Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 OUSM 2.16%
2 FTDS 2.10%
3 WBIF 1.52%
4 TSCV 1.48%
5 SRHQ 1.48%
6 MCOW 1.42%
7 CGVV 1.25%
8 PXMV 1.24%
9 XMVM 1.24%
10 XMLV 1.19%
11 FSML 1.14%
12 PJFM 1.04%
13 KBE 1.01%
14 SMCP 0.99%
15 FLQS 0.96%
16 CVY 0.92%
17 SURE 0.89%
18 WBIG 0.85%
19 CGMM 0.83%
20 FLRG 0.82%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 11.99M (13.49%) 85.30K
Increased by +0.71%
Dec 31, 25
2 BlackRock Inc 11.96M (13.46%) -1.13M
Decreased by -9.41%
Mar 31, 26
3 Vanguard Portfolio Management, LLC 7.38M (8.30%) 7.38M
Increased by +100.00%
Mar 31, 26
4 Dimensional Fund Advisors, Inc. 5.36M (6.04%) -38.57K
Decreased by -0.72%
Mar 31, 26
5 FMR Inc 5.09M (5.73%) 74.39K
Increased by +1.46%
Mar 31, 26
6 Capital World Investors 4.70M (5.29%) -66.31K
Decreased by -1.41%
Mar 31, 26
7 State Street Corporation 4.14M (4.66%) -28.23K
Decreased by -0.68%
Mar 31, 24
8 Vanguard Capital Management, LLC 4.07M (4.59%) 4.07M
Increased by +100.00%
Mar 31, 26
9 State Street Corp 3.80M (4.27%) 14.89K
Increased by +0.39%
Mar 31, 26
10 Macquarie Group Ltd 2.91M (3.28%) -253.44K
Decreased by -8.71%
Sep 30, 25
11 Geode Capital Management, LLC 2.77M (3.12%) -302.65K
Decreased by -10.91%
Mar 31, 26
12 Polar Capital Holdings PLC 2.55M (2.87%) 100.00K
Increased by +3.92%
Mar 31, 26
13 NORGES BANK 2.39M (2.69%) 1.15M
Increased by +47.96%
Dec 31, 25
14 American Century Companies Inc 2.10M (2.37%) 558.58K
Increased by +26.57%
Mar 31, 26
15 Cooke & Bieler LP 1.99M (2.23%) 33.79K
Increased by +1.70%
Mar 31, 26
16 Capital Research & Mgmt Co - Division 3 1.87M (2.11%) -114.11K
Decreased by -6.09%
Dec 31, 25
17 Delaware Management Holdings Inc 1.67M (1.88%) -1.04M
Decreased by -61.82%
Mar 31, 26
18 RenaissanceRe Holdings Ltd 1.67M (1.88%) 0.00
Increased by 0.00%
Mar 31, 26
19 Ameriprise Financial Inc 1.62M (1.82%) -65.19K
Decreased by -4.03%
Jun 30, 25
20 AQR Capital Management LLC 1.56M (1.76%) -302.79K
Decreased by -19.39%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Growth Fund of Amer A 5.45M (6.13%) 0.00
Increased by 0.00%
Sep 30, 24
2 Capital Group Growth Fnd of Amer Comp 5.45M (6.13%) 0.00
Increased by 0.00%
Sep 30, 24
3 American Funds SMALLCAP World A 5.20M (5.85%) -1.78M
Decreased by -34.33%
Mar 31, 26
4 Vanguard US Total Market Shares ETF 3.18M (3.58%) 2.06K
Increased by +0.06%
Sep 30, 24
5 iShares Core S&P Mid-Cap ETF 3.14M (3.53%) -18.32K
Decreased by -0.58%
Jun 30, 26
6 Vanguard Total Stock Mkt Idx Inv 2.78M (3.13%) -79.96K
Decreased by -2.88%
Jun 30, 26
7 Polar Capital Global Ins A Inc 2.40M (2.70%) -25.00K
Decreased by -1.04%
May 31, 26
8 iShares Russell 2000 ETF 2.36M (2.65%) 13.99K
Increased by +0.59%
Jun 30, 26
9 Avantis US Small Cap Value ETF 2.29M (2.58%) 1.83K
Increased by +0.08%
Jun 30, 26
10 Vanguard Small Cap Index 2.01M (2.26%) -58.55K
Decreased by -2.91%
Jun 30, 26
11 Vanguard Equity-Income Inv 1.59M (1.79%) 348.44K
Increased by +21.91%
Mar 31, 26
12 Fidelity Low-Priced Stock 1.55M (1.75%) -6.81K
Decreased by -0.44%
Apr 30, 26
13 Delaware US Small Cap Core Equity (SMA) 1.41M (1.58%) -16.45K
Decreased by -1.17%
Mar 31, 24
14 Macquarie US Small Cap Core Equity 1.41M (1.58%) -16.45K
Decreased by -1.17%
Mar 31, 24
15 Delaware Small Cap Core I 1.29M (1.45%) -7.98K
Decreased by -0.62%
Sep 30, 24
16 Vanguard Small Cap Value Index Inv 1.28M (1.44%) -56.11K
Decreased by -4.40%
Jun 30, 26
17 Macquarie Small Cap Core I 1.25M (1.41%) -94.21K
Decreased by -7.51%
Jul 31, 25
18 DFA US Small Cap Value I 1.17M (1.31%) 0.00
Increased by 0.00%
May 31, 26
19 Fidelity® Series Small Cap Opps 1.12M (1.26%) 0.00
Increased by 0.00%
Oct 31, 23
20 Fidelity VIP Mid Cap Initial 1.06M (1.19%) 0.00
Increased by 0.00%
Jan 31, 25