Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PKB 2.64%
2 KSCD 2.08%
3 PRN 1.84%
4 TMVE 1.81%
5 AZTD 1.81%
6 ABLD 1.69%
7 DFRA 1.69%
8 AFSC 1.69%
9 LIVR 1.64%
10 GPT 1.62%
11 JSMD 1.61%
12 JSML 1.48%
13 PSCI 1.26%
14 SMDV 1.15%
15 CAFG 1.14%
16 DBLV 1.00%
17 XSMO 0.98%
18 XKFS 0.88%
19 FDLS 0.87%
20 GRPZ 0.86%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 5.96M (14.00%) 28.15K
Increased by +0.47%
Mar 31, 26
2 Vanguard Group Inc 5.86M (13.75%) -31.26K
Decreased by -0.53%
Dec 31, 25
3 Vanguard Portfolio Management, LLC 3.75M (8.79%) 3.75M
Increased by +100.00%
Mar 31, 26
4 Vanguard Capital Management, LLC 1.92M (4.50%) 1.92M
Increased by +100.00%
Mar 31, 26
5 Voss Capital LLC 1.82M (4.28%) 65.00K
Increased by +3.56%
Mar 31, 26
6 Pacer Advisors, INC. 1.60M (3.75%) 289.21K
Increased by +18.09%
Dec 31, 23
7 State Street Corporation 1.53M (3.59%) -54.44K
Decreased by -3.56%
Mar 31, 24
8 State Street Corp 1.50M (3.52%) -36.12K
Decreased by -2.41%
Mar 31, 26
9 Dimensional Fund Advisors, Inc. 1.01M (2.37%) -37.01K
Decreased by -3.66%
Mar 31, 26
10 Fuller & Thaler Asset Management Inc 1.00M (2.35%) -1.00M
Decreased by -100.10%
Mar 31, 26
11 Geode Capital Management, LLC 923.98K (2.17%) 1.88K
Increased by +0.20%
Mar 31, 26
12 Macquarie Group Ltd 779.80K (1.83%) -63.09K
Decreased by -8.09%
Sep 30, 25
13 Delaware Management Holdings Inc 776.55K (1.82%) 22.00K
Increased by +2.83%
Mar 31, 26
14 Jefferies Financial Group Inc 755.15K (1.77%) 755.15K
Increased by +100.00%
Mar 31, 25
15 LSV Asset Management 678.34K (1.59%) -188.86K
Decreased by -27.84%
Mar 31, 26
16 Millennium Management LLC 674.52K (1.58%) 159.56K
Increased by +23.65%
Dec 31, 24
17 Point72 Asset Management, L.P. 582.70K (1.37%) -76.60K
Decreased by -13.15%
Mar 31, 26
18 Allspring Global Investments Holdings, LLC 563.92K (1.32%) -355.96K
Decreased by -63.12%
Sep 30, 24
19 Charles Schwab Investment Management Inc 558.92K (1.31%) 10.36K
Increased by +1.85%
Mar 31, 26
20 Renaissance Technologies Corp 547.35K (1.28%) 87.10K
Increased by +15.91%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.37M (5.57%) 855.00
Increased by +0.04%
May 29, 26
2 Pacer US Small Cap Cash Cows 100 ETF 2.32M (5.44%) 13.02K
Increased by +0.56%
Apr 30, 24
3 Vanguard Total Stock Mkt Idx Inv 1.41M (3.32%) 4.80K
Increased by +0.34%
Apr 30, 26
4 Vanguard US Total Market Shares ETF 1.39M (3.27%) 1.44K
Increased by +0.10%
Sep 30, 24
5 Vanguard Small Cap Index 1.02M (2.39%) -2.00K
Decreased by -0.20%
Apr 30, 26
6 FullerThaler Beh Small-Cap Equity SMA 956.49K (2.25%) 16.20K
Increased by +1.69%
Dec 31, 25
7 FullerThaler Behavioral Sm-Cp Eq R6 956.49K (2.25%) 0.00
Increased by 0.00%
Apr 30, 26
8 FullerThaler Behavioral Small-Cap Equity 956.49K (2.25%) 281.79K
Increased by +29.46%
Dec 31, 25
9 iShares Russell 2000 ETF 917.47K (2.15%) 8.48K
Increased by +0.92%
May 29, 26
10 Vanguard Strategic Equity Inv 664.25K (1.56%) 0.00
Increased by 0.00%
Mar 31, 26
11 Vanguard Small Cap Value Index Inv 655.07K (1.54%) 5.02K
Increased by +0.77%
Apr 30, 26
12 Delaware Small Cap Value A 597.00K (1.40%) 0.00
Increased by 0.00%
Oct 31, 24
13 FullerThaler Behavioral Small-Cap Growth 570.23K (1.34%) 27.24K
Increased by +4.78%
Jun 30, 25
14 FullerThaler Behavioral Sm-Cp Gr R6 539.50K (1.27%) 0.00
Increased by 0.00%
Jul 31, 25
15 Macquarie Small Cap Value A 513.75K (1.21%) -63.25K
Decreased by -12.31%
Jul 31, 25
16 Delaware Sm-Cap Val Eq 496.95K (1.17%) 4.30K
Increased by +0.87%
Mar 31, 26
17 Nomura Small Cap Value A 488.95K (1.15%) -8.00K
Decreased by -1.64%
Apr 30, 26
18 Vanguard Institutional Extnd Mkt Idx Tr 442.10K (1.04%) 5.08K
Increased by +1.15%
Apr 30, 26
19 Fidelity® Small Cap Index 410.12K (0.96%) 8.88K
Increased by +2.17%
Sep 30, 23
20 Fidelity Small Cap Index 374.52K (0.88%) 471.00
Increased by +0.13%
Mar 31, 26