Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOUT 3.24%
2 BCUS 2.82%
3 PKB 2.77%
4 SAWS 2.45%
5 FEMA 2.40%
6 FIXT 2.40%
7 PSCI 2.04%
8 PRN 2.03%
9 PXSG 1.54%
10 XSMO 1.54%
11 DFRA 1.52%
12 AIRR 1.52%
13 SRHQ 1.37%
14 FTKI 1.26%
15 HAPS 1.18%
16 FSCS 1.14%
17 DGLO 1.10%
18 HSMV 1.08%
19 RNMC 1.04%
20 RNSC 0.99%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 6.55M (15.10%) -68.51K
Decreased by -1.05%
Mar 31, 26
2 Vanguard Group Inc 4.65M (10.72%) -42.46K
Decreased by -0.91%
Dec 31, 25
3 FMR Inc 4.43M (10.22%) 520.42K
Increased by +11.74%
Mar 31, 26
4 State Street Corporation 2.50M (5.75%) -153.72K
Decreased by -6.16%
Mar 31, 24
5 Vanguard Portfolio Management, LLC 2.40M (5.53%) 2.40M
Increased by +100.00%
Mar 31, 26
6 State Street Corp 2.24M (5.17%) 23.14K
Increased by +1.03%
Mar 31, 26
7 Vanguard Capital Management, LLC 1.95M (4.50%) 1.95M
Increased by +100.00%
Mar 31, 26
8 First Trust Advisors L.P. 1.40M (3.22%) 483.08K
Increased by +34.57%
Mar 31, 26
9 Frontier Capital Management CO Inc 1.19M (2.74%) -70.17K
Decreased by -5.91%
Mar 31, 26
10 JPMorgan Chase & Co 1.16M (2.67%) 614.72K
Increased by +52.97%
Sep 30, 25
11 Millennium Management LLC 1.16M (2.67%) 641.88K
Increased by +55.36%
Mar 31, 26
12 Hill City Capital, LP 1.11M (2.56%) 0.00
Increased by 0.00%
Mar 31, 26
13 Geode Capital Management, LLC 1.07M (2.46%) 25.47K
Increased by +2.38%
Mar 31, 26
14 Dimensional Fund Advisors, Inc. 1.07M (2.46%) 4.33K
Increased by +0.41%
Mar 31, 26
15 Pacer Advisors, INC. 1.05M (2.42%) 1.05M
Increased by +100.00%
Dec 31, 24
16 American Century Companies Inc 1.03M (2.37%) -440.25K
Decreased by -42.81%
Mar 31, 26
17 Hood River Capital Management LLC 889.49K (2.05%) 52.96K
Increased by +5.95%
Mar 31, 26
18 Morgan Stanley - Brokerage Accounts 850.16K (1.96%) -94.82K
Decreased by -11.15%
Mar 31, 26
19 Fuller & Thaler Asset Management Inc 849.27K (1.96%) -1.60M
Decreased by -188.05%
Mar 31, 26
20 ACK Asset Management LLC 825.00K (1.90%) 0.00
Increased by 0.00%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.64M (6.08%) 920.00
Increased by +0.03%
May 29, 26
2 Fuller & Thaler Behavrl Small-Cap Value 2.46M (5.66%) -23.29K
Decreased by -0.95%
Nov 30, 23
3 Vanguard Total Stock Mkt Idx Inv 1.39M (3.21%) 2.62K
Increased by +0.19%
Apr 30, 26
4 Vanguard US Total Market Shares ETF 1.39M (3.20%) 968.00
Increased by +0.07%
Sep 30, 24
5 First Trust RBA Amer Indl RenaisTM ETF 1.15M (2.65%) 699.00
Increased by +0.06%
May 31, 26
6 iShares Russell 2000 ETF 1.05M (2.41%) 9.67K
Increased by +0.92%
May 29, 26
7 Vanguard Small Cap Index 1.00M (2.31%) -2.39K
Decreased by -0.24%
Apr 30, 26
8 Pacer US Small Cap Cash Cows 100 ETF 907.25K (2.09%) -6.58K
Decreased by -0.73%
Feb 28, 25
9 Strategic Advisers Fidelity US TtlStk 904.36K (2.08%) -317.59K
Decreased by -35.12%
Apr 30, 26
10 Fidelity® Series Small Cap Opps 869.60K (2.00%) 0.00
Increased by 0.00%
Oct 31, 23
11 Fidelity® Value 841.00K (1.94%) -75.50K
Decreased by -8.98%
Nov 30, 23
12 FullerThaler Behavioral Small-Cap Value 739.86K (1.70%) 8.89K
Increased by +1.20%
Mar 31, 26
13 Fidelity Value 727.60K (1.68%) -113.40K
Decreased by -15.59%
Dec 31, 23
14 Undiscovered Managers Behavioral Val L 693.88K (1.60%) 0.00
Increased by 0.00%
Apr 30, 26
15 Avantis US Small Cap Value ETF 615.17K (1.42%) 0.00
Increased by 0.00%
May 30, 26
16 Hood River Small-Cap Growth Instl 583.22K (1.34%) 50.39K
Increased by +8.64%
Mar 31, 26
17 Global X US Infrastructure Dev ETF 503.06K (1.16%) 736.00
Increased by +0.15%
Jan 31, 25
18 Vanguard Institutional Extnd Mkt Idx Tr 490.95K (1.13%) 4.55K
Increased by +0.93%
Apr 30, 26
19 Fidelity® Stock Selector Small Cap 455.40K (1.05%) 0.00
Increased by 0.00%
Oct 31, 23
20 Franklin Small Cap Growth Adv 441.77K (1.02%) 1.03K
Increased by +0.23%
Apr 30, 26