Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XBUY 2.71%
2 EMFQ 2.47%
3 BRNY 1.61%
4 JSML 1.51%
5 ACSV 1.09%
6 IVSS 0.93%
7 PXSG 0.92%
8 SMCP 0.90%
9 GRPZ 0.87%
10 SMLV 0.77%
11 XSLV 0.75%
12 IPAY 0.60%
13 PSCF 0.48%
14 XSHQ 0.44%
15 HAPS 0.37%
16 PLTL 0.35%
17 SLYG 0.33%
18 QSML 0.33%
19 HSMV 0.28%
20 TRFM 0.28%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 9.30M (15.33%) 17.36K
Increased by +0.19%
Mar 31, 26
2 FMR Inc 9.26M (15.26%) -340.41K
Decreased by -3.68%
Mar 31, 26
3 Vanguard Group Inc 7.11M (11.72%) -58.88K
Decreased by -0.83%
Dec 31, 25
4 American Century Companies Inc 5.05M (8.32%) -177.07K
Decreased by -3.51%
Mar 31, 26
5 Vanguard Portfolio Management, LLC 3.96M (6.52%) 3.96M
Increased by +100.00%
Mar 31, 26
6 Kayne Anderson Rudnick Investment Management LLC 3.06M (5.04%) 191.60K
Increased by +6.26%
Mar 31, 26
7 Vanguard Capital Management, LLC 2.86M (4.71%) 2.86M
Increased by +100.00%
Mar 31, 26
8 State Street Corp 2.50M (4.12%) 70.58K
Increased by +2.82%
Mar 31, 26
9 State Street Corporation 2.47M (4.08%) 64.33K
Increased by +2.60%
Mar 31, 24
10 Fuller & Thaler Asset Management Inc 1.83M (3.02%) -500.68K
Decreased by -27.29%
Mar 31, 26
11 Dimensional Fund Advisors, Inc. 1.57M (2.58%) -8.36K
Decreased by -0.53%
Mar 31, 26
12 Geode Capital Management, LLC 1.54M (2.54%) -6.16K
Decreased by -0.40%
Mar 31, 26
13 Victory Capital Management Inc. 1.51M (2.48%) -289.83K
Decreased by -19.24%
Sep 30, 25
14 Capital Research & Mgmt Co - Division 3 1.40M (2.31%) -1.74M
Decreased by -123.64%
Jun 30, 24
15 Loomis, Sayles & Company LP 1.02M (1.69%) -85.46K
Decreased by -8.34%
Mar 31, 26
16 River Road Asset Management, LLC 980.24K (1.62%) -836.36K
Decreased by -85.32%
Dec 31, 25
17 Amvescap Plc. 894.49K (1.47%) 859.00
Increased by +0.10%
Dec 31, 24
18 Sunriver Management LLC 879.62K (1.45%) 52.16K
Increased by +5.93%
Mar 31, 24
19 Bank of America Corp 851.32K (1.40%) 315.53K
Increased by +37.06%
Jun 30, 24
20 NorthStar Asset Management, Inc. 805.79K (1.33%) -3.19K
Decreased by -0.40%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.90M (6.42%) 1.53K
Increased by +0.04%
May 29, 26
2 American Century Small Cap Value Inv 2.77M (4.57%) -285.00K
Decreased by -10.29%
Mar 31, 26
3 American Century U.S. Small Cap Value 2.77M (4.57%) -285.00K
Decreased by -10.29%
Mar 31, 26
4 Fidelity Low-Priced Stock 2.45M (4.05%) -64.50K
Decreased by -2.63%
Mar 31, 26
5 Vanguard US Total Market Shares ETF 2.08M (3.43%) 2.26K
Increased by +0.11%
Sep 30, 24
6 Vanguard Total Stock Mkt Idx Inv 2.04M (3.36%) 10.22K
Increased by +0.50%
Apr 30, 26
7 FullerThaler Behavioral Sm-Cp Eq R6 1.76M (2.89%) 0.00
Increased by 0.00%
Apr 30, 26
8 iShares Russell 2000 ETF 1.58M (2.61%) 14.61K
Increased by +0.92%
May 29, 26
9 Vanguard Small Cap Index 1.47M (2.43%) -7.43K
Decreased by -0.50%
Apr 30, 26
10 Victory Small Cap Value CIT (Net 75) 1.42M (2.34%) -140.00K
Decreased by -9.86%
Sep 30, 24
11 Victory Sycamore Small Company Opp R 1.26M (2.08%) -55.00K
Decreased by -4.37%
Jun 30, 25
12 Strategic Advisers Fidelity US TtlStk 1.19M (1.96%) 0.00
Increased by 0.00%
Apr 30, 26
13 Fuller & Thaler Behavioral Sm-Cp Eq R6 1.17M (1.93%) 0.00
Increased by 0.00%
Sep 30, 23
14 Fuller & Thaler Behavioral Small-Cap Eq 1.17M (1.93%) 0.00
Increased by 0.00%
Nov 30, 23
15 American Funds SMALLCAP World A 1.13M (1.85%) -1.07M
Decreased by -95.43%
Jun 30, 24
16 FullerThaler Beh Small-Cap Equity SMA 1.12M (1.85%) 0.00
Increased by 0.00%
Dec 31, 25
17 FullerThaler Behavioral Small-Cap Equity 1.12M (1.85%) 0.00
Increased by 0.00%
Dec 31, 25
18 Vanguard Small Cap Value Index Inv 947.53K (1.56%) 7.60K
Increased by +0.80%
Apr 30, 26
19 Fidelity Global Value Growth Eq MF 921.30K (1.52%) -5.40K
Decreased by -0.59%
Aug 20, 25
20 Fidelity Small Cap Discovery 913.01K (1.50%) -24.00K
Decreased by -2.63%
Mar 31, 26