Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FORH 2.66%
2 SIXS 1.32%
3 FDHT 0.99%
4 FDLS 0.88%
5 XSLV 0.86%
6 CAFG 0.70%
7 CLOU 0.62%
8 SIXL 0.43%
9 MMSC 0.43%
10 SQLV 0.43%
11 ROSC 0.39%
12 SSLY 0.37%
13 ESSC 0.37%
14 SMLV 0.31%
15 SMIZ 0.30%
16 PSCH 0.29%
17 JMEE 0.25%
18 ISMD 0.22%
19 FESM 0.21%
20 CSML 0.20%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.85M (16.62%) 219.55K
Increased by +5.70%
 Mar 31, 26
2 Vanguard Group Inc 2.54M (10.95%) -448.18K
Decreased by -17.67%
 Dec 31, 25
3 Dimensional Fund Advisors, Inc. 1.46M (6.28%) 87.18K
Increased by +5.99%
 Mar 31, 26
4 Copeland Capital Management, LLC 1.28M (5.51%) 389.19K
Increased by +30.48%
 Mar 31, 26
5 Vanguard Capital Management, LLC 1.05M (4.52%) 1.05M
Increased by +100.00%
 Mar 31, 26
6 State Street Corp 995.56K (4.30%) 15.29K
Increased by +1.54%
 Mar 31, 26
7 State Street Corporation 968.88K (4.18%) 12.91K
Increased by +1.33%
 Mar 31, 24
8 Vanguard Portfolio Management, LLC 921.85K (3.98%) 921.85K
Increased by +100.00%
 Mar 31, 26
9 Two Sigma Investments LLC 844.42K (3.64%) 624.87K
Increased by +74.00%
 Mar 31, 26
10 Geode Capital Management, LLC 714.75K (3.08%) -43.26K
Decreased by -6.05%
 Mar 31, 26
11 Renaissance Technologies Corp 477.85K (2.06%) 2.38K
Increased by +0.50%
 Mar 31, 26
12 JPMorgan Chase & Co 453.74K (1.96%) 841.00
Increased by +0.19%
 Mar 31, 26
13 Punch & Associates Inv Mgmt Inc 451.79K (1.95%) -590.00
Decreased by -0.13%
 Dec 31, 25
14 Arnhold & S. Bleichroeder Advisers, LLC 425.70K (1.84%) 12.00K
Increased by +2.82%
 Mar 31, 26
15 Arrowstreet Capital Limited Partnership 377.94K (1.63%) 65.81K
Increased by +17.41%
 Mar 31, 26
16 Morgan Stanley - Brokerage Accounts 368.99K (1.59%) 115.17K
Increased by +31.21%
 Mar 31, 26
17 Northern Trust Corp 361.68K (1.56%) 11.82K
Increased by +3.27%
 Mar 31, 26
18 Acadian Asset Management LLC 348.73K (1.50%) 321.54K
Increased by +92.20%
 Mar 31, 26
19 Harbor Capital Advisors Inc 343.12K (1.48%) -81.67K
Decreased by -23.80%
 Jun 30, 25
20 Stephens Inv Mgmt Group LLC 315.29K (1.36%) -1.15K
Decreased by -0.36%
 Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.44M (6.21%) 620.00
Increased by +0.04%
 May 29, 26
2 Vanguard US Total Market Shares ETF 768.97K (3.32%) 0.00
Increased by 0.00%
 Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 751.14K (3.24%) 0.00
Increased by 0.00%
 Apr 30, 26
4 iShares Russell 2000 ETF 570.88K (2.46%) 5.25K
Increased by +0.92%
 May 29, 26
5 Embark Small Cap Equity Institutional 419.31K (1.81%) 9.23K
Increased by +2.20%
 Mar 31, 25
6 First Eagle Small Cap Opportunity I 375.02K (1.62%) 5.00K
Increased by +1.33%
 Apr 30, 26
7 First Eagle US Small Cap Strategy 370.02K (1.60%) 6.84K
Increased by +1.85%
 Mar 31, 26
8 Stephens Small Cap Growth 315.29K (1.36%) -1.15K
Decreased by -0.36%
 Dec 31, 25
9 DFA US Targeted Value I 296.98K (1.28%) 0.00
Increased by 0.00%
 Apr 30, 26
10 Global X Cloud Computing ETF 273.96K (1.18%) 0.00
Increased by 0.00%
 Mar 28, 24
11 Vanguard Institutional Extnd Mkt Idx Tr 273.17K (1.18%) 1.70K
Increased by +0.62%
 Apr 30, 26
12 Vanguard Small Cap Index 269.93K (1.16%) 583.00
Increased by +0.22%
 Feb 28, 26
13 Embark Small Cap Equity Retirement 254.63K (1.10%) -80.11K
Decreased by -31.46%
 Jul 31, 25
14 Fidelity® Small Cap Index 235.90K (1.02%) 7.93K
Increased by +3.36%
 Oct 31, 23
15 JPMorgan Small & Mid Cap Enh Eq ETF 235.55K (1.02%) -652.00
Decreased by -0.28%
 May 29, 26
16 Fidelity Small Cap Index 232.15K (1.00%) 1.10K
Increased by +0.47%
 Mar 31, 26
17 State Street SPDR Port S&P 600 Sm CpETF 221.73K (0.96%) 0.00
Increased by 0.00%
 May 29, 26
18 Vanguard Strategic Small-Cap Equity Inv 215.46K (0.93%) 0.00
Increased by 0.00%
 Mar 31, 26
19 SPDR® Portfolio S&P 600 Sm Cap ETF 214.20K (0.92%) 215.00
Increased by +0.10%
 Mar 28, 24
20 SPDR® Portfolio S&P 600™ Sm Cap ETF 212.07K (0.92%) 2.57K
Increased by +1.21%
 Aug 29, 25