Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SIXS 1.07%
2 FSGS 1.02%
3 RNSC 0.97%
4 XTL 0.94%
5 GRPZ 0.85%
6 CAFG 0.73%
7 SSLY 0.69%
8 RYJ 0.62%
9 PSCT 0.51%
10 SYZ 0.47%
11 SIXL 0.47%
12 AFSM 0.45%
13 PXSG 0.38%
14 SMDX 0.32%
15 FYC 0.31%
16 JPSE 0.29%
17 BFOR 0.27%
18 OASC 0.25%
19 SLY 0.21%
20 ISMD 0.21%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 19.32M (17.84%) 2.34M
Increased by +12.13%
Sep 30, 25
2 Vanguard Group Inc 12.02M (11.10%) 148.28K
Increased by +1.23%
Dec 31, 25
3 Amvescap Plc. 4.44M (4.10%) -3.64M
Decreased by -81.83%
Jun 30, 25
4 State Street Corp 4.39M (4.05%) 77.73K
Increased by +1.77%
Sep 30, 25
5 State Street Corporation 4.39M (4.05%) 91.81K
Increased by +2.09%
Mar 31, 24
6 Dimensional Fund Advisors, Inc. 3.49M (3.22%) 24.06K
Increased by +0.69%
Dec 31, 25
7 D. E. Shaw & Co LP 3.40M (3.14%) 304.65K
Increased by +8.96%
Dec 31, 25
8 Trigran Investments Inc 3.22M (2.98%) 0.00
Increased by 0.00%
Dec 31, 25
9 Geode Capital Management, LLC 2.74M (2.53%) -72.85K
Decreased by -2.66%
Dec 31, 25
10 Ancora Advisors LLC 2.64M (2.44%) 300.00
Increased by +0.01%
Dec 31, 24
11 Scopia Management Inc 2.56M (2.37%) -469.00K
Decreased by -18.30%
Sep 30, 25
12 Millennium Management LLC 2.47M (2.28%) -197.55K
Decreased by -8.01%
Dec 31, 25
13 AllianceBernstein L.P. 2.41M (2.22%) 68.92K
Increased by +2.86%
Sep 30, 25
14 Arrowstreet Capital Limited Partnership 2.14M (1.98%) 1.16M
Increased by +54.23%
Dec 31, 25
15 Marshall Wace Asset Management Ltd 1.84M (1.70%) -290.49K
Decreased by -15.77%
Dec 31, 25
16 Fuller & Thaler Asset Management Inc 1.80M (1.66%) 1.15M
Increased by +64.04%
Mar 31, 24
17 Ameriprise Financial Inc 1.78M (1.64%) -609.68K
Decreased by -34.33%
Mar 31, 24
18 Columbia Mgmt Investment Advisers, LLC 1.78M (1.64%) -609.68K
Decreased by -34.33%
Mar 31, 24
19 Leeward Investments, LLC - MA 1.74M (1.61%) 90.33K
Increased by +5.18%
Dec 31, 25
20 Morgan Stanley - Brokerage Accounts 1.72M (1.59%) -281.75K
Decreased by -16.41%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 6.80M (6.28%) -742.57K
Decreased by -10.91%
Feb 28, 26
2 Invesco Small Cap Value A 3.94M (3.64%) 0.00
Increased by 0.00%
Jul 31, 25
3 Vanguard US Total Market Shares ETF 3.82M (3.53%) 0.00
Increased by 0.00%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 3.33M (3.08%) 0.00
Increased by 0.00%
Jan 31, 26
5 Vanguard Information Technology ETF 2.79M (2.57%) 11.93K
Increased by +0.43%
Jan 31, 26
6 iShares Russell 2000 ETF 2.73M (2.52%) 794.76K
Increased by +29.08%
Feb 28, 26
7 Vanguard Institutional Extnd Mkt Idx Tr 1.21M (1.12%) 5.31K
Increased by +0.44%
Jan 31, 26
8 Columbia Small Cap Growth 1.15M (1.07%) 11.29K
Increased by +0.98%
Jun 30, 24
9 Columbia Small Cap Growth Inst 1.15M (1.07%) 0.00
Increased by 0.00%
Jun 30, 24
10 Wellington CIF II SMID Cap Research S3 1.12M (1.04%) 256.88K
Increased by +22.86%
Mar 31, 24
11 Wellington SMID Cap Research Equity 1.12M (1.04%) 256.88K
Increased by +22.86%
Mar 31, 24
12 Fidelity Small Cap Index 1.10M (1.02%) -33.76K
Decreased by -3.06%
Dec 31, 25
13 iShares S&P Small-Cap 600 Value ETF 1.10M (1.01%) 498.44K
Increased by +45.45%
Feb 28, 26
14 Mediolanum Ch Technology Eq Evolt L A 1.09M (1.00%) 166.81K
Increased by +15.37%
Mar 31, 24
15 Fidelity® Small Cap Index 1.06M (0.98%) 27.95K
Increased by +2.63%
Oct 31, 23
16 State Street SPDR Port S&P 600 Sm CpETF 1.04M (0.96%) 2.88K
Increased by +0.28%
Feb 27, 26
17 Delaware Ivy Small Cap Growth C 1.03M (0.95%) 0.00
Increased by 0.00%
Oct 31, 24
18 Macquarie Small Cap Growth C 1.03M (0.95%) 0.00
Increased by 0.00%
Nov 30, 24
19 FullerThaler Behavioral Small-Cap Growth 1.02M (0.94%) 223.00K
Increased by +21.95%
Mar 31, 24
20 SPDR® Portfolio S&P 600™ Sm Cap ETF 991.23K (0.92%) 12.01K
Increased by +1.21%
Aug 29, 25