Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LBAY 2.78%
2 KCE 1.71%
3 RSMC 1.45%
4 XSMO 1.41%
5 PFI 1.38%
6 SMCF 1.14%
7 FDLS 1.06%
8 SURE 1.03%
9 PSCF 0.95%
10 STCE 0.92%
11 EES 0.66%
12 FYC 0.50%
13 SEIS 0.47%
14 FESM 0.45%
15 PSC 0.45%
16 OASC 0.45%
17 DWAS 0.40%
18 SMDX 0.39%
19 SIXL 0.38%
20 DGRS 0.36%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 53.72M (14.65%) 670.91K
Increased by +1.25%
Dec 31, 25
2 Vanguard Group Inc 43.11M (11.76%) 841.19K
Increased by +1.95%
Dec 31, 25
3 Rubric Capital Management LP 23.30M (6.36%) 2.30M
Increased by +9.87%
Mar 31, 26
4 State Street Corporation 14.57M (3.97%) 6.13M
Increased by +42.09%
Mar 31, 24
5 State Street Corp 14.36M (3.92%) -208.59K
Decreased by -1.45%
Dec 31, 25
6 AltraVue Capital, LLC 9.79M (2.67%) -12.52K
Decreased by -0.13%
Dec 31, 25
7 Geode Capital Management, LLC 8.73M (2.38%) -66.75K
Decreased by -0.76%
Dec 31, 25
8 FMR Inc 8.10M (2.21%) -672.83K
Decreased by -8.30%
Dec 31, 25
9 Dimensional Fund Advisors, Inc. 7.90M (2.16%) 163.64K
Increased by +2.07%
Mar 31, 26
10 Nuveen, LLC 7.89M (2.15%) -116.23K
Decreased by -1.47%
Dec 31, 25
11 Cardinal Capital Management Llc 7.40M (2.02%) -2.23M
Decreased by -30.18%
Mar 31, 24
12 Boston Partners Global Investors, Inc 7.29M (1.99%) -1.47M
Decreased by -20.12%
Mar 31, 26
13 Amvescap Plc. 6.86M (1.87%) 240.65K
Increased by +3.51%
Mar 31, 26
14 Morgan Stanley - Brokerage Accounts 5.63M (1.54%) 590.81K
Increased by +10.50%
Dec 31, 25
15 Charles Schwab Investment Management Inc 4.59M (1.25%) -74.05K
Decreased by -1.61%
Dec 31, 25
16 Alua Capital Management LP 4.48M (1.22%) -368.50K
Decreased by -8.22%
Dec 31, 24
17 Nuveen Asset Management, LLC 4.36M (1.19%) -362.47K
Decreased by -8.32%
Dec 31, 24
18 HRT FINANCIAL LLC 4.35M (1.19%) 4.35M
Increased by +100.00%
Mar 31, 24
19 Private Capital Management, LLC 4.15M (1.13%) -7.29K
Decreased by -0.18%
Dec 31, 25
20 Boussard & Gavaudan Assets 3.83M (1.04%) 3.83M
Increased by +100.00%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 22.13M (6.04%) 4.77K
Increased by +0.02%
Apr 30, 26
2 Vanguard Total Stock Mkt Idx Inv 11.60M (3.16%) 74.47K
Increased by +0.64%
Mar 31, 26
3 Vanguard US Total Market Shares ETF 11.24M (3.07%) -493.95K
Decreased by -4.40%
Sep 30, 24
4 iShares Russell 2000 ETF 8.56M (2.34%) 72.19K
Increased by +0.84%
Apr 30, 26
5 Vanguard Small Cap Index 8.39M (2.29%) 219.95K
Increased by +2.62%
Mar 31, 26
6 Fidelity® Value 5.75M (1.57%) 128.30K
Increased by +2.23%
Nov 30, 23
7 Cardinal Capital SMID Cap Value Equity 5.34M (1.46%) -1.59M
Decreased by -29.80%
Mar 31, 24
8 Vanguard Small Cap Value Index Inv 5.34M (1.46%) 95.47K
Increased by +1.79%
Mar 31, 26
9 Fidelity Value 4.38M (1.20%) 453.70K
Increased by +10.36%
Mar 31, 26
10 CREF Total Global Stock Account R3 4.18M (1.14%) 69.10K
Increased by +1.65%
Mar 31, 26
11 Vanguard Institutional Extnd Mkt Idx Tr 4.06M (1.11%) 141.24K
Increased by +3.48%
Mar 31, 26
12 Fidelity Small Cap Index 3.54M (0.97%) 38.76K
Increased by +1.09%
Feb 28, 26
13 SPDR® Portfolio S&P 600 Sm Cap ETF 3.43M (0.93%) 3.51K
Increased by +0.10%
Mar 28, 24
14 Vanguard Explorer Inv 3.39M (0.93%) 0.00
Increased by 0.00%
Mar 31, 26
15 SPDR® Portfolio S&P 600™ Sm Cap ETF 3.35M (0.91%) 40.19K
Increased by +1.20%
Aug 29, 25
16 State Street SPDR Port S&P 600 Sm CpETF 3.31M (0.90%) 1.15K
Increased by +0.03%
Apr 30, 26
17 iShares Russell 2000 Value ETF 3.08M (0.84%) 0.00
Increased by 0.00%
May 31, 25
18 Fidelity® Small Cap Index 3.03M (0.83%) 82.11K
Increased by +2.71%
Oct 31, 23
19 iShares Russell 2000 Growth ETF 3.00M (0.82%) 26.32K
Increased by +0.88%
Apr 30, 26
20 CREF Stock R3 2.60M (0.71%) 0.00
Increased by 0.00%
Jul 31, 25