Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EATZ 4.95%
2 BOUT 3.05%
3 WBIC 2.72%
4 PEJ 2.14%
5 PEZ 1.59%
6 FFOX 1.46%
7 PSCD 1.36%
8 FDLS 1.13%
9 CSB 1.10%
10 PXSG 1.04%
11 XSMO 1.02%
12 GRPZ 1.01%
13 ATFV 0.99%
14 DGRS 0.86%
15 DBSC 0.68%
16 FFND 0.59%
17 SAWS 0.54%
18 FLQS 0.54%
19 FYC 0.49%
20 PSC 0.47%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Tudor Investment Corp Et AL 33.00M (72.26%) 33.00M
Increased by +100.00%
Sep 30, 25
2 FMR Inc 7.14M (15.64%) 1.89M
Increased by +26.44%
Dec 31, 25
3 BlackRock Inc 6.87M (15.03%) 145.36K
Increased by +2.12%
Dec 31, 25
4 Vanguard Group Inc 5.15M (11.27%) -4.81K
Decreased by -0.09%
Dec 31, 25
5 Kayne Anderson Rudnick Investment Management LLC 2.39M (5.24%) -179.35K
Decreased by -7.49%
Dec 31, 25
6 Earnest Partners LLC 2.15M (4.70%) -117.26K
Decreased by -5.46%
Dec 31, 25
7 Bank of America Corp 2.04M (4.47%) -362.08K
Decreased by -17.75%
Dec 31, 25
8 Wellington Management Company LLP 2.01M (4.41%) -163.23K
Decreased by -8.11%
Dec 31, 25
9 Amvescap Plc. 2.01M (4.40%) -327.47K
Decreased by -16.29%
Mar 31, 26
10 State Street Corp 1.79M (3.91%) 4.54K
Increased by +0.25%
Dec 31, 25
11 State Street Corporation 1.78M (3.91%) 11.77K
Increased by +0.66%
Mar 31, 24
12 American Century Companies Inc 1.68M (3.69%) -116.02K
Decreased by -6.89%
Dec 31, 25
13 Westwood Holdings Group Inc 1.50M (3.28%) 88.97K
Increased by +5.93%
Dec 31, 25
14 Victory Capital Management Inc. 1.47M (3.23%) 207.79K
Increased by +14.09%
Dec 31, 25
15 BAMCO Inc 1.25M (2.74%) 0.00
Increased by 0.00%
Dec 31, 25
16 Dimensional Fund Advisors, Inc. 1.24M (2.72%) 29.04K
Increased by +2.34%
Mar 31, 26
17 UBS Group AG 1.18M (2.59%) 155.09K
Increased by +13.12%
Mar 31, 26
18 Geode Capital Management, LLC 1.15M (2.52%) 4.58K
Increased by +0.40%
Dec 31, 25
19 Morgan Stanley - Brokerage Accounts 1.15M (2.51%) 136.98K
Increased by +11.96%
Dec 31, 25
20 Driehaus Capital Management LLC 980.68K (2.15%) 980.68K
Increased by +100.00%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.80M (6.12%) 618.00
Increased by +0.02%
Apr 30, 26
2 Avantis US Small Cap Value ETF 1.52M (3.34%) 0.00
Increased by 0.00%
Apr 30, 26
3 Baron Opp. Small Cap Growth Strategy 1.50M (3.28%) -300.00K
Decreased by -20.00%
Jun 30, 25
4 Vanguard Total Stock Mkt Idx Inv 1.43M (3.13%) 9.55K
Increased by +0.67%
Mar 31, 26
5 Vanguard US Total Market Shares ETF 1.42M (3.11%) 1.77K
Increased by +0.12%
Sep 30, 24
6 EARNEST Small Cap Value 1.39M (3.04%) 1.38M
Increased by +99.85%
Dec 31, 23
7 Vanguard Explorer Inv 1.32M (2.89%) 50.77K
Increased by +3.84%
Dec 31, 25
8 Fidelity Low-Priced Stock 1.24M (2.71%) -1.00K
Decreased by -0.08%
Feb 28, 26
9 iShares Russell 2000 ETF 1.09M (2.39%) 9.21K
Increased by +0.84%
Apr 30, 26
10 Invesco Small Cap Value A 1.06M (2.33%) 38.33K
Increased by +3.61%
Mar 31, 25
11 Vanguard Small Cap Index 1.04M (2.27%) 17.69K
Increased by +1.71%
Mar 31, 26
12 Baron Small Cap Retail 1.00M (2.19%) -250.00K
Decreased by -25.00%
Mar 31, 26
13 Baron Small Cap Strategy 1.00M (2.19%) -250.00K
Decreased by -25.00%
Mar 31, 26
14 Victory Small Cap Value CIT (Net 75) 975.00K (2.13%) 955.30K
Increased by +97.98%
Dec 31, 25
15 Victory Sycamore Small Company Opp R 975.00K (2.13%) 235.00K
Increased by +24.10%
Dec 31, 25
16 Harbor Small Cap Value Instl 795.12K (1.74%) -7.08K
Decreased by -0.89%
Mar 31, 26
17 Fidelity Small Cap Growth 710.43K (1.56%) 0.00
Increased by 0.00%
Feb 28, 26
18 Strategic Advisers Fidelity US TtlStk 695.40K (1.52%) 0.00
Increased by 0.00%
Mar 31, 26
19 Vanguard Small Cap Value Index Inv 659.26K (1.44%) 4.99K
Increased by +0.76%
Mar 31, 26
20 Hennessy Cornerstone Mid Cap 30 Inv 646.70K (1.42%) -67.70K
Decreased by -10.47%
Mar 31, 26