Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOUT 2.74%
2 QABA 1.77%
3 GRPZ 1.30%
4 DGRS 1.25%
5 KBE 1.13%
6 MYLD 1.03%
7 SMCP 0.97%
8 PSCF 0.95%
9 SDVY 0.85%
10 KRE 0.83%
11 KRU 0.68%
12 PXSV 0.66%
13 XSVM 0.65%
14 SQLV 0.58%
15 CLSE 0.58%
16 FTXO 0.56%
17 EQWM 0.53%
18 USVM 0.49%
19 AFMC 0.48%
20 SLYV 0.45%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 9.75M (15.30%) 37.50K
Increased by +0.38%
Mar 31, 26
2 Vanguard Group Inc 7.53M (11.83%) -41.17K
Decreased by -0.55%
Dec 31, 25
3 Vanguard Portfolio Management, LLC 4.07M (6.39%) 4.07M
Increased by +100.00%
Mar 31, 26
4 Dimensional Fund Advisors, Inc. 4.05M (6.36%) 17.44K
Increased by +0.43%
Mar 31, 26
5 State Street Corp 3.46M (5.43%) 50.84K
Increased by +1.47%
Mar 31, 26
6 State Street Corporation 3.40M (5.34%) -283.57K
Decreased by -8.33%
Mar 31, 24
7 Vanguard Capital Management, LLC 2.90M (4.55%) 2.90M
Increased by +100.00%
Mar 31, 26
8 Geode Capital Management, LLC 1.74M (2.73%) 14.90K
Increased by +0.86%
Mar 31, 26
9 Amvescap Plc. 1.69M (2.65%) 2.25K
Increased by +0.13%
Mar 31, 26
10 American Century Companies Inc 1.61M (2.52%) 259.21K
Increased by +16.13%
Mar 31, 26
11 Principal Financial Group Inc 1.49M (2.34%) -50.89K
Decreased by -3.42%
Dec 31, 23
12 T. Rowe Price Investment Management,Inc. 1.10M (1.72%) -435.09K
Decreased by -39.72%
Mar 31, 26
13 Massachusetts Financial Services Company 915.08K (1.44%) -46.09K
Decreased by -5.04%
Mar 31, 26
14 Charles Schwab Investment Management Inc 905.20K (1.42%) -2.03M
Decreased by -224.38%
Mar 31, 26
15 NORGES BANK 850.18K (1.33%) 51.85K
Increased by +6.10%
Dec 31, 25
16 Northern Trust Corp 809.79K (1.27%) 11.58K
Increased by +1.43%
Mar 31, 26
17 Wellington Management Company LLP 762.69K (1.20%) 161.80K
Increased by +21.21%
Jun 30, 25
18 Ameriprise Financial Inc 755.43K (1.19%) -84.98K
Decreased by -11.25%
Dec 31, 23
19 The Goldman Sachs Group Inc 705.02K (1.11%) 124.98K
Increased by +17.73%
Mar 31, 26
20 Nuveen Asset Management, LLC 697.33K (1.09%) -35.58K
Decreased by -5.10%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 4.08M (6.41%) 1.46K
Increased by +0.04%
May 29, 26
2 Vanguard US Total Market Shares ETF 2.19M (3.44%) 1.94K
Increased by +0.09%
Sep 30, 24
3 Schwab US Dividend Equity ETF™ 2.10M (3.30%) 11.92K
Increased by +0.57%
Feb 28, 26
4 Vanguard Total Stock Mkt Idx Inv 2.05M (3.21%) 8.05K
Increased by +0.39%
Apr 30, 26
5 Avantis US Small Cap Value ETF 1.58M (2.48%) 12.21K
Increased by +0.77%
May 30, 26
6 iShares Russell 2000 ETF 1.55M (2.44%) 14.35K
Increased by +0.92%
May 29, 26
7 Vanguard Small Cap Index 1.47M (2.31%) -2.81K
Decreased by -0.19%
Apr 30, 26
8 Vanguard Small Cap Value Index Inv 944.13K (1.48%) 6.17K
Increased by +0.65%
Apr 30, 26
9 DFA US Small Cap Value I 863.70K (1.36%) 0.00
Increased by 0.00%
Apr 30, 26
10 First Trust SMID Cp Rising Div Achv ETF 784.14K (1.23%) 1.19K
Increased by +0.15%
May 29, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 757.86K (1.19%) 9.32K
Increased by +1.23%
Apr 30, 26
12 Fidelity® Small Cap Index 653.10K (1.03%) 14.16K
Increased by +2.17%
Sep 30, 23
13 SPDR® Portfolio S&P 600 Sm Cap ETF 644.12K (1.01%) 0.00
Increased by 0.00%
Apr 30, 24
14 iShares S&P Small-Cap 600 Value ETF 643.40K (1.01%) 0.00
Increased by 0.00%
May 29, 26
15 Fidelity Small Cap Index 635.23K (1.00%) -16.37K
Decreased by -2.58%
Mar 31, 26
16 State Street SPDR Port S&P 600 Sm CpETF 620.12K (0.97%) 0.00
Increased by 0.00%
May 29, 26
17 SPDR® Portfolio S&P 600™ Sm Cap ETF 619.90K (0.97%) 7.46K
Increased by +1.20%
Aug 29, 25
18 Invesco Main Street Small Cap R6 614.52K (0.96%) 1.44K
Increased by +0.23%
Apr 30, 26
19 Invesco Small Cap Core 613.08K (0.96%) -21.29K
Decreased by -3.47%
Mar 31, 26
20 iShares Russell 2000 Value ETF 561.42K (0.88%) 0.00
Increased by 0.00%
May 29, 26