Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SMLL 3.84%
2 QWST 1.29%
3 SVAL 0.36%
4 IWN 0.11%
5 IWM 0.06%
6 ISCV 0.05%
7 JKL 0.05%
8 ISCB 0.03%
9 JKJ 0.03%
10 WSML 0.02%
11 IWO 0.02%
12 ITOT 0.00%
13 IWV 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 18.79M (9.65%) -232.22K
Decreased by -1.24%
Dec 31, 25
2 BlackRock Inc 14.28M (7.33%) 16.76K
Increased by +0.12%
Sep 30, 25
3 Kayne Anderson Rudnick Investment Management LLC 13.73M (7.05%) 599.94K
Increased by +4.37%
Sep 30, 25
4 JPMorgan Chase & Co 12.71M (6.53%) 4.66M
Increased by +36.64%
Sep 30, 25
5 Reinhart Mahoney Capital Management Inc 11.39M (5.85%) 916.99K
Increased by +8.05%
Dec 31, 25
6 Burgundy Asset Management Ltd 11.16M (5.73%) -37.57K
Decreased by -0.34%
Sep 30, 25
7 FMR Inc 10.41M (5.34%) 1.59M
Increased by +15.23%
Dec 31, 25
8 Dimensional Fund Advisors, Inc. 8.79M (4.51%) 310.73K
Increased by +3.54%
Dec 31, 25
9 Neuberger Berman Group LLC 7.98M (4.10%) -52.47K
Decreased by -0.66%
Mar 31, 25
10 Jefferies Financial Group Inc 7.98M (4.10%) -169.27K
Decreased by -2.12%
Sep 30, 25
11 Allspring Global Investments Holdings, LLC 6.84M (3.51%) -149.50K
Decreased by -2.19%
Dec 31, 25
12 American Century Companies Inc 6.77M (3.48%) -240.36K
Decreased by -3.55%
Dec 31, 25
13 Conestoga Capital Advisors, LLC 5.71M (2.93%) 230.58K
Increased by +4.04%
Dec 31, 25
14 Geode Capital Management, LLC 4.91M (2.52%) 35.19K
Increased by +0.72%
Sep 30, 25
15 ClearBridge Advisors, LLC 4.63M (2.38%) -182.20K
Decreased by -3.94%
Jun 30, 24
16 State Street Corp 4.28M (2.20%) 64.28K
Increased by +1.50%
Sep 30, 25
17 Barrow Hanley Mewhinney & Strauss LLC 4.21M (2.16%) -250.02K
Decreased by -5.94%
Sep 30, 25
18 State Street Corporation 4.18M (2.15%) 10.94K
Increased by +0.26%
Mar 31, 24
19 Nuveen Asset Management, LLC 3.96M (2.03%) -82.37K
Decreased by -2.08%
Dec 31, 24
20 T. Rowe Price Investment Management,Inc. 3.39M (1.74%) -3.84M
Decreased by -113.20%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 6.27M (3.22%) 23.19K
Increased by +0.37%
Jan 31, 26
2 Neuberger Berman Genesis Inv 5.17M (2.66%) -51.61K
Decreased by -1.00%
Mar 31, 25
3 iShares Russell 2000 ETF 4.81M (2.47%) 1.92M
Increased by +39.86%
Feb 28, 26
4 Vanguard Small Cap Index 4.47M (2.29%) 386.00
Increased by +0.01%
Jan 31, 26
5 American Century Small Cap Value Inv 3.96M (2.03%) -300.00K
Decreased by -7.58%
Dec 31, 25
6 American Century U.S. Small Cap Value 3.96M (2.03%) -300.00K
Decreased by -7.58%
Dec 31, 25
7 Conestoga Small Cap Investors 3.58M (1.84%) -300.00K
Decreased by -8.39%
Jan 31, 26
8 JPM Small Cap Equity-MA 3.23M (1.66%) -339.33K
Decreased by -10.50%
Dec 31, 25
9 JPM US Small Cap Core-Composite 3.23M (1.66%) -339.33K
Decreased by -10.50%
Dec 31, 25
10 Vanguard Small Cap Value Index Inv 2.87M (1.47%) -21.88K
Decreased by -0.76%
Jan 31, 26
11 JPMorgan Small Cap Equity A 2.83M (1.45%) -401.50K
Decreased by -14.19%
Jan 31, 26
12 Virtus KAR Small-Cap Value I 2.59M (1.33%) -345.00K
Decreased by -13.30%
Dec 31, 25
13 JNL Multi-Manager Small Cap Value I 2.53M (1.30%) -182.09K
Decreased by -7.21%
Dec 31, 25
14 MFS New Discovery Value I 2.31M (1.18%) 2.31M
Increased by +100.00%
Jan 31, 26
15 Conestoga Small Cap Growth 2.30M (1.18%) 114.54K
Increased by +4.99%
Jun 30, 25
16 Vanguard Institutional Extnd Mkt Idx Tr 2.14M (1.10%) 3.42K
Increased by +0.16%
Jan 31, 26
17 Strategic Advisers Fidelity US TtlStk 2.02M (1.04%) -317.40K
Decreased by -15.71%
Jan 31, 26
18 CREF Stock R1 1.99M (1.02%) -25.52K
Decreased by -1.28%
Feb 28, 25
19 Embark Small Cap Equity Retirement 1.99M (1.02%) 930.00
Increased by +0.05%
Jun 30, 25
20 Reinhart Genesis PMV Advisor 1.94M (1.00%) -95.00K
Decreased by -4.89%
Dec 31, 25