Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AFSC 2.82%
2 BOUT 2.69%
3 QABA 2.17%
4 SMCF 1.55%
5 KRE 1.38%
6 PSCF 1.32%
7 PFI 1.24%
8 GRPZ 1.10%
9 FSML 1.04%
10 KBE 1.04%
11 XSMO 0.98%
12 PXSG 0.98%
13 DPST 0.93%
14 SMCP 0.89%
15 NSCS 0.77%
16 XSVM 0.72%
17 PXSV 0.72%
18 FTXO 0.66%
19 ESIX 0.54%
20 USVM 0.48%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 9.82M (16.46%) -42.00K
Decreased by -0.43%
Mar 31, 26
2 Vanguard Group Inc 7.09M (11.88%) -115.73K
Decreased by -1.63%
Dec 31, 25
3 Dimensional Fund Advisors, Inc. 3.90M (6.53%) -128.16K
Decreased by -3.29%
Mar 31, 26
4 Vanguard Portfolio Management, LLC 3.69M (6.19%) 3.69M
Increased by +100.00%
Mar 31, 26
5 North Reef Capital Management LP 3.42M (5.74%) 686.22K
Increased by +20.05%
Mar 31, 26
6 State Street Corporation 3.38M (5.66%) -18.23K
Decreased by -0.54%
Mar 31, 24
7 State Street Corp 3.32M (5.56%) 120.43K
Increased by +3.63%
Mar 31, 26
8 Vanguard Capital Management, LLC 2.90M (4.85%) 2.90M
Increased by +100.00%
Mar 31, 26
9 Wellington Management Company LLP 2.89M (4.85%) -81.25K
Decreased by -2.81%
Mar 31, 26
10 Independent Advisor Alliance 2.65M (4.44%) 157.33K
Increased by +5.94%
Mar 31, 26
11 Amvescap Plc. 2.60M (4.35%) 1.57M
Increased by +60.42%
Mar 31, 26
12 Geode Capital Management, LLC 1.62M (2.71%) 79.53K
Increased by +4.92%
Mar 31, 26
13 Jennison Associates LLC 1.39M (2.33%) -351.20K
Decreased by -25.27%
Mar 31, 26
14 HHG PLC 1.15M (1.93%) 1.39K
Increased by +0.12%
Jun 30, 24
15 Goldman Sachs Group Inc 1.15M (1.92%) -92.32K
Decreased by -8.05%
Jun 30, 25
16 Ameriprise Financial Inc 1.14M (1.91%) -52.51K
Decreased by -4.60%
Dec 31, 23
17 Morgan Stanley - Brokerage Accounts 1.12M (1.87%) 246.79K
Increased by +22.10%
Mar 31, 26
18 Congress Asset Management Company, LLP 1.10M (1.84%) 99.18K
Increased by +9.05%
Mar 31, 26
19 Nuveen Asset Management, LLC 1.06M (1.78%) -35.47K
Decreased by -3.34%
Dec 31, 24
20 Principal Financial Group Inc 1.06M (1.77%) 90.88K
Increased by +8.60%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.90M (6.53%) 1.37K
Increased by +0.04%
May 29, 26
2 Vanguard US Total Market Shares ETF 2.11M (3.54%) 1.59K
Increased by +0.08%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 2.07M (3.47%) 4.00K
Increased by +0.19%
Apr 30, 26
4 iShares Russell 2000 ETF 1.56M (2.61%) 14.35K
Increased by +0.92%
May 29, 26
5 Vanguard Small Cap Index 1.49M (2.49%) -3.35K
Decreased by -0.23%
Apr 30, 26
6 Eaton Vance Atlanta Capital SMID-Cap I 1.16M (1.95%) 794.05K
Increased by +68.35%
Apr 30, 26
7 American Century Small Cap Value Inv 1.01M (1.70%) -5.00K
Decreased by -0.49%
Jun 30, 25
8 American Century U.S. Small Cap Value 1.01M (1.70%) -5.00K
Decreased by -0.49%
Jun 30, 25
9 Vanguard Small Cap Value Index Inv 953.73K (1.60%) 6.27K
Increased by +0.66%
Apr 30, 26
10 DFA US Small Cap Value I 859.77K (1.44%) 0.00
Increased by 0.00%
Apr 30, 26
11 Invesco Discovery A 826.56K (1.39%) 0.00
Increased by 0.00%
Apr 30, 26
12 Invesco OFI Small Cap Growth 826.56K (1.39%) 826.56K
Increased by +100.00%
Mar 31, 26
13 Vanguard Institutional Extnd Mkt Idx Tr 725.59K (1.22%) 8.44K
Increased by +1.16%
Apr 30, 26
14 iShares S&P Small-Cap 600 Value ETF 663.75K (1.11%) 0.00
Increased by 0.00%
Nov 30, 24
15 Fidelity Small Cap Index 639.29K (1.07%) -5.81K
Decreased by -0.91%
Mar 31, 26
16 State Street® SPDR® S&PRgnllBkgETF 623.81K (1.05%) 0.00
Increased by 0.00%
May 31, 26
17 Fidelity® Small Cap Index 620.77K (1.04%) 14.35K
Increased by +2.31%
Sep 30, 23
18 State Street SPDR Port S&P 600 Sm CpETF 587.65K (0.98%) 0.00
Increased by 0.00%
May 29, 26
19 Congress Small Cap Growth Institutional 580.00K (0.97%) 0.00
Increased by 0.00%
Apr 30, 26
20 SPDR® Portfolio S&P 600 Sm Cap ETF 574.15K (0.96%) 0.00
Increased by 0.00%
Apr 30, 24