Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 QABA 1.58%
2 KBWR 1.42%
3 CSB 1.18%
4 ACSV 1.16%
5 KRE 1.10%
6 RFDA 1.01%
7 KBE 0.99%
8 SMCP 0.97%
9 PSCF 0.81%
10 WBIY 0.71%
11 VUSE 0.60%
12 HEJD 0.47%
13 FYT 0.45%
14 SLYV 0.42%
15 KRU 0.41%
16 VIOV 0.40%
17 SMLV 0.39%
18 MDIV 0.38%
19 SDD 0.37%
20 SBB 0.37%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 19.03M (11.39%) -135.92K
Decreased by -0.71%
Mar 31, 26
2 Vanguard Group Inc 14.68M (8.79%) -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 Vanguard Portfolio Management, LLC 7.89M (4.72%) 7.89M
Increased by +100.00%
Mar 31, 26
5 Dimensional Fund Advisors, Inc. 7.61M (4.56%) 331.31K
Increased by +4.35%
Mar 31, 26
6 FMR Inc 7.44M (4.45%) 607.66K
Increased by +8.17%
Mar 31, 26
7 State Street Corporation 7.08M (4.24%) -109.64K
Decreased by -1.55%
Mar 31, 24
8 Vanguard Capital Management, LLC 5.69M (3.41%) 5.69M
Increased by +100.00%
Mar 31, 26
9 Charles Schwab Investment Management Inc 4.60M (2.75%) -890.77K
Decreased by -19.37%
Mar 31, 26
10 Parallel Advisors, LLC 3.66M (2.19%) -162.67K
Decreased by -4.45%
Mar 31, 26
11 Neuberger Berman Group LLC 3.63M (2.17%) -7.30K
Decreased by -0.20%
Sep 30, 23
12 Geode Capital Management, LLC 3.28M (1.96%) 67.04K
Increased by +2.04%
Mar 31, 26
13 Principal Financial Group Inc 2.92M (1.75%) -135.79K
Decreased by -4.64%
Jun 30, 24
14 American Century Companies Inc 2.62M (1.57%) -506.36K
Decreased by -19.31%
Jun 30, 25
15 Silvercrest Asset Management Group LLC 2.36M (1.41%) -417.34K
Decreased by -17.68%
Mar 31, 26
16 HoldCo Asset Management, L.P. 2.34M (1.40%) 118.77K
Increased by +5.07%
Mar 31, 26
17 Capital Research Global Investors 2.13M (1.28%) -17.80K
Decreased by -0.83%
Dec 31, 25
18 Victory Capital Management Inc. 2.07M (1.24%) 38.87K
Increased by +1.88%
Mar 31, 26
19 Morgan Stanley - Brokerage Accounts 2.05M (1.23%) -321.79K
Decreased by -15.72%
Mar 31, 26
20 Fuller & Thaler Asset Management Inc 2.04M (1.22%) -2.20M
Decreased by -107.58%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 10.08M (6.04%) 0.00
Increased by 0.00%
Jun 30, 26
2 Vanguard Total Stock Mkt Idx Inv 5.33M (3.19%) 23.67K
Increased by +0.44%
Jun 30, 26
3 Schwab US Dividend Equity ETF™ 4.25M (2.54%) 7.35K
Increased by +0.17%
Jun 30, 26
4 iShares Russell 2000 ETF 4.20M (2.52%) 0.00
Increased by 0.00%
Jun 30, 26
5 Vanguard US Total Market Shares ETF 4.16M (2.49%) 3.79K
Increased by +0.09%
Sep 30, 24
6 Vanguard Small Cap Index 3.85M (2.30%) 6.93K
Increased by +0.18%
Jun 30, 26
7 Vanguard Small Cap Value Index Inv 2.44M (1.46%) -34.25K
Decreased by -1.40%
Jun 30, 26
8 Neuberger Berman Genesis Inv 2.38M (1.42%) -14.79K
Decreased by -0.62%
Sep 30, 23
9 State Street® SPDR® S&PRgnllBkgETF 2.32M (1.39%) 47.68K
Increased by +2.06%
Jun 30, 26
10 DFA US Small Cap Value I 2.15M (1.29%) 0.00
Increased by 0.00%
May 31, 26
11 FIAM Small Cap Core CIT Cl B 2.03M (1.21%) 100.60K
Increased by +4.97%
Apr 30, 26
12 FIAM Small Cap Core Composite 1.93M (1.15%) 496.40K
Increased by +25.78%
Mar 31, 26
13 Vanguard Institutional Extnd Mkt Idx Tr 1.92M (1.15%) 34.71K
Increased by +1.81%
Jun 30, 26
14 American Funds SMALLCAP World A 1.91M (1.14%) 0.00
Increased by 0.00%
Dec 31, 25
15 FullerThaler Behavioral Small-Cap Value 1.79M (1.07%) -2.46K
Decreased by -0.14%
May 31, 26
16 Undiscovered Managers Behavioral Val L 1.68M (1.01%) 0.00
Increased by 0.00%
May 31, 26
17 Fidelity Small Cap Index 1.66M (1.00%) 9.30K
Increased by +0.56%
Apr 30, 26
18 State Street SPDR Port S&P 600 Sm CpETF 1.53M (0.92%) -12.16K
Decreased by -0.79%
Jun 30, 26
19 Bridge Builder Small/Mid Cap Value 1.52M (0.91%) 81.40K
Increased by +5.35%
Jun 30, 26
20 Fidelity Stock Selector Small Cap 1.50M (0.90%) 50.20K
Increased by +3.35%
Apr 30, 26