Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ACT_old 4.00%
2 EATZ 3.68%
3 VICE 2.53%
4 PEJ 1.84%
5 HELS 1.73%
6 BOUT 1.34%
7 FDM 1.31%
8 MYLD 1.19%
9 XSVM 0.99%
10 FSML 0.87%
11 FDLS 0.61%
12 SMIZ 0.45%
13 PSCD 0.43%
14 IWC 0.28%
15 AVUV 0.13%
16 SLYV 0.11%
17 SSLY 0.11%
18 RWJ 0.11%
19 AVSC 0.10%
20 ESIX 0.10%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.09M (15.90%) -42.91K
Decreased by -1.39%
Mar 31, 26
2 Vanguard Group Inc 3.06M (15.74%) -301.92K
Decreased by -9.86%
Dec 31, 25
3 Vanguard Portfolio Management, LLC 1.93M (9.94%) 1.93M
Increased by +100.00%
Mar 31, 26
4 Dimensional Fund Advisors, Inc. 1.11M (5.73%) 30.68K
Increased by +2.75%
Mar 31, 26
5 Woodline Partners LP 983.28K (5.06%) -73.67K
Decreased by -7.49%
Mar 31, 26
6 American Century Companies Inc 942.85K (4.85%) 45.07K
Increased by +4.78%
Mar 31, 26
7 Vanguard Capital Management, LLC 887.73K (4.57%) 887.73K
Increased by +100.00%
Mar 31, 26
8 State Street Corporation 883.07K (4.54%) 5.58K
Increased by +0.63%
Mar 31, 24
9 Arrowstreet Capital Limited Partnership 855.10K (4.40%) 0.00
Increased by 0.00%
Mar 31, 26
10 Neuberger Berman Group LLC 812.07K (4.18%) 41.16K
Increased by +5.07%
Mar 31, 26
11 State Street Corp 771.22K (3.97%) -19.93K
Decreased by -2.58%
Mar 31, 26
12 Nomura Holdings Inc 636.89K (3.28%) -917.29K
Decreased by -144.03%
Dec 31, 25
13 Cramer Rosenthal McGlynn LLC 593.07K (3.05%) -45.49K
Decreased by -7.67%
Mar 31, 26
14 Goldman Sachs Group Inc 546.15K (2.81%) -213.62K
Decreased by -39.11%
Mar 31, 25
15 Emerald Advisers, LLC 531.00K (2.73%) -20.62K
Decreased by -3.88%
Mar 31, 26
16 Geode Capital Management, LLC 500.83K (2.58%) 1.20K
Increased by +0.24%
Mar 31, 26
17 BNP Paribas Investment Partners SA 492.16K (2.53%) 149.72K
Increased by +30.42%
Dec 31, 24
18 Morgan Stanley - Brokerage Accounts 450.94K (2.32%) 35.10K
Increased by +7.78%
Mar 31, 26
19 D. E. Shaw & Co LP 435.62K (2.24%) 141.70K
Increased by +32.53%
Jun 30, 25
20 JPMorgan Chase & Co 429.45K (2.21%) 220.80K
Increased by +51.42%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.28M (6.59%) 550.00
Increased by +0.04%
May 29, 26
2 Avantis US Small Cap Value ETF 841.70K (4.33%) 473.00
Increased by +0.06%
May 30, 26
3 T. Rowe Price Small-Cap Stock 741.43K (3.81%) -217.25K
Decreased by -29.30%
Jun 30, 24
4 T. Rowe Price US Small-Cap Core Equity 741.43K (3.81%) -217.25K
Decreased by -29.30%
Jun 30, 24
5 Vanguard US Total Market Shares ETF 692.50K (3.56%) 0.00
Increased by 0.00%
Sep 30, 24
6 Vanguard Total Stock Mkt Idx Inv 630.78K (3.24%) 0.00
Increased by 0.00%
Apr 30, 26
7 Vanguard Small Cap Index 463.50K (2.38%) -1.98K
Decreased by -0.43%
Apr 30, 26
8 iShares Russell 2000 ETF 458.26K (2.36%) 4.21K
Increased by +0.92%
May 29, 26
9 T. Rowe Price U.S. SC Core Eq Tr-Z 387.45K (1.99%) -92.55K
Decreased by -23.89%
Jun 30, 24
10 T. Rowe Price Instl Small-Cap Stock 372.82K (1.92%) -76.93K
Decreased by -20.64%
Jun 30, 24
11 Vanguard Explorer Inv 327.06K (1.68%) -36.72K
Decreased by -11.23%
Mar 31, 26
12 BNP Paribas US Small Cap Classic R 300.99K (1.55%) -105.07K
Decreased by -34.91%
Feb 28, 25
13 T. Rowe Price U.S. SC Value Eq Tr-Z 265.76K (1.37%) -18.03K
Decreased by -6.78%
Jun 30, 24
14 Vanguard Institutional Extnd Mkt Idx Tr 237.01K (1.22%) 1.22K
Increased by +0.52%
Apr 30, 26
15 Fidelity® Small Cap Index 219.05K (1.13%) 6.55K
Increased by +2.99%
Oct 31, 23
16 SPDR® Portfolio S&P 600 Sm Cap ETF 207.46K (1.07%) 0.00
Increased by 0.00%
Apr 30, 24
17 iShares S&P Small-Cap 600 Value ETF 206.47K (1.06%) 0.00
Increased by 0.00%
Aug 31, 25
18 Invesco Dynamic Leisure and Entmnt ETF 199.84K (1.03%) 0.00
Increased by 0.00%
Aug 29, 25
19 Emerald Growth A 198.54K (1.02%) 0.00
Increased by 0.00%
Apr 30, 26
20 State Street SPDR Port S&P 600 Sm CpETF 195.10K (1.00%) 0.00
Increased by 0.00%
May 29, 26