Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SIXS 2.23%
2 DBSC 1.24%
3 HSMV 1.04%
4 MYLD 0.99%
5 SURE 0.94%
6 XSLV 0.87%
7 IVSS 0.84%
8 XSVM 0.73%
9 PXSV 0.72%
10 FNK 0.72%
11 OUSM 0.63%
12 AFMC 0.62%
13 ESSC 0.57%
14 FPX 0.56%
15 AUSF 0.55%
16 VUSE 0.53%
17 IPO 0.49%
18 USVM 0.47%
19 EBIT 0.45%
20 SIXL 0.45%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 4.66M (17.17%) 27.02K
Increased by +0.58%
Mar 31, 26
2 Vanguard Group Inc 3.14M (11.55%) -95.83K
Decreased by -3.05%
Dec 31, 25
3 Dimensional Fund Advisors, Inc. 3.00M (11.05%) 116.35K
Increased by +3.87%
Mar 31, 26
4 Bayview Asset Management, LLC 2.65M (9.77%) 0.00
Increased by 0.00%
Sep 30, 24
5 Vanguard Portfolio Management, LLC 1.74M (6.41%) 1.74M
Increased by +100.00%
Mar 31, 26
6 Qube Research & Technologies 1.45M (5.33%) 1.08M
Increased by +74.32%
Sep 30, 25
7 First Trust Advisors L.P. 1.40M (5.13%) 16.20K
Increased by +1.16%
Mar 31, 26
8 Glendon Capital Management LP 1.30M (4.78%) 0.00
Increased by 0.00%
Mar 31, 26
9 Vanguard Capital Management, LLC 1.30M (4.77%) 1.30M
Increased by +100.00%
Mar 31, 26
10 State Street Corp 1.21M (4.44%) 70.32K
Increased by +5.83%
Mar 31, 26
11 LSV Asset Management 1.03M (3.77%) -1.10K
Decreased by -0.11%
Mar 31, 26
12 Arrowstreet Capital Limited Partnership 992.99K (3.65%) -67.53K
Decreased by -6.80%
Mar 31, 26
13 Boston Partners Global Investors, Inc 944.90K (3.48%) 11.71K
Increased by +1.24%
Mar 31, 25
14 FMR Inc 912.98K (3.36%) -38.88K
Decreased by -4.26%
Dec 31, 24
15 American Century Companies Inc 876.60K (3.23%) 57.75K
Increased by +6.59%
Mar 31, 26
16 Geode Capital Management, LLC 874.32K (3.22%) 7.08K
Increased by +0.81%
Mar 31, 26
17 Nuveen Asset Management, LLC 782.53K (2.88%) 63.06K
Increased by +8.06%
Dec 31, 24
18 State Street Corporation 774.40K (2.85%) -8.94K
Decreased by -1.15%
Mar 31, 24
19 Goldman Sachs Group Inc 702.46K (2.59%) 173.35K
Increased by +24.68%
Jun 30, 25
20 Allianz Asset Management AG 560.77K (2.06%) 143.66K
Increased by +25.62%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity® Low-Priced Stock 2.69M (9.92%) -2.79K
Decreased by -0.10%
Oct 31, 23
2 iShares Core S&P Small-Cap ETF 1.75M (6.44%) 720.00
Increased by +0.04%
May 29, 26
3 First Trust SMID Cp Rising Div Achv ETF 1.16M (4.27%) -2.89K
Decreased by -0.25%
May 31, 26
4 Vanguard US Total Market Shares ETF 991.45K (3.65%) 0.00
Increased by 0.00%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 923.77K (3.40%) 0.00
Increased by 0.00%
Apr 30, 26
6 Avantis US Small Cap Value ETF 837.85K (3.08%) 451.00
Increased by +0.05%
May 30, 26
7 DFA US Small Cap Value I 767.67K (2.83%) 18.33K
Increased by +2.39%
Apr 30, 26
8 Loomis Sayles Core 720.00K (2.65%) 0.00
Increased by 0.00%
Dec 31, 25
9 iShares Russell 2000 ETF 687.77K (2.53%) 6.34K
Increased by +0.92%
May 29, 26
10 Vanguard Small Cap Index 663.91K (2.44%) -2.89K
Decreased by -0.44%
Apr 30, 26
11 Fidelity Global Intrinsic Value Cl F5 450.00K (1.66%) 0.00
Increased by 0.00%
Dec 31, 24
12 Dimensional US Small Cap Value ETF 431.50K (1.59%) 470.00
Increased by +0.11%
May 29, 26
13 Vanguard Small Cap Value Index Inv 426.80K (1.57%) 2.40K
Increased by +0.56%
Apr 30, 26
14 CREF Stock R1 397.38K (1.46%) 0.00
Increased by 0.00%
Feb 28, 25
15 Fidelity® Low-Priced Stock K6 342.61K (1.26%) 2.79K
Increased by +0.81%
Oct 31, 23
16 Vanguard Institutional Extnd Mkt Idx Tr 326.03K (1.20%) 5.05K
Increased by +1.55%
Apr 30, 26
17 DFA US Targeted Value I 302.62K (1.11%) 0.00
Increased by 0.00%
Apr 30, 26
18 Dimensional US Targeted Value ETF 295.46K (1.09%) 489.00
Increased by +0.17%
May 29, 26
19 Fidelity® Small Cap Index 288.74K (1.06%) 6.90K
Increased by +2.39%
Oct 31, 23
20 American Century Small Cap Value Inv 275.00K (1.01%) -20.00K
Decreased by -7.27%
Mar 31, 24