Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCC 3.81%
2 MYLD 1.05%
3 XSLV 0.82%
4 SMIZ 0.78%
5 XSVM 0.76%
6 FYT 0.49%
7 HAPS 0.48%
8 XSHQ 0.46%
9 BSVO 0.38%
10 FYX 0.35%
11 AVUV 0.32%
12 SLYV 0.28%
13 TPSC 0.28%
14 CSA 0.25%
15 ROGS 0.25%
16 AVSC 0.24%
17 VDC 0.21%
18 CSML 0.20%
19 VIOV 0.20%
20 ESIX 0.20%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 7.99M (13.92%) -48.73K
Decreased by -0.61%
 Mar 31, 26
2 Vanguard Group Inc 5.80M (10.11%) 20.82K
Increased by +0.36%
 Dec 31, 25
3 Vanguard Portfolio Management, LLC 3.42M (5.97%) 3.42M
Increased by +100.00%
 Mar 31, 26
4 Dimensional Fund Advisors, Inc. 3.25M (5.67%) -25.52K
Decreased by -0.78%
 Mar 31, 26
5 LSV Asset Management 2.50M (4.36%) 379.96K
Increased by +15.18%
 Mar 31, 26
6 American Century Companies Inc 2.21M (3.85%) 234.49K
Increased by +10.61%
 Mar 31, 26
7 State Street Corporation 2.12M (3.69%) 152.58K
Increased by +7.21%
 Mar 31, 24
8 Vanguard Capital Management, LLC 2.09M (3.65%) 2.09M
Increased by +100.00%
 Mar 31, 26
9 State Street Corp 2.09M (3.63%) -51.85K
Decreased by -2.49%
 Mar 31, 26
10 Allspring Global Investments Holdings, LLC 1.77M (3.08%) -154.28K
Decreased by -8.72%
 Mar 31, 26
11 Victory Capital Management Inc. 1.59M (2.77%) -441.52K
Decreased by -27.75%
 Mar 31, 26
12 Westwood Holdings Group Inc 1.20M (2.09%) -18.43K
Decreased by -1.54%
 Mar 31, 26
13 Geode Capital Management, LLC 1.09M (1.91%) 55.42K
Increased by +5.07%
 Mar 31, 26
14 Champlain Investment Partners, LLC 1.07M (1.86%) -336.43K
Decreased by -31.49%
 Sep 30, 25
15 Manufacturers Life Insurance Co 1.01M (1.76%) 47.98K
Increased by +4.74%
 Mar 31, 26
16 GW&K Investment Management, LLC 963.26K (1.68%) -36.94K
Decreased by -3.84%
 Mar 31, 26
17 JPMorgan Chase & Co 901.35K (1.57%) 436.49K
Increased by +48.43%
 Sep 30, 25
18 Charles Schwab Investment Management Inc 841.28K (1.47%) -52.12K
Decreased by -6.20%
 Mar 31, 26
19 William Blair Investment Management, LLC 831.43K (1.45%) 63.01K
Increased by +7.58%
 Jun 30, 25
20 Silvercrest Asset Management Group LLC 820.51K (1.43%) -119.66K
Decreased by -14.58%
 Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.09M (5.39%) 1.20K
Increased by +0.04%
 May 29, 26
2 Avantis US Small Cap Value ETF 2.11M (3.67%) 1.74K
Increased by +0.08%
 May 30, 26
3 Vanguard Total Stock Mkt Idx Inv 1.61M (2.80%) 0.00
Increased by 0.00%
 Apr 30, 26
4 Victory Small Cap Value CIT (Net 75) 1.48M (2.58%) 1.44M
Increased by +97.27%
 Dec 31, 25
5 Vanguard US Total Market Shares ETF 1.40M (2.44%) 0.00
Increased by 0.00%
 Sep 30, 24
6 iShares Russell 2000 ETF 1.15M (2.01%) 10.66K
Increased by +0.92%
 May 29, 26
7 Victory Sycamore Small Company Opp R 1.14M (1.99%) -341.30K
Decreased by -29.91%
 Mar 31, 26
8 Vanguard Small Cap Index 1.13M (1.97%) 4.33K
Increased by +0.38%
 Apr 30, 26
9 Allspring Special Small Cap Value A 1.11M (1.94%) -43.90K
Decreased by -3.95%
 Apr 30, 26
10 JHancock Small Cap Core NAV 827.10K (1.44%) 28.14K
Increased by +3.40%
 Apr 30, 26
11 Champlain Small Company Fund, LLC 721.05K (1.26%) -2.10K
Decreased by -0.29%
 Aug 31, 25
12 DFA US Small Cap Value I 720.10K (1.25%) 0.00
Increased by 0.00%
 Apr 30, 26
13 Vanguard Small Cap Value Index Inv 711.39K (1.24%) -1.16K
Decreased by -0.16%
 Apr 30, 26
14 Vanguard Consumer Staples ETF 580.05K (1.01%) 613.00
Increased by +0.11%
 Apr 30, 26
15 iShares S&P Small-Cap 600 Value ETF 489.76K (0.85%) 0.00
Increased by 0.00%
 May 29, 26
16 SPDR® Portfolio S&P 600 Sm Cap ETF 474.43K (0.83%) 0.00
Increased by 0.00%
 Apr 30, 24
17 State Street SPDR Port S&P 600 Sm CpETF 466.33K (0.81%) 0.00
Increased by 0.00%
 May 29, 26
18 Champlain Small Company Adv 460.00K (0.80%) -65.00K
Decreased by -14.13%
 Jun 30, 25
19 Old Westbury Small & Mid Cap Strategies 445.00K (0.78%) 0.00
Increased by 0.00%
 Apr 30, 25
20 SPDR® Portfolio S&P 600™ Sm Cap ETF 436.65K (0.76%) 5.21K
Increased by +1.19%
 Aug 29, 25