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 1.79%
6 FFOX 1.48%
7 PSCD 1.45%
8 GRPZ 1.14%
9 FDLS 1.13%
10 CSB 1.10%
11 PXSG 1.04%
12 XSMO 1.02%
13 DGRS 1.02%
14 ATFV 0.99%
15 DBSC 0.68%
16 FLQS 0.59%
17 FFND 0.59%
18 FYC 0.59%
19 SAWS 0.54%
20 PSC 0.47%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Tudor Investment Corp Et AL 33.00M (72.27%) 33.00M
Increased by +100.00%
Sep 30, 25
2 BlackRock Inc 6.67M (14.62%) -192.09K
Decreased by -2.88%
Mar 31, 26
3 FMR Inc 5.92M (12.96%) -1.22M
Decreased by -20.70%
Mar 31, 26
4 Vanguard Group Inc 5.15M (11.27%) -4.81K
Decreased by -0.09%
Dec 31, 25
5 Vanguard Portfolio Management, LLC 2.77M (6.07%) 2.77M
Increased by +100.00%
Mar 31, 26
6 Earnest Partners LLC 2.09M (4.57%) -59.15K
Decreased by -2.83%
Mar 31, 26
7 Vanguard Capital Management, LLC 2.02M (4.43%) 2.02M
Increased by +100.00%
Mar 31, 26
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 Kayne Anderson Rudnick Investment Management LLC 1.99M (4.36%) -401.72K
Decreased by -20.17%
Mar 31, 26
11 State Street Corp 1.80M (3.94%) 14.53K
Increased by +0.81%
Mar 31, 26
12 State Street Corporation 1.78M (3.91%) 11.77K
Increased by +0.66%
Mar 31, 24
13 American Century Companies Inc 1.77M (3.88%) 89.33K
Increased by +5.04%
Mar 31, 26
14 Victory Capital Management Inc. 1.47M (3.23%) 207.79K
Increased by +14.09%
Dec 31, 25
15 Bank of America Corp 1.37M (3.00%) -669.60K
Decreased by -48.89%
Mar 31, 26
16 Westwood Holdings Group Inc 1.31M (2.86%) -194.19K
Decreased by -14.87%
Mar 31, 26
17 D. E. Shaw & Co LP 1.26M (2.77%) 1.26M
Increased by +100.00%
Mar 31, 26
18 Dimensional Fund Advisors, Inc. 1.24M (2.72%) 29.04K
Increased by +2.34%
Mar 31, 26
19 UBS Group AG 1.18M (2.59%) 155.09K
Increased by +13.12%
Mar 31, 26
20 Geode Capital Management, LLC 1.15M (2.52%) -2.62K
Decreased by -0.23%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.78M (6.10%) 1.02K
Increased by +0.04%
May 29, 26
2 Avantis US Small Cap Value ETF 1.59M (3.48%) 1.17K
Increased by +0.07%
May 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 1.44M (3.15%) 4.84K
Increased by +0.34%
Apr 30, 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%) 0.00
Increased by 0.00%
Mar 31, 26
9 iShares Russell 2000 ETF 1.11M (2.43%) 10.24K
Increased by +0.92%
May 29, 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 1.03M (2.26%) -3.06K
Decreased by -0.30%
Apr 30, 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 (2.14%) 955.30K
Increased by +97.98%
Dec 31, 25
15 Victory Sycamore Small Company Opp R 975.00K (2.14%) 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 Strategic Advisers Fidelity US TtlStk 695.40K (1.52%) 0.00
Increased by 0.00%
Apr 30, 26
18 Vanguard Small Cap Value Index Inv 664.50K (1.46%) 5.24K
Increased by +0.79%
Apr 30, 26
19 Hennessy Cornerstone Mid Cap 30 Inv 646.70K (1.42%) -67.70K
Decreased by -10.47%
Mar 31, 26
20 Invesco Main Street Small Cap R6 617.54K (1.35%) 8.50K
Increased by +1.38%
Apr 30, 26