Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RSHO 2.84%
2 NSCS 1.68%
3 TSME 1.58%
4 JSML 1.56%
5 FSML 1.16%
6 SCDS 0.87%
7 TMSL 0.72%
8 FYC 0.53%
9 AVSC 0.37%
10 VTWG 0.25%
11 EES 0.25%
12 IWO 0.24%
13 SQLT 0.16%
14 FPX 0.15%
15 IWMW 0.13%
16 IWM 0.13%
17 VTWO 0.13%
18 VBR 0.10%
19 ESML 0.07%
20 VIS 0.06%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 7.84M (9.68%) -132.25K
Decreased by -1.69%
Dec 31, 25
2 BlackRock Inc 6.81M (8.41%) 40.30K
Increased by +0.59%
Mar 31, 26
3 FMR Inc 4.94M (6.09%) 517.99K
Increased by +10.49%
Mar 31, 26
4 T. Rowe Price Associates, Inc. 4.49M (5.54%) -191.19K
Decreased by -4.26%
Mar 31, 26
5 Vanguard Portfolio Management, LLC 3.69M (4.55%) 3.69M
Increased by +100.00%
Mar 31, 26
6 Vanguard Capital Management, LLC 3.57M (4.40%) 3.57M
Increased by +100.00%
Mar 31, 26
7 Amvescap Plc. 3.34M (4.13%) 615.43K
Increased by +18.40%
Mar 31, 26
8 The Goldman Sachs Group Inc 3.29M (4.06%) 88.79K
Increased by +2.70%
Mar 31, 26
9 Geode Capital Management, LLC 2.65M (3.26%) 216.40K
Increased by +8.18%
Mar 31, 26
10 First Trust Advisors L.P. 2.20M (2.72%) 70.91K
Increased by +3.22%
Mar 31, 26
11 State Street Corp 1.90M (2.34%) -6.59K
Decreased by -0.35%
Mar 31, 26
12 Morgan Stanley - Brokerage Accounts 1.74M (2.14%) -386.41K
Decreased by -22.25%
Mar 31, 26
13 D. E. Shaw & Co LP 1.62M (2.00%) 176.78K
Increased by +10.91%
Mar 31, 26
14 T. Rowe Price Investment Management,Inc. 1.58M (1.95%) -96.61K
Decreased by -6.11%
Mar 31, 26
15 HHG PLC 1.55M (1.91%) 181.79K
Increased by +11.72%
Mar 31, 26
16 Nuveen, LLC 1.44M (1.78%) 134.31K
Increased by +9.30%
Mar 31, 26
17 Wellington Management Company LLP 1.39M (1.71%) -216.07K
Decreased by -15.59%
Mar 31, 26
18 Channing Capital Management, LLC 1.39M (1.71%) -242.97K
Decreased by -17.53%
Mar 31, 26
19 Mangrove Partners 1.32M (1.62%) 0.00
Increased by 0.00%
Mar 31, 26
20 Dimensional Fund Advisors, Inc. 1.30M (1.61%) 45.14K
Increased by +3.46%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 4.94M (6.10%) 1.76K
Increased by +0.04%
May 29, 26
2 Vanguard Total Stock Mkt Idx Inv 2.58M (3.18%) 7.40K
Increased by +0.29%
Apr 30, 26
3 iShares Russell 2000 ETF 1.97M (2.43%) 18.20K
Increased by +0.92%
May 29, 26
4 Vanguard Small Cap Index 1.88M (2.32%) -4.51K
Decreased by -0.24%
Apr 30, 26
5 First Trust SMID Cp Rising Div Achv ETF 1.87M (2.31%) -4.64K
Decreased by -0.25%
May 31, 26
6 US Small-Cap Growth II Equity Comp 1.43M (1.77%) -112.98K
Decreased by -7.88%
Mar 31, 26
7 T. Rowe Price New Horizons 1.30M (1.60%) -136.13K
Decreased by -10.50%
Apr 30, 26
8 Vanguard Small Cap Value Index Inv 1.21M (1.49%) 8.29K
Increased by +0.69%
Apr 30, 26
9 T. Rowe Price Integrated US Sm Gr Eq 1.20M (1.48%) 0.00
Increased by 0.00%
Apr 30, 26
10 T. Rowe Price Integrated US SmCapGrEq 1.20M (1.48%) 0.00
Increased by 0.00%
Mar 31, 26
11 Fidelity Small Cap Value Fund 1.17M (1.45%) 167.20K
Increased by +14.26%
Mar 31, 26
12 Vanguard Institutional Extnd Mkt Idx Tr 919.96K (1.14%) 8.95K
Increased by +0.97%
Apr 30, 26
13 Invesco Discovery A 843.42K (1.04%) 290.62K
Increased by +34.46%
Apr 30, 26
14 Fidelity Small Cap Index 806.44K (1.00%) -9.55K
Decreased by -1.18%
Mar 31, 26
15 State Street SPDR Port S&P 600 Sm CpETF 751.30K (0.93%) 0.00
Increased by 0.00%
May 29, 26
16 CREF Total Global Stock Account R3 726.32K (0.90%) 0.00
Increased by 0.00%
Apr 30, 26
17 T. Rowe Price US Small-Cap Core Equity 709.20K (0.88%) -15.19K
Decreased by -2.14%
Mar 31, 26
18 Neuberger Genesis Inv 693.07K (0.86%) 693.07K
Increased by +100.00%
Mar 31, 26
19 Fidelity Small Cap Growth 691.11K (0.85%) 0.00
Increased by 0.00%
Mar 31, 26
20 T. Rowe Price Small-Cap Stock 666.80K (0.82%) -42.40K
Decreased by -6.36%
Apr 30, 26