Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SCDV 8.48%
2 PSCH 5.28%
3 NEWZ 3.89%
4 RISN 3.56%
5 COWS 3.33%
6 DVOL 3.23%
7 HCOW 3.12%
8 OSCV 3.00%
9 OLD 2.96%
10 XHS 2.50%
11 PXSG 2.46%
12 PTH 2.38%
13 XSMO 2.37%
14 IHF 2.15%
15 DBSC 2.11%
16 KSCD 2.10%
17 IVSS 2.09%
18 SAWS 2.07%
19 ALIL 2.00%
20 REGL 1.80%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 7.05M (12.68%) -152.62K
Decreased by -2.17%
Sep 30, 25
2 Vanguard Group Inc 6.06M (10.90%) -15.15K
Decreased by -0.25%
Dec 31, 25
3 Baillie Gifford & Co Limited. 4.57M (8.22%) 1.75M
Increased by +38.31%
Dec 31, 25
4 Wasatch Advisors Inc. 4.53M (8.16%) -475.31K
Decreased by -10.49%
Dec 31, 23
5 Wasatch Advisors LP 2.84M (5.11%) -694.77K
Decreased by -24.48%
Dec 31, 25
6 State Street Corporation 2.10M (3.78%) 25.23K
Increased by +1.20%
Mar 31, 24
7 FMR Inc 2.09M (3.76%) -519.53K
Decreased by -24.88%
Dec 31, 25
8 State Street Corp 2.05M (3.68%) -31.76K
Decreased by -1.55%
Sep 30, 25
9 Capital Research Global Investors 2.02M (3.63%) 136.26K
Increased by +6.76%
Sep 30, 25
10 Geode Capital Management, LLC 1.45M (2.61%) 12.27K
Increased by +0.85%
Sep 30, 25
11 T. Rowe Price Associates, Inc. 1.21M (2.19%) 622.69K
Increased by +51.28%
Sep 30, 25
12 Fuller & Thaler Asset Management Inc 1.11M (2.00%) -88.71K
Decreased by -7.98%
Sep 30, 25
13 Crewe Advisors LLC 1.11M (2.00%) 10.22K
Increased by +0.92%
Sep 30, 24
14 Dimensional Fund Advisors, Inc. 1.09M (1.96%) 5.46K
Increased by +0.50%
Dec 31, 25
15 JPMorgan Chase & Co 867.20K (1.56%) 506.52K
Increased by +58.41%
Sep 30, 25
16 Northern Trust Corp 847.26K (1.52%) -41.25K
Decreased by -4.87%
Sep 30, 25
17 Wellington Management Company LLP 818.48K (1.47%) -3.44K
Decreased by -0.42%
Dec 31, 25
18 NORGES BANK 773.02K (1.39%) 89.76K
Increased by +11.61%
Dec 31, 25
19 Charles Schwab Investment Management Inc 767.73K (1.38%) -7.68K
Decreased by -1.00%
Dec 31, 25
20 Goldman Sachs Group Inc 723.81K (1.30%) 105.12K
Increased by +14.52%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.66M (6.58%) 6.12K
Increased by +0.17%
Jun 28, 24
2 Fuller & Thaler Behavrl Small-Cap Value 2.22M (4.00%) -19.86K
Decreased by -0.89%
Nov 30, 23
3 iShares Core S&P Mid-Cap ETF 1.86M (3.34%) 1.86M
Increased by +100.00%
Feb 28, 26
4 Vanguard Total Stock Mkt Idx Inv 1.82M (3.28%) 3.93K
Increased by +0.22%
Jan 31, 26
5 Vanguard US Total Market Shares ETF 1.80M (3.24%) 1.31K
Increased by +0.07%
Sep 30, 24
6 iShares Russell 2000 ETF 1.37M (2.46%) 204.66K
Increased by +14.96%
Feb 28, 26
7 American Funds SMALLCAP World A 1.31M (2.37%) -500.00K
Decreased by -38.03%
Dec 31, 25
8 Vanguard Small Cap Index 1.31M (2.36%) -372.00
Decreased by -0.03%
Jan 31, 26
9 Baillie Gifford US Equity Growth 1.09M (1.96%) 0.00
Increased by 0.00%
Jan 31, 26
10 Vanguard US Growth Investor 1.09M (1.96%) 334.32K
Increased by +30.69%
Dec 31, 25
11 Vanguard Small Cap Growth Index Inv 729.28K (1.31%) -12.30K
Decreased by -1.69%
Jan 31, 26
12 Wasatch Core Growth 625.57K (1.13%) -247.91K
Decreased by -39.63%
Dec 31, 25
13 Vanguard Institutional Extnd Mkt Idx Tr 621.18K (1.12%) 2.54K
Increased by +0.41%
Jan 31, 26
14 Van Berkom Sm-Cap Eq 609.26K (1.10%) -117.27K
Decreased by -19.25%
Dec 31, 25
15 Fidelity Small Cap Index 550.41K (0.99%) -16.46K
Decreased by -2.99%
Dec 31, 25
16 iShares S&P Small-Cap 600 Growth ETF 544.00K (0.98%) -600.00
Decreased by -0.11%
Jun 28, 24
17 Fidelity® Small Cap Index 525.08K (0.95%) 14.40K
Increased by +2.74%
Oct 31, 23
18 Strategic Advisers Fidelity US TtlStk 523.73K (0.94%) 119.56K
Increased by +22.83%
Jul 31, 25
19 T. Rowe Price Small-Cap Value 512.53K (0.92%) -275.00
Decreased by -0.05%
Nov 30, 24
20 FullerThaler Behavioral Small-Cap Value 509.98K (0.92%) -33.00K
Decreased by -6.47%
Dec 31, 25