Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KRE 1.47%
2 JSML 1.44%
3 OASC 1.34%
4 JSMD 1.11%
5 KBE 1.07%
6 DGRS 1.05%
7 KRU 1.03%
8 DPST 0.99%
9 MYLD 0.98%
10 HAPS 0.72%
11 ACTV 0.72%
12 PXSV 0.71%
13 PSCF 0.70%
14 XSVM 0.69%
15 BSVO 0.60%
16 FYC 0.58%
17 RZV 0.44%
18 SVAL 0.43%
19 SLYV 0.35%
20 FYX 0.31%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 20.62M (14.92%) 1.03M
Increased by +4.98%
Mar 31, 26
2 T. Rowe Price Investment Management,Inc. 13.04M (9.43%) -2.60M
Decreased by -19.98%
Mar 31, 26
3 Vanguard Group Inc 9.95M (7.20%) 438.32K
Increased by +4.40%
Dec 31, 25
4 State Street Corporation 9.78M (7.07%) 1.87M
Increased by +19.09%
Mar 31, 24
5 State Street Corp 9.07M (6.56%) 450.18K
Increased by +4.96%
Mar 31, 26
6 Millennium Management LLC 7.28M (5.27%) 5.57M
Increased by +76.45%
Mar 31, 26
7 Dimensional Fund Advisors, Inc. 6.46M (4.68%) 600.79K
Increased by +9.29%
Mar 31, 26
8 Vanguard Capital Management, LLC 6.20M (4.48%) 6.20M
Increased by +100.00%
Mar 31, 26
9 Citadel Advisors Llc 5.04M (3.65%) 2.13M
Increased by +42.21%
Dec 31, 25
10 Vanguard Portfolio Management, LLC 4.80M (3.47%) 4.80M
Increased by +100.00%
Mar 31, 26
11 Capital Research Global Investors 4.79M (3.47%) 2.65M
Increased by +55.27%
Jun 30, 24
12 Amvescap Plc. 4.27M (3.09%) -1.74M
Decreased by -40.70%
Mar 31, 26
13 Goldman Sachs Group Inc 4.20M (3.04%) 400.57K
Increased by +9.54%
Jun 30, 25
14 Geode Capital Management, LLC 3.67M (2.66%) 573.81K
Increased by +15.62%
Mar 31, 26
15 American Century Companies Inc 3.44M (2.49%) 832.04K
Increased by +24.18%
Mar 31, 26
16 Bank of America Corp 3.43M (2.48%) 2.43M
Increased by +70.93%
Sep 30, 25
17 Centerbridge Partners, L.P. 3.15M (2.28%) -1.34M
Decreased by -42.63%
Sep 30, 25
18 PL Capital Advisors, LLC 2.95M (2.13%) 0.00
Increased by 0.00%
Mar 31, 26
19 Azora Capital LP 2.91M (2.11%) 2.91M
Increased by +100.00%
Mar 31, 24
20 Neuberger Berman Group LLC 2.81M (2.03%) 7.11K
Increased by +0.25%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 8.14M (5.89%) 3.01K
Increased by +0.04%
May 29, 26
2 Vanguard Total Stock Mkt Idx Inv 4.56M (3.30%) 13.73K
Increased by +0.30%
Apr 30, 26
3 Vanguard US Total Market Shares ETF 4.37M (3.16%) 5.34K
Increased by +0.12%
Sep 30, 24
4 American Funds SMALLCAP World A 4.30M (3.11%) 2.35M
Increased by +54.59%
Jun 30, 24
5 T. Rowe Price Small-Cap Value 3.43M (2.48%) -2.14K
Decreased by -0.06%
Apr 30, 26
6 Avantis US Small Cap Value ETF 3.36M (2.43%) 4.36K
Increased by +0.13%
May 30, 26
7 iShares Russell 2000 ETF 3.21M (2.32%) 29.64K
Increased by +0.92%
May 29, 26
8 T. Rowe Price US Small-Cap Core Equity 2.97M (2.15%) -4.48K
Decreased by -0.15%
Mar 31, 26
9 T. Rowe Price Small-Cap Stock 2.96M (2.14%) -2.11K
Decreased by -0.07%
Apr 30, 26
10 State Street® SPDR® S&PRgnllBkgETF 2.91M (2.10%) -84.68K
Decreased by -2.91%
May 29, 26
11 SPDR® S&P Regional Banking ETF 2.56M (1.85%) 0.00
Increased by 0.00%
Aug 31, 25
12 T. Rowe Price U.S. SC Value Eq Tr-D 2.20M (1.59%) 34.47K
Increased by +1.57%
Mar 31, 26
13 T. Rowe Price U.S. SC Value Eq Tr-Z 2.05M (1.49%) 170.21K
Increased by +8.29%
Mar 31, 25
14 Vanguard Institutional Extnd Mkt Idx Tr 1.51M (1.09%) 15.91K
Increased by +1.05%
Apr 30, 26
15 T. Rowe Price Instl Small-Cap Stock 1.51M (1.09%) 0.00
Increased by 0.00%
Apr 30, 26
16 Invesco Main Street Small Cap R6 1.49M (1.08%) 3.49K
Increased by +0.23%
Apr 30, 26
17 Invesco Small Cap Core 1.48M (1.07%) -51.49K
Decreased by -3.47%
Mar 31, 26
18 T. Rowe Price U.S. SC Core Eq Tr-Z 1.45M (1.05%) 300.72K
Increased by +20.72%
Mar 31, 25
19 T. Rowe Price U.S. SC Core Eq Tr-D 1.38M (1.00%) 4.48K
Increased by +0.32%
Mar 31, 26
20 Fidelity Small Cap Index 1.33M (0.96%) 75.35K
Increased by +5.66%
Mar 31, 26