Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XHB 3.85%
2 MGMT 2.94%
3 PKB 2.28%
4 PSCD 1.96%
5 ITB 1.82%
6 PEZ 1.60%
7 DSMC 1.58%
8 CLAW 1.30%
9 SCOW 1.24%
10 XSHQ 1.20%
11 RNSC 1.17%
12 FSGS 1.17%
13 SMCP 1.04%
14 NAIL 1.03%
15 GRPZ 1.00%
16 RZG 0.99%
17 RNMC 0.85%
18 HOMZ 0.85%
19 XSMO 0.84%
20 PXSG 0.84%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 1.20M (15.83%) -395.00
Decreased by -0.03%
Mar 31, 26
2 Vanguard Group Inc 750.27K (9.91%) -21.56K
Decreased by -2.87%
Dec 31, 25
3 Capital World Investors 616.58K (8.15%) -23.49K
Decreased by -3.81%
Mar 31, 26
4 State Street Corp 401.90K (5.31%) 12.28K
Increased by +3.05%
Mar 31, 26
5 State Street Corporation 362.39K (4.79%) 21.80K
Increased by +6.02%
Mar 31, 24
6 Vanguard Capital Management, LLC 348.12K (4.60%) 348.12K
Increased by +100.00%
Mar 31, 26
7 Vanguard Portfolio Management, LLC 317.72K (4.20%) 317.72K
Increased by +100.00%
Mar 31, 26
8 Boston Partners Global Investors, Inc 299.66K (3.96%) -68.18K
Decreased by -22.75%
Mar 31, 26
9 Fiduciary Management, Inc. of Milwaukee 267.51K (3.53%) 71.80K
Increased by +26.84%
Mar 31, 26
10 Geode Capital Management, LLC 240.67K (3.18%) 7.83K
Increased by +3.25%
Mar 31, 26
11 GAMMA Investing LLC 229.16K (3.03%) 228.84K
Increased by +99.86%
Mar 31, 25
12 Pacer Advisors, INC. 203.66K (2.69%) 34.02K
Increased by +16.70%
Jun 30, 24
13 Dimensional Fund Advisors, Inc. 200.95K (2.66%) -308.00
Decreased by -0.15%
Mar 31, 26
14 American Century Companies Inc 194.27K (2.57%) -2.91K
Decreased by -1.50%
Jun 30, 24
15 Amvescap Plc. 181.78K (2.40%) 85.43K
Increased by +47.00%
Mar 31, 26
16 FMR Inc 167.38K (2.21%) -95.94K
Decreased by -57.32%
Mar 31, 26
17 GW&K Investment Management, LLC 163.28K (2.16%) 12.13K
Increased by +7.43%
Mar 31, 26
18 Ameriprise Financial Inc 139.85K (1.85%) -3.87K
Decreased by -2.77%
Mar 31, 26
19 BTIM Corp 139.78K (1.85%) -14.88K
Decreased by -10.65%
Mar 31, 26
20 T. Rowe Price Investment Management,Inc. 136.26K (1.80%) 0.00
Increased by 0.00%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 660.04K (8.72%) 0.00
Increased by 0.00%
Mar 31, 26
2 iShares Core S&P Small-Cap ETF 471.25K (6.23%) 165.00
Increased by +0.04%
May 29, 26
3 Vanguard Total Stock Mkt Idx Inv 248.32K (3.28%) 636.00
Increased by +0.26%
Apr 30, 26
4 Vanguard US Total Market Shares ETF 246.91K (3.26%) 264.00
Increased by +0.11%
Sep 30, 24
5 Pacer US Small Cap Cash Cows 100 ETF 203.27K (2.69%) -245.00
Decreased by -0.12%
Jun 28, 24
6 iShares Russell 2000 ETF 186.23K (2.46%) 1.72K
Increased by +0.92%
May 29, 26
7 Strategic Advisers Fidelity US TtlStk 184.97K (2.44%) 20.55K
Increased by +11.11%
Jul 31, 25
8 JHancock Disciplined Value Mid Cap I 172.46K (2.28%) 0.00
Increased by 0.00%
Apr 30, 26
9 FMI Common Stock Investor 132.00K (1.74%) 30.00K
Increased by +22.73%
Mar 31, 26
10 State Street® SPDR® S&P® Hmebldr ETF 106.41K (1.41%) 2.78K
Increased by +2.61%
May 31, 26
11 SPDR® S&P Homebuilders ETF 91.17K (1.20%) -271.00
Decreased by -0.30%
Aug 31, 25
12 Handelsbanken Amerika Små Tema (A10 EUR) 90.00K (1.19%) 0.00
Increased by 0.00%
Aug 31, 25
13 Vanguard Small Cap Index 89.31K (1.18%) -406.00
Decreased by -0.45%
Apr 30, 26
14 Avantis US Small Cap Value ETF 87.58K (1.16%) 0.00
Increased by 0.00%
Jun 29, 24
15 Vanguard Institutional Extnd Mkt Idx Tr 87.53K (1.16%) 792.00
Increased by +0.90%
Apr 30, 26
16 Handelsbanken Amerika Småbl Tema A10 EUR 85.00K (1.12%) -5.00K
Decreased by -5.88%
Apr 30, 24
17 T. Rowe Price Small-Cap Value 84.70K (1.12%) -200.00
Decreased by -0.24%
Sep 30, 23
18 Fidelity® Small Cap Index 84.51K (1.12%) 2.27K
Increased by +2.68%
Oct 31, 23
19 Columbia Acorn Inst 83.38K (1.10%) 0.00
Increased by 0.00%
Apr 30, 26
20 iShares US Home Construction ETF 80.11K (1.06%) 0.00
Increased by 0.00%
May 29, 26