Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCE 4.23%
2 XES 4.22%
3 NDIV 3.80%
4 PXJ 2.76%
5 OIH 2.73%
6 LBAY 2.66%
7 CBLS 2.56%
8 CBSE 2.45%
9 GRPZ 2.22%
10 IEZ 1.85%
11 HEJD 1.42%
12 MYLD 1.33%
13 PXI 1.18%
14 RNSC 1.02%
15 FSGS 1.00%
16 SIXS 0.96%
17 HYP 0.93%
18 VAMO 0.91%
19 SMCP 0.88%
20 BSVO 0.76%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 15.27M (15.93%) 546.54K
Increased by +3.58%
Mar 31, 26
2 Vanguard Group Inc 10.76M (11.22%) -93.21K
Decreased by -0.87%
Dec 31, 25
3 State Farm Mutual Automobile Ins Co 7.84M (8.18%) 0.00
Increased by 0.00%
Mar 31, 26
4 Vanguard Portfolio Management, LLC 6.08M (6.34%) 6.08M
Increased by +100.00%
Mar 31, 26
5 Dimensional Fund Advisors, Inc. 5.74M (5.98%) 570.50K
Increased by +9.95%
Mar 31, 26
6 State Street Corp 4.39M (4.58%) 167.62K
Increased by +3.82%
Mar 31, 26
7 Vanguard Capital Management, LLC 4.15M (4.33%) 4.15M
Increased by +100.00%
Mar 31, 26
8 State Street Corporation 4.15M (4.33%) 1.80K
Increased by +0.04%
Mar 31, 24
9 American Century Companies Inc 3.71M (3.86%) 266.63K
Increased by +7.20%
Mar 31, 26
10 Amvescap Plc. 3.25M (3.39%) -218.44K
Decreased by -6.72%
Mar 31, 26
11 Earnest Partners LLC 2.84M (2.96%) -56.13K
Decreased by -1.98%
Mar 31, 26
12 ARGA Investment Management, LP 2.69M (2.80%) 801.00K
Increased by +29.82%
Dec 31, 24
13 Pacer Advisors, INC. 2.69M (2.80%) -1.14M
Decreased by -42.49%
Sep 30, 24
14 Morgan Stanley - Brokerage Accounts 2.66M (2.77%) 315.72K
Increased by +11.87%
Mar 31, 26
15 Citadel Advisors Llc 2.66M (2.77%) 792.53K
Increased by +29.81%
Mar 31, 26
16 The Goldman Sachs Group Inc 2.62M (2.73%) 1.79M
Increased by +68.34%
Mar 31, 26
17 Geode Capital Management, LLC 2.43M (2.54%) 103.93K
Increased by +4.27%
Mar 31, 26
18 Van Eck Associates Corporation 2.42M (2.53%) 551.49K
Increased by +22.76%
Mar 31, 26
19 Encompass Capital Advisors LLC 2.08M (2.17%) 1.30M
Increased by +62.28%
Dec 31, 25
20 Goldman Sachs Group Inc 1.96M (2.04%) 1.00M
Increased by +51.09%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 6.06M (6.32%) 2.17K
Increased by +0.04%
May 29, 26
2 Loomis Sayles MFD Class C 5.82M (6.07%) -1.12M
Decreased by -19.18%
Dec 31, 25
3 Loomis Sayles Strategic Alpha 4.89M (5.10%) 4.89M
Increased by +100.00%
Dec 31, 25
4 Avantis US Small Cap Value ETF 3.14M (3.27%) 803.00
Increased by +0.03%
May 30, 26
5 Vanguard Total Stock Mkt Idx Inv 2.89M (3.01%) 10.02K
Increased by +0.35%
Apr 30, 26
6 Vanguard US Total Market Shares ETF 2.85M (2.97%) 2.30K
Increased by +0.08%
Sep 30, 24
7 Pacer US Small Cap Cash Cows 100 ETF 2.60M (2.71%) -8.88K
Decreased by -0.34%
Nov 29, 24
8 iShares Russell 2000 ETF 2.36M (2.46%) 21.79K
Increased by +0.92%
May 29, 26
9 Vanguard Small Cap Index 2.07M (2.16%) -2.20K
Decreased by -0.11%
Apr 30, 26
10 VanEck Oil Services ETF 1.68M (1.75%) 14.86K
Increased by +0.89%
May 30, 26
11 JHancock Small Cap Core NAV 1.33M (1.39%) -13.44K
Decreased by -1.01%
Jul 31, 25
12 DFA US Small Cap Value I 1.30M (1.35%) 0.00
Increased by 0.00%
Apr 30, 26
13 EARNEST Small Cap Value 1.18M (1.23%) 1.18M
Increased by +99.87%
Dec 31, 23
14 Victory Small Cap Value CIT (Net 75) 1.15M (1.19%) 1.10M
Increased by +96.20%
Dec 31, 25
15 Vanguard Institutional Extnd Mkt Idx Tr 1.13M (1.17%) 10.47K
Increased by +0.93%
Apr 30, 26
16 Invesco Main Street Small Cap R6 1.09M (1.13%) 2.56K
Increased by +0.23%
Apr 30, 26
17 Invesco Small Cap Core 1.08M (1.13%) -228.51K
Decreased by -21.06%
Mar 31, 26
18 Fidelity Small Cap Index 970.30K (1.01%) 23.06K
Increased by +2.38%
Mar 31, 26
19 Victory Sycamore Small Company Opp R 945.00K (0.99%) -200.00K
Decreased by -21.16%
Mar 31, 26
20 Fidelity® Small Cap Index 940.93K (0.98%) 27.30K
Increased by +2.90%
Oct 31, 23