Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCM 12.36%
2 CROP 6.41%
3 ADPV 4.03%
4 PLGI 3.62%
5 FMTM 3.40%
6 FTIF 2.80%
7 ALIL 2.74%
8 PYZ 2.68%
9 TSME 2.62%
10 HYP 2.23%
11 PJFM 2.12%
12 FXZ 1.96%
13 TSCV 1.96%
14 MID 1.92%
15 SCAP 1.90%
16 AMID 1.75%
17 MMID 1.68%
18 AIVL 1.22%
19 ESSC 1.15%
20 LSEQ 1.11%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 26.56M (11.59%) 593.73K
Increased by +2.24%
Dec 31, 25
2 Vanguard Group Inc 25.15M (10.97%) -268.17K
Decreased by -1.07%
Dec 31, 25
3 FMR Inc 17.32M (7.56%) -339.33K
Decreased by -1.96%
Dec 31, 25
4 T. Rowe Price Investment Management,Inc. 13.62M (5.94%) 3.80M
Increased by +27.88%
Dec 31, 25
5 Amvescap Plc. 8.99M (3.92%) 1.92M
Increased by +21.38%
Mar 31, 26
6 Dimensional Fund Advisors, Inc. 8.48M (3.70%) -10.15K
Decreased by -0.12%
Mar 31, 26
7 Neuberger Berman Group LLC 7.97M (3.48%) -1.41M
Decreased by -17.66%
Mar 31, 26
8 State Street Corp 7.16M (3.13%) 83.03K
Increased by +1.16%
Dec 31, 25
9 Morgan Stanley - Brokerage Accounts 5.24M (2.29%) 1.61M
Increased by +30.68%
Jun 30, 24
10 Fidelity International Ltd 5.09M (2.22%) 621.45K
Increased by +12.21%
Dec 31, 25
11 Geode Capital Management, LLC 4.90M (2.14%) 75.36K
Increased by +1.54%
Dec 31, 25
12 Barrow Hanley Mewhinney & Strauss LLC 4.82M (2.10%) -188.89K
Decreased by -3.92%
Mar 31, 25
13 Silvercrest Asset Management Group LLC 4.68M (2.04%) -312.60K
Decreased by -6.68%
Dec 31, 25
14 Ilex Capital Partners (Uk) LLP 4.66M (2.03%) 1.78M
Increased by +38.17%
Jun 30, 25
15 Locust Wood Capital Advisers, LLC 4.42M (1.93%) -419.08K
Decreased by -9.48%
Mar 31, 26
16 State Street Corporation 3.95M (1.72%) -397.00
Decreased by -0.01%
Mar 31, 24
17 Capital World Investors 3.63M (1.58%) 226.72K
Increased by +6.24%
Mar 31, 26
18 Vaughan Nelson Scarbrgh & Mccullough LP 3.55M (1.55%) -737.54K
Decreased by -20.77%
Mar 31, 26
19 Wellington Management Company LLP 3.52M (1.53%) -1.82M
Decreased by -51.64%
Jun 30, 25
20 AllianceBernstein L.P. 3.48M (1.52%) -308.62K
Decreased by -8.87%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 13.86M (6.05%) 2.87K
Increased by +0.02%
Apr 30, 26
2 Vanguard Total Stock Mkt Idx Inv 7.73M (3.37%) 436.89K
Increased by +5.65%
Mar 31, 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 5.62M (2.45%) 401.80K
Increased by +7.15%
Mar 31, 26
5 Invesco Small Cap Value A 4.47M (1.95%) -662.20K
Decreased by -14.83%
Mar 31, 26
6 Fidelity Global Small Cap Opps F 4.35M (1.90%) 75.00K
Increased by +1.72%
Dec 31, 25
7 Strategic Advisers Fidelity US TtlStk 4.14M (1.81%) 2.33M
Increased by +56.33%
Mar 31, 26
8 Vanguard Small Cap Value Index Inv 3.58M (1.56%) 225.67K
Increased by +6.31%
Mar 31, 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 Fidelity Low-Priced Stock 2.57M (1.12%) -65.49K
Decreased by -2.55%
Feb 28, 26
16 Vanguard Institutional Extnd Mkt Idx Tr 2.54M (1.11%) 63.17K
Increased by +2.48%
Mar 31, 26
17 American Century Heritage Inv 2.41M (1.05%) -428.20K
Decreased by -17.78%
Jun 30, 25
18 American Century US Opport. Mid Cap Gr 2.41M (1.05%) -428.20K
Decreased by -17.78%
Jun 30, 25
19 Clark Navigator High Dividend Equity 2.39M (1.04%) 9.99K
Increased by +0.42%
Mar 31, 25
20 T. Rowe Price U.S. SC Core Eq Tr-Z 2.27M (0.99%) -32.56K
Decreased by -1.43%
Mar 31, 24