Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PXSG 1.80%
2 IVEG 1.52%
3 XMLV 1.15%
4 FSCS 1.00%
5 RNMC 1.00%
6 FSML 0.93%
7 AMID 0.92%
8 DGLO 0.91%
9 SMDV 0.89%
10 PAMC 0.83%
11 HSMV 0.80%
12 OUSM 0.79%
13 DGRS 0.70%
14 QOWZ 0.69%
15 SDVY 0.59%
16 PAPI 0.59%
17 SDVD 0.59%
18 WCEO 0.58%
19 FLQS 0.54%
20 XMHQ 0.49%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 6.07M (12.46%) -8.12K
Decreased by -0.13%
Sep 30, 25
2 Vanguard Group Inc 5.14M (10.56%) -107.74K
Decreased by -2.09%
Dec 31, 25
3 Kayne Anderson Rudnick Investment Management LLC 4.14M (8.51%) -346.64K
Decreased by -8.37%
Dec 31, 25
4 Conestoga Capital Advisors, LLC 2.39M (4.91%) 31.30K
Increased by +1.31%
Dec 31, 25
5 State Street Corp 1.86M (3.81%) -11.56K
Decreased by -0.62%
Sep 30, 25
6 State Street Corporation 1.80M (3.70%) 52.55K
Increased by +2.92%
Mar 31, 24
7 Geneva Capital Management 1.73M (3.55%) -131.28K
Decreased by -7.60%
Dec 31, 25
8 Geode Capital Management, LLC 1.59M (3.27%) -3.08K
Decreased by -0.19%
Dec 31, 25
9 Neuberger Berman Group LLC 1.48M (3.04%) -84.65K
Decreased by -5.73%
Dec 31, 25
10 Morgan Stanley - Brokerage Accounts 1.11M (2.29%) 85.90K
Increased by +7.71%
Sep 30, 25
11 JPMorgan Chase & Co 961.25K (1.97%) 323.17K
Increased by +33.62%
Sep 30, 25
12 Dimensional Fund Advisors, Inc. 898.62K (1.85%) 2.65K
Increased by +0.30%
Dec 31, 25
13 First Trust Advisors L.P. 898.34K (1.85%) 318.21K
Increased by +35.42%
Dec 31, 25
14 Fundsmith LLP 746.82K (1.53%) -89.66K
Decreased by -12.01%
Jun 30, 25
15 NORGES BANK 736.62K (1.51%) 151.00K
Increased by +20.50%
Dec 31, 25
16 Northern Trust Corp 733.35K (1.51%) 4.70K
Increased by +0.64%
Sep 30, 25
17 Wells Fargo & Co 708.78K (1.46%) -25.69K
Decreased by -3.62%
Sep 30, 25
18 Resona Asset Management Co., Ltd. 668.10K (1.37%) -37.18K
Decreased by -5.56%
Dec 31, 25
19 Royce & Associates, LP 652.11K (1.34%) 276.89K
Increased by +42.46%
Dec 31, 25
20 Ameriprise Financial Inc 646.03K (1.33%) 44.00K
Increased by +6.81%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 1.65M (3.40%) 1.32K
Increased by +0.08%
Mar 31, 26
2 Vanguard US Total Market Shares ETF 1.59M (3.27%) 1.40K
Increased by +0.09%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 1.57M (3.22%) -33.92K
Decreased by -2.17%
Mar 31, 26
4 iShares Russell 2000 ETF 1.21M (2.48%) -9.87K
Decreased by -0.82%
Mar 31, 26
5 Vanguard Small Cap Index 1.15M (2.37%) 19.22K
Increased by +1.67%
Mar 31, 26
6 Neuberger Berman Genesis Inv 1.03M (2.11%) -153.26K
Decreased by -14.95%
Jun 30, 25
7 Conestoga Small Cap Investors 956.88K (1.97%) -129.13K
Decreased by -13.50%
Feb 28, 26
8 First Trust SMID Cp Rising Div Achv ETF 858.30K (1.76%) 167.00
Increased by +0.02%
Mar 31, 26
9 Smithson Investment Trust Ord 836.48K (1.72%) 0.00
Increased by 0.00%
May 31, 25
10 Virtus KAR Mid-Cap Core I 698.55K (1.43%) -88.76K
Decreased by -12.71%
Dec 31, 25
11 Invesco Global Multi Cap Growth 649.62K (1.33%) 39.00K
Increased by +6.00%
Jun 30, 24
12 Vanguard Small Cap Growth Index Inv 645.97K (1.33%) 16.43K
Increased by +2.54%
Mar 31, 26
13 Vanguard Institutional Extnd Mkt Idx Tr 558.29K (1.15%) 14.18K
Increased by +2.54%
Mar 31, 26
14 Fidelity Small Cap Index 492.61K (1.01%) -6.57K
Decreased by -1.33%
Jan 31, 26
15 Fidelity® Small Cap Index 488.07K (1.00%) 13.24K
Increased by +2.71%
Oct 31, 23
16 Global X US Infrastructure Dev ETF 469.73K (0.96%) 294.00
Increased by +0.06%
Mar 31, 26
17 Nationwide Geneva Small Cap Gr Instl Svc 468.30K (0.96%) 31.15K
Increased by +6.65%
Mar 31, 26
18 Invesco Global Opportunities A 455.79K (0.94%) -193.83K
Decreased by -42.53%
Feb 28, 25
19 T. Rowe Price Integrated US SmCapGrEq 453.22K (0.93%) 453.22K
Increased by +100.00%
Mar 31, 24
20 Neuberger Genesis Inv 436.63K (0.90%) -477.73K
Decreased by -109.41%
Mar 31, 26