Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SNSR 3.12%
2 SIMS 3.06%
3 LSEQ 2.50%
4 FOVL 2.46%
5 FDIV 2.01%
6 SIL 1.39%
7 FXR 1.31%
8 SILJ 1.24%
9 MNA 1.02%
10 FNK 0.93%
11 IJS 0.30%
12 XJR 0.26%
13 SMAX 0.23%
14 IJR 0.23%
15 ESML 0.18%
16 IJT 0.16%
17 SMMV 0.15%
18 JKL 0.11%
19 ISCV 0.11%
20 HYBB 0.10%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 State Farm Mutual Automobile Ins Co 133.33M (23.65%) 0.00
Increased by 0.00%
Mar 31, 26
2 Apollo Management Holdings LP 102.00M (18.10%) 0.00
Increased by 0.00%
Mar 31, 26
3 Vanguard Group Inc 63.79M (11.32%) -1.07M
Decreased by -1.67%
Dec 31, 25
4 BlackRock Inc 62.76M (11.13%) 37.18M
Increased by +59.24%
Mar 31, 26
5 Vanguard Portfolio Management, LLC 45.77M (8.12%) 45.77M
Increased by +100.00%
Mar 31, 26
6 Dimensional Fund Advisors, Inc. 39.89M (7.08%) 3.53M
Increased by +8.85%
Mar 31, 26
7 AQR Capital Management LLC 33.55M (5.95%) -11.39M
Decreased by -33.96%
Mar 31, 26
8 LSV Asset Management 29.78M (5.28%) 1.95M
Increased by +6.54%
Mar 31, 26
9 NORGES BANK 23.92M (4.24%) -2.04M
Decreased by -8.52%
Dec 31, 25
10 Vanguard Capital Management, LLC 22.32M (3.96%) 22.32M
Increased by +100.00%
Mar 31, 26
11 Ariel Investments, LLC 19.48M (3.45%) -2.08M
Decreased by -10.70%
Mar 31, 26
12 State Street Corp 18.96M (3.36%) 7.22M
Increased by +38.08%
Mar 31, 26
13 AllianceBernstein L.P. 16.42M (2.91%) -682.71K
Decreased by -4.16%
Mar 31, 26
14 Prudential Financial Inc 12.60M (2.24%) 6.78M
Increased by +53.80%
Mar 31, 26
15 Geode Capital Management, LLC 11.10M (1.97%) 195.73K
Increased by +1.76%
Mar 31, 26
16 Wasatch Advisors LP 8.43M (1.50%) 1.38M
Increased by +16.40%
Jun 30, 26
17 Jupiter Asset Management Limited 6.86M (1.22%) 6.24M
Increased by +90.95%
Mar 31, 26
18 Allianz Asset Management AG 6.85M (1.22%) -7.31M
Decreased by -106.69%
Mar 31, 26
19 Pacer Advisors, INC. 6.65M (1.18%) -189.00K
Decreased by -2.84%
Mar 31, 26
20 UBS Group AG 6.57M (1.17%) 4.47M
Increased by +68.05%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 34.03M (6.04%) 5.21K
Increased by +0.02%
Jun 30, 26
2 Vanguard Total Stock Mkt Idx Inv 18.70M (3.32%) 802.74K
Increased by +4.29%
Jun 30, 26
3 Vanguard Small Cap Index 13.52M (2.40%) 535.09K
Increased by +3.96%
Jun 30, 26
4 Vanguard Equity-Income Inv 12.48M (2.21%) 1.20M
Increased by +9.62%
Mar 31, 26
5 DFA US Small Cap Value I 9.81M (1.74%) 221.47K
Increased by +2.26%
May 31, 26
6 Vanguard Small Cap Value Index Inv 8.58M (1.52%) 212.05K
Increased by +2.47%
Jun 30, 26
7 Ariel Fund Investor 7.35M (1.30%) 0.00
Increased by 0.00%
Jun 30, 26
8 Vanguard Institutional Extnd Mkt Idx Tr 6.47M (1.15%) -123.95K
Decreased by -1.92%
Jun 30, 26
9 DFA US Targeted Value I 5.57M (0.99%) 0.00
Increased by 0.00%
May 31, 26
10 State Street SPDR Port S&P 600 Sm CpETF 5.20M (0.92%) -3.56K
Decreased by -0.07%
Jun 30, 26
11 Dimensional US Targeted Value ETF 5.06M (0.90%) -9.28K
Decreased by -0.18%
Jun 30, 26
12 Pacer US Small Cap Cash Cows 100 ETF 5.05M (0.90%) -14.72K
Decreased by -0.29%
Jun 30, 26
13 Vanguard Strategic Equity Inv 3.91M (0.69%) 693.66K
Increased by +17.76%
Mar 31, 26
14 Dimensional US Small Cap Value ETF 3.85M (0.68%) -3.52K
Decreased by -0.09%
Jun 30, 26
15 Fidelity Enhanced Mid Cap Core ETF 3.67M (0.65%) 8.04K
Increased by +0.22%
Jun 30, 26
16 AB Discovery Value Advisor 3.64M (0.65%) -45.32K
Decreased by -1.24%
May 31, 26
17 Strategic Advisers U.S. Total Stock 3.63M (0.64%) -68.32K
Decreased by -1.88%
May 31, 26
18 iShares S&P Small-Cap 600 Value ETF 3.26M (0.58%) 0.00
Increased by 0.00%
Jun 30, 26
19 State St Russell Sm/Mid Cp® Indx SL Cl I 3.26M (0.58%) -8.10K
Decreased by -0.25%
Jun 30, 26
20 Fidelity Extended Market Index 3.03M (0.54%) 321.43K
Increased by +10.62%
May 31, 26