Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FTDS 2.10%
2 OUSM 1.76%
3 TSCV 1.61%
4 WBIF 1.52%
5 SRHQ 1.48%
6 CGVV 1.25%
7 PXMV 1.23%
8 XMVM 1.23%
9 MCOW 1.20%
10 XMLV 1.14%
11 FSML 1.14%
12 PJFM 1.04%
13 KBE 1.03%
14 SMCP 0.99%
15 CVY 0.92%
16 SURE 0.89%
17 FLQS 0.86%
18 WBIG 0.85%
19 FLRG 0.82%
20 HSMV 0.78%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 13.08M (14.74%) -36.80K
Decreased by -0.28%
Dec 31, 25
2 Vanguard Group Inc 11.99M (13.51%) 85.30K
Increased by +0.71%
Dec 31, 25
3 Dimensional Fund Advisors, Inc. 5.36M (6.04%) -38.57K
Decreased by -0.72%
Mar 31, 26
4 FMR Inc 5.09M (5.74%) 74.39K
Increased by +1.46%
Mar 31, 26
5 Capital World Investors 4.70M (5.29%) -66.31K
Decreased by -1.41%
Mar 31, 26
6 State Street Corporation 4.14M (4.67%) -28.23K
Decreased by -0.68%
Mar 31, 24
7 State Street Corp 3.80M (4.28%) 14.89K
Increased by +0.39%
Mar 31, 26
8 Macquarie Group Ltd 2.91M (3.28%) -253.44K
Decreased by -8.71%
Sep 30, 25
9 Geode Capital Management, LLC 2.77M (3.13%) -302.65K
Decreased by -10.91%
Mar 31, 26
10 Delaware Management Holdings Inc 2.71M (3.05%) 2.71M
Increased by +100.00%
Dec 31, 25
11 Polar Capital Holdings PLC 2.45M (2.76%) -50.00K
Decreased by -2.04%
Dec 31, 25
12 NORGES BANK 2.39M (2.70%) 1.15M
Increased by +47.96%
Dec 31, 25
13 American Century Companies Inc 2.10M (2.37%) 558.58K
Increased by +26.57%
Mar 31, 26
14 Cooke & Bieler LP 1.99M (2.24%) 33.79K
Increased by +1.70%
Mar 31, 26
15 Capital Research & Mgmt Co - Division 3 1.87M (2.11%) -114.11K
Decreased by -6.09%
Dec 31, 25
16 AQR Capital Management LLC 1.86M (2.10%) 567.10K
Increased by +30.42%
Dec 31, 25
17 RenaissanceRe Holdings Ltd 1.67M (1.88%) 0.00
Increased by 0.00%
Dec 31, 25
18 Ameriprise Financial Inc 1.62M (1.82%) -65.19K
Decreased by -4.03%
Jun 30, 25
19 Charles Schwab Investment Management Inc 1.42M (1.60%) 15.42K
Increased by +1.09%
Mar 31, 26
20 JPMorgan Chase & Co 1.36M (1.53%) 331.51K
Increased by +24.39%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Growth Fund of Amer A 5.45M (6.14%) 0.00
Increased by 0.00%
Sep 30, 24
2 Capital Group Growth Fnd of Amer Comp 5.45M (6.14%) 0.00
Increased by 0.00%
Sep 30, 24
3 American Funds SMALLCAP World A 5.20M (5.86%) -1.78M
Decreased by -34.33%
Mar 31, 26
4 iShares Core S&P Mid-Cap ETF 3.24M (3.66%) -1.63K
Decreased by -0.05%
Apr 30, 26
5 Vanguard US Total Market Shares ETF 3.18M (3.59%) 2.06K
Increased by +0.06%
Sep 30, 24
6 Vanguard Total Stock Mkt Idx Inv 2.86M (3.22%) 7.02K
Increased by +0.25%
Apr 30, 26
7 Polar Capital Global Ins A Inc 2.55M (2.87%) 50.00K
Increased by +1.96%
Mar 31, 26
8 iShares Russell 2000 ETF 2.18M (2.46%) 18.42K
Increased by +0.84%
Apr 30, 26
9 Vanguard Small Cap Index 2.07M (2.33%) -4.75K
Decreased by -0.23%
Apr 30, 26
10 Avantis US Small Cap Value ETF 1.94M (2.19%) 0.00
Increased by 0.00%
Apr 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 1.56M (1.76%) -1.26K
Decreased by -0.08%
Feb 28, 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 Vanguard Small Cap Value Index Inv 1.33M (1.50%) 9.84K
Increased by +0.74%
Apr 30, 26
16 Delaware Small Cap Core I 1.29M (1.45%) -7.98K
Decreased by -0.62%
Sep 30, 24
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 1.13M (1.28%) 0.00
Increased by 0.00%
Mar 31, 26
19 Fidelity® Series Small Cap Opps 1.12M (1.27%) 0.00
Increased by 0.00%
Oct 31, 23
20 Vanguard Institutional Extnd Mkt Idx Tr 1.08M (1.21%) 10.59K
Increased by +0.98%
Apr 30, 26