Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSI 2.68%
2 SOVF 2.23%
3 PTF 1.89%
4 PSCT 1.78%
5 XSD 1.71%
6 JSML 1.51%
7 FDRV 1.49%
8 ROGS 0.99%
9 SEIS 0.94%
10 CAFG 0.94%
11 FTXL 0.90%
12 JPSV 0.86%
13 SMCP 0.82%
14 JSMD 0.79%
15 SYZ 0.75%
16 DSMC 0.73%
17 QQQS 0.70%
18 GRPZ 0.69%
19 IDAT 0.65%
20 SEMI 0.62%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 7.20M (15.98%) 4.99K
Increased by +0.07%
Mar 31, 26
2 Vanguard Group Inc 6.15M (13.67%) 166.60K
Increased by +2.71%
Dec 31, 25
3 FMR Inc 5.69M (12.63%) -619.44K
Decreased by -10.89%
Mar 31, 26
4 Vanguard Portfolio Management, LLC 3.64M (8.08%) 3.64M
Increased by +100.00%
Mar 31, 26
5 Dimensional Fund Advisors, Inc. 2.44M (5.41%) 53.93K
Increased by +2.21%
Mar 31, 26
6 State Street Corporation 2.30M (5.11%) 84.80K
Increased by +3.68%
Mar 31, 24
7 State Street Corp 2.28M (5.07%) -86.38K
Decreased by -3.79%
Mar 31, 26
8 Vanguard Capital Management, LLC 1.98M (4.40%) 1.98M
Increased by +100.00%
Mar 31, 26
9 Morgan Stanley - Brokerage Accounts 1.66M (3.70%) -127.39K
Decreased by -7.65%
Mar 31, 26
10 Geode Capital Management, LLC 1.44M (3.19%) 86.43K
Increased by +6.01%
Mar 31, 26
11 Congress Asset Management Company, LLP 1.32M (2.92%) -2.13K
Decreased by -0.16%
Sep 30, 23
12 Barrow Hanley Mewhinney & Strauss LLC 1.28M (2.84%) -75.66K
Decreased by -5.91%
Sep 30, 25
13 LSV Asset Management 1.19M (2.65%) -605.06K
Decreased by -50.78%
Dec 31, 23
14 Hood River Capital Management LLC 1.17M (2.59%) 1.17M
Increased by +100.00%
Dec 31, 24
15 Channing Capital Management, LLC 1.02M (2.25%) 83.36K
Increased by +8.21%
Jun 30, 24
16 Earnest Partners LLC 1.00M (2.22%) -16.88K
Decreased by -1.69%
Mar 31, 26
17 The Goldman Sachs Group Inc 931.13K (2.07%) 274.53K
Increased by +29.48%
Mar 31, 26
18 Global Alpha Capital Management Ltd. 837.65K (1.86%) -17.44K
Decreased by -2.08%
Mar 31, 26
19 Amvescap Plc. 828.42K (1.84%) 655.46K
Increased by +79.12%
Mar 31, 26
20 Victory Capital Management Inc. 791.64K (1.76%) 282.01K
Increased by +35.62%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.78M (6.18%) 980.00
Increased by +0.04%
May 29, 26
2 Vanguard Total Stock Mkt Idx Inv 1.40M (3.10%) 4.43K
Increased by +0.32%
Apr 30, 26
3 Vanguard US Total Market Shares ETF 1.37M (3.05%) 1.26K
Increased by +0.09%
Sep 30, 24
4 Vanguard Information Technology ETF 1.15M (2.55%) 6.08K
Increased by +0.53%
Apr 30, 26
5 iShares Russell 2000 ETF 1.10M (2.44%) 10.14K
Increased by +0.92%
May 29, 26
6 Fidelity Low-Priced Stock 1.06M (2.36%) 0.00
Increased by 0.00%
Mar 31, 26
7 Vanguard Small Cap Index 1.00M (2.23%) -2.67K
Decreased by -0.27%
Apr 30, 26
8 T. Rowe Price Integrated US SmCapGrEq 880.82K (1.96%) 440.41K
Increased by +50.00%
Dec 31, 24
9 Victory Sycamore Small Company Opp R 855.00K (1.90%) 30.00K
Increased by +3.51%
Mar 31, 25
10 Victory Small Cap Value CIT (Net 75) 825.00K (1.83%) 110.00K
Increased by +13.33%
Dec 31, 24
11 Strategic Advisers Fidelity US TtlStk 777.76K (1.73%) 3.65K
Increased by +0.47%
Apr 30, 26
12 Hood River Small-Cap Growth Instl 776.50K (1.72%) 776.50K
Increased by +100.00%
Dec 31, 24
13 Calvert US Small-Cap SMA 696.99K (1.55%) 696.46K
Increased by +99.92%
Dec 31, 25
14 Invesco Semiconductors ETF 676.19K (1.50%) 9.15K
Increased by +1.35%
May 29, 26
15 Calvert US Small-Cap Strategy 627.76K (1.39%) -69.23K
Decreased by -11.03%
Mar 31, 26
16 Vanguard Small Cap Growth Index Inv 563.96K (1.25%) -871.00
Decreased by -0.15%
Apr 30, 26
17 Delaware Small Cap Value A 562.90K (1.25%) 0.00
Increased by 0.00%
Sep 30, 24
18 EARNEST Partners Smid Cap Core Founders 549.50K (1.22%) 25.33K
Increased by +4.61%
Dec 31, 24
19 DFA US Small Cap Value I 544.84K (1.21%) -8.57K
Decreased by -1.57%
Apr 30, 26
20 Fidelity Global Value Growth Eq MF 532.90K (1.18%) 23.00K
Increased by +4.32%
Aug 20, 25