Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ACTV 4.61%
2 WBIC 4.36%
3 MOTO 3.22%
4 RZV 2.30%
5 CPAI 2.16%
6 PEZ 1.95%
7 HAIL 1.61%
8 PXMV 1.46%
9 PSCD 1.43%
10 FEUZ 1.27%
11 FDLS 1.11%
12 XSVM 1.01%
13 PXSV 1.01%
14 PXSG 1.01%
15 XSMO 1.01%
16 NSCS 0.91%
17 VAMO 0.89%
18 FEP 0.78%
19 BSVO 0.76%
20 FYT 0.65%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 17.37M (16.31%) -670.79K
Decreased by -3.86%
Mar 31, 26
2 Vanguard Group Inc 14.31M (13.43%) -1.89M
Decreased by -13.20%
Dec 31, 25
3 ICAHN CARL C 14.29M (13.41%) 0.00
Increased by 0.00%
Mar 31, 25
4 Dimensional Fund Advisors, Inc. 8.37M (7.85%) -61.88K
Decreased by -0.74%
Mar 31, 26
5 Vanguard Portfolio Management, LLC 7.90M (7.42%) 7.90M
Increased by +100.00%
Mar 31, 26
6 American Century Companies Inc 6.15M (5.78%) 255.71K
Increased by +4.16%
Mar 31, 26
7 State Street Corporation 5.26M (4.93%) 16.32K
Increased by +0.31%
Mar 31, 24
8 Vanguard Capital Management, LLC 5.21M (4.89%) 5.21M
Increased by +100.00%
Mar 31, 26
9 State Street Corp 4.87M (4.57%) -152.15K
Decreased by -3.12%
Mar 31, 26
10 Macquarie Group Ltd 3.67M (3.45%) -62.44K
Decreased by -1.70%
Sep 30, 24
11 Citadel Advisors Llc 3.62M (3.39%) 56.88K
Increased by +1.57%
Sep 30, 25
12 Amvescap Plc. 3.48M (3.26%) 2.41M
Increased by +69.33%
Mar 31, 26
13 Geode Capital Management, LLC 3.09M (2.90%) 288.41K
Increased by +9.35%
Mar 31, 26
14 Nomura Holdings Inc 2.82M (2.64%) -5.20M
Decreased by -184.62%
Jun 30, 25
15 Arrowstreet Capital Limited Partnership 2.30M (2.16%) 1.06M
Increased by +45.90%
Dec 31, 25
16 Fisher Asset Management, LLC 2.26M (2.12%) -28.47K
Decreased by -1.26%
Jun 30, 24
17 JPMorgan Chase & Co 2.26M (2.12%) 404.56K
Increased by +17.92%
Sep 30, 25
18 Millennium Management LLC 2.14M (2.01%) -3.03M
Decreased by -141.50%
Mar 31, 26
19 Jacobs Levy Equity Management, Inc. 2.08M (1.95%) 107.67K
Increased by +5.19%
Mar 31, 26
20 Nuveen Asset Management, LLC 1.89M (1.78%) -200.82K
Decreased by -10.60%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 6.81M (6.39%) 2.43K
Increased by +0.04%
May 29, 26
2 Avantis US Small Cap Value ETF 5.10M (4.78%) 3.70K
Increased by +0.07%
May 30, 26
3 Vanguard US Total Market Shares ETF 4.14M (3.88%) 5.95K
Increased by +0.14%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 3.75M (3.52%) 11.17K
Increased by +0.30%
Apr 30, 26
5 iShares Russell 2000 ETF 2.70M (2.54%) 25.01K
Increased by +0.92%
May 29, 26
6 Vanguard Small Cap Index 2.69M (2.53%) -7.06K
Decreased by -0.26%
Apr 30, 26
7 Invesco Value Opportunities A 2.44M (2.29%) 0.00
Increased by 0.00%
Mar 31, 25
8 Delaware US Small Cap Core Equity (SMA) 2.27M (2.13%) -26.53K
Decreased by -1.17%
Mar 31, 24
9 Macquarie US Small Cap Core Equity 2.27M (2.13%) -26.53K
Decreased by -1.17%
Mar 31, 24
10 Delaware Small Cap Core I 2.19M (2.06%) -13.60K
Decreased by -0.62%
Sep 30, 24
11 DFA US Small Cap Value I 1.86M (1.75%) 0.00
Increased by 0.00%
Apr 30, 26
12 Vanguard Small Cap Value Index Inv 1.73M (1.62%) 12.40K
Increased by +0.72%
Apr 30, 26
13 Invesco Small Cap Value A 1.70M (1.60%) 61.49K
Increased by +3.61%
Mar 31, 25
14 Invesco Discovery A 1.51M (1.41%) 0.00
Increased by 0.00%
Apr 30, 26
15 Invesco OFI Small Cap Growth 1.51M (1.41%) 1.51M
Increased by +100.00%
Mar 31, 26
16 Oberweis Small-Cap Opp 1.43M (1.34%) 630.50K
Increased by +44.18%
Mar 31, 26
17 Oberweis Small-Cap Opportunities 1.43M (1.34%) 630.50K
Increased by +44.18%
Mar 31, 26
18 AB Discovery Value Advisor 1.39M (1.31%) 0.00
Increased by 0.00%
Feb 29, 24
19 Vanguard Institutional Extnd Mkt Idx Tr 1.27M (1.19%) 13.46K
Increased by +1.06%
Apr 30, 26
20 Fidelity® Small Cap Index 1.25M (1.17%) 31.10K
Increased by +2.49%
Oct 31, 23