Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCC 4.05%
2 PUW 3.13%
3 ACES 2.87%
4 SOIL 2.70%
5 PBJ 2.70%
6 PXSV 1.59%
7 XSVM 1.59%
8 GLRY 1.35%
9 MGNR 1.30%
10 ECML 1.27%
11 SIXS 1.03%
12 PSL 1.03%
13 SMDV 1.03%
14 RZV 0.94%
15 FDLS 0.79%
16 SMCF 0.77%
17 SDVY 0.73%
18 SDVD 0.73%
19 SFLO 0.72%
20 DSMC 0.70%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 5.58M (17.28%) 262.87K
Increased by +4.71%
Mar 31, 26
2 Vanguard Group Inc 4.05M (12.55%) -29.04K
Decreased by -0.72%
Dec 31, 25
3 Vanguard Portfolio Management, LLC 2.42M (7.49%) 2.42M
Increased by +100.00%
Mar 31, 26
4 Dimensional Fund Advisors, Inc. 2.35M (7.28%) 1.13K
Increased by +0.05%
Mar 31, 26
5 First Trust Advisors L.P. 1.72M (5.33%) 176.97K
Increased by +10.28%
Jun 30, 25
6 Vanguard Capital Management, LLC 1.44M (4.46%) 1.44M
Increased by +100.00%
Mar 31, 26
7 State Street Corp 1.34M (4.16%) -8.79K
Decreased by -0.65%
Mar 31, 26
8 State Street Corporation 1.33M (4.12%) 30.05K
Increased by +2.26%
Mar 31, 24
9 Amvescap Plc. 1.22M (3.79%) 620.28K
Increased by +50.71%
Mar 31, 26
10 HHG PLC 860.94K (2.67%) 223.60K
Increased by +25.97%
Mar 31, 26
11 Rubric Capital Management LP 855.82K (2.65%) -149.81K
Decreased by -17.51%
Mar 31, 26
12 Geode Capital Management, LLC 839.73K (2.60%) 16.91K
Increased by +2.01%
Mar 31, 26
13 Victory Capital Management Inc. 829.63K (2.57%) 98.62K
Increased by +11.89%
Mar 31, 26
14 American Century Companies Inc 757.45K (2.35%) 416.18K
Increased by +54.94%
Mar 31, 26
15 Private Management Group Inc 648.07K (2.01%) -72.31K
Decreased by -11.16%
Sep 30, 23
16 Mariner Wealth Advisors, LLC 603.18K (1.87%) 6.43K
Increased by +1.07%
Jun 30, 24
17 Mariner Wealth Advisors LLC 574.70K (1.78%) 1.61K
Increased by +0.28%
Jun 30, 25
18 Wasatch Advisors Inc. 554.54K (1.72%) 554.54K
Increased by +100.00%
Jun 30, 23
19 Northern Trust Corp 536.60K (1.66%) 6.07K
Increased by +1.13%
Mar 31, 26
20 Ophir Asset Management Pty Ltd 514.36K (1.59%) -214.36K
Decreased by -41.67%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.04M (6.31%) 760.00
Increased by +0.04%
May 29, 26
2 First Trust SMID Cp Rising Div Achv ETF 1.62M (5.02%) 1.73K
Increased by +0.11%
Aug 28, 25
3 Vanguard Total Stock Mkt Idx Inv 1.03M (3.20%) 3.61K
Increased by +0.35%
Apr 30, 26
4 Vanguard US Total Market Shares ETF 1.02M (3.15%) 1.03K
Increased by +0.10%
Sep 30, 24
5 Greencoat UK Wind 931.86K (2.89%) 931.86K
Increased by +100.00%
Nov 30, 24
6 iShares Russell 2000 ETF 778.02K (2.41%) 7.18K
Increased by +0.92%
May 29, 26
7 Vanguard Small Cap Index 742.01K (2.30%) -1.30K
Decreased by -0.18%
Apr 30, 26
8 DFA US Small Cap Value I 656.37K (2.03%) 0.00
Increased by 0.00%
Apr 30, 26
9 Victory Sycamore Small Company Opp R 520.00K (1.61%) 105.00K
Increased by +20.19%
Mar 31, 26
10 Vanguard Small Cap Value Index Inv 476.19K (1.47%) 3.33K
Increased by +0.70%
Apr 30, 26
11 Avantis US Small Cap Value ETF 461.84K (1.43%) 0.00
Increased by 0.00%
May 30, 26
12 Janus Henderson Hrzn Glb SC E2 USD 439.92K (1.36%) -69.34K
Decreased by -15.76%
Apr 30, 26
13 Victory Small Cap Value CIT (Net 75) 415.00K (1.29%) 415.00K
Increased by +100.00%
Dec 31, 25
14 Vanguard Consumer Staples ETF 380.73K (1.18%) 75.00
Increased by +0.02%
Apr 30, 26
15 Vanguard Institutional Extnd Mkt Idx Tr 379.49K (1.18%) 3.94K
Increased by +1.04%
Apr 30, 26
16 iShares S&P Small-Cap 600 Value ETF 322.81K (1.00%) 0.00
Increased by 0.00%
May 29, 26
17 Fidelity Small Cap Index 317.64K (0.98%) -2.72K
Decreased by -0.86%
Mar 31, 26
18 State Street SPDR Port S&P 600 Sm CpETF 310.20K (0.96%) 0.00
Increased by 0.00%
May 29, 26
19 Fidelity® Small Cap Index 302.68K (0.94%) 6.80K
Increased by +2.25%
Sep 30, 23
20 SPDR® Portfolio S&P 600™ Sm Cap ETF 284.10K (0.88%) 3.43K
Increased by +1.21%
Aug 29, 25