Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GUNZ 4.02%
2 MVFD 2.25%
3 COWS 1.88%
4 PSCD 1.71%
5 XSMO 1.39%
6 SMCO 1.35%
7 XRT 1.33%
8 TXS 1.10%
9 MYLD 1.00%
10 SYLD 0.99%
11 SURE 0.89%
12 LIVR 0.88%
13 PXSV 0.85%
14 XSVM 0.85%
15 RETL 0.84%
16 GPT 0.80%
17 SMCP 0.80%
18 TXSS 0.75%
19 NIXT 0.74%
20 DSMC 0.74%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 10.00M (15.76%) 10.82K
Increased by +0.11%
Dec 31, 25
2 BlackRock Inc 9.60M (15.13%) -83.34K
Decreased by -0.87%
Sep 30, 25
3 Vanguard Group Inc 7.27M (11.46%) -7.70K
Decreased by -0.11%
Dec 31, 25
4 Dimensional Fund Advisors, Inc. 3.96M (6.24%) 77.47K
Increased by +1.96%
Dec 31, 25
5 LSV Asset Management 3.06M (4.82%) -36.20K
Decreased by -1.18%
Dec 31, 25
6 State Street Corporation 2.97M (4.68%) 35.53K
Increased by +1.20%
Mar 31, 24
7 State Street Corp 2.66M (4.19%) -10.09K
Decreased by -0.38%
Sep 30, 25
8 American Century Companies Inc 2.28M (3.59%) 103.42K
Increased by +4.54%
Dec 31, 25
9 Geode Capital Management, LLC 2.01M (3.16%) 5.93K
Increased by +0.30%
Dec 31, 25
10 Westwood Holdings Group Inc 1.92M (3.02%) -193.09K
Decreased by -10.07%
Sep 30, 25
11 Point72 Asset Management, L.P. 1.64M (2.59%) 283.47K
Increased by +17.26%
Dec 31, 25
12 King Luther Capital Management Corp 1.57M (2.48%) 176.46K
Increased by +11.22%
Dec 31, 25
13 William Blair Investment Management, LLC 1.44M (2.27%) 448.58K
Increased by +31.15%
Jun 30, 25
14 Morgan Stanley - Brokerage Accounts 1.35M (2.12%) 430.61K
Increased by +31.96%
Sep 30, 25
15 Boston Partners Global Investors, Inc 1.29M (2.04%) -8.93K
Decreased by -0.69%
Dec 31, 25
16 Stephens Inv Mgmt Group LLC 1.23M (1.94%) -1.61K
Decreased by -0.13%
Dec 31, 25
17 Royce & Associates, LP 1.15M (1.82%) -177.41K
Decreased by -15.40%
Dec 31, 25
18 Samlyn Capital, LLC 1.15M (1.82%) -497.24K
Decreased by -43.17%
Sep 30, 23
19 Scopus Asset Management, LLC 1.05M (1.65%) 449.50K
Increased by +42.81%
Dec 31, 24
20 Millennium Management LLC 945.04K (1.49%) 929.28K
Increased by +98.33%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 4.01M (6.31%) 1.45K
Increased by +0.04%
Mar 31, 26
2 Fidelity® Contrafund® 2.56M (4.03%) 0.00
Increased by 0.00%
Nov 30, 23
3 Vanguard US Total Market Shares ETF 2.27M (3.58%) -82.06K
Decreased by -3.61%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 2.13M (3.36%) 12.54K
Increased by +0.59%
Mar 31, 26
5 Avantis US Small Cap Value ETF 2.12M (3.34%) 1.25K
Increased by +0.06%
Mar 31, 26
6 iShares Russell 2000 ETF 1.61M (2.54%) -13.16K
Decreased by -0.82%
Mar 31, 26
7 Vanguard Small Cap Index 1.54M (2.43%) 26.68K
Increased by +1.73%
Mar 31, 26
8 Fuller & Thaler Behavioral Sm-Cp Eq R6 1.44M (2.27%) -775.63K
Decreased by -53.96%
Sep 30, 23
9 Fuller & Thaler Behavioral Small-Cap Eq 1.44M (2.27%) -775.63K
Decreased by -53.96%
Sep 30, 23
10 Fidelity Low-Priced Stock 1.43M (2.26%) 0.00
Increased by 0.00%
Jan 31, 26
11 Fidelity® Series Small Cap Opps 1.36M (2.14%) 0.00
Increased by 0.00%
Oct 31, 23
12 Strategic Advisers Fidelity US TtlStk 1.33M (2.10%) -24.94K
Decreased by -1.88%
Feb 28, 26
13 Fidelity Small Cap Value Fund 1.05M (1.65%) 0.00
Increased by 0.00%
Mar 31, 25
14 Vanguard Small Cap Value Index Inv 979.70K (1.54%) 7.96K
Increased by +0.81%
Mar 31, 26
15 Fidelity Contrafund Commingled Pl O 975.14K (1.54%) -85.84K
Decreased by -8.80%
Nov 30, 23
16 Fidelity Series Small Cap Opps 950.09K (1.50%) 0.00
Increased by 0.00%
Jan 31, 26
17 Fidelity Small Cap Discovery 890.40K (1.40%) 0.00
Increased by 0.00%
Jan 31, 26
18 DFA US Small Cap Value I 859.37K (1.35%) 0.00
Increased by 0.00%
Feb 28, 26
19 Vanguard Institutional Extnd Mkt Idx Tr 744.28K (1.17%) 18.51K
Increased by +2.49%
Mar 31, 26
20 Fidelity® Small Cap Index 720.97K (1.14%) 20.40K
Increased by +2.83%
Oct 31, 23