Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 OASC 1.45%
2 JSML 1.44%
3 KRE 1.34%
4 JSMD 1.11%
5 DGRS 1.05%
6 KRU 1.03%
7 KBE 0.98%
8 MYLD 0.98%
9 DPST 0.91%
10 PXSV 0.80%
11 XSVM 0.80%
12 HAPS 0.72%
13 ACTV 0.72%
14 PSCF 0.70%
15 BSVO 0.61%
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 (14.52%) 1.03M
Increased by +4.98%
Mar 31, 26
2 T. Rowe Price Investment Management,Inc. 13.04M (9.18%) -2.60M
Decreased by -19.98%
Mar 31, 26
3 Vanguard Group Inc 9.95M (7.01%) 438.32K
Increased by +4.40%
Dec 31, 25
4 State Street Corporation 9.78M (6.89%) 1.87M
Increased by +19.09%
Mar 31, 24
5 State Street Corp 9.07M (6.39%) 450.18K
Increased by +4.96%
Mar 31, 26
6 Millennium Management LLC 7.28M (5.13%) 5.57M
Increased by +76.45%
Mar 31, 26
7 Dimensional Fund Advisors, Inc. 6.46M (4.55%) 600.79K
Increased by +9.29%
Mar 31, 26
8 Vanguard Capital Management, LLC 6.20M (4.36%) 6.20M
Increased by +100.00%
Mar 31, 26
9 Citadel Advisors Llc 5.04M (3.55%) 2.13M
Increased by +42.21%
Dec 31, 25
10 Vanguard Portfolio Management, LLC 4.80M (3.38%) 4.80M
Increased by +100.00%
Mar 31, 26
11 Capital Research Global Investors 4.79M (3.38%) 2.65M
Increased by +55.27%
Jun 30, 24
12 Amvescap Plc. 4.27M (3.01%) -1.74M
Decreased by -40.70%
Mar 31, 26
13 Goldman Sachs Group Inc 4.20M (2.96%) 400.57K
Increased by +9.54%
Jun 30, 25
14 Geode Capital Management, LLC 3.67M (2.59%) 573.81K
Increased by +15.62%
Mar 31, 26
15 American Century Companies Inc 3.44M (2.42%) 832.04K
Increased by +24.18%
Mar 31, 26
16 Bank of America Corp 3.43M (2.42%) 2.43M
Increased by +70.93%
Sep 30, 25
17 Centerbridge Partners, L.P. 3.15M (2.22%) -1.34M
Decreased by -42.63%
Sep 30, 25
18 PL Capital Advisors, LLC 2.95M (2.08%) 0.00
Increased by 0.00%
Mar 31, 26
19 Azora Capital LP 2.91M (2.05%) 2.91M
Increased by +100.00%
Mar 31, 24
20 Neuberger Berman Group LLC 2.81M (1.98%) 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 8.23M (5.79%) 0.00
Increased by 0.00%
Jun 30, 26
2 Vanguard Total Stock Mkt Idx Inv 4.63M (3.26%) 61.72K
Increased by +1.33%
Jun 30, 26
3 Vanguard US Total Market Shares ETF 4.37M (3.08%) 5.34K
Increased by +0.12%
Sep 30, 24
4 American Funds SMALLCAP World A 4.30M (3.03%) 2.35M
Increased by +54.59%
Jun 30, 24
5 Avantis US Small Cap Value ETF 3.64M (2.56%) 3.19K
Increased by +0.09%
Jun 30, 26
6 iShares Russell 2000 ETF 3.58M (2.52%) 0.00
Increased by 0.00%
Jun 30, 26
7 T. Rowe Price Small-Cap Value 3.41M (2.40%) -14.52K
Decreased by -0.43%
Jun 30, 26
8 State Street® SPDR® S&PRgnllBkgETF 3.05M (2.15%) 62.69K
Increased by +2.06%
Jun 30, 26
9 T. Rowe Price Small-Cap Stock 2.96M (2.09%) -1.10K
Decreased by -0.04%
Jun 30, 26
10 T. Rowe Price US Small-Cap Core Equity 2.96M (2.09%) -3.22K
Decreased by -0.11%
Jun 30, 26
11 SPDR® S&P Regional Banking ETF 2.56M (1.80%) 0.00
Increased by 0.00%
Aug 31, 25
12 T. Rowe Price U.S. SC Value Eq Tr-D 2.18M (1.54%) -12.88K
Decreased by -0.59%
Jun 30, 26
13 T. Rowe Price U.S. SC Value Eq Tr-Z 2.05M (1.45%) 170.21K
Increased by +8.29%
Mar 31, 25
14 Invesco Small Cap Core 1.68M (1.18%) 198.00K
Increased by +11.78%
Jun 30, 26
15 Vanguard Institutional Extnd Mkt Idx Tr 1.57M (1.10%) 47.29K
Increased by +3.02%
Jun 30, 26
16 T. Rowe Price Instl Small-Cap Stock 1.51M (1.07%) 0.00
Increased by 0.00%
Jun 30, 26
17 Invesco Main Street Small Cap R6 1.47M (1.03%) -17.72K
Decreased by -1.21%
May 31, 26
18 T. Rowe Price U.S. SC Core Eq Tr-Z 1.45M (1.02%) 300.72K
Increased by +20.72%
Mar 31, 25
19 T. Rowe Price U.S. SC Core Eq Tr-D 1.38M (0.98%) 3.22K
Increased by +0.23%
Jun 30, 26
20 Fidelity Small Cap Index 1.34M (0.95%) 11.07K
Increased by +0.83%
Apr 30, 26