Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NBSM 2.11%
2 SMCO 1.94%
3 KBWR 1.73%
4 DGRS 1.23%
5 CSB 1.09%
6 SMDV 1.03%
7 KBE 1.02%
8 PSCF 0.81%
9 KRU 0.59%
10 PXSG 0.57%
11 XSMO 0.57%
12 ERNZ 0.54%
13 SLYV 0.46%
14 FYC 0.46%
15 SDD 0.46%
16 SBB 0.46%
17 KRE 0.44%
18 FTXO 0.44%
19 ESIX 0.40%
20 SMLV 0.33%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 7.51M (14.43%) -27.70K
Decreased by -0.37%
Mar 31, 26
2 Vanguard Group Inc 6.28M (12.05%) -38.16K
Decreased by -0.61%
Dec 31, 25
3 Neuberger Berman Group LLC 3.72M (7.14%) -97.02K
Decreased by -2.61%
Mar 31, 26
4 State Street Corporation 3.69M (7.09%) -136.01K
Decreased by -3.68%
Mar 31, 24
5 Vanguard Portfolio Management, LLC 3.53M (6.77%) 3.53M
Increased by +100.00%
Mar 31, 26
6 State Street Corp 3.15M (6.05%) 23.09K
Increased by +0.73%
Mar 31, 26
7 FMR Inc 3.03M (5.81%) 1.35M
Increased by +44.46%
Mar 31, 26
8 Vanguard Capital Management, LLC 2.37M (4.56%) 2.37M
Increased by +100.00%
Mar 31, 26
9 Morgan Stanley - Brokerage Accounts 1.86M (3.57%) -144.35K
Decreased by -7.76%
Mar 31, 26
10 Dimensional Fund Advisors, Inc. 1.82M (3.49%) 20.43K
Increased by +1.12%
Mar 31, 26
11 Geode Capital Management, LLC 1.30M (2.49%) 49.19K
Increased by +3.79%
Mar 31, 26
12 Champlain Investment Partners, LLC 960.53K (1.84%) -57.24K
Decreased by -5.96%
Dec 31, 23
13 Federated Hermes Inc 754.80K (1.45%) 82.89K
Increased by +10.98%
Mar 31, 26
14 NFJ Investment Group, LLC 679.96K (1.31%) -15.86K
Decreased by -2.33%
Mar 31, 26
15 NORGES BANK 678.84K (1.30%) 71.40K
Increased by +10.52%
Dec 31, 25
16 Charles Schwab Investment Management Inc 639.01K (1.23%) 3.96K
Increased by +0.62%
Mar 31, 26
17 Northern Trust Corp 620.51K (1.19%) 17.11K
Increased by +2.76%
Mar 31, 26
18 Bank of America Corp 598.79K (1.15%) 19.43K
Increased by +3.25%
Mar 31, 26
19 Bank of New York Mellon Corp 530.90K (1.02%) -10.53K
Decreased by -1.98%
Mar 31, 26
20 DePrince Race & Zollo Inc 530.87K (1.02%) 53.19K
Increased by +10.02%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.20M (6.14%) 1.16K
Increased by +0.04%
May 29, 26
2 Neuberger Berman Genesis Inv 2.29M (4.40%) 104.79K
Increased by +4.57%
Jun 30, 25
3 Neuberger Genesis Inv 2.09M (4.01%) -121.21K
Decreased by -5.81%
Mar 31, 26
4 Vanguard Total Stock Mkt Idx Inv 1.71M (3.28%) 7.29K
Increased by +0.43%
Apr 30, 26
5 Vanguard US Total Market Shares ETF 1.68M (3.22%) 1.93K
Increased by +0.12%
Sep 30, 24
6 iShares Russell 2000 ETF 1.25M (2.40%) 11.54K
Increased by +0.92%
May 29, 26
7 Vanguard Small Cap Index 1.21M (2.33%) -2.42K
Decreased by -0.20%
Apr 30, 26
8 Calvert US Small-Cap SMA 877.26K (1.69%) 876.46K
Increased by +99.91%
Dec 31, 25
9 Calvert US Small-Cap Strategy 861.78K (1.66%) -15.48K
Decreased by -1.80%
Mar 31, 26
10 Calvert Small-Cap A 830.53K (1.60%) -31.25K
Decreased by -3.76%
Apr 30, 26
11 Vanguard Small Cap Value Index Inv 778.80K (1.50%) 4.79K
Increased by +0.61%
Apr 30, 26
12 Champlain Small Company Fund, LLC 724.91K (1.39%) -52.03K
Decreased by -7.18%
Dec 31, 23
13 FIAM Small Cap Core CIT Cl B 675.80K (1.30%) 102.30K
Increased by +15.14%
Mar 31, 26
14 Vanguard Institutional Extnd Mkt Idx Tr 593.04K (1.14%) 6.25K
Increased by +1.05%
Apr 30, 26
15 SPDR® S&P Dividend ETF 592.30K (1.14%) 0.00
Increased by 0.00%
Aug 31, 25
16 iShares S&P Small-Cap 600 Value ETF 539.21K (1.04%) 0.00
Increased by 0.00%
Nov 30, 24
17 Federated Hermes US Smid Eq R EUR Acc 537.29K (1.03%) -5.50K
Decreased by -1.02%
Apr 30, 26
18 Fidelity Small Cap Index 519.97K (1.00%) 1.21K
Increased by +0.23%
Mar 31, 26
19 Fidelity® Small Cap Index 514.53K (0.99%) 14.17K
Increased by +2.75%
Oct 31, 23
20 State Street® SPDR® S&P® Dividend ETF 509.23K (0.98%) 0.00
Increased by 0.00%
May 31, 26