Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SCDV 4.78%
2 EVX 3.99%
3 BEEZ 3.90%
4 PSCI 2.42%
5 AMID 2.35%
6 PFUT 1.98%
7 RSHO 1.94%
8 ALIL 1.90%
9 SMCO 1.81%
10 JSML 1.72%
11 TSME 1.72%
12 XSHQ 1.72%
13 PXSG 1.54%
14 XSMO 1.50%
15 GSC 1.46%
16 DBSC 1.42%
17 BOUT 1.35%
18 CARU 1.35%
19 CARD 1.35%
20 JSMD 1.26%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 9.00M (15.15%) 86.26K
Increased by +0.96%
Dec 31, 25
2 Vanguard Group Inc 6.84M (11.51%) 138.85K
Increased by +2.03%
Dec 31, 25
3 State Street Corporation 2.26M (3.81%) 35.27K
Increased by +1.56%
Mar 31, 24
4 State Street Corp 2.24M (3.78%) -9.83K
Decreased by -0.44%
Dec 31, 25
5 Capital World Investors 2.19M (3.68%) -176.94K
Decreased by -8.10%
Mar 31, 26
6 Geode Capital Management, LLC 1.73M (2.90%) 18.59K
Increased by +1.08%
Dec 31, 25
7 FMR Inc 1.66M (2.79%) 119.77K
Increased by +7.21%
Dec 31, 25
8 Wasatch Advisors LP 1.51M (2.53%) -189.70K
Decreased by -12.59%
Mar 31, 26
9 Van Berkom and Associates Inc 1.45M (2.44%) 707.50K
Increased by +48.84%
Mar 31, 26
10 Neuberger Berman Group LLC 1.39M (2.34%) -38.91K
Decreased by -2.79%
Mar 31, 26
11 Macquarie Group Ltd 1.39M (2.33%) -156.87K
Decreased by -11.30%
Sep 30, 25
12 Delaware Management Holdings Inc 1.30M (2.19%) 1.30M
Increased by +100.00%
Dec 31, 25
13 Dimensional Fund Advisors, Inc. 1.21M (2.03%) 3.55K
Increased by +0.29%
Mar 31, 26
14 First Trust Advisors L.P. 1.04M (1.75%) -276.60K
Decreased by -26.66%
Dec 31, 25
15 T. Rowe Price Associates, Inc. 945.23K (1.59%) 214.32K
Increased by +22.67%
Dec 31, 25
16 NORGES BANK 904.84K (1.52%) 160.95K
Increased by +17.79%
Dec 31, 25
17 Charles Schwab Investment Management Inc 884.26K (1.49%) -16.15K
Decreased by -1.83%
Dec 31, 25
18 Goldman Sachs Group Inc 880.48K (1.48%) -149.89K
Decreased by -17.02%
Mar 31, 25
19 Allianz Asset Management AG 873.67K (1.47%) 16.36K
Increased by +1.87%
Mar 31, 26
20 Morgan Stanley - Brokerage Accounts 861.11K (1.45%) -173.84K
Decreased by -20.19%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.71M (6.23%) 771.00
Increased by +0.02%
Apr 30, 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 1.93M (3.25%) 10.06K
Increased by +0.52%
Mar 31, 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 1.41M (2.37%) 11.89K
Increased by +0.84%
Apr 30, 26
8 Vanguard Small Cap Index 1.41M (2.36%) 24.64K
Increased by +1.75%
Mar 31, 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 885.19K (1.49%) 3.32K
Increased by +0.38%
Apr 30, 26
13 Wasatch Core Growth 796.67K (1.34%) -116.21K
Decreased by -14.59%
Mar 31, 26
14 Nomura Small Cap Core I 788.36K (1.33%) -25.09K
Decreased by -3.18%
Mar 31, 26
15 Nomura US Small Cap Core Equity 788.36K (1.33%) -1.05M
Decreased by -133.14%
Mar 31, 26
16 Vanguard Small Cap Growth Index Inv 786.90K (1.32%) 19.95K
Increased by +2.53%
Mar 31, 26
17 Fidelity® Series Small Cap Opps 778.53K (1.31%) 0.00
Increased by 0.00%
Oct 31, 23
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 679.45K (1.14%) 16.59K
Increased by +2.44%
Mar 31, 26