Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GBGR 1.90%
2 PXSV 0.89%
3 XSVM 0.89%
4 RZV 0.84%
5 HERO 0.57%
6 OPTZ 0.47%
7 AIS 0.41%
8 GAMR 0.39%
9 CSML 0.19%
10 VFMF 0.18%
11 VFVA 0.17%
12 TPSC 0.15%
13 CSF 0.14%
14 CSA 0.14%
15 RWJ 0.11%
16 PSCT 0.11%
17 SSLY 0.09%
18 SLY 0.08%
19 QSML 0.08%
20 VIOV 0.07%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 7.37M (15.82%) 94.06K
Increased by +1.28%
Mar 31, 26
2 Vanguard Group Inc 6.19M (13.29%) -724.00K
Decreased by -11.69%
Dec 31, 25
3 Massachusetts Financial Services Company 3.12M (6.70%) 76.36K
Increased by +2.45%
Mar 31, 26
4 Vanguard Portfolio Management, LLC 2.78M (5.97%) 2.78M
Increased by +100.00%
Mar 31, 26
5 Dimensional Fund Advisors, Inc. 2.32M (4.99%) -49.71K
Decreased by -2.14%
Mar 31, 26
6 Vanguard Capital Management, LLC 2.06M (4.43%) 2.06M
Increased by +100.00%
Mar 31, 26
7 AQR Capital Management LLC 1.99M (4.28%) 1.45M
Increased by +72.97%
Mar 31, 26
8 Sunriver Management LLC 1.89M (4.05%) 1.89M
Increased by +100.00%
Mar 31, 25
9 State Street Corp 1.77M (3.81%) 47.64K
Increased by +2.69%
Mar 31, 26
10 Palisade Capital Management LLc 1.62M (3.48%) -386.36K
Decreased by -23.83%
Mar 31, 26
11 State Street Corporation 1.58M (3.39%) 41.30K
Increased by +2.62%
Mar 31, 24
12 Alyeska Investment Group, L.P. 1.46M (3.13%) 541.57K
Increased by +37.18%
Jun 30, 25
13 D. E. Shaw & Co LP 1.45M (3.11%) 951.39K
Increased by +65.65%
Mar 31, 26
14 Amvescap Plc. 1.37M (2.93%) 34.61K
Increased by +2.54%
Mar 31, 26
15 The Goldman Sachs Group Inc 1.23M (2.65%) 707.70K
Increased by +57.40%
Mar 31, 26
16 Geode Capital Management, LLC 1.20M (2.57%) 38.16K
Increased by +3.19%
Mar 31, 26
17 UBS Group AG 916.21K (1.97%) 598.63K
Increased by +65.34%
Mar 31, 26
18 Driehaus Capital Management LLC 877.18K (1.88%) 877.18K
Increased by +100.00%
Mar 31, 25
19 FMR Inc 862.65K (1.85%) -158.00
Decreased by -0.02%
Sep 30, 23
20 J. Goldman & Co LP 833.45K (1.79%) 833.45K
Increased by +100.00%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.84M (6.11%) 1.23K
Increased by +0.04%
May 29, 26
2 MFS New Discovery I 1.68M (3.62%) 0.00
Increased by 0.00%
Apr 30, 26
3 Vanguard Total Stock Mkt Idx Inv 1.48M (3.18%) 0.00
Increased by 0.00%
Apr 30, 26
4 Vanguard US Total Market Shares ETF 1.31M (2.82%) 0.00
Increased by 0.00%
Sep 30, 24
5 Vanguard Information Technology ETF 1.18M (2.54%) 5.90K
Increased by +0.50%
Apr 30, 26
6 iShares Russell 2000 ETF 1.17M (2.51%) 10.82K
Increased by +0.93%
May 29, 26
7 Palisade Small Cap Core Equity 1.01M (2.17%) -222.52K
Decreased by -21.98%
Mar 31, 26
8 Vanguard Small Cap Growth Index Inv 646.95K (1.39%) -805.00
Decreased by -0.12%
Jul 31, 25
9 Invesco S&P SmallCap Value with Momt ETF 624.12K (1.34%) 0.00
Increased by 0.00%
May 29, 26
10 MFS VIT New Discovery Init 603.48K (1.30%) 0.00
Increased by 0.00%
Apr 30, 26
11 Dimensional US Small Cap Value ETF 551.56K (1.18%) 1.34K
Increased by +0.24%
May 29, 26
12 Vanguard Small Cap Index 545.41K (1.17%) 1.17K
Increased by +0.21%
Feb 28, 26
13 MFS Blended Research Small Cap Eq R6 539.37K (1.16%) -5.12K
Decreased by -0.95%
Apr 30, 26
14 Vanguard Institutional Extnd Mkt Idx Tr 527.52K (1.13%) 0.00
Increased by 0.00%
Apr 30, 26
15 American Beacon Small Cp Val R5 515.31K (1.11%) -12.40K
Decreased by -2.41%
Jan 31, 25
16 Vanguard Strategic Small-Cap Equity Inv 493.61K (1.06%) 0.00
Increased by 0.00%
Mar 31, 26
17 Meridian Contrarian Legacy 489.00K (1.05%) -136.00K
Decreased by -27.81%
Dec 31, 25
18 DFA US Small Cap Value I 486.74K (1.04%) 130.72K
Increased by +26.86%
Apr 30, 26
19 Fidelity Small Cap Index 458.84K (0.99%) 40.00
Increased by +0.01%
Mar 31, 26
20 iShares S&P Small-Cap 600 Value ETF 454.04K (0.97%) 0.00
Increased by 0.00%
May 29, 26