Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XHB 3.53%
2 MGMT 2.62%
3 PKB 2.28%
4 PSCD 1.89%
5 ITB 1.67%
6 PEZ 1.60%
7 DSMC 1.58%
8 CLAW 1.30%
9 FSGS 1.17%
10 RNSC 1.17%
11 XSHQ 1.06%
12 NAIL 1.05%
13 SMCP 1.04%
14 GRPZ 1.00%
15 RZG 0.99%
16 RNMC 0.85%
17 XSMO 0.84%
18 PXSG 0.84%
19 FSCS 0.79%
20 SMIZ 0.71%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 1.20M (15.86%) 10.08K
Increased by +0.84%
Dec 31, 25
2 Vanguard Group Inc 750.27K (9.93%) -21.56K
Decreased by -2.87%
Dec 31, 25
3 Capital World Investors 616.58K (8.16%) -23.49K
Decreased by -3.81%
Mar 31, 26
4 State Street Corp 389.63K (5.15%) -25.54K
Decreased by -6.55%
Dec 31, 25
5 State Street Corporation 362.39K (4.79%) 21.80K
Increased by +6.02%
Mar 31, 24
6 Boston Partners Global Investors, Inc 299.66K (3.96%) -68.18K
Decreased by -22.75%
Mar 31, 26
7 FMR Inc 263.32K (3.48%) -311.35K
Decreased by -118.24%
Dec 31, 25
8 Geode Capital Management, LLC 232.85K (3.08%) 1.02K
Increased by +0.44%
Dec 31, 25
9 GAMMA Investing LLC 229.16K (3.03%) 228.84K
Increased by +99.86%
Mar 31, 25
10 T. Rowe Price Associates, Inc. 213.57K (2.83%) 74.54K
Increased by +34.90%
Dec 31, 25
11 Pacer Advisors, INC. 203.66K (2.69%) 34.02K
Increased by +16.70%
Jun 30, 24
12 Dimensional Fund Advisors, Inc. 200.95K (2.66%) -308.00
Decreased by -0.15%
Mar 31, 26
13 Fiduciary Management, Inc. of Milwaukee 195.71K (2.59%) 24.49K
Increased by +12.51%
Dec 31, 25
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 GW&K Investment Management, LLC 151.15K (2.00%) -7.51K
Decreased by -4.97%
Dec 31, 25
17 Ameriprise Financial Inc 143.72K (1.90%) -3.32K
Decreased by -2.31%
Dec 31, 25
18 BTIM Corp 139.78K (1.85%) -14.88K
Decreased by -10.65%
Mar 31, 26
19 T. Rowe Price Investment Management,Inc. 136.26K (1.80%) 0.00
Increased by 0.00%
Sep 30, 23
20 Schroder Investment Management Group 130.08K (1.72%) 13.49K
Increased by +10.37%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 660.04K (8.73%) 0.00
Increased by 0.00%
Mar 31, 26
2 iShares Core S&P Small-Cap ETF 472.91K (6.26%) 102.00
Increased by +0.02%
Apr 30, 26
3 Vanguard Total Stock Mkt Idx Inv 247.68K (3.28%) 1.29K
Increased by +0.52%
Mar 31, 26
4 Vanguard US Total Market Shares ETF 246.91K (3.27%) 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 Strategic Advisers Fidelity US TtlStk 184.97K (2.45%) 20.55K
Increased by +11.11%
Jul 31, 25
7 iShares Russell 2000 ETF 183.02K (2.42%) 1.55K
Increased by +0.85%
Apr 30, 26
8 JHancock Disciplined Value Mid Cap I 172.46K (2.28%) -14.07K
Decreased by -8.16%
Mar 31, 26
9 FMI Common Stock Investor 102.00K (1.35%) 7.00K
Increased by +6.86%
Dec 31, 25
10 State Street® SPDR® S&P® Hmebldr ETF 97.99K (1.30%) -1.02K
Decreased by -1.04%
Apr 30, 26
11 SPDR® S&P Homebuilders ETF 91.17K (1.21%) -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 89.72K (1.19%) 1.10K
Increased by +1.22%
Mar 31, 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 86.73K (1.15%) 1.58K
Increased by +1.82%
Mar 31, 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%
Mar 31, 26
20 Fidelity VIP Mid Cap Initial 76.70K (1.01%) 0.00
Increased by 0.00%
Dec 31, 25