Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XWEB 4.22%
2 GBGR 2.56%
3 PSCU 2.23%
4 CPAI 2.14%
5 BOUT 1.77%
6 AFSC 1.66%
7 AZTD 1.50%
8 SCOW 1.08%
9 SMCP 1.06%
10 SURE 0.99%
11 HLGE 0.99%
12 PLAT 0.98%
13 GRPZ 0.98%
14 JHAC 0.94%
15 XSHQ 0.88%
16 CLSE 0.84%
17 CAFG 0.78%
18 JSML 0.64%
19 XSMO 0.63%
20 PXSG 0.63%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 12.01M (16.34%) -118.28K
Decreased by -0.98%
Mar 31, 26
2 Vanguard Group Inc 8.77M (11.93%) -551.78K
Decreased by -6.29%
Dec 31, 25
3 Wellington Management Company LLP 5.95M (8.09%) -2.03M
Decreased by -34.11%
Mar 31, 26
4 Vanguard Portfolio Management, LLC 4.63M (6.31%) 4.63M
Increased by +100.00%
Mar 31, 26
5 Vanguard Capital Management, LLC 3.50M (4.76%) 3.50M
Increased by +100.00%
Mar 31, 26
6 State Street Corporation 3.31M (4.50%) 40.33K
Increased by +1.22%
Mar 31, 24
7 State Street Corp 3.09M (4.21%) 37.92K
Increased by +1.23%
Mar 31, 26
8 Par Capital Management Inc 2.81M (3.82%) 143.90K
Increased by +5.12%
Mar 31, 25
9 Prevatt Capital Ltd 2.48M (3.37%) 275.00K
Increased by +11.11%
Mar 31, 26
10 Orbis Allan Gray Ltd 2.33M (3.17%) 2.33M
Increased by +100.00%
Mar 31, 26
11 Foxhaven Asset Management, LP 2.17M (2.95%) -1.62M
Decreased by -74.60%
Dec 31, 24
12 Congress Asset Management Company, LLP 2.11M (2.87%) 152.39K
Increased by +7.22%
Mar 31, 26
13 Geode Capital Management, LLC 2.10M (2.86%) -401.00
Decreased by -0.02%
Mar 31, 26
14 Pacer Advisors, INC. 1.99M (2.71%) 336.25K
Increased by +16.87%
Dec 31, 23
15 Dragoneer Investment Group, LLC 1.84M (2.50%) -3.91M
Decreased by -212.73%
Dec 31, 23
16 Dimensional Fund Advisors, Inc. 1.79M (2.43%) -48.74K
Decreased by -2.73%
Mar 31, 26
17 Manufacturers Life Insurance Co 1.70M (2.31%) -148.82K
Decreased by -8.77%
Mar 31, 26
18 Boston Partners Global Investors, Inc 1.65M (2.25%) 292.74K
Increased by +17.70%
Mar 31, 26
19 Man Group PLC 1.65M (2.24%) 194.02K
Increased by +11.79%
Dec 31, 23
20 ALTA FOX CAPITAL MANAGEMENT, LLC 1.59M (2.16%) 313.80K
Increased by +19.77%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 4.92M (6.70%) 1.83K
Increased by +0.04%
May 29, 26
2 Vanguard US Total Market Shares ETF 2.67M (3.63%) 3.18K
Increased by +0.12%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 2.46M (3.35%) 8.42K
Increased by +0.34%
Apr 30, 26
4 Pacer US Small Cap Cash Cows 100 ETF 2.33M (3.17%) 32.13K
Increased by +1.38%
Jan 31, 24
5 iShares Russell 2000 ETF 1.89M (2.57%) 17.42K
Increased by +0.92%
May 29, 26
6 Vanguard Small Cap Index 1.77M (2.41%) -3.35K
Decreased by -0.19%
Apr 30, 26
7 Orbis Optimal (US$) Fund 1.41M (1.92%) 1.41M
Increased by +100.00%
Mar 31, 26
8 Congress Small Cap Growth Institutional 1.19M (1.61%) 0.00
Increased by 0.00%
Apr 30, 26
9 Fort Washington Small Company Equity 1.07M (1.46%) 123.18K
Increased by +11.51%
Mar 31, 26
10 Small Company Equity - FTWA 1.07M (1.46%) 123.18K
Increased by +11.51%
Mar 31, 26
11 Vanguard Small Cap Growth Index Inv 992.14K (1.35%) -734.00
Decreased by -0.07%
Apr 30, 26
12 Fidelity® Small Cap Index 942.90K (1.28%) 25.07K
Increased by +2.66%
Oct 31, 23
13 Vanguard Institutional Extnd Mkt Idx Tr 916.38K (1.25%) 10.37K
Increased by +1.13%
Apr 30, 26
14 Touchstone Small Company A 824.92K (1.12%) 55.47K
Increased by +6.72%
Mar 31, 26
15 Fidelity Small Cap Index 773.72K (1.05%) -30.15K
Decreased by -3.90%
Mar 31, 26
16 American Century Small Cap Growth Inv 760.87K (1.04%) 760.87K
Increased by +100.00%
Mar 31, 25
17 American Century U.S. Small Cap Growth 760.87K (1.04%) 760.87K
Increased by +100.00%
Mar 31, 25
18 SPDR® Portfolio S&P 600 Sm Cap ETF 758.88K (1.03%) 0.00
Increased by 0.00%
Apr 30, 24
19 Strategic Advisers® Small-Mid Cap 752.59K (1.02%) 28.40K
Increased by +3.77%
Oct 31, 23
20 State Street SPDR Port S&P 600 Sm CpETF 750.02K (1.02%) 0.00
Increased by 0.00%
May 29, 26