Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOUT 3.95%
2 XHE 2.23%
3 NBSM 2.16%
4 CBSE 1.87%
5 CBLS 1.77%
6 TSME 1.64%
7 PTH 1.05%
8 PXMG 1.04%
9 JSML 0.99%
10 PFUT 0.98%
11 TMAT 0.95%
12 RNSC 0.93%
13 MEDI 0.85%
14 ROSC 0.82%
15 JSMD 0.81%
16 HAPS 0.79%
17 SMCP 0.75%
18 RNMC 0.70%
19 FSCS 0.70%
20 FSGS 0.67%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 5.62M (12.53%) -200.97K
Decreased by -3.58%
Mar 31, 26
2 Vanguard Group Inc 4.76M (10.61%) -73.51K
Decreased by -1.54%
Dec 31, 25
3 Neuberger Berman Group LLC 3.56M (7.94%) -304.76K
Decreased by -8.56%
Mar 31, 26
4 AQR Capital Management LLC 3.36M (7.48%) 193.44K
Increased by +5.76%
Mar 31, 26
5 Vanguard Portfolio Management, LLC 2.56M (5.71%) 2.56M
Increased by +100.00%
Mar 31, 26
6 Wellington Management Company LLP 2.15M (4.78%) -478.59K
Decreased by -22.30%
Jun 30, 25
7 Vanguard Capital Management, LLC 2.09M (4.66%) 2.09M
Increased by +100.00%
Mar 31, 26
8 State Street Corporation 1.83M (4.08%) 42.53K
Increased by +2.32%
Mar 31, 24
9 State Street Corp 1.77M (3.95%) 43.05K
Increased by +2.43%
Mar 31, 26
10 UBS Group AG 1.45M (3.24%) 582.78K
Increased by +40.12%
Sep 30, 25
11 Arrowstreet Capital Limited Partnership 1.38M (3.08%) 2.90K
Increased by +0.21%
Mar 31, 26
12 River Road Asset Management, LLC 1.33M (2.96%) 225.85K
Increased by +17.01%
Mar 31, 26
13 Dimensional Fund Advisors, Inc. 1.33M (2.96%) 233.12K
Increased by +17.58%
Mar 31, 26
14 Citadel Advisors Llc 1.29M (2.87%) 1.07M
Increased by +82.81%
Dec 31, 25
15 FMR Inc 1.28M (2.84%) -51.02K
Decreased by -4.00%
Mar 31, 26
16 Royce & Associates, LP 1.27M (2.83%) 109.76K
Increased by +8.64%
Jun 30, 25
17 Thrivent Financial For Lutherans 1.26M (2.82%) 164.11K
Increased by +12.98%
Dec 31, 24
18 Holocene Advisors, LP 1.26M (2.82%) 1.23M
Increased by +96.92%
Dec 31, 25
19 Geode Capital Management, LLC 1.22M (2.72%) 24.43K
Increased by +2.00%
Mar 31, 26
20 Capital Research Global Investors 1.14M (2.54%) -438.28K
Decreased by -38.48%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Neuberger Berman Genesis Inv 2.11M (4.71%) -80.85K
Decreased by -3.83%
Jun 30, 25
2 Vanguard US Total Market Shares ETF 1.60M (3.58%) 1.18K
Increased by +0.07%
Sep 30, 24
3 iShares Core S&P Mid-Cap ETF 1.58M (3.51%) 294.00
Increased by +0.02%
May 29, 26
4 Vanguard Total Stock Mkt Idx Inv 1.49M (3.33%) 4.68K
Increased by +0.31%
Apr 30, 26
5 Neuberger Genesis Inv 1.22M (2.72%) -193.85K
Decreased by -15.87%
Mar 31, 26
6 Vanguard Explorer Inv 1.18M (2.64%) 0.00
Increased by 0.00%
Jun 30, 25
7 iShares Russell 2000 ETF 1.12M (2.50%) 10.40K
Increased by +0.93%
May 29, 26
8 Vanguard Small Cap Index 1.07M (2.39%) -1.81K
Decreased by -0.17%
Apr 30, 26
9 T. Rowe Price US Smlr Cm Eq A USD 1.06M (2.37%) -54.63K
Decreased by -5.13%
Apr 30, 25
10 American Funds SMALLCAP World A 1.01M (2.26%) -374.17K
Decreased by -36.89%
Jun 30, 25
11 American Funds AMCAP A 901.53K (2.01%) -187.69K
Decreased by -20.82%
Dec 31, 24
12 Capital Group AMCAP Composite 901.53K (2.01%) -187.69K
Decreased by -20.82%
Dec 31, 24
13 VA CollegeAmerica Amcap 529A 901.53K (2.01%) -187.69K
Decreased by -20.82%
Dec 31, 24
14 Fort Washington Small Company Equity 811.85K (1.81%) 141.77K
Increased by +17.46%
Mar 31, 26
15 Small Company Equity - FTWA 811.85K (1.81%) 811.85K
Increased by +100.00%
Mar 31, 26
16 Franklin Growth A 737.26K (1.64%) 0.00
Increased by 0.00%
Jul 31, 24
17 Franklin Growth Fund A 737.26K (1.64%) 0.00
Increased by 0.00%
Jul 31, 24
18 Franklin U.S. Large Cap Gr Eq 737.26K (1.64%) 0.00
Increased by 0.00%
Jun 30, 24
19 American Funds IS® Global Small Cap 1 725.90K (1.62%) -40.97K
Decreased by -5.64%
Dec 31, 24
20 Thrivent Small Cap Stock A 655.70K (1.46%) 0.00
Increased by 0.00%
Jan 31, 25