Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOUT 2.74%
2 QABA 1.77%
3 GRPZ 1.29%
4 DGRS 1.24%
5 KBE 1.12%
6 MYLD 1.03%
7 SMCP 0.97%
8 PSCF 0.94%
9 SDVY 0.85%
10 KRU 0.68%
11 PXSV 0.66%
12 XSVM 0.65%
13 KRE 0.62%
14 CLSE 0.58%
15 SQLV 0.57%
16 FTXO 0.56%
17 EQWM 0.53%
18 AFMC 0.48%
19 USVM 0.48%
20 SLYV 0.46%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 9.71M (15.25%) -261.56K
Decreased by -2.69%
Dec 31, 25
2 Vanguard Group Inc 7.53M (11.84%) -41.17K
Decreased by -0.55%
Dec 31, 25
3 Dimensional Fund Advisors, Inc. 4.05M (6.36%) 17.44K
Increased by +0.43%
Mar 31, 26
4 State Street Corp 3.41M (5.35%) -73.01K
Decreased by -2.14%
Dec 31, 25
5 State Street Corporation 3.40M (5.35%) -283.57K
Decreased by -8.33%
Mar 31, 24
6 Charles Schwab Investment Management Inc 2.94M (4.61%) 1.22K
Increased by +0.04%
Dec 31, 25
7 Geode Capital Management, LLC 1.72M (2.71%) -15.03K
Decreased by -0.87%
Dec 31, 25
8 Amvescap Plc. 1.69M (2.65%) 2.25K
Increased by +0.13%
Mar 31, 26
9 T. Rowe Price Investment Management,Inc. 1.53M (2.40%) 261.70K
Increased by +17.10%
Dec 31, 25
10 Principal Financial Group Inc 1.49M (2.34%) -50.89K
Decreased by -3.42%
Dec 31, 23
11 American Century Companies Inc 1.35M (2.12%) 54.86K
Increased by +4.07%
Dec 31, 25
12 Massachusetts Financial Services Company 915.08K (1.44%) -46.09K
Decreased by -5.04%
Mar 31, 26
13 NORGES BANK 850.18K (1.34%) 51.85K
Increased by +6.10%
Dec 31, 25
14 Northern Trust Corp 809.79K (1.27%) 11.58K
Increased by +1.43%
Mar 31, 26
15 Wellington Management Company LLP 762.69K (1.20%) 161.80K
Increased by +21.21%
Jun 30, 25
16 Ameriprise Financial Inc 755.43K (1.19%) -84.98K
Decreased by -11.25%
Dec 31, 23
17 Nuveen Asset Management, LLC 697.33K (1.10%) -35.58K
Decreased by -5.10%
Dec 31, 24
18 LSV Asset Management 678.20K (1.07%) 29.30K
Increased by +4.32%
Mar 31, 26
19 Morgan Stanley - Brokerage Accounts 672.70K (1.06%) 56.40K
Increased by +8.38%
Dec 31, 25
20 Bank of New York Mellon Corp 641.51K (1.01%) -28.02K
Decreased by -4.37%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 4.07M (6.39%) 0.00
Increased by 0.00%
Apr 30, 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 (3.31%) 11.92K
Increased by +0.57%
Feb 28, 26
4 Vanguard Total Stock Mkt Idx Inv 2.04M (3.20%) -47.90K
Decreased by -2.35%
Mar 31, 26
5 iShares Russell 2000 ETF 1.54M (2.42%) 0.00
Increased by 0.00%
Apr 30, 26
6 Vanguard Small Cap Index 1.47M (2.32%) 6.80K
Increased by +0.46%
Mar 31, 26
7 Avantis US Small Cap Value ETF 1.46M (2.29%) 0.00
Increased by 0.00%
Apr 30, 26
8 Vanguard Small Cap Value Index Inv 937.96K (1.47%) -4.76K
Decreased by -0.51%
Mar 31, 26
9 DFA US Small Cap Value I 863.70K (1.36%) 0.00
Increased by 0.00%
Mar 31, 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 748.54K (1.18%) 8.45K
Increased by +1.13%
Mar 31, 26
12 Fidelity® Small Cap Index 653.10K (1.03%) 14.16K
Increased by +2.17%
Sep 30, 23
13 Fidelity Small Cap Index 651.60K (1.02%) 6.87K
Increased by +1.05%
Feb 28, 26
14 SPDR® Portfolio S&P 600 Sm Cap ETF 644.12K (1.01%) 0.00
Increased by 0.00%
Apr 30, 24
15 iShares S&P Small-Cap 600 Value ETF 628.98K (0.99%) 0.00
Increased by 0.00%
Apr 30, 26
16 SPDR® Portfolio S&P 600™ Sm Cap ETF 619.90K (0.97%) 7.46K
Increased by +1.20%
Aug 29, 25
17 State Street SPDR Port S&P 600 Sm CpETF 614.34K (0.96%) 214.00
Increased by +0.03%
Apr 30, 26
18 Invesco Main Street Small Cap R6 613.08K (0.96%) -8.73K
Decreased by -1.42%
Mar 31, 26
19 Invesco Small Cap Core 613.08K (0.96%) -21.29K
Decreased by -3.47%
Mar 31, 26
20 State Street® SPDR® S&PRgnllBkgETF 589.05K (0.93%) -5.43K
Decreased by -0.92%
Apr 30, 26