Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MVPA 4.02%
2 XWEB 3.35%
3 PSCU 1.85%
4 RNIN 1.38%
5 FITE 1.37%
6 HAPY 1.18%
7 SFLO 1.09%
8 SYLD 1.07%
9 MYLD 1.06%
10 SMDY 0.98%
11 NSCS 0.95%
12 SMCP 0.80%
13 CGV 0.76%
14 CAFG 0.72%
15 NIXT 0.70%
16 RZV 0.70%
17 FYT 0.68%
18 GAMR 0.63%
19 DSMC 0.60%
20 ANEW 0.54%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 6.45M (16.64%) -187.63K
Decreased by -2.91%
Jun 30, 25
2 Vanguard Group Inc 4.80M (12.39%) -83.84K
Decreased by -1.75%
Jun 30, 25
3 HHG PLC 3.57M (9.21%) 26.94K
Increased by +0.75%
Jun 30, 25
4 Legal & General Group PLC 2.67M (6.89%) 221.44K
Increased by +8.30%
Jun 30, 25
5 Dimensional Fund Advisors, Inc. 2.35M (6.06%) -64.56K
Decreased by -2.75%
Jun 30, 25
6 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 2.13M (5.51%) -507.40K
Decreased by -23.77%
Jun 30, 25
7 State Street Corp 1.85M (4.77%) 42.27K
Increased by +2.29%
Jun 30, 25
8 State Street Corporation 1.72M (4.45%) 18.17K
Increased by +1.05%
Mar 31, 24
9 CDAM (UK) Ltd 1.43M (3.70%) -82.85K
Decreased by -5.78%
Jun 30, 25
10 Geode Capital Management, LLC 1.08M (2.79%) 18.58K
Increased by +1.72%
Jun 30, 25
11 Nordea Investment Mgmt Bank Demark A/s 1.04M (2.67%) 35.20K
Increased by +3.40%
Jun 30, 25
12 Cardinal Capital Management Llc 888.04K (2.29%) -106.47K
Decreased by -11.99%
Mar 31, 24
13 Amvescap Plc. 846.67K (2.19%) 104.82K
Increased by +12.38%
Jun 30, 24
14 Rice Hall James & Associates, LLC 832.10K (2.15%) 230.53K
Increased by +27.70%
Jun 30, 25
15 Charles Schwab Investment Management Inc 796.40K (2.06%) 44.20K
Increased by +5.55%
Jun 30, 25
16 Macquarie Group Ltd 704.23K (1.82%) -129.06K
Decreased by -18.33%
Jun 30, 24
17 Nuveen Asset Management, LLC 662.21K (1.71%) 144.68K
Increased by +21.85%
Dec 31, 24
18 Nuveen, LLC 645.65K (1.67%) -29.74K
Decreased by -4.61%
Jun 30, 25
19 Morgan Stanley - Brokerage Accounts 632.72K (1.63%) 192.79K
Increased by +30.47%
Jun 30, 25
20 Allspring Global Investments Holdings, LLC 626.14K (1.62%) 88.01K
Increased by +14.06%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.50M (6.46%) 0.00
Increased by 0.00%
Aug 31, 25
2 L&G Cyber Security ETF 2.47M (6.37%) 0.00
Increased by 0.00%
Aug 29, 25
3 Janus Henderson Enterprise D 1.58M (4.08%) 0.00
Increased by 0.00%
Jun 30, 25
4 Janus Inst Mid Cap Growth CF 1.58M (4.08%) 0.00
Increased by 0.00%
Jun 30, 25
5 iShares Core S&P Mid-Cap ETF 1.46M (3.77%) 450.00
Increased by +0.03%
Aug 30, 24
6 Vanguard US Total Market Shares ETF 1.39M (3.60%) -98.86K
Decreased by -7.09%
Sep 30, 24
7 Vanguard Total Stock Mkt Idx Inv 1.33M (3.43%) -51.42K
Decreased by -3.87%
Jul 31, 25
8 Vanguard Explorer Inv 1.19M (3.07%) -390.63K
Decreased by -32.79%
Jun 30, 25
9 Fidelity Small Cap America Sr B 1.09M (2.82%) 0.00
Increased by 0.00%
Mar 31, 23
10 iShares Russell 2000 ETF 1.03M (2.66%) 0.00
Increased by 0.00%
Aug 31, 25
11 Vanguard Small Cap Index 1.02M (2.64%) -6.47K
Decreased by -0.63%
Jul 31, 25
12 Fuller & Thaler Behavioral Sm-Cp Eq R6 789.24K (2.04%) 0.00
Increased by 0.00%
Sep 30, 23
13 Fuller & Thaler Behavioral Small-Cap Eq 789.24K (2.04%) 0.00
Increased by 0.00%
Nov 30, 23
14 Janus Henderson Triton D 669.82K (1.73%) -7.90K
Decreased by -1.18%
Jun 30, 25
15 Janus Henderson US SMID Cap Growth 669.82K (1.73%) -7.90K
Decreased by -1.18%
Jun 30, 25
16 Janus Henderson US SMID Cap Growth MA 669.82K (1.73%) 669.78K
Increased by +99.99%
Jun 30, 25
17 Vanguard Small Cap Value Index Inv 658.76K (1.70%) 2.58K
Increased by +0.39%
Jul 31, 25
18 Cardinal Capital SMID Cap Value Equity 654.98K (1.69%) -92.90K
Decreased by -14.18%
Mar 31, 24
19 Strategic Advisers Small-Mid Cap 648.16K (1.67%) 31.23K
Increased by +4.82%
Jun 30, 24
20 Thrivent Small Cap Stock A 573.41K (1.48%) 11.42K
Increased by +1.99%
Feb 29, 24