Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SCDV 5.64%
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 PXSG 2.46%
9 XSMO 2.37%
10 OSCV 2.13%
11 KSCD 2.10%
12 SMAP 1.78%
13 DBSC 1.59%
14 KDVD 1.52%
15 FEMD 1.47%
16 REGL 1.45%
17 SAWS 1.44%
18 PTH 1.40%
19 SSMG 1.38%
20 VFMV 1.38%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 7.36M (13.19%) 244.22K
Increased by +3.32%
Mar 31, 26
2 Vanguard Group Inc 6.06M (10.84%) -15.15K
Decreased by -0.25%
Dec 31, 25
3 Baillie Gifford & Co Limited. 4.83M (8.64%) 256.92K
Increased by +5.32%
Mar 31, 26
4 Wasatch Advisors Inc. 4.53M (8.11%) -475.31K
Decreased by -10.49%
Dec 31, 23
5 Vanguard Portfolio Management, LLC 3.12M (5.59%) 3.12M
Increased by +100.00%
Mar 31, 26
6 Vanguard Capital Management, LLC 2.59M (4.64%) 2.59M
Increased by +100.00%
Mar 31, 26
7 FMR Inc 2.30M (4.11%) 208.28K
Increased by +9.07%
Mar 31, 26
8 State Street Corporation 2.10M (3.76%) 25.23K
Increased by +1.20%
Mar 31, 24
9 State Street Corp 2.06M (3.69%) 39.46K
Increased by +1.91%
Mar 31, 26
10 Wasatch Advisors LP 2.06M (3.68%) -780.57K
Decreased by -37.93%
Mar 31, 26
11 Geode Capital Management, LLC 1.69M (3.02%) 188.62K
Increased by +11.18%
Mar 31, 26
12 Capital Research Global Investors 1.40M (2.51%) -40.41K
Decreased by -2.88%
Mar 31, 26
13 T. Rowe Price Associates, Inc. 1.31M (2.34%) -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 (1.86%) 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 (1.55%) 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 (1.38%) 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 (6.55%) 6.12K
Increased by +0.17%
Jun 28, 24
2 Fuller & Thaler Behavrl Small-Cap Value 2.22M (3.98%) -19.86K
Decreased by -0.89%
Nov 30, 23
3 iShares Core S&P Mid-Cap ETF 1.96M (3.50%) 366.00
Increased by +0.02%
May 29, 26
4 Vanguard Total Stock Mkt Idx Inv 1.85M (3.32%) 8.69K
Increased by +0.47%
Apr 30, 26
5 Vanguard US Total Market Shares ETF 1.80M (3.22%) 1.31K
Increased by +0.07%
Sep 30, 24
6 Baillie Gifford US Equity Growth 1.57M (2.80%) 476.75K
Increased by +30.44%
Mar 31, 26
7 Vanguard US Growth Investor 1.57M (2.80%) 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 (2.40%) -2.81K
Decreased by -0.21%
Apr 30, 26
10 American Funds SMALLCAP World A 1.28M (2.29%) -35.53K
Decreased by -2.78%
Mar 31, 26
11 Vanguard Small Cap Growth Index Inv 750.71K (1.34%) -153.00
Decreased by -0.02%
Apr 30, 26
12 Vanguard Institutional Extnd Mkt Idx Tr 651.23K (1.17%) 6.83K
Increased by +1.05%
Apr 30, 26
13 Fidelity Small Cap Index 550.52K (0.99%) 856.00
Increased by +0.16%
Mar 31, 26
14 iShares S&P Small-Cap 600 Growth ETF 544.00K (0.97%) -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 Van Berkom Sm-Cap Eq 503.01K (0.90%) -106.25K
Decreased by -21.12%
Mar 31, 26
19 SPDR® Portfolio S&P 600 Sm Cap ETF 498.29K (0.89%) 510.00
Increased by +0.10%
Mar 28, 24
20 FullerThaler Behavioral Small-Cap Value 496.76K (0.89%) 8.78K
Increased by +1.77%
Mar 31, 26