Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCC 5.40%
2 PBJ 2.65%
3 ALIL 2.62%
4 PSL 1.96%
5 RZG 1.31%
6 XSVM 1.06%
7 RZV 1.00%
8 SGRW 0.93%
9 SCDS 0.89%
10 XSMO 0.88%
11 SAWS 0.88%
12 PXSG 0.87%
13 ACTV 0.77%
14 DBSC 0.59%
15 SIXL 0.57%
16 BOUT 0.53%
17 MMSC 0.50%
18 FYC 0.49%
19 ETHO 0.45%
20 EHLS 0.44%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 5.79M (15.73%) 330.76K
Increased by +5.71%
Mar 31, 26
2 Wellington Management Company LLP 3.37M (9.16%) 439.14K
Increased by +13.03%
Mar 31, 26
3 Vanguard Group Inc 2.81M (7.63%) 58.15K
Increased by +2.07%
Dec 31, 25
4 JPMorgan Chase & Co 1.88M (5.12%) 206.56K
Increased by +10.97%
Mar 31, 26
5 Victory Capital Management Inc. 1.71M (4.65%) 282.70K
Increased by +16.52%
Mar 31, 26
6 Vanguard Capital Management, LLC 1.62M (4.40%) 1.62M
Increased by +100.00%
Mar 31, 26
7 State Street Corp 1.41M (3.83%) 26.93K
Increased by +1.91%
Mar 31, 26
8 State Street Corporation 1.40M (3.79%) 31.01K
Increased by +2.22%
Mar 31, 24
9 Delaware Management Holdings Inc 1.29M (3.50%) 18.73K
Increased by +1.45%
Mar 31, 26
10 AllianceBernstein L.P. 1.23M (3.35%) -43.74K
Decreased by -3.55%
Mar 31, 26
11 Nomura Holdings Inc 1.22M (3.32%) 1.22M
Increased by +100.00%
Dec 31, 23
12 Massachusetts Financial Services Company 1.18M (3.20%) 71.88K
Increased by +6.11%
Mar 31, 26
13 Macquarie Group Ltd 1.06M (2.89%) 670.53K
Increased by +63.04%
Sep 30, 25
14 Legion Partners Asset Management, LLC 1.05M (2.86%) -51.10K
Decreased by -4.85%
Sep 30, 24
15 Amvescap Plc. 1.04M (2.81%) 149.44K
Increased by +14.44%
Mar 31, 26
16 Dimensional Fund Advisors, Inc. 977.46K (2.66%) 15.31K
Increased by +1.57%
Mar 31, 26
17 Vanguard Portfolio Management, LLC 948.22K (2.58%) 948.22K
Increased by +100.00%
Mar 31, 26
18 Geode Capital Management, LLC 906.29K (2.46%) 24.58K
Increased by +2.71%
Mar 31, 26
19 Stephens Inv Mgmt Group LLC 899.22K (2.44%) -147.72K
Decreased by -16.43%
Mar 31, 24
20 Greenhouse Funds LLLP 862.73K (2.34%) -735.94K
Decreased by -85.30%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.20M (5.97%) 805.00
Increased by +0.04%
May 29, 26
2 Vanguard Total Stock Mkt Idx Inv 1.18M (3.20%) 4.03K
Increased by +0.34%
Apr 30, 26
3 Vanguard US Total Market Shares ETF 1.13M (3.07%) 0.00
Increased by 0.00%
Sep 30, 24
4 Victory Sycamore Small Company Opp R 945.00K (2.57%) 205.00K
Increased by +21.69%
Mar 31, 26
5 iShares Russell 2000 ETF 870.45K (2.37%) 8.06K
Increased by +0.93%
May 29, 26
6 Fidelity Small Cap Value Fund 843.63K (2.29%) -105.90K
Decreased by -12.55%
Mar 31, 26
7 Victory Small Cap Value CIT (Net 75) 740.00K (2.01%) 723.08K
Increased by +97.71%
Dec 31, 25
8 CT (Lux) American Smaller Com 9U USD 726.67K (1.97%) -59.19K
Decreased by -8.15%
Aug 31, 25
9 Nomura US Small Cap Core Equity 709.92K (1.93%) 709.92K
Increased by +100.00%
Mar 31, 26
10 Nomura Small Cap Core I 693.06K (1.88%) -16.86K
Decreased by -2.43%
Apr 30, 26
11 AB Small Cap Growth A 568.31K (1.54%) -16.37K
Decreased by -2.88%
Apr 30, 26
12 Federated Hermes Kaufmann Small Cap A 508.70K (1.38%) -38.90K
Decreased by -7.65%
Mar 31, 26
13 Federated Hermes Kaufmann Small Cap Grow 508.70K (1.38%) -38.90K
Decreased by -7.65%
Mar 31, 26
14 CT (Lux) Glb Smlr Coms IU 495.26K (1.35%) -16.95K
Decreased by -3.42%
Jun 30, 25
15 MFS New Discovery I 469.32K (1.28%) -39.62K
Decreased by -8.44%
Apr 30, 26
16 JPMorgan Small Cap Growth A 425.34K (1.16%) -13.44K
Decreased by -3.16%
Apr 30, 26
17 JPM Small Cap Equity-MA 423.11K (1.15%) 148.56K
Increased by +35.11%
Mar 31, 26
18 JPM US Small Cap Core-Composite 423.11K (1.15%) 148.56K
Increased by +35.11%
Mar 31, 26
19 JPMorgan Small Cap Equity A 423.11K (1.15%) 0.00
Increased by 0.00%
Apr 30, 26
20 Vanguard Institutional Extnd Mkt Idx Tr 408.09K (1.11%) 3.11K
Increased by +0.76%
Apr 30, 26