Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCC 6.22%
2 AZTD 4.56%
3 XSHD 3.93%
4 ZIG 3.83%
5 FTXG 3.81%
6 CROP 3.55%
7 WBIY 3.00%
8 TPMN 2.92%
9 PBJ 2.55%
10 SIXS 2.15%
11 QVAL 2.06%
12 GRPZ 2.00%
13 DGRS 1.93%
14 BOUT 1.93%
15 DIV 1.89%
16 QMOM 1.80%
17 DFRA 1.75%
18 ABLD 1.75%
19 HELS 1.66%
20 ECML 1.65%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 6.95M (16.45%) -266.87K
Decreased by -3.84%
Mar 31, 26
2 Vanguard Group Inc 4.94M (11.70%) -65.49K
Decreased by -1.32%
Dec 31, 25
3 Vanguard Portfolio Management, LLC 2.75M (6.51%) 2.75M
Increased by +100.00%
Mar 31, 26
4 Dimensional Fund Advisors, Inc. 2.52M (5.96%) 300.91K
Increased by +11.94%
Mar 31, 26
5 American Century Companies Inc 2.01M (4.76%) 211.60K
Increased by +10.53%
Mar 31, 26
6 Vanguard Capital Management, LLC 1.88M (4.46%) 1.88M
Increased by +100.00%
Mar 31, 26
7 Renaissance Technologies Corp 1.78M (4.21%) -103.61K
Decreased by -5.83%
Mar 31, 26
8 State Street Corp 1.71M (4.05%) 24.40K
Increased by +1.43%
Mar 31, 26
9 First Trust Advisors L.P. 1.55M (3.67%) 355.76K
Increased by +22.92%
Mar 31, 26
10 State Street Corporation 1.55M (3.67%) 36.06K
Increased by +2.32%
Mar 31, 24
11 Mariner Value Strategies, LLC 1.38M (3.27%) -390.36K
Decreased by -28.27%
Mar 31, 24
12 River Road Asset Management, LLC 1.37M (3.24%) 1.37M
Increased by +100.00%
Mar 31, 26
13 Goldman Sachs Group Inc 1.27M (3.01%) 551.60K
Increased by +43.36%
Jun 30, 25
14 Boston Partners Global Investors, Inc 1.21M (2.87%) 1.21M
Increased by +100.00%
Mar 31, 26
15 Geode Capital Management, LLC 1.14M (2.70%) -35.07K
Decreased by -3.07%
Mar 31, 26
16 Morgan Stanley - Brokerage Accounts 1.12M (2.64%) 136.93K
Increased by +12.28%
Mar 31, 26
17 Northern Trust Corp 960.15K (2.27%) 11.03K
Increased by +1.15%
Mar 31, 26
18 Squarepoint Ops LLC 934.04K (2.21%) 382.37K
Increased by +40.94%
Jun 30, 25
19 Arrowstreet Capital Limited Partnership 866.06K (2.05%) -132.78K
Decreased by -15.33%
Mar 31, 25
20 Wasatch Advisors Inc. 832.39K (1.97%) 832.39K
Increased by +100.00%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.68M (6.35%) 414.00
Increased by +0.02%
Jun 30, 26
2 Avantis US Small Cap Value ETF 2.16M (5.12%) 1.83K
Increased by +0.08%
Jun 30, 26
3 Vanguard Total Stock Mkt Idx Inv 1.31M (3.10%) -5.87K
Decreased by -0.45%
Jun 30, 26
4 Vanguard US Total Market Shares ETF 1.26M (2.99%) 1.01K
Increased by +0.08%
Sep 30, 24
5 iShares Russell 2000 ETF 1.13M (2.68%) 6.70K
Increased by +0.59%
Jun 30, 26
6 Vanguard Small Cap Index 946.13K (2.24%) -2.42K
Decreased by -0.26%
Jun 30, 26
7 JHancock Disciplined Value Mid Cap I 858.77K (2.03%) 1.89K
Increased by +0.22%
May 31, 26
8 First Trust SMID Cp Rising Div Achv ETF 737.12K (1.74%) 0.00
Increased by 0.00%
Jun 30, 26
9 Diamond Hill Small-Mid Cap I 633.45K (1.50%) -144.68K
Decreased by -22.84%
Feb 29, 24
10 Vanguard Small Cap Growth Index Inv 548.15K (1.30%) 15.78K
Increased by +2.88%
Jun 30, 26
11 Vanguard Institutional Extnd Mkt Idx Tr 511.31K (1.21%) 5.19K
Increased by +1.02%
Jun 30, 26
12 DFA US Small Cap Value I 508.11K (1.20%) 25.64K
Increased by +5.05%
May 31, 26
13 Fidelity Small Cap Index 432.28K (1.02%) 4.07K
Increased by +0.94%
Apr 30, 26
14 State Street SPDR Port S&P 600 Sm CpETF 409.94K (0.97%) -280.00
Decreased by -0.07%
Jun 30, 26
15 iShares Russell 2000 Value ETF 408.13K (0.97%) -2.82K
Decreased by -0.69%
Jun 30, 26
16 Nuance Mid Cap Value Institutional 404.54K (0.96%) -419.15K
Decreased by -103.61%
Apr 30, 24
17 iShares S&P Small-Cap 600 Growth ETF 401.23K (0.95%) 1.30K
Increased by +0.33%
Jun 30, 26
18 DFA US Targeted Value I 398.54K (0.94%) 0.00
Increased by 0.00%
May 31, 26
19 Wasatch Small Cap Value 397.20K (0.94%) -42.30K
Decreased by -10.65%
Mar 31, 24
20 Invesco S&P SmallCap Momentum ETF 391.28K (0.93%) 0.00
Increased by 0.00%
Feb 28, 26