Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SAEF 2.20%
2 PSCD 1.64%
3 PSL 1.57%
4 GRPZ 1.37%
5 PXSG 1.17%
6 XSMO 1.15%
7 CAFG 1.09%
8 FSGS 1.05%
9 RNSC 1.05%
10 FDLS 1.04%
11 MYLD 1.04%
12 JSML 1.03%
13 XSHQ 0.84%
14 RZG 0.83%
15 LST 0.81%
16 CGMM 0.81%
17 SEIS 0.73%
18 SYZ 0.57%
19 FLQS 0.54%
20 SLYG 0.54%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 5.23M (15.75%) -162.35K
Decreased by -3.10%
Mar 31, 26
2 Vanguard Group Inc 4.35M (13.10%) 10.54K
Increased by +0.24%
Dec 31, 25
3 FMR Inc 2.65M (7.99%) 1.27M
Increased by +47.66%
Mar 31, 26
4 Vanguard Portfolio Management, LLC 2.42M (7.29%) 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 (4.06%) -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 (1.74%) 8.42K
Increased by +1.45%
Mar 31, 26
16 Fisher Asset Management, LLC 565.94K (1.70%) -10.91K
Decreased by -1.93%
Mar 31, 26
17 Allianz Asset Management AG 526.06K (1.58%) 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 2.05M (6.18%) 308.00
Increased by +0.02%
Jun 30, 26
2 Vanguard Total Stock Mkt Idx Inv 1.02M (3.09%) -18.87K
Decreased by -1.84%
Jun 30, 26
3 iShares Russell 2000 ETF 889.49K (2.68%) 5.28K
Increased by +0.59%
Jun 30, 26
4 American Funds SMALLCAP World A 807.03K (2.43%) 0.00
Increased by 0.00%
Mar 31, 26
5 Vanguard Small Cap Index 741.69K (2.23%) -12.41K
Decreased by -1.67%
Jun 30, 26
6 Ariel Fund Investor 701.88K (2.11%) -153.31K
Decreased by -21.84%
Jun 30, 26
7 Fidelity Low-Priced Stock 551.19K (1.66%) 172.97K
Increased by +31.38%
Apr 30, 26
8 Vanguard Small Cap Value Index Inv 470.70K (1.42%) -15.30K
Decreased by -3.25%
Jun 30, 26
9 Vanguard Institutional Extnd Mkt Idx Tr 390.26K (1.18%) -424.00
Decreased by -0.11%
Jun 30, 26
10 Strategic Advisers Fidelity US TtlStk 386.82K (1.16%) 25.58K
Increased by +6.61%
May 31, 26
11 T. Rowe Price Integrated US SmCapGrEq 365.46K (1.10%) 46.74K
Increased by +12.79%
Jun 30, 26
12 Fidelity Small Cap Growth 358.39K (1.08%) 0.00
Increased by 0.00%
Apr 30, 26
13 ÖkoWorld ÖkoVision Classic C 349.00K (1.05%) -51.00K
Decreased by -14.61%
Oct 31, 25
14 Fidelity Small Cap Index 337.04K (1.02%) 2.86K
Increased by +0.85%
Apr 30, 26
15 Putnam Small Cap Growth A 336.50K (1.01%) 23.29K
Increased by +6.92%
Jun 30, 26
16 Putnam US Small Cap Growth Equity 336.50K (1.01%) -23.63K
Decreased by -7.02%
Jun 30, 26
17 T. Rowe Price Integrated US Sm Gr Eq 318.72K (0.96%) 0.00
Increased by 0.00%
Apr 30, 26
18 SPDR® Portfolio S&P 600™ Sm Cap ETF 318.30K (0.96%) 3.83K
Increased by +1.20%
Aug 29, 25
19 iShares Russell 2000 Growth ETF 316.78K (0.95%) -1.22K
Decreased by -0.38%
Jun 30, 26
20 State Street SPDR Port S&P 600 Sm CpETF 311.40K (0.94%) -2.22K
Decreased by -0.71%
Jun 30, 26