Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 QABA 1.63%
2 KBWR 1.42%
3 ACSV 1.13%
4 CSB 1.11%
5 KBE 1.01%
6 RFDA 1.01%
7 SMCP 0.97%
8 KRE 0.87%
9 PSCF 0.84%
10 WBIY 0.71%
11 VUSE 0.60%
12 HEJD 0.47%
13 FYT 0.45%
14 KRU 0.41%
15 VIOV 0.40%
16 SMLV 0.39%
17 MDIV 0.38%
18 SDD 0.37%
19 SBB 0.37%
20 SVAL 0.36%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 19.16M (11.46%) 148.90K
Increased by +0.78%
Dec 31, 25
2 Vanguard Group Inc 14.68M (8.78%) -8.00K
Decreased by -0.05%
Dec 31, 25
3 State Street Corp 7.96M (4.76%) 1.28M
Increased by +16.10%
Mar 31, 26
4 Dimensional Fund Advisors, Inc. 7.61M (4.55%) 331.31K
Increased by +4.35%
Mar 31, 26
5 FMR Inc 7.44M (4.45%) 607.66K
Increased by +8.17%
Mar 31, 26
6 State Street Corporation 7.08M (4.23%) -109.64K
Decreased by -1.55%
Mar 31, 24
7 Charles Schwab Investment Management Inc 4.60M (2.75%) -890.77K
Decreased by -19.37%
Mar 31, 26
8 Parallel Advisors, LLC 3.82M (2.28%) -1.44K
Decreased by -0.04%
Dec 31, 25
9 Neuberger Berman Group LLC 3.63M (2.17%) -7.30K
Decreased by -0.20%
Sep 30, 23
10 Geode Capital Management, LLC 3.28M (1.96%) 67.04K
Increased by +2.04%
Mar 31, 26
11 Principal Financial Group Inc 2.92M (1.75%) -135.79K
Decreased by -4.64%
Jun 30, 24
12 Silvercrest Asset Management Group LLC 2.78M (1.66%) -412.17K
Decreased by -14.84%
Dec 31, 25
13 American Century Companies Inc 2.62M (1.57%) -506.36K
Decreased by -19.31%
Jun 30, 25
14 HoldCo Asset Management, L.P. 2.34M (1.40%) 118.77K
Increased by +5.07%
Mar 31, 26
15 Capital Research Global Investors 2.13M (1.27%) -17.80K
Decreased by -0.83%
Dec 31, 25
16 Victory Capital Management Inc. 2.07M (1.24%) 38.87K
Increased by +1.88%
Mar 31, 26
17 Morgan Stanley - Brokerage Accounts 2.05M (1.22%) -321.79K
Decreased by -15.72%
Mar 31, 26
18 Fuller & Thaler Asset Management Inc 2.04M (1.22%) -2.20M
Decreased by -107.58%
Mar 31, 26
19 Massachusetts Financial Services Company 1.79M (1.07%) 49.81K
Increased by +2.78%
Mar 31, 26
20 Balyasny Asset Management LLC 1.54M (0.92%) 1.37M
Increased by +89.20%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 10.10M (6.04%) 0.00
Increased by 0.00%
Apr 30, 26
2 Vanguard Total Stock Mkt Idx Inv 5.29M (3.17%) 1.26M
Increased by +23.73%
Apr 30, 26
3 Vanguard US Total Market Shares ETF 4.16M (2.49%) 3.79K
Increased by +0.09%
Sep 30, 24
4 iShares Russell 2000 ETF 4.02M (2.40%) 0.00
Increased by 0.00%
Apr 30, 26
5 Vanguard Small Cap Index 3.85M (2.30%) 875.09K
Increased by +22.73%
Apr 30, 26
6 Schwab US Dividend Equity ETF™ 2.95M (1.76%) 2.50K
Increased by +0.08%
Apr 30, 26
7 Vanguard Small Cap Value Index Inv 2.47M (1.48%) 582.35K
Increased by +23.54%
Apr 30, 26
8 Neuberger Berman Genesis Inv 2.38M (1.42%) -14.79K
Decreased by -0.62%
Sep 30, 23
9 American Funds SMALLCAP World A 1.91M (1.14%) 0.00
Increased by 0.00%
Dec 31, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 1.88M (1.12%) 461.19K
Increased by +24.54%
Apr 30, 26
11 FullerThaler Behavioral Small-Cap Value 1.79M (1.07%) 22.11K
Increased by +1.23%
Mar 31, 26
12 State Street® SPDR® S&PRgnllBkgETF 1.74M (1.04%) -16.08K
Decreased by -0.92%
Apr 30, 26
13 Undiscovered Managers Behavioral Val L 1.68M (1.01%) 21.40K
Increased by +1.27%
Mar 31, 26
14 FIAM Small Cap Core CIT Cl B 1.61M (0.97%) 210.80K
Increased by +13.05%
Feb 28, 26
15 iShares S&P Small-Cap 600 Value ETF 1.56M (0.93%) 0.00
Increased by 0.00%
Apr 30, 26
16 State Street SPDR Port S&P 600 Sm CpETF 1.52M (0.91%) 530.00
Increased by +0.03%
Apr 30, 26
17 DFA US Small Cap Value I 1.51M (0.90%) 74.46K
Increased by +4.92%
Mar 31, 26
18 Fidelity Stock Selector Small Cap 1.45M (0.87%) 21.20K
Increased by +1.46%
Feb 28, 26
19 Bridge Builder Small/Mid Cap Value 1.44M (0.86%) 16.00K
Increased by +1.11%
Apr 30, 26
20 FIAM Small Cap Core Composite 1.43M (0.85%) 358.90K
Increased by +25.12%
Dec 31, 25