Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MID 3.14%
2 SCAP 2.56%
3 PYZ 1.66%
4 REGL 1.45%
5 JPSV 1.07%
6 NSCS 1.02%
7 SMDV 1.02%
8 FSML 1.01%
9 ACSV 0.92%
10 RFV 0.91%
11 CSB 0.74%
12 FNK 0.48%
13 DES 0.46%
14 MSSM 0.42%
15 SHRT 0.39%
16 SVAL 0.38%
17 EES 0.32%
18 TFPN 0.30%
19 SMIG 0.30%
20 MDYV 0.29%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 11.09M (12.18%) 40.12K
Increased by +0.36%
Mar 31, 26
2 Vanguard Group Inc 10.22M (11.22%) 77.25K
Increased by +0.76%
Dec 31, 25
3 Vanguard Portfolio Management, LLC 5.50M (6.04%) 5.50M
Increased by +100.00%
Mar 31, 26
4 Dimensional Fund Advisors, Inc. 4.97M (5.46%) 192.79K
Increased by +3.88%
Mar 31, 26
5 Franklin Resources Inc 4.28M (4.69%) 185.02K
Increased by +4.33%
Mar 31, 26
6 Vanguard Capital Management, LLC 4.12M (4.52%) 4.12M
Increased by +100.00%
Mar 31, 26
7 State Street Corporation 4.09M (4.49%) 37.46K
Increased by +0.92%
Mar 31, 24
8 State Street Corp 3.56M (3.91%) 41.07K
Increased by +1.15%
Mar 31, 26
9 Allspring Global Investments Holdings, LLC 2.98M (3.27%) -450.43K
Decreased by -15.11%
Mar 31, 26
10 Wellington Management Company LLP 2.93M (3.22%) 1.34M
Increased by +45.75%
Mar 31, 26
11 AllianceBernstein L.P. 2.67M (2.93%) -277.99K
Decreased by -10.42%
Mar 31, 26
12 Geode Capital Management, LLC 2.36M (2.59%) 77.33K
Increased by +3.28%
Mar 31, 26
13 Goldman Sachs Group Inc 2.16M (2.37%) 1.06M
Increased by +49.18%
Dec 31, 23
14 Channing Capital Management, LLC 2.04M (2.24%) -63.91K
Decreased by -3.13%
Mar 31, 26
15 Amvescap Plc. 1.83M (2.01%) 390.91K
Increased by +21.33%
Mar 31, 26
16 Massachusetts Financial Services Company 1.80M (1.98%) -117.00
Decreased by -0.01%
Mar 31, 26
17 JPMorgan Chase & Co 1.74M (1.91%) 910.20K
Increased by +52.43%
Sep 30, 25
18 FMR Inc 1.67M (1.83%) 1.24M
Increased by +74.07%
Mar 31, 26
19 Fuller & Thaler Asset Management Inc 1.60M (1.76%) 1.28M
Increased by +79.77%
Dec 31, 25
20 Ameriprise Financial Inc 1.58M (1.74%) 802.77K
Increased by +50.71%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 3.12M (3.43%) -13.92K
Decreased by -0.45%
Jun 30, 26
2 Vanguard Total Stock Mkt Idx Inv 2.91M (3.20%) -13.24K
Decreased by -0.45%
Jun 30, 26
3 Vanguard US Total Market Shares ETF 2.88M (3.16%) 3.15K
Increased by +0.11%
Sep 30, 24
4 iShares Russell 2000 ETF 2.41M (2.65%) 14.32K
Increased by +0.59%
Jun 30, 26
5 Franklin Small Cap Value SMA Composite 2.39M (2.62%) 2.39M
Increased by +100.00%
Mar 31, 26
6 Franklin US Small Cap Value Equity 2.39M (2.62%) 90.69K
Increased by +3.80%
Mar 31, 26
7 Vanguard Small Cap Index 2.10M (2.31%) -5.92K
Decreased by -0.28%
Jun 30, 26
8 Franklin Small Cap Value A 2.07M (2.28%) -311.06K
Decreased by -14.99%
Apr 30, 26
9 Invesco Small Cap Value A 1.71M (1.88%) 0.00
Increased by 0.00%
May 31, 26
10 Allspring Special Small Cap Value A 1.61M (1.76%) -211.70K
Decreased by -13.18%
Jun 30, 26
11 Vanguard Small Cap Value Index Inv 1.34M (1.47%) -22.73K
Decreased by -1.70%
Jun 30, 26
12 DFA US Small Cap Value I 1.18M (1.29%) 33.56K
Increased by +2.85%
May 31, 26
13 Vanguard Institutional Extnd Mkt Idx Tr 1.05M (1.15%) 15.59K
Increased by +1.48%
Jun 30, 26
14 Delaware Small Cap Value A 1.04M (1.14%) 0.00
Increased by 0.00%
Sep 30, 24
15 Fidelity Small Cap Value Fund 1.01M (1.11%) -39.00K
Decreased by -3.84%
Apr 30, 26
16 Baron Opp. Small Cap Growth Strategy 1.00M (1.10%) -250.00K
Decreased by -25.00%
Jun 30, 25
17 Swedbank Robur Globalfond A 1.00M (1.10%) 0.00
Increased by 0.00%
May 31, 25
18 Fidelity Small Cap Index 910.75K (1.00%) 8.18K
Increased by +0.90%
Apr 30, 26
19 JHancock Small Cap Core NAV 899.00K (0.99%) 0.00
Increased by 0.00%
May 31, 26
20 iShares Russell 2000 Value ETF 871.37K (0.96%) -6.01K
Decreased by -0.69%
Jun 30, 26