Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TCV 2.67%
2 TSCV 2.33%
3 XSVM 1.70%
4 PXSV 1.70%
5 PSCF 1.04%
6 SMDX 0.90%
7 EWUS 0.87%
8 RZV 0.79%
9 OASC 0.79%
10 FSCC 0.77%
11 VEGI 0.77%
12 VNMC 0.75%
13 RWJ 0.75%
14 WCEO 0.73%
15 FESM 0.64%
16 RYJ 0.63%
17 SCDS 0.59%
18 SLYV 0.52%
19 CLSE 0.52%
20 PIZ 0.49%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 36.21M (15.59%) -92.29K
Decreased by -0.25%
Dec 31, 25
2 Vanguard Portfolio Management, LLC 24.37M (10.49%) 24.37M
Increased by +100.00%
Mar 31, 26
3 BlackRock Inc 22.68M (9.77%) -22.75K
Decreased by -0.10%
Mar 31, 26
4 TPG GP A, LLC 17.10M (7.36%) -7.73M
Decreased by -45.24%
Mar 31, 24
5 Dimensional Fund Advisors, Inc. 13.25M (5.70%) 397.89K
Increased by +3.00%
Mar 31, 26
6 Vanguard Capital Management, LLC 10.39M (4.47%) 10.39M
Increased by +100.00%
Mar 31, 26
7 Ontario Teachers Pension Plan Board 9.74M (4.19%) -723.08K
Decreased by -7.42%
Sep 30, 23
8 State Street Corp 9.13M (3.93%) -5.80K
Decreased by -0.06%
Mar 31, 26
9 Vaughan Nelson Scarbrgh & Mccullough LP 9.05M (3.90%) -181.67K
Decreased by -2.01%
Mar 31, 26
10 FMR Inc 8.38M (3.61%) 228.57K
Increased by +2.73%
Mar 31, 26
11 State Street Corporation 6.56M (2.83%) 103.73K
Increased by +1.58%
Mar 31, 24
12 T. Rowe Price Associates, Inc. 6.52M (2.81%) 1.23M
Increased by +18.91%
Dec 31, 25
13 JPMorgan Chase & Co 6.25M (2.69%) 814.90K
Increased by +13.03%
Mar 31, 26
14 Geode Capital Management, LLC 6.17M (2.66%) 182.56K
Increased by +2.96%
Mar 31, 26
15 Macquarie Group Ltd 5.81M (2.50%) -495.99K
Decreased by -8.54%
Sep 30, 25
16 Southpoint Capital Advisors LP 5.50M (2.37%) 330.72K
Increased by +6.01%
Mar 31, 24
17 Channing Capital Management, LLC 5.46M (2.35%) 354.91K
Increased by +6.50%
Mar 31, 26
18 Eurizon Capital SGR SpA 4.99M (2.15%) 4.99M
Increased by +100.00%
Mar 31, 26
19 Victory Capital Management Inc. 4.84M (2.08%) 379.88K
Increased by +7.85%
Mar 31, 26
20 Brown Advisory Holdings Inc 4.80M (2.07%) 351.26K
Increased by +7.31%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 11.78M (5.07%) 250.05K
Increased by +2.12%
May 29, 26
2 Vanguard Real Estate Index Investor 8.59M (3.70%) -28.65K
Decreased by -0.33%
Apr 30, 26
3 Vanguard US Total Market Shares ETF 7.44M (3.20%) 379.58K
Increased by +5.10%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 7.43M (3.20%) 26.92K
Increased by +0.36%
Apr 30, 26
5 Fidelity® Small Cap Value 6.26M (2.69%) 0.00
Increased by 0.00%
Oct 31, 23
6 Vanguard Small Cap Index 5.34M (2.30%) -10.23K
Decreased by -0.19%
Apr 30, 26
7 Macquarie Small Cap Core I 4.74M (2.04%) -356.13K
Decreased by -7.51%
Jul 31, 25
8 Delaware Small Cap Core I 4.72M (2.03%) 0.00
Increased by 0.00%
Oct 31, 24
9 Delaware US Small Cap Core Equity (SMA) 4.50M (1.94%) 688.36K
Increased by +15.31%
Mar 31, 24
10 Macquarie US Small Cap Core Equity 4.50M (1.94%) 688.36K
Increased by +15.31%
Mar 31, 24
11 iShares Russell 2000 ETF 4.43M (1.91%) 169.01K
Increased by +3.82%
May 29, 26
12 Fidelity® Small Cap Discovery 4.29M (1.85%) -348.20K
Decreased by -8.12%
Oct 31, 23
13 FullerThaler Behavioral Small-Cap Value 3.98M (1.71%) -1.93K
Decreased by -0.05%
Jun 30, 25
14 Undiscovered Managers Behavioral Val L 3.81M (1.64%) -7.87K
Decreased by -0.21%
Jul 31, 25
15 Victory Small Cap Value CIT (Net 75) 3.71M (1.60%) -685.00K
Decreased by -18.46%
Dec 31, 24
16 Victory Sycamore Small Company Opp R 3.62M (1.56%) -90.00K
Decreased by -2.49%
Mar 31, 25
17 Nomura US Small Cap Core Equity 3.61M (1.55%) 3.61M
Increased by +100.00%
Mar 31, 26
18 Nomura Small Cap Core I 3.52M (1.52%) -85.68K
Decreased by -2.43%
Apr 30, 26
19 Fidelity Small Cap Value Fund 3.48M (1.50%) 854.99K
Increased by +24.53%
Mar 31, 26
20 Vanguard Small Cap Value Index Inv 3.42M (1.47%) 21.92K
Increased by +0.64%
Apr 30, 26