Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GUNZ 4.02%
2 MVFD 2.25%
3 COWS 1.88%
4 PSCD 1.47%
5 XSMO 1.39%
6 XRT 1.27%
7 SMCO 1.22%
8 MYLD 1.00%
9 SYLD 0.99%
10 TXS 0.96%
11 SURE 0.89%
12 LIVR 0.88%
13 RETL 0.84%
14 GPT 0.80%
15 XSVM 0.80%
16 PXSV 0.80%
17 SMCP 0.80%
18 TXSS 0.75%
19 DSMC 0.74%
20 NIXT 0.71%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 9.98M (16.36%) -19.30K
Decreased by -0.19%
Mar 31, 26
2 BlackRock Inc 9.85M (16.13%) 576.00
Increased by +0.01%
Mar 31, 26
3 Vanguard Group Inc 7.27M (11.91%) -7.70K
Decreased by -0.11%
Dec 31, 25
4 Dimensional Fund Advisors, Inc. 4.03M (6.60%) 71.89K
Increased by +1.78%
Mar 31, 26
5 Vanguard Portfolio Management, LLC 3.83M (6.28%) 3.83M
Increased by +100.00%
Mar 31, 26
6 LSV Asset Management 3.05M (5.00%) -9.00K
Decreased by -0.30%
Mar 31, 26
7 Vanguard Capital Management, LLC 2.99M (4.90%) 2.99M
Increased by +100.00%
Mar 31, 26
8 State Street Corporation 2.97M (4.87%) 35.53K
Increased by +1.20%
Mar 31, 24
9 State Street Corp 2.66M (4.37%) -51.41K
Decreased by -1.93%
Mar 31, 26
10 American Century Companies Inc 2.40M (3.93%) 118.86K
Increased by +4.95%
Mar 31, 26
11 Geode Capital Management, LLC 2.09M (3.43%) 88.37K
Increased by +4.22%
Mar 31, 26
12 Point72 Asset Management, L.P. 1.64M (2.69%) 283.47K
Increased by +17.26%
Dec 31, 25
13 Westwood Holdings Group Inc 1.60M (2.63%) -190.59K
Decreased by -11.89%
Mar 31, 26
14 King Luther Capital Management Corp 1.55M (2.54%) -20.78K
Decreased by -1.34%
Mar 31, 26
15 William Blair Investment Management, LLC 1.44M (2.36%) 448.58K
Increased by +31.15%
Jun 30, 25
16 Boston Partners Global Investors, Inc 1.29M (2.12%) -8.93K
Decreased by -0.69%
Dec 31, 25
17 Samlyn Capital, LLC 1.15M (1.89%) -497.24K
Decreased by -43.17%
Sep 30, 23
18 Morgan Stanley - Brokerage Accounts 1.08M (1.77%) -532.76K
Decreased by -49.42%
Mar 31, 26
19 Scopus Asset Management, LLC 1.05M (1.72%) 449.50K
Increased by +42.81%
Dec 31, 24
20 Royce & Associates, LP 1.04M (1.71%) -110.90K
Decreased by -10.65%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 4.05M (6.63%) 1.46K
Increased by +0.04%
May 29, 26
2 Fidelity® Contrafund® 2.56M (4.19%) 0.00
Increased by 0.00%
Nov 30, 23
3 Vanguard US Total Market Shares ETF 2.27M (3.72%) -82.06K
Decreased by -3.61%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 2.14M (3.50%) 6.16K
Increased by +0.29%
Apr 30, 26
5 Avantis US Small Cap Value ETF 2.10M (3.44%) 0.00
Increased by 0.00%
May 30, 26
6 iShares Russell 2000 ETF 1.59M (2.60%) 14.66K
Increased by +0.92%
May 29, 26
7 Vanguard Small Cap Index 1.54M (2.52%) -3.44K
Decreased by -0.22%
Apr 30, 26
8 Fuller & Thaler Behavioral Sm-Cp Eq R6 1.44M (2.35%) -775.63K
Decreased by -53.96%
Sep 30, 23
9 Fuller & Thaler Behavioral Small-Cap Eq 1.44M (2.35%) -775.63K
Decreased by -53.96%
Sep 30, 23
10 Fidelity Low-Priced Stock 1.43M (2.34%) 0.00
Increased by 0.00%
Mar 31, 26
11 Fidelity® Series Small Cap Opps 1.36M (2.23%) 0.00
Increased by 0.00%
Oct 31, 23
12 Strategic Advisers Fidelity US TtlStk 1.29M (2.12%) -30.01K
Decreased by -2.32%
Apr 30, 26
13 Fidelity Small Cap Value Fund 1.05M (1.72%) 0.00
Increased by 0.00%
Mar 31, 25
14 Vanguard Small Cap Value Index Inv 987.10K (1.62%) 7.40K
Increased by +0.75%
Apr 30, 26
15 Fidelity Contrafund Commingled Pl O 975.14K (1.60%) -85.84K
Decreased by -8.80%
Nov 30, 23
16 Fidelity Series Small Cap Opps 950.09K (1.56%) 0.00
Increased by 0.00%
Mar 31, 26
17 Fidelity Small Cap Discovery 890.40K (1.46%) 0.00
Increased by 0.00%
Mar 31, 26
18 DFA US Small Cap Value I 859.37K (1.41%) 0.00
Increased by 0.00%
Apr 30, 26
19 Vanguard Institutional Extnd Mkt Idx Tr 751.72K (1.23%) 7.44K
Increased by +0.99%
Apr 30, 26
20 Fidelity® Small Cap Index 720.97K (1.18%) 20.40K
Increased by +2.83%
Oct 31, 23