Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IDRV 3.33%
2 TXSS 2.62%
3 XHS 2.03%
4 IVAL 1.98%
5 FGM 1.72%
6 PSCH 1.63%
7 KDVD 1.58%
8 MOTO 1.48%
9 ALIL 1.38%
10 BAIV 1.34%
11 DRIV 1.30%
12 OAIM 1.27%
13 JSML 1.25%
14 HAPS 1.12%
15 JPSV 1.05%
16 EPIN 0.96%
17 XSLV 0.87%
18 ICOW 0.84%
19 IVSS 0.80%
20 JSMD 0.77%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 17.07M (14.91%) -168.71K
Decreased by -0.99%
Mar 31, 26
2 T. Rowe Price Associates, Inc. 17.04M (14.88%) 193.49K
Increased by +1.14%
Mar 31, 26
3 Vanguard Group Inc 12.60M (11.01%) -601.30K
Decreased by -4.77%
Dec 31, 25
4 Vanguard Portfolio Management, LLC 6.74M (5.89%) 6.74M
Increased by +100.00%
Mar 31, 26
5 Vanguard Capital Management, LLC 5.10M (4.45%) 5.10M
Increased by +100.00%
Mar 31, 26
6 State Street Corp 4.60M (4.02%) 156.27K
Increased by +3.40%
Mar 31, 26
7 Barrow Hanley Mewhinney & Strauss LLC 3.21M (2.80%) 1.42M
Increased by +44.14%
Mar 31, 26
8 Dimensional Fund Advisors, Inc. 3.11M (2.71%) 144.38K
Increased by +4.65%
Mar 31, 26
9 JPMorgan Chase & Co 3.02M (2.64%) -729.49K
Decreased by -24.16%
Mar 31, 26
10 Geode Capital Management, LLC 2.93M (2.56%) 81.46K
Increased by +2.78%
Mar 31, 26
11 Thrivent Financial For Lutherans 2.84M (2.48%) -12.44K
Decreased by -0.44%
Mar 31, 26
12 Principal Financial Group Inc 2.67M (2.33%) 41.89K
Increased by +1.57%
Mar 31, 26
13 Amvescap Plc. 2.67M (2.33%) 2.11M
Increased by +79.26%
Mar 31, 26
14 T. Rowe Price Investment Management,Inc. 2.56M (2.24%) -1.69M
Decreased by -66.08%
Mar 31, 26
15 NORGES BANK 2.21M (1.93%) 711.06K
Increased by +32.24%
Dec 31, 25
16 Jennison Associates LLC 2.17M (1.90%) 1.44M
Increased by +66.19%
Mar 31, 26
17 Charles Schwab Investment Management Inc 2.04M (1.78%) -35.10K
Decreased by -1.72%
Mar 31, 26
18 Massachusetts Financial Services Company 1.37M (1.20%) -457.41K
Decreased by -33.40%
Mar 31, 26
19 Northern Trust Corp 1.26M (1.10%) 26.46K
Increased by +2.10%
Mar 31, 26
20 Citadel Advisors Llc 1.23M (1.07%) -1.02M
Decreased by -82.89%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 T. Rowe Price US Mid-Cap Value Equity 7.52M (6.57%) -26.93K
Decreased by -0.36%
Mar 31, 26
2 T. Rowe Price Mid-Cap Value 7.52M (6.56%) -4.91K
Decreased by -0.07%
Apr 30, 26
3 iShares Core S&P Small-Cap ETF 7.24M (6.32%) 2.63K
Increased by +0.04%
May 29, 26
4 T. Rowe Price U.S. Mid-Cap Val Eq Tr-D 4.74M (4.14%) 304.38K
Increased by +6.42%
Mar 31, 26
5 Vanguard Total Stock Mkt Idx Inv 3.66M (3.20%) 15.58K
Increased by +0.43%
Apr 30, 26
6 iShares Russell 2000 ETF 2.77M (2.42%) 25.64K
Increased by +0.92%
May 29, 26
7 Vanguard Small Cap Index 2.67M (2.33%) -4.37K
Decreased by -0.16%
Apr 30, 26
8 Invesco Small Cap Value A 2.43M (2.12%) 283.36K
Increased by +11.66%
Apr 30, 26
9 Thrivent Small Cap Stock A 1.86M (1.62%) -4.79K
Decreased by -0.26%
Apr 30, 26
10 Vanguard Small Cap Value Index Inv 1.71M (1.50%) 12.30K
Increased by +0.72%
Apr 30, 26
11 Vanguard Institutional Extnd Mkt Idx Tr 1.34M (1.17%) 12.27K
Increased by +0.91%
Apr 30, 26
12 T. Rowe Price Small-Cap Value 1.31M (1.14%) -816.00
Decreased by -0.06%
Apr 30, 26
13 US Small-Cap Growth II Equity Comp 1.25M (1.09%) -198.54K
Decreased by -15.94%
Mar 31, 26
14 T. Rowe Price New Horizons 1.24M (1.09%) -558.00
Decreased by -0.04%
Apr 30, 26
15 JPM Small Cap Equity-MA 1.19M (1.04%) -366.28K
Decreased by -30.69%
Mar 31, 26
16 JPM US Small Cap Core-Composite 1.19M (1.04%) -366.28K
Decreased by -30.69%
Mar 31, 26
17 JPMorgan Small Cap Equity A 1.19M (1.04%) 0.00
Increased by 0.00%
Apr 30, 26
18 Fidelity Small Cap Index 1.14M (1.00%) 759.00
Increased by +0.07%
Mar 31, 26
19 State Street SPDR Port S&P 600 Sm CpETF 1.10M (0.96%) 0.00
Increased by 0.00%
May 29, 26
20 MFS New Discovery Value I 908.56K (0.79%) -21.75K
Decreased by -2.39%
Apr 30, 26