Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SAEF 2.20%
2 PSCD 1.92%
3 GRPZ 1.75%
4 PSL 1.32%
5 PXSG 1.17%
6 XSMO 1.15%
7 XSHQ 1.13%
8 MYLD 1.04%
9 FDLS 1.04%
10 JSML 1.03%
11 RNSC 1.03%
12 FSGS 1.03%
13 RZG 0.87%
14 SEIS 0.81%
15 LST 0.81%
16 CGMM 0.81%
17 FLQS 0.62%
18 SYZ 0.61%
19 SLYG 0.54%
20 VIOG 0.53%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 5.23M (15.76%) -162.35K
Decreased by -3.10%
Mar 31, 26
2 Vanguard Group Inc 4.35M (13.11%) 10.54K
Increased by +0.24%
Dec 31, 25
3 FMR Inc 2.65M (8.00%) 1.27M
Increased by +47.66%
Mar 31, 26
4 Vanguard Portfolio Management, LLC 2.42M (7.30%) 2.42M
Increased by +100.00%
Mar 31, 26
5 Ariel Investments, LLC 1.93M (5.82%) 33.66K
Increased by +1.74%
Mar 31, 26
6 Dimensional Fund Advisors, Inc. 1.77M (5.34%) 7.12K
Increased by +0.40%
Mar 31, 26
7 Vanguard Capital Management, LLC 1.49M (4.49%) 1.49M
Increased by +100.00%
Mar 31, 26
8 State Street Corp 1.35M (4.07%) -21.63K
Decreased by -1.60%
Mar 31, 26
9 Capital World Investors 1.03M (3.10%) 140.63K
Increased by +13.66%
Mar 31, 26
10 Geode Capital Management, LLC 854.01K (2.57%) -34.22K
Decreased by -4.01%
Mar 31, 26
11 Wellington Management Company LLP 816.30K (2.46%) -29.89K
Decreased by -3.66%
Mar 31, 26
12 Arrowstreet Capital Limited Partnership 741.17K (2.23%) 4.65K
Increased by +0.63%
Mar 31, 26
13 Alyeska Investment Group, L.P. 680.17K (2.05%) 394.13K
Increased by +57.95%
Mar 31, 26
14 Allspring Global Investments Holdings, LLC 605.14K (1.82%) 494.06K
Increased by +81.64%
Sep 30, 25
15 Franklin Resources Inc 579.11K (1.75%) 8.42K
Increased by +1.45%
Mar 31, 26
16 Fisher Asset Management, LLC 565.94K (1.71%) -10.91K
Decreased by -1.93%
Mar 31, 26
17 Allianz Asset Management AG 526.06K (1.59%) 244.00K
Increased by +46.38%
Dec 31, 25
18 Goldman Sachs Group Inc 511.74K (1.54%) -187.29K
Decreased by -36.60%
Jun 30, 25
19 Charles Schwab Investment Management Inc 500.25K (1.51%) 17.38K
Increased by +3.47%
Mar 31, 26
20 LSV Asset Management 495.02K (1.49%) 15.00K
Increased by +3.03%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.10M (6.31%) 745.00
Increased by +0.04%
May 29, 26
2 Vanguard Total Stock Mkt Idx Inv 1.05M (3.16%) 3.04K
Increased by +0.29%
Apr 30, 26
3 Ariel Fund Investor 855.19K (2.58%) -46.16K
Decreased by -5.40%
Mar 31, 26
4 iShares Russell 2000 ETF 815.07K (2.46%) 7.54K
Increased by +0.93%
May 29, 26
5 American Funds SMALLCAP World A 807.03K (2.43%) 0.00
Increased by 0.00%
Mar 31, 26
6 Vanguard Small Cap Index 755.73K (2.28%) -1.25K
Decreased by -0.17%
Apr 30, 26
7 Vanguard Small Cap Value Index Inv 485.27K (1.46%) 3.61K
Increased by +0.74%
Apr 30, 26
8 Vanguard Institutional Extnd Mkt Idx Tr 389.14K (1.17%) 3.37K
Increased by +0.87%
Apr 30, 26
9 Fidelity Low-Priced Stock 378.22K (1.14%) 309.80K
Increased by +81.91%
Mar 31, 26
10 Strategic Advisers Fidelity US TtlStk 361.24K (1.09%) 33.20K
Increased by +9.19%
Apr 30, 26
11 Putnam US Small Cap Growth Equity 360.13K (1.09%) 355.38K
Increased by +98.68%
Mar 31, 26
12 Fidelity Small Cap Growth 358.39K (1.08%) 0.00
Increased by 0.00%
Mar 31, 26
13 ÖkoWorld ÖkoVision Classic C 349.00K (1.05%) -51.00K
Decreased by -14.61%
Oct 31, 25
14 Putnam Small Cap Growth A 347.98K (1.05%) -12.15K
Decreased by -3.49%
Apr 30, 26
15 Fidelity Small Cap Index 334.18K (1.01%) -17.15K
Decreased by -5.13%
Mar 31, 26
16 T. Rowe Price Integrated US Sm Gr Eq 318.72K (0.96%) 0.00
Increased by 0.00%
Apr 30, 26
17 T. Rowe Price Integrated US SmCapGrEq 318.72K (0.96%) 0.00
Increased by 0.00%
Mar 31, 26
18 SPDR® Portfolio S&P 600™ Sm Cap ETF 318.30K (0.96%) 3.83K
Increased by +1.20%
Aug 29, 25
19 State Street SPDR Port S&P 600 Sm CpETF 316.61K (0.95%) 0.00
Increased by 0.00%
May 29, 26
20 iShares S&P Small-Cap 600 Growth ETF 305.52K (0.92%) -1.22K
Decreased by -0.40%
May 29, 26