Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SMLL 3.84%
2 QWST 1.29%
3 SVAL 0.36%
4 IWN 0.09%
5 ISCV 0.05%
6 JKL 0.05%
7 IWM 0.05%
8 ISCB 0.02%
9 JKJ 0.02%
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 (9.68%) -232.22K
Decreased by -1.24%
Dec 31, 25
2 BlackRock Inc 14.27M (7.35%) -11.93K
Decreased by -0.08%
Dec 31, 25
3 Kayne Anderson Rudnick Investment Management LLC 12.89M (6.64%) -836.41K
Decreased by -6.49%
Dec 31, 25
4 Reinhart Mahoney Capital Management Inc 11.44M (5.89%) 54.64K
Increased by +0.48%
Mar 31, 26
5 Burgundy Asset Management Ltd 11.16M (5.75%) -37.57K
Decreased by -0.34%
Sep 30, 25
6 BMO Capital Markets Corp. 10.85M (5.59%) 10.84M
Increased by +99.86%
Dec 31, 25
7 Bank of Montreal 10.85M (5.59%) 10.84M
Increased by +99.86%
Dec 31, 25
8 FMR Inc 10.41M (5.36%) 1.59M
Increased by +15.23%
Dec 31, 25
9 Dimensional Fund Advisors, Inc. 9.66M (4.97%) 870.22K
Increased by +9.01%
Mar 31, 26
10 Jefferies Financial Group Inc 8.00M (4.12%) 18.15K
Increased by +0.23%
Dec 31, 25
11 Neuberger Berman Group LLC 7.98M (4.11%) -52.47K
Decreased by -0.66%
Mar 31, 25
12 Allspring Global Investments Holdings, LLC 6.84M (3.52%) -149.50K
Decreased by -2.19%
Dec 31, 25
13 American Century Companies Inc 6.77M (3.49%) -240.36K
Decreased by -3.55%
Dec 31, 25
14 JPMorgan Chase & Co 6.15M (3.17%) -6.56M
Decreased by -106.63%
Dec 31, 25
15 Conestoga Capital Advisors, LLC 5.71M (2.94%) 230.58K
Increased by +4.04%
Dec 31, 25
16 Geode Capital Management, LLC 4.91M (2.53%) -5.09K
Decreased by -0.10%
Dec 31, 25
17 ClearBridge Advisors, LLC 4.63M (2.38%) -182.20K
Decreased by -3.94%
Jun 30, 24
18 T. Rowe Price Investment Management,Inc. 4.33M (2.23%) 942.41K
Increased by +21.75%
Dec 31, 25
19 State Street Corp 4.31M (2.22%) 28.73K
Increased by +0.67%
Dec 31, 25
20 State Street Corporation 4.18M (2.15%) 10.94K
Increased by +0.26%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 6.33M (3.26%) 52.08K
Increased by +0.82%
Mar 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 4.66M (2.40%) 39.29K
Increased by +0.84%
Apr 30, 26
4 Vanguard Small Cap Index 4.53M (2.33%) 58.72K
Increased by +1.30%
Mar 31, 26
5 American Century Small Cap Value Inv 4.27M (2.20%) 310.00K
Increased by +7.26%
Mar 31, 26
6 American Century U.S. Small Cap Value 4.27M (2.20%) 310.00K
Increased by +7.26%
Mar 31, 26
7 Conestoga Small Cap Investors 3.58M (1.84%) -300.00K
Decreased by -8.39%
Jan 31, 26
8 JPM Small Cap Equity-MA 3.14M (1.62%) -86.83K
Decreased by -2.76%
Mar 31, 26
9 JPM US Small Cap Core-Composite 3.14M (1.62%) -86.83K
Decreased by -2.76%
Mar 31, 26
10 JPMorgan Small Cap Equity A 3.14M (1.62%) 318.77K
Increased by +10.14%
Mar 31, 26
11 Vanguard Small Cap Value Index Inv 2.89M (1.49%) 9.76K
Increased by +0.34%
Mar 31, 26
12 Virtus KAR Small-Cap Value I 2.59M (1.34%) -345.00K
Decreased by -13.30%
Dec 31, 25
13 Strategic Advisers Fidelity US TtlStk 2.43M (1.25%) 759.60K
Increased by +31.24%
Mar 31, 26
14 MFS New Discovery Value I 2.33M (1.20%) -144.45K
Decreased by -6.21%
Mar 31, 26
15 JNL Multi-Manager Small Cap Value I 2.30M (1.18%) -229.46K
Decreased by -9.99%
Mar 31, 26
16 Conestoga Small Cap Growth 2.30M (1.18%) 114.54K
Increased by +4.99%
Jun 30, 25
17 Vanguard Institutional Extnd Mkt Idx Tr 2.20M (1.13%) 36.45K
Increased by +1.66%
Mar 31, 26
18 DFA US Small Cap Value I 2.04M (1.05%) 163.70K
Increased by +8.02%
Mar 31, 26
19 Bridge Builder Small/Mid Cap Value 2.03M (1.05%) 17.02K
Increased by +0.84%
Apr 30, 26
20 CREF Stock R1 1.99M (1.03%) -25.52K
Decreased by -1.28%
Feb 28, 25