Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCM 12.19%
2 CROP 6.41%
3 ADPV 3.73%
4 PLGI 3.62%
5 FMTM 3.32%
6 FTIF 2.80%
7 PJFM 2.76%
8 TSME 2.75%
9 PYZ 2.74%
10 ALIL 2.67%
11 TSCV 2.26%
12 FXZ 1.92%
13 MID 1.92%
14 SCAP 1.90%
15 MMID 1.64%
16 AMID 1.61%
17 AIVL 1.21%
18 TMAT 1.19%
19 HYP 1.15%
20 ESSC 1.14%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 27.25M (11.89%) 694.03K
Increased by +2.55%
Mar 31, 26
2 Vanguard Group Inc 25.15M (10.97%) -268.17K
Decreased by -1.07%
Dec 31, 25
3 FMR Inc 20.69M (9.03%) 3.36M
Increased by +16.25%
Mar 31, 26
4 Vanguard Portfolio Management, LLC 13.66M (5.96%) 13.66M
Increased by +100.00%
Mar 31, 26
5 Vanguard Capital Management, LLC 10.72M (4.68%) 10.72M
Increased by +100.00%
Mar 31, 26
6 T. Rowe Price Investment Management,Inc. 9.02M (3.94%) -4.59M
Decreased by -50.90%
Mar 31, 26
7 Amvescap Plc. 8.99M (3.92%) 1.92M
Increased by +21.38%
Mar 31, 26
8 Dimensional Fund Advisors, Inc. 8.48M (3.70%) -10.15K
Decreased by -0.12%
Mar 31, 26
9 Fidelity International Ltd 8.08M (3.53%) 2.99M
Increased by +37.01%
Mar 31, 26
10 Neuberger Berman Group LLC 7.97M (3.48%) -1.41M
Decreased by -17.66%
Mar 31, 26
11 State Street Corp 7.31M (3.19%) 144.79K
Increased by +1.98%
Mar 31, 26
12 Morgan Stanley - Brokerage Accounts 5.24M (2.29%) 1.61M
Increased by +30.68%
Jun 30, 24
13 Geode Capital Management, LLC 5.22M (2.28%) 320.29K
Increased by +6.13%
Mar 31, 26
14 AllianceBernstein L.P. 5.05M (2.21%) 1.57M
Increased by +31.11%
Mar 31, 26
15 Barrow Hanley Mewhinney & Strauss LLC 4.82M (2.10%) -188.89K
Decreased by -3.92%
Mar 31, 25
16 Ilex Capital Partners (Uk) LLP 4.66M (2.03%) 1.78M
Increased by +38.17%
Jun 30, 25
17 Locust Wood Capital Advisers, LLC 4.42M (1.93%) -419.08K
Decreased by -9.48%
Mar 31, 26
18 Silvercrest Asset Management Group LLC 4.37M (1.91%) -312.58K
Decreased by -7.16%
Mar 31, 26
19 State Street Corporation 3.95M (1.72%) -397.00
Decreased by -0.01%
Mar 31, 24
20 Capital World Investors 3.63M (1.58%) 226.72K
Increased by +6.24%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 13.80M (6.02%) 4.75K
Increased by +0.03%
May 29, 26
2 Vanguard Total Stock Mkt Idx Inv 7.75M (3.38%) 19.42K
Increased by +0.25%
Apr 30, 26
3 Vanguard US Total Market Shares ETF 6.92M (3.02%) 5.32K
Increased by +0.08%
Sep 30, 24
4 Vanguard Small Cap Index 5.61M (2.45%) -11.66K
Decreased by -0.21%
Apr 30, 26
5 Invesco Small Cap Value A 4.91M (2.14%) 447.56K
Increased by +9.11%
Apr 30, 26
6 Fidelity Global Small Cap Opps F 4.71M (2.06%) 227.16K
Increased by +4.82%
Mar 31, 26
7 Strategic Advisers Fidelity US TtlStk 3.65M (1.59%) -486.77K
Decreased by -13.32%
Apr 30, 26
8 Vanguard Small Cap Value Index Inv 3.60M (1.57%) 25.75K
Increased by +0.71%
Apr 30, 26
9 Neuberger Berman Genesis Inv 3.58M (1.56%) -136.98K
Decreased by -3.83%
Jun 30, 25
10 Fidelity® Low-Priced Stock 3.50M (1.53%) -60.00K
Decreased by -1.71%
Sep 30, 23
11 American Funds SMALLCAP World A 3.06M (1.34%) 0.00
Increased by 0.00%
Mar 31, 26
12 Bridge Builder Large Cap Value 2.89M (1.26%) 0.00
Increased by 0.00%
Mar 31, 25
13 Neuberger Genesis Inv 2.80M (1.22%) -375.34K
Decreased by -13.38%
Mar 31, 26
14 VIP Mid Cap Initial 2.73M (1.19%) 0.00
Increased by 0.00%
Oct 31, 23
15 Vanguard Institutional Extnd Mkt Idx Tr 2.57M (1.12%) 24.08K
Increased by +0.94%
Apr 30, 26
16 American Century Heritage Inv 2.41M (1.05%) -428.20K
Decreased by -17.78%
Jun 30, 25
17 American Century US Opport. Mid Cap Gr 2.41M (1.05%) -428.20K
Decreased by -17.78%
Jun 30, 25
18 Clark Navigator High Dividend Equity 2.39M (1.04%) 9.99K
Increased by +0.42%
Mar 31, 25
19 T. Rowe Price U.S. SC Core Eq Tr-Z 2.27M (0.99%) -32.56K
Decreased by -1.43%
Mar 31, 24
20 T. Rowe Price US Small-Cap Core Equity 2.20M (0.96%) -610.44K
Decreased by -27.70%
Mar 31, 26