Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CPAI 2.04%
2 PSL 1.65%
3 RZV 1.43%
4 FDM 1.38%
5 FDLS 1.28%
6 RZG 1.27%
7 SIXS 1.21%
8 EHLS 1.11%
9 PXSV 1.05%
10 XSVM 1.05%
11 XSLV 0.97%
12 MMSC 0.94%
13 BRNY 0.84%
14 HEFT 0.74%
15 FYC 0.65%
16 ROSC 0.60%
17 DWAS 0.57%
18 DSMC 0.53%
19 SIXL 0.49%
20 FESM 0.45%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 7.04M (12.68%) -164.25K
Decreased by -2.33%
Mar 31, 26
2 FMR Inc 6.74M (12.14%) 2.01M
Increased by +29.85%
Mar 31, 26
3 Vanguard Group Inc 3.55M (6.38%) -62.79K
Decreased by -1.77%
Dec 31, 25
4 Capital Research Global Investors 3.51M (6.32%) 344.96K
Increased by +9.82%
Mar 31, 26
5 Dimensional Fund Advisors, Inc. 3.43M (6.17%) -137.94K
Decreased by -4.03%
Mar 31, 26
6 Two Sigma Investments LLC 2.52M (4.54%) 1.29M
Increased by +51.07%
Mar 31, 26
7 Vanguard Capital Management, LLC 2.46M (4.43%) 2.46M
Increased by +100.00%
Mar 31, 26
8 Wasatch Advisors Inc. 2.30M (4.15%) 148.66K
Increased by +6.45%
Sep 30, 23
9 Renaissance Technologies Corp 2.16M (3.88%) -196.86K
Decreased by -9.13%
Mar 31, 26
10 UBS Group AG 1.91M (3.44%) 1.33M
Increased by +69.69%
Mar 31, 26
11 First Wilshire Securities Mgmt Inc (CA) 1.74M (3.13%) -448.73K
Decreased by -25.80%
Dec 31, 25
12 Wasatch Advisors LP 1.69M (3.05%) -219.67K
Decreased by -12.97%
Dec 31, 25
13 Ophir Asset Management Pty Ltd 1.62M (2.91%) 1.62M
Increased by +100.00%
Mar 31, 26
14 Boston Partners Global Investors, Inc 1.57M (2.82%) 1.17M
Increased by +74.34%
Mar 31, 25
15 The Goldman Sachs Group Inc 1.47M (2.65%) 656.89K
Increased by +44.66%
Mar 31, 26
16 Atlas FRM LLC 1.45M (2.61%) 1.13M
Increased by +77.59%
Mar 31, 26
17 Stephens Inv Mgmt Group LLC 1.43M (2.58%) -105.59K
Decreased by -7.36%
Mar 31, 26
18 Qube Research & Technologies 1.37M (2.46%) -156.00K
Decreased by -11.41%
Mar 31, 26
19 State Street Corp 1.29M (2.32%) 91.83K
Increased by +7.12%
Mar 31, 26
20 Morgan Stanley - Brokerage Accounts 1.27M (2.28%) 103.64K
Increased by +8.19%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.56M (6.41%) 1.36K
Increased by +0.04%
May 29, 26
2 American Funds SMALLCAP World A 3.44M (6.19%) 344.96K
Increased by +10.03%
Mar 31, 26
3 Vanguard Total Stock Mkt Idx Inv 1.74M (3.14%) 0.00
Increased by 0.00%
Apr 30, 26
4 Vanguard US Total Market Shares ETF 1.63M (2.93%) 0.00
Increased by 0.00%
Sep 30, 24
5 Stephens Small Cap Growth 1.39M (2.51%) -104.14K
Decreased by -7.48%
Mar 31, 26
6 Fidelity Small Cap Growth 1.25M (2.24%) 18.72K
Increased by +1.50%
Mar 31, 26
7 Strategic Advisers Fidelity US TtlStk 914.30K (1.65%) 0.00
Increased by 0.00%
Apr 30, 26
8 Fidelity Small Cap Discovery 894.00K (1.61%) 0.00
Increased by 0.00%
Mar 31, 26
9 Wasatch Micro Cap 831.41K (1.50%) 44.58K
Increased by +5.36%
Dec 31, 25
10 Fidelity Series Small Cap Discovery 779.60K (1.40%) 0.00
Increased by 0.00%
Mar 31, 26
11 DFA US Small Cap Value I 722.55K (1.30%) -44.98K
Decreased by -6.22%
Apr 30, 26
12 Fidelity Enhanced Small Cap Core ETF 702.04K (1.26%) 1.78K
Increased by +0.25%
May 29, 26
13 Heartland Value Investor 700.00K (1.26%) 0.00
Increased by 0.00%
Apr 30, 26
14 Heartland Value Strategy 700.00K (1.26%) 0.00
Increased by 0.00%
Mar 31, 26
15 Fidelity Enhanced Small Cap ETF 674.42K (1.21%) -7.83K
Decreased by -1.16%
Apr 30, 26
16 Vanguard Institutional Extnd Mkt Idx Tr 662.06K (1.19%) 5.63K
Increased by +0.85%
Apr 30, 26
17 GS Glb Sm Cp CORE Eq Base Inc USD Snap 636.49K (1.15%) 0.00
Increased by 0.00%
Mar 31, 26
18 Invesco S&P SmallCap Momentum ETF 626.80K (1.13%) 191.00
Increased by +0.03%
May 29, 26
19 Fidelity Small Cap Growth K6 622.71K (1.12%) 9.74K
Increased by +1.56%
Mar 31, 26
20 First Wilshire US SCV Equities SMA 620.59K (1.12%) -811.54K
Decreased by -130.77%
Mar 31, 26