Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KBWR 2.06%
2 QABA 1.74%
3 DGRS 1.45%
4 KBE 1.10%
5 SMDV 0.99%
6 CVAR 0.97%
7 PSCF 0.96%
8 CSB 0.87%
9 KRE 0.83%
10 HAPS 0.76%
11 OASC 0.76%
12 SMIZ 0.76%
13 XSVM 0.68%
14 PXSV 0.67%
15 JPSV 0.62%
16 SCDS 0.58%
17 FTXO 0.58%
18 FYT 0.55%
19 DPST 0.53%
20 SLYV 0.52%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 7.14M (14.97%) -17.02K
Decreased by -0.24%
Mar 31, 26
2 Vanguard Group Inc 5.87M (12.31%) -70.16K
Decreased by -1.19%
Dec 31, 25
3 Vanguard Portfolio Management, LLC 3.31M (6.93%) 3.31M
Increased by +100.00%
Mar 31, 26
4 Dimensional Fund Advisors, Inc. 2.57M (5.39%) 1.88K
Increased by +0.07%
Mar 31, 26
5 State Street Corp 2.50M (5.24%) 43.70K
Increased by +1.75%
Mar 31, 26
6 State Street Corporation 2.29M (4.79%) 56.08K
Increased by +2.45%
Mar 31, 24
7 Vanguard Capital Management, LLC 2.20M (4.61%) 2.20M
Increased by +100.00%
Mar 31, 26
8 Rockland Trust Co 1.47M (3.08%) 208.82K
Increased by +14.20%
Mar 31, 26
9 AllianceBernstein L.P. 1.46M (3.05%) -82.30K
Decreased by -5.65%
Mar 31, 26
10 Geode Capital Management, LLC 1.26M (2.65%) 31.12K
Increased by +2.46%
Mar 31, 26
11 Macquarie Group Ltd 1.17M (2.46%) 89.51K
Increased by +7.63%
Sep 30, 25
12 DePrince Race & Zollo Inc 1.04M (2.17%) -10.29K
Decreased by -0.99%
Mar 31, 26
13 Citadel Advisors Llc 985.44K (2.07%) 68.89K
Increased by +6.99%
Mar 31, 26
14 Channing Capital Management, LLC 939.67K (1.97%) 939.67K
Increased by +100.00%
Mar 31, 26
15 Delaware Management Holdings Inc 921.74K (1.93%) -127.82K
Decreased by -13.87%
Mar 31, 26
16 Victory Capital Management Inc. 716.87K (1.50%) -141.82K
Decreased by -19.78%
Dec 31, 25
17 Verition Fund Managegment, LLC 700.77K (1.47%) -128.27K
Decreased by -18.30%
Mar 31, 26
18 First Trust Advisors L.P. 657.57K (1.38%) 289.59K
Increased by +44.04%
Jun 30, 25
19 FJ Capital Management LLC 649.32K (1.36%) 135.75K
Increased by +20.91%
Jun 30, 25
20 Reinhart Mahoney Capital Management Inc 649.30K (1.36%) 26.34K
Increased by +4.06%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.01M (6.30%) 1.07K
Increased by +0.04%
May 29, 26
2 Vanguard Total Stock Mkt Idx Inv 1.57M (3.29%) 5.52K
Increased by +0.35%
Apr 30, 26
3 Vanguard US Total Market Shares ETF 1.24M (2.60%) -80.04K
Decreased by -6.45%
Sep 30, 24
4 iShares Russell 2000 ETF 1.22M (2.55%) 11.23K
Increased by +0.92%
May 29, 26
5 Vanguard Small Cap Index 1.14M (2.39%) -2.84K
Decreased by -0.25%
Apr 30, 26
6 Macquarie Small Cap Core I 971.67K (2.04%) 90.98K
Increased by +9.36%
Jul 31, 25
7 Delaware US Small Cap Core Equity (SMA) 815.13K (1.71%) 109.96K
Increased by +13.49%
Mar 31, 24
8 Macquarie US Small Cap Core Equity 815.13K (1.71%) 109.96K
Increased by +13.49%
Mar 31, 24
9 Delaware Small Cap Core I 789.05K (1.65%) 0.00
Increased by 0.00%
Oct 31, 24
10 Vanguard Small Cap Value Index Inv 733.25K (1.54%) 4.85K
Increased by +0.66%
Apr 30, 26
11 Nomura US Small Cap Core Equity 730.05K (1.53%) 186.20K
Increased by +25.50%
Mar 31, 26
12 Nomura Small Cap Core I 712.71K (1.49%) -17.34K
Decreased by -2.43%
Apr 30, 26
13 Nuance Mid Cap Value Institutional 633.50K (1.33%) -204.88K
Decreased by -32.34%
Jan 31, 24
14 DFA US Small Cap Value I 607.53K (1.27%) 6.97K
Increased by +1.15%
Apr 30, 26
15 Vanguard Institutional Extnd Mkt Idx Tr 559.14K (1.17%) 5.16K
Increased by +0.92%
Apr 30, 26
16 Fidelity Small Cap Index 488.49K (1.02%) -4.20K
Decreased by -0.86%
Mar 31, 26
17 Victory Small Cap Value CIT (Net 75) 485.00K (1.02%) -375.00K
Decreased by -77.32%
Jun 30, 24
18 Victory Sycamore Small Company Opp R 485.00K (1.02%) -375.00K
Decreased by -77.32%
Jun 30, 24
19 BNP Paribas US Small Cap ClassicC 479.12K (1.00%) 121.00
Increased by +0.03%
Apr 30, 26
20 Champlain Small Company Fund, LLC 472.77K (0.99%) -30.14K
Decreased by -6.37%
Dec 31, 23