Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 3.18%
2 PXSG 2.11%
3 PFI 1.82%
4 CSB 1.31%
5 JSML 1.29%
6 SMCF 1.23%
7 GRPZ 1.12%
8 KBE 1.11%
9 FSCS 1.10%
10 RNMC 1.05%
11 XSHQ 0.97%
12 SDVD 0.97%
13 SDVY 0.97%
14 KRE 0.96%
15 SMCP 0.93%
16 PSCF 0.92%
17 XSMO 0.91%
18 RZG 0.79%
19 XSLV 0.72%
20 SMDX 0.68%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 22.90M (15.29%) 107.66K
Increased by +0.47%
Mar 31, 26
2 Vanguard Group Inc 21.47M (14.34%) 413.56K
Increased by +1.93%
Dec 31, 25
3 Vanguard Portfolio Management, LLC 13.00M (8.68%) 13.00M
Increased by +100.00%
Mar 31, 26
4 FMR Inc 9.67M (6.46%) -120.15K
Decreased by -1.24%
Mar 31, 26
5 State Street Corporation 9.23M (6.17%) 61.73K
Increased by +0.67%
Mar 31, 24
6 State Street Corp 8.44M (5.63%) 65.73K
Increased by +0.78%
Mar 31, 26
7 Dimensional Fund Advisors, Inc. 7.89M (5.27%) -165.79K
Decreased by -2.10%
Mar 31, 26
8 Vanguard Capital Management, LLC 6.98M (4.66%) 6.98M
Increased by +100.00%
Mar 31, 26
9 American Century Companies Inc 6.16M (4.11%) -798.12K
Decreased by -12.97%
Mar 31, 26
10 First Trust Advisors L.P. 4.86M (3.25%) 527.99K
Increased by +10.86%
Mar 31, 26
11 Geode Capital Management, LLC 4.75M (3.17%) 113.34K
Increased by +2.39%
Mar 31, 26
12 AllianceBernstein L.P. 3.98M (2.65%) -148.48K
Decreased by -3.74%
Mar 31, 26
13 T. Rowe Price Associates, Inc. 3.79M (2.53%) 134.22K
Increased by +3.54%
Mar 31, 26
14 Frontier Capital Management CO Inc 2.92M (1.95%) -124.53K
Decreased by -4.26%
Mar 31, 26
15 JPMorgan Chase & Co 2.82M (1.88%) 1.59M
Increased by +56.56%
Sep 30, 25
16 Arrowstreet Capital Limited Partnership 2.66M (1.78%) 871.86K
Increased by +32.76%
Mar 31, 26
17 Northern Trust Corp 2.17M (1.45%) 16.34K
Increased by +0.75%
Mar 31, 26
18 Goldman Sachs Group Inc 2.16M (1.44%) 96.91K
Increased by +4.49%
Dec 31, 24
19 Morgan Stanley - Brokerage Accounts 2.15M (1.43%) -222.04K
Decreased by -10.34%
Mar 31, 26
20 NORGES BANK 2.03M (1.36%) 45.02K
Increased by +2.21%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Performer (AFRIS) 9.99M (6.67%) 9.99M
Increased by +100.00%
Feb 29, 24
2 iShares Core S&P Small-Cap ETF 9.44M (6.30%) 0.00
Increased by 0.00%
May 29, 26
3 Vanguard US Total Market Shares ETF 5.26M (3.51%) 250.75K
Increased by +4.76%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 4.98M (3.33%) 15.82K
Increased by +0.32%
Apr 30, 26
5 Avantis US Small Cap Value ETF 4.93M (3.29%) 2.75K
Increased by +0.06%
May 30, 26
6 First Trust SMID Cp Rising Div Achv ETF 4.26M (2.85%) -10.61K
Decreased by -0.25%
May 31, 26
7 iShares Russell 2000 ETF 3.69M (2.47%) 0.00
Increased by 0.00%
May 29, 26
8 Vanguard Small Cap Index 3.61M (2.41%) -8.43K
Decreased by -0.23%
Apr 30, 26
9 Fidelity Stock Selector Small Cap 2.91M (1.94%) 19.90K
Increased by +0.68%
Mar 31, 26
10 Fidelity® Series Small Cap Opps 2.87M (1.92%) 0.00
Increased by 0.00%
Oct 31, 23
11 Fidelity® Low-Priced Stock 2.75M (1.84%) -2.85K
Decreased by -0.10%
Oct 31, 23
12 Vanguard Small Cap Value Index Inv 2.32M (1.55%) 17.17K
Increased by +0.74%
Apr 30, 26
13 Fidelity Series Small Cap Opps 2.28M (1.52%) -23.80K
Decreased by -1.04%
Mar 31, 26
14 T. Rowe Price Integrated US Sm Gr Eq 2.25M (1.50%) 0.00
Increased by 0.00%
Apr 30, 26
15 T. Rowe Price Integrated US SmCapGrEq 2.25M (1.50%) 0.00
Increased by 0.00%
Mar 31, 26
16 Vanguard Strategic Equity Inv 2.20M (1.47%) 110.32K
Increased by +5.00%
Mar 31, 26
17 Fidelity Low-Priced Stock 1.81M (1.21%) 0.00
Increased by 0.00%
Mar 31, 26
18 Fidelity® Stock Selector Small Cap 1.77M (1.18%) 0.00
Increased by 0.00%
Oct 31, 23
19 Vanguard Institutional Extnd Mkt Idx Tr 1.76M (1.17%) 22.23K
Increased by +1.27%
Apr 30, 26
20 Fidelity® Small Cap Index 1.71M (1.14%) 47.86K
Increased by +2.79%
Oct 31, 23