Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GOP 7.48%
2 KRUZ 7.39%
3 PRN 7.32%
4 CSMD 6.63%
5 CWS 6.12%
6 HVAC 5.91%
7 EQWM 5.44%
8 XMHQ 5.44%
9 CTEF 5.38%
10 PKB 5.33%
11 STRN 5.04%
12 MCOW 4.55%
13 BEEZ 4.45%
14 CNAV 4.44%
15 SGRT 4.30%
16 AIRR 4.23%
17 DVGR 4.00%
18 RFG 3.97%
19 NUMG 3.96%
20 JSMD 3.81%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 4.31M (12.43%) 625.57K
Increased by +14.51%
Dec 31, 25
2 BlackRock Inc 3.98M (11.47%) 96.39K
Increased by +2.42%
Sep 30, 25
3 Capital World Investors 1.80M (5.19%) -427.84K
Decreased by -23.78%
Sep 30, 25
4 FMR Inc 1.67M (4.82%) -221.31K
Decreased by -13.25%
Dec 31, 25
5 JPMorgan Chase & Co 1.47M (4.24%) 932.13K
Increased by +63.45%
Sep 30, 25
6 State Street Corporation 1.26M (3.63%) 41.93K
Increased by +3.33%
Mar 31, 24
7 Amvescap Plc. 1.06M (3.07%) 73.73K
Increased by +6.93%
Sep 30, 25
8 State Street Corp 1.05M (3.04%) -20.22K
Decreased by -1.92%
Sep 30, 25
9 Geode Capital Management, LLC 853.47K (2.46%) 31.57K
Increased by +3.70%
Sep 30, 25
10 AQR Capital Management LLC 835.56K (2.41%) 53.13K
Increased by +6.36%
Sep 30, 25
11 JONES FINANCIAL COMPANIES LLLP 833.03K (2.40%) 833.00K
Increased by +100.00%
Mar 31, 25
12 Westfield Capital Management Company, LP 708.18K (2.04%) -156.69K
Decreased by -22.13%
Sep 30, 24
13 Westfield Capital Management Company, L.P. 668.84K (1.93%) -164.36K
Decreased by -24.57%
Dec 31, 25
14 AMF Pensionsforsakring AB 514.25K (1.48%) 514.25K
Increased by +100.00%
Sep 30, 25
15 First Trust Advisors L.P. 513.26K (1.48%) 117.89K
Increased by +22.97%
Sep 30, 25
16 NORGES BANK 503.17K (1.45%) 23.89K
Increased by +4.75%
Dec 31, 25
17 Nuveen Asset Management, LLC 487.72K (1.41%) -46.02K
Decreased by -9.44%
Mar 31, 24
18 ING Investment Management LLC 457.94K (1.32%) 224.39K
Increased by +49.00%
Mar 31, 25
19 T. Rowe Price Associates, Inc. 417.23K (1.20%) -58.60K
Decreased by -14.04%
Mar 31, 24
20 GW&K Investment Management, LLC 404.19K (1.17%) -82.48K
Decreased by -20.41%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 1.16M (3.34%) -147.73K
Decreased by -12.74%
Dec 31, 25
2 iShares Core S&P Mid-Cap ETF 1.15M (3.30%) 0.00
Increased by 0.00%
Aug 31, 25
3 Vanguard US Total Market Shares ETF 1.13M (3.26%) 870.00
Increased by +0.08%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 1.11M (3.20%) 2.49K
Increased by +0.22%
Jan 31, 26
5 Vanguard 500 Index Investor 895.54K (2.58%) 5.33K
Increased by +0.59%
Jan 31, 26
6 iShares Russell 2000 ETF 826.58K (2.38%) -6.58K
Decreased by -0.80%
Apr 30, 24
7 Vanguard Small Cap Index 799.00K (2.30%) -129.00
Decreased by -0.02%
Jan 31, 26
8 Fuller & Thaler Behavioral Sm-Cp Eq R6 608.63K (1.76%) 0.00
Increased by 0.00%
Sep 30, 23
9 Fuller & Thaler Behavioral Small-Cap Eq 608.63K (1.76%) 0.00
Increased by 0.00%
Nov 30, 23
10 iShares Core S&P 500 ETF 448.56K (1.29%) 0.00
Increased by 0.00%
Feb 28, 26
11 Fidelity 500 Index 447.14K (1.29%) 2.07K
Increased by +0.46%
Jan 31, 26
12 Vanguard Small Cap Growth Index Inv 443.93K (1.28%) -7.31K
Decreased by -1.65%
Jan 31, 26
13 State Street® SPDR® S&P 500® ETF 417.67K (1.20%) 1.78K
Increased by +0.43%
Feb 27, 26
14 T. Rowe Price Integrated US SmCapGrEq 382.40K (1.10%) 382.40K
Increased by +100.00%
Mar 31, 24
15 Vanguard Institutional Extnd Mkt Idx Tr 378.02K (1.09%) -164.55K
Decreased by -43.53%
Jul 31, 25
16 BlackRock Mid-Cap Growth Equity Instl 356.01K (1.03%) -167.04K
Decreased by -46.92%
Feb 28, 25
17 Fidelity Small Cap Index 351.45K (1.01%) -1.94K
Decreased by -0.55%
Apr 30, 24
18 Fidelity® Small Cap Index 341.18K (0.98%) 9.25K
Increased by +2.71%
Oct 31, 23
19 FullerThaler Behavioral Small-Cap Equity 338.54K (0.98%) -153.60K
Decreased by -45.37%
Sep 30, 25
20 Neumeier Poma Small Cap Value 321.68K (0.93%) -19.88K
Decreased by -6.18%
Sep 30, 23