Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCC 7.12%
2 AZTD 4.56%
3 CROP 3.55%
4 FTXG 3.41%
5 ZIG 3.28%
6 XSHD 3.22%
7 WBIY 3.00%
8 TPMN 2.92%
9 PBJ 2.55%
10 QVAL 2.06%
11 SIXS 1.98%
12 BOUT 1.93%
13 DIV 1.89%
14 QMOM 1.80%
15 DGRS 1.73%
16 HELS 1.66%
17 JSMD 1.64%
18 PSL 1.58%
19 JSML 1.56%
20 ABLD 1.52%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 6.95M (16.27%) -266.87K
Decreased by -3.84%
Mar 31, 26
2 Vanguard Group Inc 4.94M (11.57%) -65.49K
Decreased by -1.32%
Dec 31, 25
3 Vanguard Portfolio Management, LLC 2.75M (6.44%) 2.75M
Increased by +100.00%
Mar 31, 26
4 Dimensional Fund Advisors, Inc. 2.52M (5.90%) 300.91K
Increased by +11.94%
Mar 31, 26
5 American Century Companies Inc 2.01M (4.70%) 211.60K
Increased by +10.53%
Mar 31, 26
6 Vanguard Capital Management, LLC 1.88M (4.41%) 1.88M
Increased by +100.00%
Mar 31, 26
7 Renaissance Technologies Corp 1.78M (4.16%) -103.61K
Decreased by -5.83%
Mar 31, 26
8 State Street Corp 1.71M (4.01%) 24.40K
Increased by +1.43%
Mar 31, 26
9 First Trust Advisors L.P. 1.55M (3.63%) 355.76K
Increased by +22.92%
Mar 31, 26
10 State Street Corporation 1.55M (3.63%) 36.06K
Increased by +2.32%
Mar 31, 24
11 Mariner Value Strategies, LLC 1.38M (3.23%) -390.36K
Decreased by -28.27%
Mar 31, 24
12 River Road Asset Management, LLC 1.37M (3.21%) 1.37M
Increased by +100.00%
Mar 31, 26
13 CI Private Wealth LLC 1.30M (3.05%) 610.55K
Increased by +46.93%
Dec 31, 25
14 Goldman Sachs Group Inc 1.27M (2.98%) 551.60K
Increased by +43.36%
Jun 30, 25
15 Boston Partners Global Investors, Inc 1.21M (2.84%) 1.21M
Increased by +100.00%
Mar 31, 26
16 Geode Capital Management, LLC 1.14M (2.67%) -35.07K
Decreased by -3.07%
Mar 31, 26
17 Morgan Stanley - Brokerage Accounts 1.12M (2.61%) 136.93K
Increased by +12.28%
Mar 31, 26
18 Northern Trust Corp 960.15K (2.25%) 11.03K
Increased by +1.15%
Mar 31, 26
19 Squarepoint Ops LLC 934.04K (2.19%) 382.37K
Increased by +40.94%
Jun 30, 25
20 Arrowstreet Capital Limited Partnership 866.06K (2.03%) -132.78K
Decreased by -15.33%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.72M (6.36%) 980.00
Increased by +0.04%
May 29, 26
2 Avantis US Small Cap Value ETF 2.02M (4.74%) 2.11K
Increased by +0.10%
May 30, 26
3 Vanguard Total Stock Mkt Idx Inv 1.31M (3.07%) 3.30K
Increased by +0.25%
Apr 30, 26
4 Vanguard US Total Market Shares ETF 1.26M (2.95%) 1.01K
Increased by +0.08%
Sep 30, 24
5 iShares Russell 2000 ETF 1.04M (2.44%) 9.62K
Increased by +0.92%
May 29, 26
6 Vanguard Small Cap Index 948.96K (2.22%) -3.08K
Decreased by -0.32%
Apr 30, 26
7 First Trust SMID Cp Rising Div Achv ETF 943.75K (2.21%) -2.35K
Decreased by -0.25%
May 31, 26
8 JHancock Disciplined Value Mid Cap I 856.88K (2.01%) -71.47K
Decreased by -8.34%
Mar 31, 26
9 Diamond Hill Small-Mid Cap I 633.45K (1.48%) -144.68K
Decreased by -22.84%
Feb 29, 24
10 Vanguard Small Cap Growth Index Inv 533.89K (1.25%) 2.39K
Increased by +0.45%
Apr 30, 26
11 Vanguard Institutional Extnd Mkt Idx Tr 506.17K (1.18%) 4.92K
Increased by +0.97%
Apr 30, 26
12 DFA US Small Cap Value I 482.47K (1.13%) 47.47K
Increased by +9.84%
Apr 30, 26
13 Fidelity Small Cap Index 428.21K (1.00%) -6.91K
Decreased by -1.61%
Mar 31, 26
14 State Street SPDR Port S&P 600 Sm CpETF 413.39K (0.97%) 0.00
Increased by 0.00%
May 29, 26
15 Nuance Mid Cap Value Institutional 404.54K (0.95%) -419.15K
Decreased by -103.61%
Apr 30, 24
16 DFA US Targeted Value I 398.54K (0.93%) 26.08K
Increased by +6.54%
Apr 30, 26
17 Wasatch Small Cap Value 397.20K (0.93%) -42.30K
Decreased by -10.65%
Mar 31, 24
18 iShares S&P Small-Cap 600 Growth ETF 396.41K (0.93%) -987.00
Decreased by -0.25%
May 29, 26
19 Invesco S&P SmallCap Momentum ETF 391.28K (0.92%) 0.00
Increased by 0.00%
Feb 28, 26
20 SPDR® Portfolio S&P 600™ Sm Cap ETF 382.11K (0.89%) 4.55K
Increased by +1.19%
Aug 29, 25