Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ETEC 5.31%
2 PSCD 4.71%
3 UTRN 4.03%
4 RNEW 3.91%
5 FMTM 3.02%
6 ADPV 3.02%
7 EVAV 2.82%
8 FOVL 2.64%
9 TCV 2.57%
10 FTXR 2.54%
11 LYLD 2.53%
12 EPSB 2.49%
13 QMOM 2.38%
14 ECML 2.30%
15 RAYD 2.17%
16 COWS 2.15%
17 HCOW 2.10%
18 HAIL 2.09%
19 CALF 1.89%
20 RSPD 1.84%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 27.02M (13.31%) -6.31M
Decreased by -23.36%
Mar 31, 26
2 Vanguard Group Inc 24.97M (12.30%) -2.60M
Decreased by -10.43%
Dec 31, 25
3 Vanguard Portfolio Management, LLC 13.52M (6.66%) 13.52M
Increased by +100.00%
Mar 31, 26
4 Dimensional Fund Advisors, Inc. 11.93M (5.87%) -35.16K
Decreased by -0.29%
Mar 31, 26
5 State Street Corporation 9.79M (4.82%) -856.47K
Decreased by -8.75%
Mar 31, 24
6 Vanguard Capital Management, LLC 9.29M (4.57%) 9.29M
Increased by +100.00%
Mar 31, 26
7 AQR Capital Management LLC 7.22M (3.56%) -2.00M
Decreased by -27.65%
Mar 31, 26
8 State Street Corp 6.98M (3.44%) -66.10K
Decreased by -0.95%
Mar 31, 26
9 Amvescap Plc. 6.80M (3.35%) 628.93K
Increased by +9.26%
Dec 31, 24
10 LSV Asset Management 6.45M (3.18%) 5.32K
Increased by +0.08%
Mar 31, 26
11 Diamond Hill Capital Management Inc 5.81M (2.86%) 350.83K
Increased by +6.03%
Dec 31, 23
12 Macquarie Group Ltd 5.81M (2.86%) 344.56K
Increased by +5.93%
Sep 30, 23
13 Boston Partners Global Investors, Inc 5.27M (2.59%) 1.95M
Increased by +37.05%
Sep 30, 23
14 Pacer Advisors, INC. 5.25M (2.59%) 606.29K
Increased by +11.54%
Dec 31, 24
15 The Goldman Sachs Group Inc 5.13M (2.53%) 2.73M
Increased by +53.08%
Mar 31, 26
16 Geode Capital Management, LLC 4.81M (2.37%) 508.39K
Increased by +10.58%
Mar 31, 26
17 Balyasny Asset Management LLC 4.76M (2.35%) 3.67M
Increased by +77.09%
Jun 30, 24
18 Victory Capital Management Inc. 4.65M (2.29%) -2.16M
Decreased by -46.45%
Mar 31, 26
19 Citadel Advisors Llc 4.24M (2.09%) 1.80M
Increased by +42.39%
Jun 30, 24
20 Fuller & Thaler Asset Management Inc 4.12M (2.03%) -2.43M
Decreased by -58.88%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 13.07M (6.43%) 0.00
Increased by 0.00%
Aug 31, 25
2 Vanguard US Total Market Shares ETF 7.23M (3.56%) 5.13K
Increased by +0.07%
Sep 30, 24
3 iShares Core S&P Mid-Cap ETF 7.02M (3.46%) 1.32K
Increased by +0.02%
May 29, 26
4 Sycamore Mid Cap Value Comp 6.95M (3.42%) 6.67M
Increased by +96.02%
Mar 31, 25
5 Oakmark Investor 6.62M (3.26%) 0.00
Increased by 0.00%
Mar 31, 25
6 Vanguard Total Stock Mkt Idx Inv 6.57M (3.24%) 15.30K
Increased by +0.23%
Apr 30, 26
7 Vanguard Institutional 500 Index Trust 6.07M (2.99%) 53.40K
Increased by +0.88%
Feb 28, 25
8 Pacer US Cash Cows 100 ETF 5.22M (2.57%) 7.71K
Increased by +0.15%
Feb 28, 25
9 Vanguard Small Cap Index 4.77M (2.35%) -9.67K
Decreased by -0.20%
Apr 30, 26
10 Invesco S&P 500® Equal Weight ETF 4.35M (2.14%) 4.89K
Increased by +0.11%
Feb 28, 25
11 Diamond Hill Large Cap Equity 4.24M (2.09%) -149.07K
Decreased by -3.51%
Jan 31, 24
12 FullerThaler Behavioral Sm-Cp Eq R6 3.93M (1.94%) 40.90K
Increased by +1.04%
Apr 30, 26
13 Delaware Ivy Mid Cap Growth A 3.20M (1.57%) 0.00
Increased by 0.00%
Sep 30, 23
14 FullerThaler Beh Small-Cap Equity SMA 3.10M (1.53%) 155.90K
Increased by +5.03%
Dec 31, 25
15 FullerThaler Behavioral Small-Cap Equity 3.10M (1.53%) 405.34K
Increased by +13.07%
Dec 31, 25
16 Victory Sycamore Established Value R 3.10M (1.53%) -1.44M
Decreased by -46.50%
Mar 31, 26
17 Vanguard Small Cap Value Index Inv 3.07M (1.51%) 23.24K
Increased by +0.76%
Apr 30, 26
18 DFA US Small Cap Value I 2.90M (1.43%) 0.00
Increased by 0.00%
Apr 30, 26
19 SPDR® S&P 500 ETF Trust 2.78M (1.37%) 6.12K
Increased by +0.22%
Apr 30, 24
20 Fidelity® 500 Index 2.74M (1.35%) 17.43K
Increased by +0.64%
Nov 30, 23