Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IPAY 2.15%
2 CPAI 1.94%
3 PTF 1.74%
4 PSCT 1.67%
5 PXSG 1.55%
6 XSMO 1.55%
7 XSHQ 1.16%
8 SRHQ 1.10%
9 IVSS 1.09%
10 LQPE 1.06%
11 FSCS 1.02%
12 RNMC 1.01%
13 RNSC 1.01%
14 FSGS 1.01%
15 FDLS 0.99%
16 SMCP 0.98%
17 RISN 0.96%
18 NIXT 0.96%
19 HAPS 0.93%
20 FINX 0.89%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 17.02M (16.96%) -159.07K
Decreased by -0.93%
 Mar 31, 26
2 Vanguard Group Inc 13.41M (13.36%) -233.53K
Decreased by -1.74%
 Dec 31, 25
3 Vanguard Portfolio Management, LLC 8.06M (8.03%) 8.06M
Increased by +100.00%
 Mar 31, 26
4 Franklin Resources Inc 6.62M (6.59%) 775.17K
Increased by +11.72%
 Mar 31, 26
5 Vanguard Capital Management, LLC 4.54M (4.53%) 4.54M
Increased by +100.00%
 Mar 31, 26
6 State Street Corporation 4.47M (4.46%) 112.07K
Increased by +2.51%
 Mar 31, 24
7 State Street Corp 4.15M (4.14%) 16.73K
Increased by +0.40%
 Mar 31, 26
8 Geode Capital Management, LLC 3.17M (3.16%) 96.68K
Increased by +3.05%
 Mar 31, 26
9 River Road Asset Management, LLC 3.11M (3.10%) -266.36K
Decreased by -8.58%
 Mar 31, 24
10 Dimensional Fund Advisors, Inc. 2.81M (2.80%) 344.36K
Increased by +12.24%
 Mar 31, 26
11 Hood River Capital Management LLC 2.39M (2.38%) -645.17K
Decreased by -26.98%
 Mar 31, 26
12 Reinhart Mahoney Capital Management Inc 2.23M (2.23%) 1.10M
Increased by +49.37%
 Mar 31, 26
13 North Reef Capital Management LP 2.23M (2.22%) 260.00K
Increased by +11.66%
 Mar 31, 26
14 FMR Inc 2.17M (2.16%) 1.02M
Increased by +46.87%
 Mar 31, 26
15 Fuller & Thaler Asset Management Inc 2.15M (2.14%) -1.48M
Decreased by -69.00%
 Mar 31, 26
16 AllianceBernstein L.P. 2.03M (2.02%) -88.23K
Decreased by -4.35%
 Mar 31, 26
17 Morgan Stanley - Brokerage Accounts 1.91M (1.91%) -275.36K
Decreased by -14.39%
 Mar 31, 26
18 Congress Asset Management Company, LLP 1.83M (1.83%) 442.68K
Increased by +24.14%
 Mar 31, 26
19 Arrowstreet Capital Limited Partnership 1.77M (1.76%) 86.96K
Increased by +4.92%
 Mar 31, 26
20 London Company of Virginia 1.68M (1.68%) 278.74K
Increased by +16.59%
 Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 6.25M (6.23%) 2.23K
Increased by +0.04%
 May 29, 26
2 Vanguard US Total Market Shares ETF 3.31M (3.30%) 2.82K
Increased by +0.09%
 Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 3.22M (3.21%) 9.50K
Increased by +0.30%
 Apr 30, 26
4 Franklin Small Cap Value SMA Composite 3.03M (3.02%) 3.03M
Increased by +100.00%
 Mar 31, 26
5 Franklin US Small Cap Value Equity 3.03M (3.02%) 510.88K
Increased by +16.83%
 Mar 31, 26
6 Franklin Small Cap Value A 2.89M (2.88%) -144.85K
Decreased by -5.01%
 Apr 30, 26
7 Vanguard Information Technology ETF 2.56M (2.55%) 13.18K
Increased by +0.52%
 Apr 30, 26
8 iShares Russell 2000 ETF 2.51M (2.51%) 23.24K
Increased by +0.92%
 May 29, 26
9 Vanguard Small Cap Index 2.34M (2.33%) -6.71K
Decreased by -0.29%
 Apr 30, 26
10 FullerThaler Behavioral Sm-Cp Eq R6 2.06M (2.05%) 0.00
Increased by 0.00%
 Apr 30, 26
11 FullerThaler Beh Small-Cap Equity SMA 1.75M (1.74%) 39.10K
Increased by +2.23%
 Dec 31, 25
12 FullerThaler Behavioral Small-Cap Equity 1.75M (1.74%) 834.39K
Increased by +47.68%
 Dec 31, 25
13 Vanguard Small Cap Growth Index Inv 1.31M (1.31%) -4.55K
Decreased by -0.35%
 Apr 30, 26
14 Hood River Small-Cap Growth Instl 1.31M (1.31%) -344.42K
Decreased by -26.30%
 Mar 31, 26
15 American Century Small Cap Growth Inv 1.30M (1.30%) 319.89K
Increased by +24.60%
 Jun 30, 25
16 American Century U.S. Small Cap Growth 1.30M (1.30%) 319.89K
Increased by +24.60%
 Jun 30, 25
17 Franklin Mutual Quest Z 1.29M (1.28%) -95.27K
Decreased by -7.41%
 Nov 30, 23
18 Vanguard Institutional Extnd Mkt Idx Tr 1.16M (1.16%) 11.59K
Increased by +1.00%
 Apr 30, 26
19 Congress Small Cap Growth Institutional 1.11M (1.11%) 10.00K
Increased by +0.90%
 Apr 30, 26
20 Fidelity® Small Cap Index 1.05M (1.04%) 28.69K
Increased by +2.74%
 Oct 31, 23