Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KNGS 4.94%
2 TPMN 3.82%
3 BILD 2.38%
4 CSIO 2.33%
5 TSCV 2.22%
6 TWIO 2.03%
7 PWRZ 1.93%
8 RNWZ 1.93%
9 TMDV 1.51%
10 CSB 1.51%
11 REGL 1.45%
12 PEY 1.43%
13 FEMD 1.42%
14 KVLE 1.40%
15 PXMG 1.33%
16 NSCS 1.32%
17 XMLV 1.20%
18 SOVF 1.07%
19 HSMV 1.05%
20 SMDV 1.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 12.13M (16.68%) -8.65K
Decreased by -0.07%
Mar 30, 26
2 Vanguard Group Inc 8.97M (12.34%) -16.72K
Decreased by -0.19%
Dec 30, 25
3 Vanguard Portfolio Management, LLC 5.04M (6.93%) 5.04M
Increased by +100.00%
Mar 30, 26
4 State Street Corporation 3.83M (5.27%) 175.94K
Increased by +4.59%
Mar 30, 24
5 State Street Corp 3.62M (4.98%) -159.56K
Decreased by -4.41%
Mar 30, 26
6 Vanguard Capital Management, LLC 3.37M (4.63%) 3.37M
Increased by +100.00%
Mar 30, 26
7 Delaware Management Holdings Inc 2.68M (3.68%) 24.13K
Increased by +0.90%
Mar 30, 26
8 Capital Research Global Investors 2.28M (3.13%) 0.00
Increased by 0.00%
Mar 30, 26
9 Macquarie Group Ltd 2.22M (3.06%) -173.49K
Decreased by -7.80%
Sep 29, 25
10 Two Sigma Investments LLC 2.22M (3.05%) 1.04M
Increased by +46.89%
Mar 30, 26
11 Adage Capital Partners Gp LLC 2.07M (2.85%) 477.83K
Increased by +23.09%
Mar 30, 26
12 Geode Capital Management, LLC 1.99M (2.74%) 100.28K
Increased by +5.03%
Mar 30, 26
13 Point72 Asset Management, L.P. 1.94M (2.67%) 67.99K
Increased by +3.50%
Mar 30, 26
14 Covalis Capital LLP 1.75M (2.41%) -304.31K
Decreased by -17.36%
Mar 30, 26
15 Fuller & Thaler Asset Management Inc 1.60M (2.20%) 274.95K
Increased by +17.17%
Dec 30, 25
16 AQR Capital Management LLC 1.60M (2.19%) 177.21K
Increased by +11.11%
Mar 30, 26
17 The Goldman Sachs Group Inc 1.58M (2.18%) 616.92K
Increased by +38.93%
Mar 30, 26
18 Franklin Resources Inc 1.58M (2.17%) 743.64K
Increased by +47.17%
Mar 30, 26
19 Zimmer Partners LP 1.32M (1.82%) -150.90K
Decreased by -11.42%
Mar 30, 25
20 Cohen & Steers Inc 1.27M (1.74%) -117.48K
Decreased by -9.26%
Mar 30, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 2.60M (3.58%) 5.97K
Increased by +0.23%
Jul 27, 26
2 Vanguard Morn Total Stk Mkt Idx Investor 2.42M (3.32%) 13.12K
Increased by +0.54%
Jun 29, 26
3 Vanguard Total Stock Mkt Idx Inv 2.42M (3.32%) 13.12K
Increased by +0.54%
Jun 29, 26
4 Vanguard US Total Market Shares ETF 2.23M (3.07%) 83.42K
Increased by +3.74%
Sep 29, 24
5 iShares Russell 2000 ETF 2.03M (2.79%) 22.02K
Increased by +1.08%
Jul 27, 26
6 American Funds SMALLCAP World A 1.78M (2.44%) -217.81K
Decreased by -12.25%
Jun 29, 26
7 Vanguard Small Cap Index 1.75M (2.40%) 8.72K
Increased by +0.50%
Jun 29, 26
8 iShares Select Dividend ETF 1.45M (2.00%) 0.00
Increased by 0.00%
Jul 27, 26
9 Fuller & Thaler Behavrl Small-Cap Value 1.17M (1.61%) 32.06K
Increased by +2.74%
Sep 29, 23
10 Delaware US Small Cap Core Equity (SMA) 1.12M (1.54%) -13.14K
Decreased by -1.17%
Mar 30, 24
11 Macquarie US Small Cap Core Equity 1.12M (1.54%) -13.14K
Decreased by -1.17%
Mar 30, 24
12 Vanguard Morn Small Cap Value Index 1.11M (1.52%) -10.35K
Decreased by -0.93%
Jun 29, 26
13 Vanguard Small Cap Value Index Inv 1.11M (1.52%) -10.35K
Decreased by -0.93%
Jun 29, 26
14 Janus Henderson Small Cap Value L 969.04K (1.33%) 47.05K
Increased by +4.86%
Dec 30, 23
15 Franklin Small Cap Value SMA Composite 967.87K (1.33%) 614.33K
Increased by +63.47%
Jun 29, 25
16 Delaware Small Cap Core I 961.08K (1.32%) -64.58K
Decreased by -6.72%
Oct 30, 24
17 Macquarie Small Cap Core I 933.04K (1.28%) -70.08K
Decreased by -7.51%
Jul 30, 25
18 Vanguard Institutional Extnd Mkt Idx Tr 873.76K (1.20%) 20.23K
Increased by +2.32%
Jun 29, 26
19 SPDR® S&P Dividend ETF 775.57K (1.07%) 0.00
Increased by 0.00%
Aug 30, 25
20 Fidelity Small Cap Index 757.71K (1.04%) 3.96K
Increased by +0.52%
May 30, 26