Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 OSCV 2.32%
2 TSCV 1.47%
3 TSME 1.15%
4 SMLV 1.09%
5 RNSC 1.06%
6 FSGS 1.06%
7 QABA 1.01%
8 VAMO 0.99%
9 SDVY 0.78%
10 SDVD 0.76%
11 KBE 0.60%
12 DBSC 0.49%
13 CLSE 0.48%
14 FYC 0.47%
15 HAPS 0.45%
16 BSVO 0.43%
17 FYT 0.41%
18 SCDS 0.40%
19 BFOR 0.31%
20 KRE 0.29%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.39M (9.57%) -29.28K
Decreased by -0.86%
Mar 31, 26
2 Wellington Management Company LLP 3.25M (9.17%) 298.02K
Increased by +9.17%
Mar 31, 26
3 Vanguard Group Inc 2.37M (6.69%) 13.96K
Increased by +0.59%
Dec 31, 25
4 Dimensional Fund Advisors, Inc. 2.19M (6.17%) 65.91K
Increased by +3.01%
Mar 31, 26
5 Vanguard Capital Management, LLC 1.58M (4.46%) 1.58M
Increased by +100.00%
Mar 31, 26
6 Earnest Partners LLC 1.45M (4.08%) -42.89K
Decreased by -2.97%
Mar 31, 26
7 State Street Corp 1.35M (3.82%) 82.46K
Increased by +6.09%
Mar 31, 26
8 First Trust Advisors L.P. 1.23M (3.46%) -244.44K
Decreased by -19.93%
Mar 31, 26
9 Macquarie Group Ltd 1.19M (3.36%) -9.29K
Decreased by -0.78%
Sep 30, 25
10 State Street Corporation 1.11M (3.12%) 57.14K
Increased by +5.17%
Mar 31, 24
11 American Century Companies Inc 1.05M (2.97%) 115.50K
Increased by +10.98%
Mar 31, 26
12 Delaware Management Holdings Inc 969.41K (2.73%) -88.28K
Decreased by -9.11%
Mar 31, 26
13 Geode Capital Management, LLC 933.74K (2.63%) -13.26K
Decreased by -1.42%
Mar 31, 26
14 PL Capital Advisors, LLC 733.33K (2.07%) 0.00
Increased by 0.00%
Mar 31, 26
15 William Blair Investment Management, LLC 613.02K (1.73%) -50.63K
Decreased by -8.26%
Jun 30, 25
16 Jennison Associates LLC 607.89K (1.71%) -13.93K
Decreased by -2.29%
Mar 31, 26
17 Western Financial Corp/CA 576.50K (1.63%) -873.00
Decreased by -0.15%
Mar 31, 26
18 Vanguard Portfolio Management, LLC 537.47K (1.52%) 537.47K
Increased by +100.00%
Mar 31, 26
19 Qube Research & Technologies 476.17K (1.34%) 154.44K
Increased by +32.43%
Mar 31, 26
20 Thrivent Financial For Lutherans 471.14K (1.33%) -524.40K
Decreased by -111.30%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 First Trust SMID Cp Rising Div Achv ETF 1.14M (3.23%) -2.85K
Decreased by -0.25%
May 31, 26
2 Vanguard Total Stock Mkt Idx Inv 1.14M (3.21%) 6.39K
Increased by +0.56%
Apr 30, 26
3 Vanguard US Total Market Shares ETF 1.11M (3.14%) 1.30K
Increased by +0.12%
Sep 30, 24
4 Macquarie Small Cap Core I 982.24K (2.77%) 9.29K
Increased by +0.95%
Jul 31, 25
5 EARNEST Small Cap Value 963.75K (2.72%) 962.28K
Increased by +99.85%
Dec 31, 23
6 Avantis US Small Cap Value ETF 959.42K (2.71%) 814.00
Increased by +0.08%
May 30, 26
7 iShares Russell 2000 ETF 879.41K (2.48%) 8.11K
Increased by +0.92%
May 29, 26
8 Delaware Small Cap Core I 843.31K (2.38%) 0.00
Increased by 0.00%
Oct 31, 24
9 Nomura US Small Cap Core Equity 787.65K (2.22%) 787.65K
Increased by +100.00%
Mar 31, 26
10 Nomura Small Cap Core I 768.95K (2.17%) -18.71K
Decreased by -2.43%
Apr 30, 26
11 Delaware US Small Cap Core Equity (SMA) 682.27K (1.92%) -7.99K
Decreased by -1.17%
Mar 31, 24
12 Macquarie US Small Cap Core Equity 682.27K (1.92%) -7.99K
Decreased by -1.17%
Mar 31, 24
13 Harbor Small Cap Value Instl 557.01K (1.57%) -4.96K
Decreased by -0.89%
Mar 31, 26
14 DFA US Small Cap Value I 475.81K (1.34%) 3.60K
Increased by +0.76%
Apr 30, 26
15 Vanguard Institutional Extnd Mkt Idx Tr 415.93K (1.17%) 4.51K
Increased by +1.08%
Apr 30, 26
16 Fidelity Small Cap Index 359.57K (1.01%) 932.00
Increased by +0.26%
Mar 31, 26
17 Fidelity® Small Cap Index 351.82K (0.99%) 10.77K
Increased by +3.06%
Oct 31, 23
18 Thrivent Small Cap Stock A 328.05K (0.93%) -216.15K
Decreased by -65.89%
Mar 31, 26
19 iShares Russell 2000 Value ETF 319.17K (0.90%) 0.00
Increased by 0.00%
May 29, 26
20 DFA US Targeted Value I 260.11K (0.73%) 0.00
Increased by 0.00%
Apr 30, 26