M (1.61%) -609.68K
Decreased by -34.33%
Mar 31, 24
20 Wasatch Advisors LP 1.66M (1.50%) 219.69K
Increased by +13.24%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 6.73M (6.08%) 0.00
Increased by 0.00%
Aug 31, 25
2 Invesco Small Cap Value A 3.94M (3.57%) 0.00
Increased by 0.00%
Jul 31, 25
3 Vanguard US Total Market Shares ETF 3.82M (3.45%) 0.00
Increased by 0.00%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 3.63M (3.28%) -80.48K
Decreased by -2.22%
Jul 31, 25
5 Vanguard Information Technology ETF 2.79M (2.52%) 28.47K
Increased by +1.02%
Jul 31, 25
6 iShares Russell 2000 ETF 2.72M (2.46%) 0.00
Increased by 0.00%
Aug 31, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 1.21M (1.10%) -535.74K
Decreased by -44.11%
Jul 31, 25
8 Columbia Small Cap Growth 1.15M (1.04%) 11.29K
Increased by +0.98%
Jun 30, 24
9 Columbia Small Cap Growth Inst 1.15M (1.04%) 0.00
Increased by 0.00%
Jun 30, 24
10 Fidelity Small Cap Index 1.13M (1.02%) 8.55K
Increased by +0.76%
Jun 30, 25
11 Wellington CIF II SMID Cap Research S3 1.12M (1.02%) 256.88K
Increased by +22.86%
Mar 31, 24
12 Wellington SMID Cap Research Equity 1.12M (1.02%) 256.88K
Increased by +22.86%
Mar 31, 24
13 Mediolanum Ch Technology Eq Evolt L A 1.09M (0.98%) 166.81K
Increased by +15.37%
Mar 31, 24
14 Fidelity® Small Cap Index 1.06M (0.96%) 27.95K
Increased by +2.63%
Oct 31, 23
15 Delaware Ivy Small Cap Growth C 1.03M (0.93%) 0.00
Increased by 0.00%
Oct 31, 24
16 Macquarie Small Cap Growth C 1.03M (0.93%) 0.00
Increased by 0.00%
Nov 30, 24
17 FullerThaler Behavioral Small-Cap Growth 1.02M (0.92%) 223.00K
Increased by +21.95%
Mar 31, 24
18 SPDR® Portfolio S&P 600™ Sm Cap ETF 991.23K (0.90%) 12.01K
Increased by +1.21%
Aug 29, 25
19 FullerThaler Behavioral Sm-Cp Gr R6 990.80K (0.90%) 268.40K
Increased by +27.09%
Mar 31, 24
20 SPDR® Portfolio S&P 600 Sm Cap ETF 988.91K (0.89%) 0.00
Increased by 0.00%
Apr 30, 24