Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FORH 1.89%
2 BOUT 1.77%
3 CPAI 1.71%
4 GURU 1.20%
5 SMCP 0.99%
6 PXSV 0.92%
7 XSVM 0.92%
8 PSCI 0.91%
9 VAMO 0.78%
10 MLTI 0.74%
11 FYT 0.66%
12 SIXL 0.61%
13 SFLO 0.49%
14 USVM 0.48%
15 PXSG 0.48%
16 XSMO 0.48%
17 BRNY 0.42%
18 ROGS 0.41%
19 FYX 0.39%
20 SLYV 0.33%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 15.92M (16.60%) -557.68K
Decreased by -3.50%
Mar 31, 26
2 Vanguard Group Inc 12.71M (13.25%) 138.85K
Increased by +1.09%
Dec 31, 25
3 River Road Asset Management, LLC 9.01M (9.39%) 33.16K
Increased by +0.37%
Mar 31, 26
4 Vanguard Portfolio Management, LLC 6.95M (7.25%) 6.95M
Increased by +100.00%
Mar 31, 26
5 State Street Corporation 4.26M (4.44%) -9.31K
Decreased by -0.22%
Mar 31, 24
6 Vanguard Capital Management, LLC 4.25M (4.43%) 4.25M
Increased by +100.00%
Mar 31, 26
7 FMR Inc 4.06M (4.23%) -1.06M
Decreased by -26.18%
Dec 31, 24
8 State Street Corp 3.74M (3.90%) -172.22K
Decreased by -4.60%
Mar 31, 26
9 Goldman Sachs Group Inc 3.32M (3.46%) -289.57K
Decreased by -8.71%
Jun 30, 25
10 The Goldman Sachs Group Inc 3.30M (3.44%) -136.97K
Decreased by -4.15%
Mar 31, 26
11 Cooper Creek Partners Management LLC 2.85M (2.97%) -3.05M
Decreased by -106.94%
Mar 31, 26
12 Boston Partners Global Investors, Inc 2.55M (2.66%) -105.67K
Decreased by -4.14%
Jun 30, 24
13 Geode Capital Management, LLC 2.49M (2.59%) -93.56K
Decreased by -3.76%
Mar 31, 26
14 Morgan Stanley - Brokerage Accounts 2.46M (2.56%) 817.34K
Increased by +33.23%
Mar 31, 26
15 Lee Danner & Bass Inc 2.17M (2.27%) 1.59M
Increased by +73.20%
Mar 31, 26
16 Philosophy Capital Management LLC 2.16M (2.25%) 446.34K
Increased by +20.67%
Mar 31, 26
17 Rubric Capital Management LP 2.06M (2.15%) 97.77K
Increased by +4.75%
Mar 31, 26
18 Allianz Asset Management AG 2.02M (2.10%) 91.67K
Increased by +4.54%
Mar 31, 26
19 Charles Schwab Investment Management Inc 1.75M (1.82%) -92.20K
Decreased by -5.28%
Mar 31, 26
20 Millennium Management LLC 1.38M (1.44%) 458.01K
Increased by +33.13%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 6.06M (6.32%) 2.29K
Increased by +0.04%
May 29, 26
2 Fidelity® Low-Priced Stock 4.31M (4.49%) -4.47K
Decreased by -0.10%
Oct 31, 23
3 Vanguard US Total Market Shares ETF 3.39M (3.54%) 13.91K
Increased by +0.41%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 2.98M (3.10%) 11.79K
Increased by +0.40%
Apr 30, 26
5 iShares Russell 2000 ETF 2.47M (2.57%) 22.83K
Increased by +0.92%
May 29, 26
6 Vanguard Small Cap Index 2.14M (2.23%) -9.07K
Decreased by -0.42%
Apr 30, 26
7 AMG River Road Small Cap Value N 1.88M (1.96%) -42.22K
Decreased by -2.24%
May 31, 26
8 PIMCO RAE US Small 1.46M (1.52%) 56.80K
Increased by +3.90%
Dec 31, 25
9 PIMCO RAE US Small Instl 1.41M (1.47%) -45.26K
Decreased by -3.20%
Mar 31, 26
10 Vanguard Small Cap Value Index Inv 1.37M (1.42%) 2.09K
Increased by +0.15%
Apr 30, 26
11 Fidelity Low-Priced Stock 1.33M (1.38%) -877.76K
Decreased by -66.18%
Jan 31, 25
12 Schwab Fundamental US Small Company ETF 1.26M (1.31%) 0.00
Increased by 0.00%
Apr 30, 24
13 Strategic Advisers® Small-Mid Cap 1.21M (1.26%) 20.50K
Increased by +1.69%
Oct 31, 23
14 Strategic Advisers U.S. Total Stock 1.16M (1.21%) -4.96K
Decreased by -0.43%
Apr 30, 26
15 Vanguard Institutional Extnd Mkt Idx Tr 1.13M (1.18%) 10.56K
Increased by +0.94%
Apr 30, 26
16 Fidelity® Small Cap Index 1.09M (1.14%) 29.90K
Increased by +2.73%
Oct 31, 23
17 Fidelity Small Cap Index 1.01M (1.05%) -22.02K
Decreased by -2.18%
Mar 31, 26
18 SPDR® Portfolio S&P 600 Sm Cap ETF 1.01M (1.05%) 0.00
Increased by 0.00%
Apr 30, 24
19 SPDR® Portfolio S&P 600™ Sm Cap ETF 969.88K (1.01%) 11.55K
Increased by +1.19%
Aug 29, 25
20 iShares S&P Small-Cap 600 Value ETF 958.07K (1.00%) 0.00
Increased by 0.00%
May 29, 26