Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RNWZ 6.38%
2 CLIA 5.75%
3 MVRL 5.04%
4 ACES 4.66%
5 MORT 4.15%
6 TAN 3.75%
7 RSMC 3.42%
8 GPZ 3.39%
9 BOUT 2.66%
10 PUW 2.50%
11 TPMN 2.39%
12 BLLD 2.19%
13 NXTE 2.12%
14 TEMP 2.04%
15 PFUT 1.53%
16 PFI 1.51%
17 QCLN 1.41%
18 GHTA 1.40%
19 CSB 1.21%
20 VUSG 1.21%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 20.11M (16.02%) 421.69K
Increased by +2.10%
Mar 31, 26
2 Vanguard Group Inc 14.05M (11.20%) 61.19K
Increased by +0.44%
Dec 31, 25
3 Wellington Management Company LLP 11.39M (9.08%) -1.04M
Decreased by -9.17%
Mar 31, 26
4 Vanguard Portfolio Management, LLC 7.74M (6.17%) 7.74M
Increased by +100.00%
Mar 31, 26
5 T. Rowe Price Investment Management,Inc. 6.85M (5.45%) -1.64M
Decreased by -23.94%
Mar 31, 26
6 Vanguard Capital Management, LLC 5.70M (4.54%) 5.70M
Increased by +100.00%
Mar 31, 26
7 State Street Corp 5.40M (4.30%) -19.20K
Decreased by -0.36%
Mar 31, 26
8 AllianceBernstein L.P. 4.57M (3.65%) -199.51K
Decreased by -4.36%
Mar 31, 26
9 State Street Corporation 4.32M (3.44%) 87.34K
Increased by +2.02%
Mar 31, 24
10 JPMorgan Chase & Co 3.95M (3.15%) 1.33M
Increased by +33.60%
Mar 31, 26
11 Geode Capital Management, LLC 3.09M (2.46%) 146.40K
Increased by +4.74%
Mar 31, 26
12 Amvescap Plc. 2.70M (2.15%) 1.04M
Increased by +38.58%
Mar 31, 26
13 Amundi 2.42M (1.93%) -48.82K
Decreased by -2.02%
Mar 31, 26
14 DePrince Race & Zollo Inc 2.26M (1.80%) 163.90K
Increased by +7.25%
Mar 31, 25
15 Erste Asset Management GmbH 2.20M (1.75%) -54.64K
Decreased by -2.49%
Mar 31, 26
16 FMR Inc 2.20M (1.75%) -820.21K
Decreased by -37.35%
Mar 31, 26
17 Morgan Stanley - Brokerage Accounts 2.04M (1.63%) -215.40K
Decreased by -10.54%
Mar 31, 26
18 Schroder Investment Management Group 2.01M (1.60%) -234.73K
Decreased by -11.66%
Mar 31, 26
19 UBS Asset Mgmt Americas Inc 1.90M (1.52%) 1.77M
Increased by +92.78%
Sep 30, 25
20 NORGES BANK 1.90M (1.51%) 853.38K
Increased by +45.03%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 7.74M (6.17%) 2.72K
Increased by +0.04%
May 29, 26
2 Vanguard Total Stock Mkt Idx Inv 4.06M (3.23%) 12.12K
Increased by +0.30%
Apr 30, 26
3 Vanguard US Total Market Shares ETF 3.73M (2.97%) 146.60K
Increased by +3.93%
Sep 30, 24
4 Vanguard Explorer Inv 3.23M (2.57%) 0.00
Increased by 0.00%
Mar 31, 26
5 iShares Russell 2000 ETF 2.98M (2.37%) 27.51K
Increased by +0.92%
May 29, 26
6 Vanguard Small Cap Index 2.95M (2.35%) -6.32K
Decreased by -0.21%
Apr 30, 26
7 Fidelity Small Cap Value Fund 2.67M (2.13%) 0.00
Increased by 0.00%
Jun 30, 25
8 T. Rowe Price Small-Cap Value 2.65M (2.12%) -1.65K
Decreased by -0.06%
Apr 30, 26
9 Handelsbanken Hållbar Energi A1 SEK 2.36M (1.88%) -26.67K
Decreased by -1.13%
Jun 30, 24
10 Swedbank Robur Transition Global A 2.05M (1.63%) 0.00
Increased by 0.00%
Apr 30, 25
11 Invesco Solar ETF 1.94M (1.54%) 0.00
Increased by 0.00%
May 29, 26
12 Vanguard Small Cap Value Index Inv 1.90M (1.51%) 13.21K
Increased by +0.70%
Apr 30, 26
13 T. Rowe Price U.S. SC Value Eq Tr-D 1.76M (1.40%) 145.08K
Increased by +8.23%
Mar 31, 26
14 T. Rowe Price U.S. SC Value Eq Tr-Z 1.68M (1.34%) 150.50K
Increased by +8.95%
Mar 31, 25
15 Swedbank Robur Global Trends A 1.68M (1.34%) -368.40K
Decreased by -21.94%
May 31, 25
16 Vanguard Institutional Extnd Mkt Idx Tr 1.44M (1.15%) 13.41K
Increased by +0.93%
Apr 30, 26
17 Eventide Gilead N 1.38M (1.10%) 0.00
Increased by 0.00%
Sep 30, 23
18 Neumeier Poma Small Cap Value 1.34M (1.07%) 136.55K
Increased by +10.17%
Mar 31, 26
19 Fidelity Small Cap Index 1.23M (0.98%) 27.46K
Increased by +2.24%
Mar 31, 26
20 iShares S&P Small-Cap 600 Value ETF 1.19M (0.95%) 0.00
Increased by 0.00%
Nov 30, 24