Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ABLS 4.21%
2 TPMN 4.09%
3 ERNZ 3.84%
4 ZIG 3.17%
5 SMLL 2.50%
6 KBWD 2.12%
7 SMHB 2.02%
8 DFE 1.71%
9 CGV 1.53%
10 XSHQ 1.43%
11 JSML 1.43%
12 KCE 1.42%
13 DRIV 1.17%
14 CSB 1.04%
15 JSMD 1.04%
16 FSCS 1.03%
17 SIXS 1.01%
18 SURE 1.01%
19 RNMC 1.01%
20 FGD 0.99%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 10.36M (15.03%) 187.12K
Increased by +1.81%
 Mar 31, 26
2 Vanguard Group Inc 7.66M (11.12%) -50.76K
Decreased by -0.66%
 Dec 31, 25
3 Kayne Anderson Rudnick Investment Management LLC 5.56M (8.07%) -150.88K
Decreased by -2.71%
 Mar 31, 26
4 Vanguard Portfolio Management, LLC 4.13M (5.99%) 4.13M
Increased by +100.00%
 Mar 31, 26
5 Vanguard Capital Management, LLC 3.03M (4.40%) 3.03M
Increased by +100.00%
 Mar 31, 26
6 State Street Corp 2.84M (4.12%) -8.49K
Decreased by -0.30%
 Mar 31, 26
7 State Street Corporation 2.63M (3.81%) 43.16K
Increased by +1.64%
 Mar 31, 24
8 Vaughan Nelson Scarbrgh & Mccullough LP 2.59M (3.75%) 289.11K
Increased by +11.17%
 Mar 31, 26
9 Charles Schwab Investment Management Inc 2.55M (3.70%) -498.82K
Decreased by -19.57%
 Mar 31, 26
10 Morgan Stanley - Brokerage Accounts 2.11M (3.06%) 85.03K
Increased by +4.03%
 Mar 31, 26
11 Geode Capital Management, LLC 2.08M (3.01%) 106.26K
Increased by +5.12%
 Mar 31, 26
12 Channing Capital Management, LLC 1.91M (2.77%) -57.86K
Decreased by -3.03%
 Mar 31, 26
13 Clarkston Capital Partners, LLC 1.90M (2.76%) -1.57M
Decreased by -82.60%
 Sep 30, 23
14 Dimensional Fund Advisors, Inc. 1.67M (2.42%) 30.86K
Increased by +1.85%
 Mar 31, 26
15 Wasatch Advisors LP 1.57M (2.28%) -87.80K
Decreased by -5.59%
 Mar 31, 26
16 Victory Capital Management Inc. 1.43M (2.08%) 119.65K
Increased by +8.35%
 Mar 31, 26
17 Fisher Asset Management, LLC 1.31M (1.90%) -130.35K
Decreased by -9.95%
 Mar 31, 26
18 Wasatch Advisors Inc. 1.26M (1.83%) -355.00K
Decreased by -28.11%
 Sep 30, 23
19 Capital World Investors 1.06M (1.54%) 148.16K
Increased by +14.00%
 Mar 31, 26
20 Royce & Associates, LP 973.23K (1.41%) -58.12K
Decreased by -5.97%
 Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 4.27M (6.20%) 1.58K
Increased by +0.04%
 May 29, 26
2 Vanguard US Total Market Shares ETF 2.19M (3.18%) 139.15K
Increased by +6.35%
 Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 2.14M (3.11%) 6.53K
Increased by +0.30%
 Apr 30, 26
4 Clarkston Capital SMID Composite 1.90M (2.76%) -1.57M
Decreased by -82.59%
 Sep 30, 23
5 Schwab US Dividend Equity ETF™ 1.69M (2.45%) 3.19K
Increased by +0.19%
 May 30, 26
6 Vanguard Small Cap Index 1.54M (2.24%) -2.48K
Decreased by -0.16%
 Apr 30, 26
7 iShares Russell 2000 ETF 1.52M (2.20%) 14.04K
Increased by +0.92%
 May 29, 26
8 Virtus KAR Small-Cap Core I 1.02M (1.48%) -35.00K
Decreased by -3.43%
 Mar 31, 26
9 Vanguard Small Cap Value Index Inv 991.81K (1.44%) 7.42K
Increased by +0.75%
 Apr 30, 26
10 Vanguard Institutional Extnd Mkt Idx Tr 794.84K (1.15%) 8.51K
Increased by +1.07%
 Apr 30, 26
11 Natixis Vaughan Nelson Small Cap A 763.79K (1.11%) -105.67K
Decreased by -13.83%
 Apr 30, 26
12 American Funds SMALLCAP World A 705.00K (1.02%) 0.00
Increased by 0.00%
 Mar 31, 26
13 Clarkston Partners Founders 685.00K (0.99%) -650.00K
Decreased by -94.89%
 Sep 30, 23
14 Wasatch Small Cap Value 652.74K (0.95%) -43.35K
Decreased by -6.64%
 Mar 31, 26
15 State Street SPDR Port S&P 600 Sm CpETF 646.34K (0.94%) 0.00
Increased by 0.00%
 May 29, 26
16 Invesco Global Opportunities A 631.36K (0.92%) 0.00
Increased by 0.00%
 May 31, 24
17 SPDR® Portfolio S&P 600™ Sm Cap ETF 625.13K (0.91%) 7.46K
Increased by +1.19%
 Aug 29, 25
18 Fidelity Small Cap Index 620.62K (0.90%) 2.80K
Increased by +0.45%
 Mar 31, 26
19 SPDR® Portfolio S&P 600 Sm Cap ETF 607.53K (0.88%) 620.00
Increased by +0.10%
 Mar 28, 24
20 Natixis Vaughan Nelson Small Cap Value A 592.46K (0.86%) 27.11K
Increased by +4.58%
 Feb 28, 25