Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SCDV 4.72%
2 EVX 3.83%
3 BEEZ 3.68%
4 PSCI 2.26%
5 AMID 2.24%
6 PFUT 1.98%
7 RSHO 1.94%
8 ALIL 1.76%
9 JSML 1.72%
10 SMCO 1.72%
11 TSME 1.71%
12 XSHQ 1.61%
13 PXSG 1.54%
14 XSMO 1.50%
15 GSC 1.46%
16 DBSC 1.42%
17 BOUT 1.35%
18 JSMD 1.26%
19 CARD 1.24%
20 CARU 1.24%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 9.07M (15.25%) 60.34K
Increased by +0.67%
Mar 31, 26
2 Vanguard Group Inc 6.84M (11.51%) 138.85K
Increased by +2.03%
Dec 31, 25
3 Vanguard Portfolio Management, LLC 3.65M (6.13%) 3.65M
Increased by +100.00%
Mar 31, 26
4 Vanguard Capital Management, LLC 2.72M (4.57%) 2.72M
Increased by +100.00%
Mar 31, 26
5 State Street Corp 2.31M (3.88%) 62.40K
Increased by +2.70%
Mar 31, 26
6 State Street Corporation 2.26M (3.81%) 35.27K
Increased by +1.56%
Mar 31, 24
7 Capital World Investors 2.19M (3.68%) -176.94K
Decreased by -8.10%
Mar 31, 26
8 Geode Capital Management, LLC 1.80M (3.02%) 71.51K
Increased by +3.98%
Mar 31, 26
9 FMR Inc 1.65M (2.77%) -14.71K
Decreased by -0.89%
Mar 31, 26
10 Wasatch Advisors LP 1.51M (2.53%) -189.70K
Decreased by -12.59%
Mar 31, 26
11 Van Berkom and Associates Inc 1.45M (2.44%) 707.50K
Increased by +48.84%
Mar 31, 26
12 Neuberger Berman Group LLC 1.39M (2.34%) -38.91K
Decreased by -2.79%
Mar 31, 26
13 Macquarie Group Ltd 1.39M (2.33%) -156.87K
Decreased by -11.30%
Sep 30, 25
14 Dimensional Fund Advisors, Inc. 1.21M (2.03%) 3.55K
Increased by +0.29%
Mar 31, 26
15 Delaware Management Holdings Inc 1.18M (1.98%) -128.35K
Decreased by -10.92%
Mar 31, 26
16 First Trust Advisors L.P. 1.16M (1.95%) 124.27K
Increased by +10.70%
Mar 31, 26
17 GW&K Investment Management, LLC 958.12K (1.61%) 393.46K
Increased by +41.07%
Mar 31, 26
18 NORGES BANK 904.84K (1.52%) 160.95K
Increased by +17.79%
Dec 31, 25
19 Charles Schwab Investment Management Inc 891.19K (1.50%) 6.93K
Increased by +0.78%
Mar 31, 26
20 Goldman Sachs Group Inc 880.48K (1.48%) -149.89K
Decreased by -17.02%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.69M (6.21%) 1.28K
Increased by +0.03%
May 29, 26
2 American Funds SMALLCAP World A 2.63M (4.42%) 75.89K
Increased by +2.89%
Mar 31, 26
3 Vanguard US Total Market Shares ETF 1.95M (3.27%) 1.77K
Increased by +0.09%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 1.94M (3.26%) 5.00K
Increased by +0.26%
Apr 30, 26
5 Delaware US Small Cap Core Equity (SMA) 1.74M (2.93%) -20.41K
Decreased by -1.17%
Mar 31, 24
6 Macquarie US Small Cap Core Equity 1.74M (2.93%) -20.41K
Decreased by -1.17%
Mar 31, 24
7 iShares Russell 2000 ETF 1.44M (2.42%) 13.26K
Increased by +0.92%
May 29, 26
8 Vanguard Small Cap Index 1.40M (2.36%) -2.92K
Decreased by -0.21%
Apr 30, 26
9 Delaware Small Cap Core I 1.21M (2.04%) 0.00
Increased by 0.00%
Oct 31, 24
10 Macquarie Small Cap Core I 994.47K (1.67%) -84.91K
Decreased by -8.54%
Jul 31, 25
11 Neuberger Berman Genesis Inv 953.32K (1.60%) 39.06K
Increased by +4.10%
Jun 30, 25
12 First Trust RBA Amer Indl RenaisTM ETF 911.23K (1.53%) 554.00
Increased by +0.06%
May 31, 26
13 Wasatch Core Growth 796.67K (1.34%) -116.21K
Decreased by -14.59%
Mar 31, 26
14 Nomura US Small Cap Core Equity 788.36K (1.33%) -1.05M
Decreased by -133.14%
Mar 31, 26
15 Vanguard Small Cap Growth Index Inv 786.23K (1.32%) -676.00
Decreased by -0.09%
Apr 30, 26
16 Fidelity® Series Small Cap Opps 778.53K (1.31%) 0.00
Increased by 0.00%
Oct 31, 23
17 Nomura Small Cap Core I 769.63K (1.29%) -18.72K
Decreased by -2.43%
Apr 30, 26
18 Neuberger Genesis Inv 746.87K (1.26%) -43.40K
Decreased by -5.81%
Mar 31, 26
19 Van Berkom Sm-Cap Eq 692.97K (1.17%) -20.14K
Decreased by -2.91%
Mar 31, 26
20 Vanguard Institutional Extnd Mkt Idx Tr 686.28K (1.15%) 6.83K
Increased by +1.00%
Apr 30, 26