Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FFTY 3.62%
2 CSD 3.62%
3 AFSC 3.37%
4 FMTM 3.18%
5 EPAI 3.16%
6 PKB 2.52%
7 PSCI 2.47%
8 XSHQ 2.02%
9 PRN 1.74%
10 XSMO 1.37%
11 PXSG 1.32%
12 RSMC 1.17%
13 GRPZ 1.11%
14 ELFY 1.09%
15 AIRR 1.05%
16 RZG 0.97%
17 SUPP 0.97%
18 SLYG 0.84%
19 VIOG 0.80%
20 FNY 0.77%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 6.09M (11.98%) -1.88K
Decreased by -0.03%
 Mar 31, 26
2 Vanguard Group Inc 5.18M (10.19%) -64.22K
Decreased by -1.24%
 Dec 31, 25
3 Wasatch Advisors LP 3.02M (5.93%) 856.91K
Increased by +28.40%
 Mar 31, 26
4 Vanguard Portfolio Management, LLC 2.58M (5.08%) 2.58M
Increased by +100.00%
 Mar 31, 26
5 Vanguard Capital Management, LLC 2.29M (4.51%) 2.29M
Increased by +100.00%
 Mar 31, 26
6 State Street Corp 1.62M (3.18%) 44.80K
Increased by +2.77%
 Mar 31, 26
7 First Trust Advisors L.P. 1.28M (2.52%) 670.65K
Increased by +52.36%
 Mar 31, 26
8 Geode Capital Management, LLC 1.18M (2.31%) 26.18K
Increased by +2.23%
 Mar 31, 26
9 Capital Research & Mgmt Co - Division 3 1.11M (2.19%) -821.16K
Decreased by -73.67%
 Mar 31, 26
10 Dimensional Fund Advisors, Inc. 1.11M (2.17%) 10.76K
Increased by +0.97%
 Mar 31, 26
11 Earnest Partners LLC 961.18K (1.89%) -27.34K
Decreased by -2.84%
 Mar 31, 26
12 Amvescap Plc. 956.61K (1.88%) -276.01K
Decreased by -28.85%
 Mar 31, 26
13 Fuller & Thaler Asset Management Inc 771.81K (1.52%) 771.81K
Increased by +100.00%
 Mar 31, 26
14 Forest Avenue Capital Management LP 715.28K (1.41%) 715.28K
Increased by +100.00%
 Mar 31, 26
15 AllianceBernstein L.P. 676.60K (1.33%) -158.94K
Decreased by -23.49%
 Mar 31, 26
16 Morgan Stanley - Brokerage Accounts 665.29K (1.31%) -249.25K
Decreased by -37.46%
 Mar 31, 26
17 Westwood Holdings Group Inc 636.01K (1.25%) -182.92K
Decreased by -28.76%
 Mar 31, 26
18 Capital World Investors 614.31K (1.21%) 614.31K
Increased by +100.00%
 Mar 31, 26
19 Millennium Management LLC 565.49K (1.11%) -76.76K
Decreased by -13.57%
 Mar 31, 26
20 Charles Schwab Investment Management Inc 546.22K (1.07%) -5.67K
Decreased by -1.04%
 Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.09M (6.09%) 1.07K
Increased by +0.03%
 May 29, 26
2 American Funds SMALLCAP World A 1.73M (3.40%) -206.85K
Decreased by -11.96%
 Mar 31, 26
3 Vanguard Total Stock Mkt Idx Inv 1.63M (3.21%) 4.43K
Increased by +0.27%
 Apr 30, 26
4 Vanguard Small Cap Index 1.18M (2.31%) -2.54K
Decreased by -0.22%
 Apr 30, 26
5 Wasatch Core Growth 1.03M (2.03%) 243.53K
Increased by +23.57%
 Mar 31, 26
6 First Trust RBA Amer Indl RenaisTM ETF 771.87K (1.52%) 469.00
Increased by +0.06%
 May 31, 26
7 Invesco Discovery A 614.99K (1.21%) 80.72K
Increased by +13.13%
 Apr 30, 26
8 Vanguard Institutional Extnd Mkt Idx Tr 575.46K (1.13%) 5.80K
Increased by +1.01%
 Apr 30, 26
9 FullerThaler Behavioral Small-Cap Growth 543.29K (1.07%) 543.29K
Increased by +100.00%
 Mar 31, 26
10 Invesco OFI Small Cap Growth 534.27K (1.05%) 47.41K
Increased by +8.87%
 Mar 31, 26
11 FullerThaler Behavioral Sm-Cp Gr R6 507.60K (1.00%) 507.60K
Increased by +100.00%
 Mar 31, 26
12 State Street SPDR Port S&P 600 Sm CpETF 468.97K (0.92%) 0.00
Increased by 0.00%
 May 29, 26
13 iShares S&P Small-Cap 600 Growth ETF 451.59K (0.89%) -1.39K
Decreased by -0.31%
 May 29, 26
14 Global X US Infrastructure Dev ETF 404.99K (0.80%) -595.00
Decreased by -0.15%
 May 29, 26
15 Vanguard Small Cap Value Index Inv 377.11K (0.74%) 2.41K
Increased by +0.64%
 Apr 30, 26
16 Harbor Small Cap Value Instl 370.07K (0.73%) -3.29K
Decreased by -0.89%
 Mar 31, 26
17 VT De Lisle America B USD 347.43K (0.68%) 0.00
Increased by 0.00%
 May 31, 26
18 Vanguard Tax-Managed Small Cap Adm 332.47K (0.65%) 0.00
Increased by 0.00%
 Apr 30, 26
19 Vanguard Small Cap Growth Index Inv 330.19K (0.65%) 1.32K
Increased by +0.40%
 Apr 30, 26
20 BMC Global Select R SEK 327.55K (0.64%) 0.00
Increased by 0.00%
 May 31, 26