Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CTEF 3.89%
2 TMFS 3.82%
3 AZTD 2.22%
4 XSHQ 2.13%
5 PKB 2.11%
6 PSCD 2.06%
7 CPAI 2.04%
8 PEZ 1.74%
9 SCOW 1.52%
10 SRHQ 1.52%
11 QWST 1.30%
12 PXSG 1.30%
13 XSMO 1.26%
14 RNMC 1.11%
15 FSGS 1.04%
16 RNSC 1.04%
17 HAPS 1.03%
18 FDLS 1.03%
19 ABCS 1.01%
20 CAFG 0.98%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 11.00M (15.79%) -55.32K
Decreased by -0.50%
Mar 31, 26
2 Vanguard Group Inc 8.50M (12.20%) -179.72K
Decreased by -2.11%
Dec 31, 25
3 Boston Partners Global Investors, Inc 4.93M (7.07%) -848.15K
Decreased by -17.21%
Mar 31, 26
4 Vanguard Portfolio Management, LLC 4.69M (6.73%) 4.69M
Increased by +100.00%
Mar 31, 26
5 State Street Corporation 4.22M (6.06%) 2.56K
Increased by +0.06%
Mar 31, 24
6 State Street Corp 3.48M (4.99%) 40.35K
Increased by +1.16%
Mar 31, 26
7 Vanguard Capital Management, LLC 3.18M (4.56%) 3.18M
Increased by +100.00%
Mar 31, 26
8 Fuller & Thaler Asset Management Inc 2.64M (3.79%) -4.11M
Decreased by -155.72%
Mar 31, 26
9 Geode Capital Management, LLC 2.23M (3.20%) 344.93K
Increased by +15.45%
Mar 31, 26
10 AllianceBernstein L.P. 1.94M (2.78%) 1.49M
Increased by +77.04%
Mar 31, 26
11 FMR Inc 1.91M (2.74%) 268.09K
Increased by +14.03%
Mar 31, 26
12 Renaissance Technologies Corp 1.85M (2.65%) 23.80K
Increased by +1.29%
Mar 31, 26
13 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 1.80M (2.58%) -758.21K
Decreased by -42.22%
Sep 30, 23
14 Paradice Investment Management LLC 1.71M (2.45%) -13.90K
Decreased by -0.81%
Sep 30, 23
15 Fidelity International Ltd 1.66M (2.38%) -751.35K
Decreased by -45.28%
Mar 31, 25
16 Reinhart Mahoney Capital Management Inc 1.62M (2.32%) -9.65K
Decreased by -0.60%
Mar 31, 26
17 Morgan Stanley - Brokerage Accounts 1.61M (2.31%) 123.64K
Increased by +7.69%
Mar 31, 26
18 Arrowstreet Capital Limited Partnership 1.46M (2.10%) 7.14K
Increased by +0.49%
Mar 31, 26
19 Swedbank AB 1.28M (1.84%) 0.00
Increased by 0.00%
Mar 31, 26
20 HHG PLC 1.22M (1.75%) 318.00K
Increased by +26.05%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 4.37M (6.28%) 1.55K
Increased by +0.04%
May 29, 26
2 JHancock Disciplined Value Mid Cap I 2.91M (4.17%) 0.00
Increased by 0.00%
Apr 30, 26
3 Vanguard US Total Market Shares ETF 2.43M (3.48%) 2.17K
Increased by +0.09%
Sep 30, 24
4 FullerThaler Beh Small-Cap Equity SMA 2.31M (3.31%) 0.00
Increased by 0.00%
Dec 31, 25
5 FullerThaler Behavioral Small-Cap Equity 2.31M (3.31%) 0.00
Increased by 0.00%
Dec 31, 25
6 Canada Life US Small-Mid Cap Growth F 2.26M (3.25%) -253.36K
Decreased by -11.19%
Nov 30, 23
7 Vanguard Total Stock Mkt Idx Inv 2.25M (3.23%) 6.08K
Increased by +0.27%
Apr 30, 26
8 iShares Russell 2000 ETF 1.74M (2.49%) 16.02K
Increased by +0.92%
May 29, 26
9 Vanguard Small Cap Index 1.63M (2.34%) -1.46K
Decreased by -0.09%
Apr 30, 26
10 FullerThaler Behavioral Sm-Cp Eq R6 1.59M (2.29%) 0.00
Increased by 0.00%
Apr 30, 26
11 Loomis Sayles Sr Floating Rate and FI 1.50M (2.16%) 1.50M
Increased by +100.00%
Dec 31, 24
12 Janus Inst Mid Cap Growth CF 1.35M (1.94%) -683.13K
Decreased by -50.55%
Dec 31, 23
13 Fidelity Global Small Cap Opps F 1.16M (1.66%) 0.00
Increased by 0.00%
Mar 31, 25
14 Vanguard Explorer Inv 984.48K (1.41%) -53.76K
Decreased by -5.46%
Sep 30, 23
15 Canada Life US Small-Mid Cap Growth A 977.29K (1.40%) -270.49K
Decreased by -27.68%
Feb 29, 24
16 Vanguard Small Cap Growth Index Inv 913.19K (1.31%) -722.00
Decreased by -0.08%
Apr 30, 26
17 Vanguard Institutional Extnd Mkt Idx Tr 813.93K (1.17%) 8.93K
Increased by +1.10%
Apr 30, 26
18 Fidelity® Small Cap Index 790.35K (1.13%) 21.66K
Increased by +2.74%
Oct 31, 23
19 Victory Small Cap Value CIT (Net 75) 765.00K (1.10%) -315.00K
Decreased by -41.18%
Dec 31, 24
20 Victory Sycamore Small Company Opp R 765.00K (1.10%) -315.00K
Decreased by -41.18%
Dec 31, 24