Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JSML 1.40%
2 XHS 1.23%
3 SIXS 1.12%
4 PXSV 1.04%
5 XSVM 1.04%
6 RZV 0.90%
7 PSCH 0.76%
8 FYT 0.70%
9 PTH 0.67%
10 WCEO 0.63%
11 JSMD 0.47%
12 FYX 0.36%
13 BSVO 0.34%
14 RWJ 0.26%
15 SSLY 0.25%
16 EES 0.23%
17 PRFZ 0.19%
18 VFMF 0.17%
19 USVM 0.14%
20 SLYV 0.13%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 OEP CAPITAL ADVISORS, L.P. 16.31M (19.06%) 2.49M
Increased by +15.29%
Mar 31, 26
2 BlackRock Inc 15.94M (18.63%) 247.94K
Increased by +1.56%
Mar 31, 26
3 Vanguard Group Inc 11.77M (13.75%) 491.11K
Increased by +4.17%
Dec 31, 25
4 Deerfield Management Co 11.48M (13.41%) 0.00
Increased by 0.00%
Mar 31, 26
5 Reinhart Mahoney Capital Management Inc 10.08M (11.78%) 1.98M
Increased by +19.65%
Mar 31, 26
6 SkyKnight Capital, L.P. 8.58M (10.03%) 0.00
Increased by 0.00%
Mar 31, 26
7 FMR Inc 8.05M (9.41%) 423.26K
Increased by +5.25%
Mar 31, 26
8 Pacer Advisors, INC. 8.01M (9.36%) 8.01M
Increased by +100.00%
Dec 31, 24
9 Dimensional Fund Advisors, Inc. 6.92M (8.09%) 518.27K
Increased by +7.49%
Mar 31, 26
10 Vanguard Portfolio Management, LLC 6.11M (7.14%) 6.11M
Increased by +100.00%
Mar 31, 26
11 Vanguard Capital Management, LLC 4.50M (5.26%) 4.50M
Increased by +100.00%
Mar 31, 26
12 State Street Corp 4.30M (5.02%) -65.65K
Decreased by -1.53%
Mar 31, 26
13 Jefferies Financial Group Inc 3.76M (4.39%) -805.44K
Decreased by -21.44%
Dec 31, 25
14 Segall Bryant & Hamill 3.48M (4.07%) -445.93K
Decreased by -12.82%
Mar 31, 26
15 State Street Corporation 3.44M (4.02%) -82.32K
Decreased by -2.39%
Mar 31, 24
16 Millennium Management LLC 3.22M (3.76%) 2.70M
Increased by +83.99%
Sep 30, 24
17 Principal Financial Group Inc 2.78M (3.25%) 558.36K
Increased by +20.05%
Mar 31, 26
18 Geode Capital Management, LLC 2.68M (3.13%) 53.63K
Increased by +2.00%
Mar 31, 26
19 Iron Triangle Partners LP 2.61M (3.05%) 684.87K
Increased by +26.25%
Dec 31, 25
20 Kennedy Capital Management Inc 2.47M (2.89%) 61.73K
Increased by +2.50%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 6.50M (7.60%) 2.71K
Increased by +0.04%
May 29, 26
2 Fidelity Value 4.25M (4.96%) -74.60K
Decreased by -1.76%
Apr 30, 26
3 Vanguard Total Stock Mkt Idx Inv 3.21M (3.75%) 90.70K
Increased by +2.83%
Apr 30, 26
4 Vanguard US Total Market Shares ETF 3.05M (3.56%) 445.90K
Increased by +14.63%
Sep 30, 24
5 Fidelity® Value 2.62M (3.06%) 109.70K
Increased by +4.19%
Nov 30, 23
6 iShares Russell 2000 ETF 2.45M (2.86%) 22.62K
Increased by +0.92%
May 29, 26
7 Vanguard Small Cap Index 2.35M (2.74%) -10.06K
Decreased by -0.43%
Apr 30, 26
8 Reinhart Genesis PMV Advisor 1.76M (2.06%) 357.70K
Increased by +20.29%
Mar 31, 26
9 DFA US Small Cap Value I 1.59M (1.86%) 145.21K
Increased by +9.13%
Apr 30, 26
10 Vanguard Small Cap Value Index Inv 1.51M (1.76%) 10.43K
Increased by +0.69%
Apr 30, 26
11 Palisade Small Cap Core Equity 1.40M (1.63%) 18.91K
Increased by +1.35%
Mar 31, 26
12 Kennedy Small Cap Value 1.39M (1.62%) 36.78K
Increased by +2.65%
Mar 31, 26
13 Fidelity US All Cap Series F 1.38M (1.62%) 41.30K
Increased by +2.99%
Mar 31, 26
14 Vanguard Small Cap Growth Index Inv 1.30M (1.52%) 725.00
Increased by +0.06%
Oct 31, 24
15 Vanguard Institutional Extnd Mkt Idx Tr 1.21M (1.42%) 11.87K
Increased by +0.98%
Apr 30, 26
16 JNL Multi-Manager Small Cap Value I 1.15M (1.34%) 209.60K
Increased by +18.28%
Mar 31, 26
17 iShares S&P Small-Cap 600 Value ETF 1.03M (1.20%) 0.00
Increased by 0.00%
May 29, 26
18 Pacer US Small Cap Cash Cows 100 ETF 1.00M (1.17%) -5.82K
Decreased by -0.58%
Aug 29, 25
19 Fidelity Small Cap Index 997.74K (1.17%) 1.38K
Increased by +0.14%
Mar 31, 26
20 State Street SPDR Port S&P 600 Sm CpETF 985.73K (1.15%) 0.00
Increased by 0.00%
May 29, 26