Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCM 4.33%
2 BCUS 2.98%
3 SIMS 2.45%
4 CAFG 2.38%
5 OSCV 2.28%
6 BCGS 2.05%
7 CSMD 1.90%
8 PYZ 1.89%
9 GLRY 1.37%
10 FIW 1.22%
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 EHLS 0.84%
18 RZG 0.80%
19 TSME 0.77%
20 XSHQ 0.74%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.11M (32.13%) -103.87K
Decreased by -3.34%
Mar 31, 26
2 Kayne Anderson Rudnick Investment Management LLC 1.53M (15.77%) 379.66K
Increased by +24.88%
Mar 31, 26
3 Vanguard Group Inc 1.53M (15.77%) 20.96K
Increased by +1.37%
Dec 31, 25
4 State Street Corp 1.04M (10.79%) -23.64K
Decreased by -2.27%
Mar 31, 26
5 Vanguard Capital Management, LLC 851.64K (8.80%) 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 (5.42%) 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 389.51K (4.03%) -80.16K
Decreased by -20.58%
Jun 30, 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 (3.93%) 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 Capital World Investors 279.98K (2.89%) -198.00K
Decreased by -70.72%
Mar 31, 26
15 T. Rowe Price Investment Management,Inc. 279.50K (2.89%) -17.96K
Decreased by -6.42%
Jun 30, 24
16 Northern Trust Corp 262.76K (2.72%) 9.53K
Increased by +3.63%
Mar 31, 26
17 FMR Inc 260.06K (2.69%) -16.41K
Decreased by -6.31%
Mar 31, 25
18 Charles Schwab Investment Management Inc 240.18K (2.48%) 1.15K
Increased by +0.48%
Mar 31, 26
19 Amvescap Plc. 231.55K (2.39%) -154.64K
Decreased by -66.79%
Mar 31, 26
20 Morgan Stanley - Brokerage Accounts 212.96K (2.20%) -11.69K
Decreased by -5.49%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.26M (13.00%) 198.00
Increased by +0.02%
Jun 30, 26
2 Vanguard Total Stock Mkt Idx Inv 595.81K (6.16%) -5.46K
Decreased by -0.92%
Jun 30, 26
3 Vanguard US Total Market Shares ETF 589.23K (6.09%) 660.00
Increased by +0.11%
Sep 30, 24
4 iShares Russell 2000 ETF 513.37K (5.31%) 3.04K
Increased by +0.59%
Jun 30, 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 (2.89%) 0.00
Increased by 0.00%
Jun 30, 26
8 Vanguard Institutional Extnd Mkt Idx Tr 239.36K (2.47%) 2.71K
Increased by +1.13%
Jun 30, 26
9 FullerThaler Beh Small-Cap Equity SMA 236.32K (2.44%) -23.29K
Decreased by -9.86%
Dec 31, 25
10 State Street® SPDR® S&P® Dividend ETF 201.12K (2.08%) 228.00
Increased by +0.11%
Jun 30, 26
11 Wasatch Small Cap Value 196.04K (2.03%) -42.95K
Decreased by -21.91%
Mar 31, 26
12 Fidelity Small Cap Index 193.14K (2.00%) 1.60K
Increased by +0.83%
Apr 30, 26
13 State Street SPDR Port S&P 600 Sm CpETF 192.09K (1.99%) -132.00
Decreased by -0.07%
Jun 30, 26
14 Fidelity® Small Cap Index 187.10K (1.93%) 5.13K
Increased by +2.74%
Oct 31, 23
15 SPDR® S&P Dividend ETF 186.28K (1.93%) -320.00
Decreased by -0.17%
Aug 29, 25
16 T. Rowe Price U.S. SC Value Eq Tr-Z 182.64K (1.89%) -67.80K
Decreased by -37.12%
Sep 30, 23
17 iShares Russell 2000 Growth ETF 181.09K (1.87%) -696.00
Decreased by -0.38%
Jun 30, 26
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 (1.73%) 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