Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SCDV 8.50%
2 PSCH 5.28%
3 NEWZ 3.89%
4 RISN 3.56%
5 COWS 3.21%
6 HCOW 3.12%
7 OLD 2.96%
8 OSCV 2.54%
9 PXSG 2.46%
10 XSMO 2.37%
11 CPAI 2.15%
12 KSCD 2.10%
13 XHS 1.93%
14 SSMG 1.90%
15 SMAP 1.78%
16 DBSC 1.59%
17 FMKT 1.53%
18 KDVD 1.52%
19 IHF 1.51%
20 FEMD 1.47%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 7.36M (13.22%) 244.22K
Increased by +3.32%
Mar 31, 26
2 Vanguard Group Inc 6.06M (10.88%) -15.15K
Decreased by -0.25%
Dec 31, 25
3 Baillie Gifford & Co Limited. 4.83M (8.67%) 256.92K
Increased by +5.32%
Mar 31, 26
4 Wasatch Advisors Inc. 4.53M (8.14%) -475.31K
Decreased by -10.49%
Dec 31, 23
5 Vanguard Portfolio Management, LLC 3.12M (5.60%) 3.12M
Increased by +100.00%
Mar 31, 26
6 Vanguard Capital Management, LLC 2.59M (4.66%) 2.59M
Increased by +100.00%
Mar 31, 26
7 FMR Inc 2.30M (4.12%) 208.28K
Increased by +9.07%
Mar 31, 26
8 Wasatch Advisors LP 2.28M (4.09%) 220.33K
Increased by +9.67%
Jun 30, 26
9 State Street Corporation 2.10M (3.77%) 25.23K
Increased by +1.20%
Mar 31, 24
10 State Street Corp 2.06M (3.70%) 39.46K
Increased by +1.91%
Mar 31, 26
11 Geode Capital Management, LLC 1.69M (3.03%) 188.62K
Increased by +11.18%
Mar 31, 26
12 Capital Research Global Investors 1.40M (2.52%) -40.41K
Decreased by -2.88%
Mar 31, 26
13 T. Rowe Price Associates, Inc. 1.31M (2.35%) -24.27K
Decreased by -1.86%
Mar 31, 26
14 Crewe Advisors LLC 1.11M (1.99%) 10.22K
Increased by +0.92%
Sep 30, 24
15 Van Berkom and Associates Inc 1.04M (1.87%) 412.37K
Increased by +39.64%
Mar 31, 26
16 Dimensional Fund Advisors, Inc. 960.57K (1.72%) -130.26K
Decreased by -13.56%
Mar 31, 26
17 JPMorgan Chase & Co 867.20K (1.56%) 506.52K
Increased by +58.41%
Sep 30, 25
18 T. Rowe Price Investment Management,Inc. 830.47K (1.49%) -49.33K
Decreased by -5.94%
Mar 31, 26
19 Charles Schwab Investment Management Inc 780.23K (1.40%) 12.51K
Increased by +1.60%
Mar 31, 26
20 NORGES BANK 773.02K (1.39%) 89.76K
Increased by +11.61%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.66M (6.57%) 6.12K
Increased by +0.17%
Jun 28, 24
2 Fuller & Thaler Behavrl Small-Cap Value 2.22M (3.99%) -19.86K
Decreased by -0.89%
Nov 30, 23
3 iShares Core S&P Mid-Cap ETF 1.97M (3.54%) -10.74K
Decreased by -0.54%
Jun 30, 26
4 American Funds SMALLCAP World A 1.97M (3.53%) 686.83K
Increased by +34.94%
Jun 30, 26
5 Vanguard Total Stock Mkt Idx Inv 1.85M (3.33%) 5.52K
Increased by +0.30%
Jun 30, 26
6 Vanguard US Total Market Shares ETF 1.80M (3.23%) 1.31K
Increased by +0.07%
Sep 30, 24
7 Vanguard US Growth Investor 1.57M (2.81%) 476.75K
Increased by +30.44%
Mar 31, 26
8 iShares Russell 2000 ETF 1.34M (2.41%) 12.43K
Increased by +0.92%
May 29, 26
9 Vanguard Small Cap Index 1.34M (2.41%) 2.58K
Increased by +0.19%
Jun 30, 26
10 Vanguard Small Cap Growth Index Inv 774.64K (1.39%) 21.90K
Increased by +2.83%
Jun 30, 26
11 Vanguard Institutional Extnd Mkt Idx Tr 665.12K (1.19%) 12.96K
Increased by +1.95%
Jun 30, 26
12 Van Berkom Sm-Cap Eq 595.71K (1.07%) 92.70K
Increased by +15.56%
Jun 30, 26
13 Fidelity Small Cap Index 555.31K (1.00%) 4.79K
Increased by +0.86%
Apr 30, 26
14 iShares S&P Small-Cap 600 Growth ETF 544.00K (0.98%) -600.00
Decreased by -0.11%
Jun 28, 24
15 Fidelity® Small Cap Index 525.08K (0.94%) 14.40K
Increased by +2.74%
Oct 31, 23
16 Strategic Advisers Fidelity US TtlStk 523.73K (0.94%) 119.56K
Increased by +22.83%
Jul 31, 25
17 T. Rowe Price Small-Cap Value 512.53K (0.92%) -275.00
Decreased by -0.05%
Nov 30, 24
18 SPDR® Portfolio S&P 600 Sm Cap ETF 498.29K (0.89%) 510.00
Increased by +0.10%
Mar 28, 24
19 FullerThaler Behavioral Small-Cap Value 495.96K (0.89%) -800.00
Decreased by -0.16%
May 31, 26
20 SPDR® Portfolio S&P 600™ Sm Cap ETF 494.79K (0.89%) 570.00
Increased by +0.12%
Sep 30, 24