Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FSGS 2.73%
2 RNSC 2.65%
3 IMED 1.72%
4 XHE 1.52%
5 HTEC 1.26%
6 PXSG 1.04%
7 CVY 0.94%
8 PSCH 0.82%
9 EPSB 0.71%
10 RNMC 0.64%
11 EPSV 0.58%
12 HAPS 0.55%
13 SFLO 0.50%
14 CAFG 0.48%
15 FYT 0.47%
16 SLY 0.43%
17 SBB 0.40%
18 SDD 0.40%
19 ROGS 0.38%
20 DGRS 0.35%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 4.83M (16.19%) 50.49K
Increased by +1.05%
Mar 31, 26
2 Vanguard Group Inc 3.68M (12.36%) 73.53K
Increased by +2.00%
Dec 31, 25
3 Earnest Partners LLC 2.57M (8.62%) -93.30K
Decreased by -3.63%
Mar 31, 26
4 Vanguard Portfolio Management, LLC 2.08M (6.97%) 2.08M
Increased by +100.00%
Mar 31, 26
5 Fuller & Thaler Asset Management Inc 1.64M (5.51%) -1.54M
Decreased by -93.89%
Mar 31, 26
6 Bank of America Corp 1.40M (4.71%) 336.09K
Increased by +23.96%
Mar 31, 26
7 Dimensional Fund Advisors, Inc. 1.39M (4.67%) 80.12K
Increased by +5.75%
Mar 31, 26
8 Vanguard Capital Management, LLC 1.38M (4.64%) 1.38M
Increased by +100.00%
Mar 31, 26
9 State Street Corp 1.38M (4.64%) 37.69K
Increased by +2.72%
Mar 31, 26
10 Westwood Holdings Group Inc 1.33M (4.46%) 92.54K
Increased by +6.96%
Sep 30, 25
11 State Street Corporation 1.22M (4.08%) 28.02K
Increased by +2.31%
Mar 31, 24
12 SEI Investments Co 1.00M (3.37%) 23.68K
Increased by +2.36%
Mar 31, 26
13 Cooke & Bieler LP 987.78K (3.31%) 119.97K
Increased by +12.14%
Mar 31, 26
14 Macquarie Group Ltd 969.64K (3.25%) 16.21K
Increased by +1.67%
Jun 30, 25
15 Invenomic Capital Management, LP 934.60K (3.14%) 197.06K
Increased by +21.08%
Mar 31, 26
16 Capital Research Global Investors 925.45K (3.10%) 0.00
Increased by 0.00%
Mar 31, 26
17 JPMorgan Chase & Co 849.49K (2.85%) 221.90K
Increased by +26.12%
Sep 30, 24
18 Champlain Investment Partners, LLC 835.85K (2.80%) -206.51K
Decreased by -24.71%
Jun 30, 25
19 Loomis, Sayles & Company LP 811.60K (2.72%) 22.46K
Increased by +2.77%
Dec 31, 23
20 Two Sigma Investments LLC 782.54K (2.63%) 510.70K
Increased by +65.26%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.88M (6.30%) 785.00
Increased by +0.04%
May 29, 26
2 FullerThaler Behavioral Small-Cap Value 1.46M (4.90%) 22.33K
Increased by +1.53%
Mar 31, 26
3 Undiscovered Managers Behavioral Val L 1.37M (4.59%) 0.00
Increased by 0.00%
Apr 30, 26
4 Vanguard Total Stock Mkt Idx Inv 984.24K (3.30%) 0.00
Increased by 0.00%
Apr 30, 26
5 Vanguard US Total Market Shares ETF 982.43K (3.30%) 925.00
Increased by +0.09%
Sep 30, 24
6 EARNEST Partners Smid Cap Core Fdrs 960.27K (3.22%) 14.72K
Increased by +1.53%
Apr 30, 26
7 EARNEST Partners Smid Cap Core Founders 960.27K (3.22%) 14.72K
Increased by +1.53%
Apr 30, 26
8 American Funds SMALLCAP World A 801.29K (2.69%) 0.00
Increased by 0.00%
Mar 31, 26
9 iShares Russell 2000 ETF 748.85K (2.51%) 6.92K
Increased by +0.92%
May 29, 26
10 Delaware Small Cap Core I 735.84K (2.47%) 0.00
Increased by 0.00%
Oct 31, 24
11 Vanguard Small Cap Index 709.37K (2.38%) -2.64K
Decreased by -0.37%
Apr 30, 26
12 Macquarie Small Cap Core I 707.61K (2.37%) -60.42K
Decreased by -8.54%
Jul 31, 25
13 Delaware US Small Cap Core Equity (SMA) 661.21K (2.22%) 77.42K
Increased by +11.71%
Mar 31, 24
14 Macquarie US Small Cap Core Equity 661.21K (2.22%) 77.42K
Increased by +11.71%
Mar 31, 24
15 Champlain Small Company Fund, LLC 551.67K (1.85%) -9.24K
Decreased by -1.67%
Jul 31, 25
16 Vanguard Explorer Inv 539.12K (1.81%) 67.50K
Increased by +12.52%
Dec 31, 24
17 EARNEST Small Cap Value 537.61K (1.80%) 536.79K
Increased by +99.85%
Dec 31, 23
18 Vanguard Small Cap Value Index Inv 456.87K (1.53%) 3.74K
Increased by +0.82%
Apr 30, 26
19 EARNEST Small/Mid Cap Value 456.81K (1.53%) 456.06K
Increased by +99.84%
Dec 31, 23
20 Vanguard Small Cap Growth Index Inv 428.43K (1.44%) -3.70K
Decreased by -0.86%
May 31, 25