Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PRN 1.30%
2 PSCT 1.05%
3 FDLS 1.01%
4 IVSS 0.93%
5 VFMV 0.91%
6 JSMD 0.82%
7 EBIT 0.82%
8 FSML 0.77%
9 JSML 0.77%
10 FYT 0.73%
11 FYC 0.72%
12 ROSC 0.57%
13 SYZ 0.56%
14 FESM 0.49%
15 KPHO 0.42%
16 DWAS 0.41%
17 FYX 0.35%
18 ISMD 0.21%
19 VIOO 0.17%
20 VFMF 0.14%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Capital World Investors 11.60M (38.88%) 23.25K
Increased by +0.20%
 Mar 31, 26
2 Millstreet Capital Management LLC 5.22M (17.48%) -500.00K
Decreased by -9.58%
 Mar 31, 26
3 BlackRock Inc 2.00M (6.69%) -95.15K
Decreased by -4.77%
 Mar 31, 26
4 Vanguard Group Inc 1.96M (6.57%) -4.12K
Decreased by -0.21%
 Dec 31, 25
5 William Blair Investment Management, LLC 1.43M (4.78%) -376.11K
Decreased by -26.37%
 Mar 31, 26
6 Dimensional Fund Advisors, Inc. 1.15M (3.85%) 165.32K
Increased by +14.39%
 Mar 31, 26
7 Vanguard Capital Management, LLC 1.12M (3.76%) 1.12M
Increased by +100.00%
 Mar 31, 26
8 Geode Capital Management, LLC 839.72K (2.81%) 103.64K
Increased by +12.34%
 Mar 31, 26
9 Beach Point Capital Management LP 800.66K (2.68%) -298.84K
Decreased by -37.32%
 Mar 31, 26
10 American Century Companies Inc 742.74K (2.49%) 143.63K
Increased by +19.34%
 Mar 31, 26
11 Allspring Global Investments Holdings, LLC 670.41K (2.25%) -14.55K
Decreased by -2.17%
 Mar 31, 26
12 State Street Corp 602.24K (2.02%) 9.75K
Increased by +1.62%
 Mar 31, 26
13 Vanguard Portfolio Management, LLC 581.60K (1.95%) 581.60K
Increased by +100.00%
 Mar 31, 26
14 Arrowstreet Capital Limited Partnership 519.20K (1.74%) 88.53K
Increased by +17.05%
 Mar 31, 26
15 LSV Asset Management 519.10K (1.74%) 193.18K
Increased by +37.21%
 Mar 31, 26
16 Irenic Capital Management LP 480.56K (1.61%) -163.50K
Decreased by -34.02%
 Mar 31, 26
17 Skylands Capital, LLC 459.10K (1.54%) -14.96K
Decreased by -3.26%
 Mar 31, 26
18 Prescott Group Capital Management LLC 368.17K (1.23%) 0.00
Increased by 0.00%
 Mar 31, 26
19 Charles Schwab Investment Management Inc 310.49K (1.04%) 30.91K
Increased by +9.96%
 Mar 31, 26
20 Northern Trust Corp 283.28K (0.95%) 437.00
Increased by +0.15%
 Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds American High-Inc A 5.83M (19.53%) 47.63K
Increased by +0.82%
 Mar 31, 26
2 Capital Guardian US High Yield FI S1 5.83M (19.53%) 47.63K
Increased by +0.82%
 Mar 31, 26
3 American Funds Income Fund of Amer A 4.52M (15.15%) 0.00
Increased by 0.00%
 Mar 31, 26
4 iShares Core S&P Small-Cap ETF 2.13M (7.14%) 780.00
Increased by +0.04%
 May 29, 26
5 Vanguard Total Stock Mkt Idx Inv 719.27K (2.41%) 12.36K
Increased by +1.72%
 Apr 30, 26
6 Avantis US Small Cap Value ETF 643.75K (2.16%) 0.00
Increased by 0.00%
 May 30, 26
7 iShares Russell 2000 ETF 591.48K (1.98%) 5.46K
Increased by +0.92%
 May 29, 26
8 American Funds IS® Asset Allocation 1 532.94K (1.79%) 0.00
Increased by 0.00%
 Mar 31, 26
9 Allspring Special Small Cap Value A 459.95K (1.54%) -7.60K
Decreased by -1.65%
 Apr 30, 26
10 American Funds Multi-Sector Income A 419.10K (1.40%) 0.00
Increased by 0.00%
 Mar 31, 26
11 Capital Group Multi-Sector Fixed Income 419.10K (1.40%) 0.00
Increased by 0.00%
 Mar 31, 26
12 Vanguard Institutional Extnd Mkt Idx Tr 397.06K (1.33%) 4.68K
Increased by +1.18%
 Apr 30, 26
13 Vanguard Information Technology ETF 363.04K (1.22%) 1.98K
Increased by +0.54%
 Apr 30, 26
14 State Street SPDR Port S&P 600 Sm CpETF 323.68K (1.08%) 0.00
Increased by 0.00%
 May 29, 26
15 William Blair SMID Core CIT 2 283.35K (0.95%) 4.16K
Increased by +1.47%
 Mar 31, 26
16 William Blair Small Cap Growth I 255.53K (0.86%) -67.78K
Decreased by -26.53%
 Apr 30, 26
17 Fidelity Small Cap Index 237.23K (0.79%) -4.46K
Decreased by -1.88%
 Mar 31, 26
18 American Funds IS® Amer Hi-Inc Trust 1 233.61K (0.78%) -47.63K
Decreased by -20.39%
 Mar 31, 26
19 Fidelity Enhanced Small Cap Core ETF 208.38K (0.70%) 525.00
Increased by +0.25%
 May 29, 26
20 iShares S&P Small-Cap 600 Growth ETF 198.75K (0.67%) -932.00
Decreased by -0.47%
 May 29, 26