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 ESML 0.16%
12 HYBB 0.10%
13 JKL 0.08%
14 ISCV 0.08%
15 GWX 0.05%
16 IYJ 0.05%
17 SMMD 0.04%
18 ISCB 0.04%
19 JKJ 0.04%
20 IWS 0.04%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 State Farm Mutual Automobile Ins Co 133.33M (22.99%) 0.00
Increased by 0.00%
Mar 31, 26
2 Apollo Management Holdings LP 102.00M (17.59%) 0.00
Increased by 0.00%
Mar 31, 26
3 Vanguard Group Inc 63.79M (11.00%) -1.07M
Decreased by -1.67%
Dec 31, 25
4 BlackRock Inc 62.76M (10.82%) 37.18M
Increased by +59.24%
Mar 31, 26
5 Vanguard Portfolio Management, LLC 45.77M (7.89%) 45.77M
Increased by +100.00%
Mar 31, 26
6 Dimensional Fund Advisors, Inc. 39.89M (6.88%) 3.53M
Increased by +8.85%
Mar 31, 26
7 AQR Capital Management LLC 33.55M (5.79%) -11.39M
Decreased by -33.96%
Mar 31, 26
8 LSV Asset Management 29.78M (5.14%) 1.95M
Increased by +6.54%
Mar 31, 26
9 NORGES BANK 23.92M (4.12%) -2.04M
Decreased by -8.52%
Dec 31, 25
10 Vanguard Capital Management, LLC 22.32M (3.85%) 22.32M
Increased by +100.00%
Mar 31, 26
11 Ariel Investments, LLC 19.48M (3.36%) -2.08M
Decreased by -10.70%
Mar 31, 26
12 State Street Corp 18.96M (3.27%) 7.22M
Increased by +38.08%
Mar 31, 26
13 AllianceBernstein L.P. 16.42M (2.83%) -682.71K
Decreased by -4.16%
Mar 31, 26
14 Prudential Financial Inc 12.60M (2.17%) 6.78M
Increased by +53.80%
Mar 31, 26
15 Geode Capital Management, LLC 11.10M (1.91%) 195.73K
Increased by +1.76%
Mar 31, 26
16 Wasatch Advisors LP 7.05M (1.22%) -8.48K
Decreased by -0.12%
Mar 31, 26
17 Jupiter Asset Management Limited 6.86M (1.18%) 6.24M
Increased by +90.95%
Mar 31, 26
18 Allianz Asset Management AG 6.85M (1.18%) -7.31M
Decreased by -106.69%
Mar 31, 26
19 Pacer Advisors, INC. 6.84M (1.18%) 69.56K
Increased by +1.02%
Dec 31, 25
20 UBS Group AG 6.57M (1.13%) 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 35.37M (6.10%) 12.65K
Increased by +0.04%
May 29, 26
2 Vanguard Total Stock Mkt Idx Inv 15.79M (2.72%) 28.78K
Increased by +0.18%
Apr 30, 26
3 Vanguard Equity-Income Inv 12.48M (2.15%) 1.20M
Increased by +9.62%
Mar 31, 26
4 Vanguard Small Cap Index 11.45M (1.97%) -36.47K
Decreased by -0.32%
Apr 30, 26
5 DFA US Small Cap Value I 9.59M (1.65%) 379.37K
Increased by +3.96%
Apr 30, 26
6 Vanguard Small Cap Value Index Inv 7.36M (1.27%) 55.62K
Increased by +0.76%
Apr 30, 26
7 Ariel Fund Investor 7.35M (1.27%) 0.00
Increased by 0.00%
Mar 31, 26
8 Vanguard Institutional Extnd Mkt Idx Tr 5.74M (0.99%) 60.76K
Increased by +1.06%
Apr 30, 26
9 DFA US Targeted Value I 5.57M (0.96%) 221.13K
Increased by +3.97%
Apr 30, 26
10 State Street SPDR Port S&P 600 Sm CpETF 5.38M (0.93%) 0.00
Increased by 0.00%
May 29, 26
11 Dimensional US Targeted Value ETF 5.06M (0.87%) 3.46K
Increased by +0.07%
May 29, 26
12 Pacer US Small Cap Cash Cows 100 ETF 3.93M (0.68%) 0.00
Increased by 0.00%
May 29, 26
13 Vanguard Strategic Equity Inv 3.91M (0.67%) 693.66K
Increased by +17.76%
Mar 31, 26
14 Dimensional US Small Cap Value ETF 3.80M (0.66%) 4.30K
Increased by +0.11%
May 29, 26
15 iShares S&P Small-Cap 600 Value ETF 3.74M (0.65%) 0.00
Increased by 0.00%
May 29, 26
16 Strategic Advisers U.S. Total Stock 3.70M (0.64%) 63.34K
Increased by +1.71%
Apr 30, 26
17 AB Discovery Value Advisor 3.69M (0.64%) 258.21K
Increased by +7.00%
Apr 30, 26
18 Fidelity Enhanced Mid Cap Core ETF 3.40M (0.59%) 0.00
Increased by 0.00%
May 29, 26
19 State St Russell Sm/Mid Cp® Indx SL Cl I 3.11M (0.54%) 132.90K
Increased by +4.27%
Apr 30, 26
20 Wasatch Small Cap Value 2.99M (0.52%) -31.64K
Decreased by -1.06%
Mar 31, 26