Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCM 4.26%
2 BCUS 3.93%
3 SIMS 3.22%
4 OSCV 2.61%
5 CAFG 2.38%
6 BCGS 2.05%
7 CSMD 2.04%
8 PYZ 1.52%
9 FIW 1.43%
10 GLRY 1.37%
11 SAWS 1.20%
12 GRPZ 0.99%
13 JSML 0.98%
14 ALIL 0.97%
15 PXSG 0.97%
16 XSMO 0.97%
17 PHO 0.95%
18 EHLS 0.84%
19 RZG 0.80%
20 TSME 0.77%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.11M (32.16%) -103.87K
Decreased by -3.34%
 Mar 31, 26
2 Kayne Anderson Rudnick Investment Management LLC 1.53M (15.79%) 379.66K
Increased by +24.88%
 Mar 31, 26
3 Vanguard Group Inc 1.53M (15.78%) 20.96K
Increased by +1.37%
 Dec 31, 25
4 State Street Corp 1.04M (10.80%) -23.64K
Decreased by -2.27%
 Mar 31, 26
5 Vanguard Capital Management, LLC 851.64K (8.81%) 851.64K
Increased by +100.00%
 Mar 31, 26
6 State Street Corporation 729.35K (7.54%) 13.09K
Increased by +1.79%
 Mar 31, 24
7 Vanguard Portfolio Management, LLC 524.68K (5.43%) 524.68K
Increased by +100.00%
 Mar 31, 26
8 Geode Capital Management, LLC 521.33K (5.39%) 7.79K
Increased by +1.49%
 Mar 31, 26
9 Dimensional Fund Advisors, Inc. 513.78K (5.31%) -12.17K
Decreased by -2.37%
 Mar 31, 26
10 Wasatch Advisors LP 469.67K (4.86%) -82.75K
Decreased by -17.62%
 Mar 31, 26
11 Pacer Advisors, INC. 384.81K (3.98%) 384.81K
Increased by +100.00%
 Dec 31, 23
12 Bowen, Hanes & CO Inc 380.52K (3.94%) 15.55K
Increased by +4.09%
 Mar 31, 26
13 Westwood Holdings Group Inc 350.23K (3.62%) -57.54K
Decreased by -16.43%
 Mar 31, 26
14 Vaughan Nelson Scarbrgh & Mccullough LP 315.35K (3.26%) -68.08K
Decreased by -21.59%
 Mar 31, 26
15 Capital World Investors 279.98K (2.90%) -198.00K
Decreased by -70.72%
 Mar 31, 26
16 T. Rowe Price Investment Management,Inc. 279.50K (2.89%) -17.96K
Decreased by -6.42%
 Jun 30, 24
17 Northern Trust Corp 262.76K (2.72%) 9.53K
Increased by +3.63%
 Mar 31, 26
18 FMR Inc 260.06K (2.69%) -16.41K
Decreased by -6.31%
 Mar 31, 25
19 Charles Schwab Investment Management Inc 240.18K (2.48%) 1.15K
Increased by +0.48%
 Mar 31, 26
20 Amvescap Plc. 231.55K (2.40%) -154.64K
Decreased by -66.79%
 Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.27M (13.11%) 455.00
Increased by +0.04%
 May 29, 26
2 Vanguard Total Stock Mkt Idx Inv 600.33K (6.21%) 1.86K
Increased by +0.31%
 Apr 30, 26
3 Vanguard US Total Market Shares ETF 589.23K (6.10%) 660.00
Increased by +0.11%
 Sep 30, 24
4 iShares Russell 2000 ETF 465.79K (4.82%) 4.32K
Increased by +0.93%
 May 29, 26
5 Pacer US Small Cap Cash Cows 100 ETF 448.93K (4.64%) 6.17K
Increased by +1.37%
 Jan 31, 24
6 Virtus KAR Small-Cap Core I 287.52K (2.97%) -22.00K
Decreased by -7.65%
 Mar 31, 26
7 American Funds SMALLCAP World A 279.98K (2.90%) -198.00K
Decreased by -70.72%
 Mar 31, 26
8 FullerThaler Beh Small-Cap Equity SMA 236.32K (2.44%) -23.29K
Decreased by -9.86%
 Dec 31, 25
9 FullerThaler Behavioral Small-Cap Equity 236.32K (2.44%) -23.29K
Decreased by -9.86%
 Dec 31, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 235.66K (2.44%) 2.22K
Increased by +0.94%
 Apr 30, 26
11 State Street® SPDR® S&P® Dividend ETF 201.81K (2.09%) -144.00
Decreased by -0.07%
 May 29, 26
12 Wasatch Small Cap Value 196.04K (2.03%) -42.95K
Decreased by -21.91%
 Mar 31, 26
13 State Street SPDR Port S&P 600 Sm CpETF 192.93K (2.00%) 0.00
Increased by 0.00%
 May 29, 26
14 Fidelity Small Cap Index 191.54K (1.98%) 288.00
Increased by +0.15%
 Mar 31, 26
15 Fidelity® Small Cap Index 187.10K (1.94%) 5.13K
Increased by +2.74%
 Oct 31, 23
16 SPDR® S&P Dividend ETF 186.28K (1.93%) -320.00
Decreased by -0.17%
 Aug 29, 25
17 T. Rowe Price U.S. SC Value Eq Tr-Z 182.64K (1.89%) -67.80K
Decreased by -37.12%
 Sep 30, 23
18 SPDR® Portfolio S&P 600 Sm Cap ETF 169.50K (1.75%) 0.00
Increased by 0.00%
 Apr 30, 24
19 SPDR® Portfolio S&P 600™ Sm Cap ETF 167.82K (1.74%) 1.98K
Increased by +1.18%
 Aug 29, 25
20 T. Rowe Price Small-Cap Value 167.65K (1.73%) -14.13K
Decreased by -8.43%
 Jun 30, 24