Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ABLS 3.66%
2 CVAR 2.75%
3 TCV 2.33%
4 OLD 1.45%
5 JSML 1.15%
6 BSMC 0.96%
7 VAMO 0.93%
8 SOVF 0.89%
9 PXSV 0.74%
10 RZV 0.73%
11 XSVM 0.72%
12 CGV 0.71%
13 RZG 0.65%
14 FYC 0.62%
15 DGLO 0.61%
16 JSMD 0.61%
17 AIMS 0.55%
18 PSCI 0.48%
19 EQWM 0.46%
20 BFIT 0.35%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Wealthfront Advisers LLC 14.31M (21.09%) 14.31M
Increased by +100.00%
Dec 31, 24
2 BlackRock Inc 11.46M (16.89%) 80.46K
Increased by +0.70%
Mar 31, 26
3 Vanguard Group Inc 8.04M (11.85%) 1.48K
Increased by +0.02%
Dec 31, 25
4 Vanguard Portfolio Management, LLC 4.85M (7.14%) 4.85M
Increased by +100.00%
Mar 31, 26
5 Vanguard Capital Management, LLC 3.12M (4.60%) 3.12M
Increased by +100.00%
Mar 31, 26
6 State Street Corp 2.82M (4.15%) 25.60K
Increased by +0.91%
Mar 31, 26
7 State Street Corporation 2.81M (4.15%) -31.26K
Decreased by -1.11%
Mar 31, 24
8 Mackenzie Investments 2.67M (3.94%) -877.58K
Decreased by -32.84%
Mar 31, 26
9 American Century Companies Inc 2.51M (3.70%) 350.20K
Increased by +13.96%
Mar 31, 26
10 Dimensional Fund Advisors, Inc. 2.40M (3.54%) 62.69K
Increased by +2.61%
Mar 31, 26
11 Ameriprise Financial Inc 2.17M (3.19%) -61.35K
Decreased by -2.83%
Mar 31, 26
12 Royce & Associates, LP 2.14M (3.16%) -149.66K
Decreased by -6.98%
Mar 31, 26
13 Geode Capital Management, LLC 2.04M (3.01%) 176.14K
Increased by +8.61%
Mar 31, 26
14 FMR Inc 1.97M (2.90%) 1.69M
Increased by +85.99%
Mar 31, 26
15 Goldman Sachs Group Inc 1.93M (2.85%) -674.63K
Decreased by -34.92%
Jun 30, 25
16 Brandes Investment Partners & Co 1.70M (2.50%) 239.46K
Increased by +14.10%
Mar 31, 25
17 Palisade Capital Management LLc 1.52M (2.24%) -404.98K
Decreased by -26.60%
Mar 31, 26
18 Arrowstreet Capital Limited Partnership 1.41M (2.07%) 1.15M
Increased by +81.95%
Mar 31, 26
19 Charles Schwab Investment Management Inc 1.32M (1.95%) -152.10K
Decreased by -11.49%
Mar 31, 26
20 Heartland Advisors Inc 1.31M (1.93%) 20.39K
Increased by +1.55%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 4.27M (6.30%) 1.70K
Increased by +0.04%
May 29, 26
2 Canada Life US Small-Mid Cap Growth A 3.03M (4.47%) 0.00
Increased by 0.00%
Jan 31, 25
3 Vanguard US Total Market Shares ETF 2.33M (3.44%) 0.00
Increased by 0.00%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 2.26M (3.33%) 0.00
Increased by 0.00%
Apr 30, 26
5 Avantis US Small Cap Value ETF 2.10M (3.09%) 0.00
Increased by 0.00%
May 30, 26
6 Canada Life US Small-Mid Cap Growth F 1.92M (2.83%) 0.00
Increased by 0.00%
Mar 31, 26
7 American Century Small Cap Growth Inv 1.88M (2.77%) 72.15K
Increased by +3.85%
Sep 30, 23
8 American Century U.S. Small Cap Growth 1.88M (2.77%) 72.15K
Increased by +3.85%
Sep 30, 23
9 Fidelity Small Cap Value Fund 1.76M (2.59%) 522.90K
Increased by +29.77%
Mar 31, 26
10 iShares Russell 2000 ETF 1.69M (2.49%) 15.60K
Increased by +0.92%
May 29, 26
11 Vanguard Small Cap Index 1.62M (2.39%) -104.00
Decreased by -0.01%
Apr 30, 26
12 Vanguard Small Cap Value Index Inv 1.04M (1.53%) 7.41K
Increased by +0.71%
Apr 30, 26
13 Templeton Global Smaller Comp A 1.04M (1.53%) 81.13K
Increased by +7.81%
Apr 30, 26
14 Palisade Small Cap Core Equity 958.44K (1.41%) -163.22K
Decreased by -17.03%
Mar 31, 26
15 Templeton Global Smaller Comp Fund A 957.15K (1.41%) 0.00
Increased by 0.00%
Feb 28, 26
16 Royce Small-Cap Quality Value Composite 954.12K (1.41%) -201.50K
Decreased by -21.12%
Mar 31, 26
17 Royce Small-Cap Total Return Invmt 954.12K (1.41%) -201.50K
Decreased by -21.12%
Mar 31, 26
18 Janus Henderson Small Cap Value L 947.76K (1.40%) -145.98K
Decreased by -15.40%
Jun 30, 25
19 CREF Stock R1 933.99K (1.38%) 208.53K
Increased by +22.33%
May 31, 24
20 Schwab Fundamental US Small Company ETF 858.87K (1.27%) 0.00
Increased by 0.00%
Apr 30, 24