Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XTL 1.89%
2 CAFG 1.22%
3 SIXS 1.07%
4 FSGS 1.02%
5 RNSC 0.97%
6 GRPZ 0.85%
7 AFSM 0.69%
8 SSLY 0.69%
9 RYJ 0.62%
10 PSCT 0.51%
11 SYZ 0.47%
12 SIXL 0.47%
13 JPSE 0.43%
14 PXSG 0.38%
15 SMDX 0.32%
16 FYC 0.31%
17 ISMD 0.29%
18 BFOR 0.27%
19 OASC 0.25%
20 SLY 0.21%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 19.24M (18.06%) -74.79K
Decreased by -0.39%
Dec 31, 25
2 Vanguard Group Inc 12.02M (11.28%) 148.28K
Increased by +1.23%
Dec 31, 25
3 State Street Corp 4.47M (4.20%) 80.79K
Increased by +1.81%
Dec 31, 25
4 Amvescap Plc. 4.44M (4.17%) -3.64M
Decreased by -81.83%
Jun 30, 25
5 State Street Corporation 4.39M (4.12%) 91.81K
Increased by +2.09%
Mar 31, 24
6 Dimensional Fund Advisors, Inc. 3.67M (3.45%) 188.29K
Increased by +5.13%
Mar 31, 26
7 D. E. Shaw & Co LP 3.40M (3.19%) 304.65K
Increased by +8.96%
Dec 31, 25
8 Trigran Investments Inc 3.22M (3.02%) -4.57K
Decreased by -0.14%
Mar 31, 26
9 Geode Capital Management, LLC 2.74M (2.57%) -72.85K
Decreased by -2.66%
Dec 31, 25
10 Ancora Advisors LLC 2.64M (2.48%) 300.00
Increased by +0.01%
Dec 31, 24
11 Millennium Management LLC 2.47M (2.31%) -197.55K
Decreased by -8.01%
Dec 31, 25
12 AllianceBernstein L.P. 2.40M (2.25%) -7.31K
Decreased by -0.30%
Dec 31, 25
13 Arrowstreet Capital Limited Partnership 2.14M (2.01%) 1.16M
Increased by +54.23%
Dec 31, 25
14 Scopia Management Inc 1.90M (1.79%) -657.90K
Decreased by -34.54%
Dec 31, 25
15 Marshall Wace Asset Management Ltd 1.84M (1.73%) -290.49K
Decreased by -15.77%
Dec 31, 25
16 Morgan Stanley - Brokerage Accounts 1.81M (1.69%) 89.05K
Increased by +4.93%
Dec 31, 25
17 Fuller & Thaler Asset Management Inc 1.80M (1.69%) 1.15M
Increased by +64.04%
Mar 31, 24
18 Ameriprise Financial Inc 1.78M (1.67%) -609.68K
Decreased by -34.33%
Mar 31, 24
19 Columbia Mgmt Investment Advisers, LLC 1.78M (1.67%) -609.68K
Decreased by -34.33%
Mar 31, 24
20 Leeward Investments, LLC - MA 1.70M (1.60%) -43.46K
Decreased by -2.56%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 6.85M (6.43%) 1.73K
Increased by +0.03%
Apr 30, 26
2 Invesco Small Cap Value A 3.94M (3.70%) 0.00
Increased by 0.00%
Jul 31, 25
3 Vanguard US Total Market Shares ETF 3.82M (3.58%) 0.00
Increased by 0.00%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 3.33M (3.13%) 0.00
Increased by 0.00%
Mar 31, 26
5 Vanguard Information Technology ETF 2.78M (2.61%) -3.91K
Decreased by -0.14%
Mar 31, 26
6 iShares Russell 2000 ETF 2.62M (2.46%) 22.09K
Increased by +0.84%
Apr 30, 26
7 Avantis US Small Cap Value ETF 1.36M (1.27%) 0.00
Increased by 0.00%
Apr 30, 26
8 Vanguard Institutional Extnd Mkt Idx Tr 1.26M (1.18%) 28.78K
Increased by +2.29%
Mar 31, 26
9 Columbia Small Cap Growth 1.15M (1.08%) 11.29K
Increased by +0.98%
Jun 30, 24
10 Columbia Small Cap Growth Inst 1.15M (1.08%) 0.00
Increased by 0.00%
Jun 30, 24
11 Wellington CIF II SMID Cap Research S3 1.12M (1.05%) 256.88K
Increased by +22.86%
Mar 31, 24
12 Wellington SMID Cap Research Equity 1.12M (1.05%) 256.88K
Increased by +22.86%
Mar 31, 24
13 Fidelity Small Cap Index 1.10M (1.03%) 12.84K
Increased by +1.17%
Feb 28, 26
14 Mediolanum Ch Technology Eq Evolt L A 1.09M (1.02%) 166.81K
Increased by +15.37%
Mar 31, 24
15 Fidelity® Small Cap Index 1.06M (1.00%) 27.95K
Increased by +2.63%
Oct 31, 23
16 iShares S&P Small-Cap 600 Value ETF 1.04M (0.98%) -2.01K
Decreased by -0.19%
Apr 30, 26
17 First Eagle US Small Cap Strategy 1.03M (0.97%) 285.21K
Increased by +27.73%
Mar 31, 26
18 Delaware Ivy Small Cap Growth C 1.03M (0.96%) 0.00
Increased by 0.00%
Oct 31, 24
19 Macquarie Small Cap Growth C 1.03M (0.96%) 0.00
Increased by 0.00%
Nov 30, 24
20 First Eagle Small Cap Opportunity I 1.02M (0.96%) 79.82K
Increased by +7.83%
Mar 31, 26