Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RSMC 3.81%
2 OMFS 1.12%
3 PXMG 0.78%
4 IWO 0.55%
5 IWM 0.28%
6 IWMW 0.28%
7 RTLA 0.19%
8 TEXN 0.15%
9 IJJ 0.15%
10 ISCG 0.15%
11 JKK 0.15%
12 ISCB 0.14%
13 JKJ 0.14%
14 IEDI 0.14%
15 JKL 0.13%
16 ISCV 0.13%
17 SMD 0.12%
18 IYG 0.12%
19 SMMD 0.12%
20 WSML 0.08%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 4.74M (11.80%) 21.74K
Increased by +0.46%
Mar 31, 26
2 Vanguard Group Inc 4.01M (9.97%) -90.88K
Decreased by -2.27%
Dec 31, 25
3 FMR Inc 3.70M (9.21%) -95.71K
Decreased by -2.59%
Mar 31, 26
4 Earnest Partners LLC 2.16M (5.38%) -56.51K
Decreased by -2.61%
Mar 31, 26
5 Vanguard Portfolio Management, LLC 1.98M (4.94%) 1.98M
Increased by +100.00%
Mar 31, 26
6 Vanguard Capital Management, LLC 1.69M (4.21%) 1.69M
Increased by +100.00%
Mar 31, 26
7 State Street Corp 1.42M (3.55%) 18.50K
Increased by +1.30%
Mar 31, 26
8 T. Rowe Price Associates, Inc. 1.40M (3.50%) 234.75K
Increased by +16.72%
Mar 31, 26
9 State Street Corporation 1.32M (3.29%) 41.73K
Increased by +3.16%
Mar 31, 24
10 Geode Capital Management, LLC 1.15M (2.87%) 108.66K
Increased by +9.43%
Mar 31, 26
11 Hood River Capital Management LLC 1.13M (2.82%) 17.81K
Increased by +1.57%
Mar 31, 26
12 Bank of America Corp 1.11M (2.77%) -5.96K
Decreased by -0.54%
Mar 31, 26
13 Dimensional Fund Advisors, Inc. 990.20K (2.47%) -18.97K
Decreased by -1.92%
Mar 31, 26
14 AllianceBernstein L.P. 938.25K (2.34%) 451.22K
Increased by +48.09%
Mar 31, 26
15 Fiduciary Management, Inc. of Milwaukee 912.05K (2.27%) -52.23K
Decreased by -5.73%
Mar 31, 26
16 Stephens Inv Mgmt Group LLC 832.23K (2.07%) -15.01K
Decreased by -1.80%
Mar 31, 26
17 SEI Investments Co 794.00K (1.98%) 17.18K
Increased by +2.16%
Mar 31, 26
18 Nuveen Asset Management, LLC 603.98K (1.50%) -38.58K
Decreased by -6.39%
Dec 31, 24
19 Vaughan Nelson Scarbrgh & Mccullough LP 576.75K (1.44%) -63.77K
Decreased by -11.06%
Jun 30, 25
20 Capital Research Global Investors 559.46K (1.39%) 22.50K
Increased by +4.02%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity® Series Emerging Markets Opps 1.42M (3.53%) -172.16K
Decreased by -12.13%
Nov 30, 23
2 iShares Core S&P Mid-Cap ETF 1.31M (3.27%) 246.00
Increased by +0.02%
May 29, 26
3 Fidelity Series Emerging Markets Opps 1.24M (3.09%) 0.00
Increased by 0.00%
Sep 30, 24
4 Vanguard US Total Market Shares ETF 1.22M (3.04%) 1.03K
Increased by +0.08%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 1.19M (2.97%) 3.09K
Increased by +0.26%
Apr 30, 26
6 iShares Russell 2000 ETF 946.92K (2.36%) 8.74K
Increased by +0.92%
May 29, 26
7 Fidelity® Small Cap Value 886.68K (2.21%) -55.62K
Decreased by -6.27%
Oct 31, 23
8 Vanguard Small Cap Index 861.30K (2.14%) -1.76K
Decreased by -0.20%
Apr 30, 26
9 Fidelity® Small Cap Discovery 779.04K (1.94%) -84.46K
Decreased by -10.84%
Oct 31, 23
10 Hood River Small-Cap Growth Instl 588.80K (1.47%) 2.24K
Increased by +0.38%
Mar 31, 26
11 Vanguard Small Cap Value Index Inv 553.14K (1.38%) 3.84K
Increased by +0.69%
Apr 30, 26
12 EARNEST Partners Smid Cap Core Founders 551.63K (1.37%) 8.44K
Increased by +1.53%
Apr 30, 26
13 EARNEST Partners Smid Cap Core Fdrs 549.11K (1.37%) -2.52K
Decreased by -0.46%
May 31, 26
14 Fidelity Series Small Cap Discovery 545.38K (1.36%) 0.00
Increased by 0.00%
Mar 31, 25
15 Fidelity Stock Selector Small Cap 544.44K (1.36%) 4.10K
Increased by +0.75%
Mar 31, 26
16 American Funds SMALLCAP World A 508.06K (1.26%) 19.50K
Increased by +3.84%
Mar 31, 26
17 US Small-Cap Growth II Equity Comp 507.09K (1.26%) 136.72K
Increased by +26.96%
Mar 31, 26
18 T. Rowe Price New Horizons 506.86K (1.26%) -227.00
Decreased by -0.04%
Apr 30, 26
19 EARNEST Small Cap Value 497.73K (1.24%) 496.96K
Increased by +99.85%
Dec 31, 23
20 Stephens SMID Select Growth 467.32K (1.16%) -219.00
Decreased by -0.05%
Mar 31, 26