Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCM 2.77%
2 SMDV 1.11%
3 HSMV 1.05%
4 SMCP 0.98%
5 XSLV 0.91%
6 GRPZ 0.90%
7 FSGS 0.90%
8 RNSC 0.90%
9 PXSG 0.83%
10 PYZ 0.78%
11 SCDV 0.77%
12 JPSV 0.76%
13 QQQS 0.58%
14 DSMC 0.56%
15 DFRA 0.50%
16 SDVY 0.49%
17 OASC 0.46%
18 SCDS 0.45%
19 FVD 0.42%
20 DGRS 0.42%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.88M (15.95%) 216.65K
Increased by +5.59%
Mar 31, 26
2 Vanguard Group Inc 3.12M (12.83%) -22.27K
Decreased by -0.71%
Dec 31, 25
3 Allspring Global Investments Holdings, LLC 2.32M (9.52%) -40.56K
Decreased by -1.75%
Mar 31, 26
4 Wasatch Advisors Inc. 1.98M (8.12%) 75.09K
Increased by +3.80%
Sep 30, 23
5 Vanguard Portfolio Management, LLC 1.86M (7.65%) 1.86M
Increased by +100.00%
Mar 31, 26
6 Dimensional Fund Advisors, Inc. 1.24M (5.11%) 66.97K
Increased by +5.39%
Mar 31, 26
7 Vanguard Capital Management, LLC 1.11M (4.58%) 1.11M
Increased by +100.00%
Mar 31, 26
8 State Street Corporation 975.26K (4.01%) 15.36K
Increased by +1.57%
Mar 31, 24
9 State Street Corp 964.34K (3.97%) 15.30K
Increased by +1.59%
Mar 31, 26
10 Victory Capital Management Inc. 864.99K (3.56%) -85.08K
Decreased by -9.84%
Mar 31, 26
11 ING Investment Management LLC 654.58K (2.69%) 454.04K
Increased by +69.36%
Mar 31, 25
12 Nuveen, LLC 643.25K (2.65%) 140.65K
Increased by +21.86%
Mar 31, 26
13 First Trust Advisors L.P. 640.56K (2.63%) -161.94K
Decreased by -25.28%
Sep 30, 25
14 Geode Capital Management, LLC 630.59K (2.59%) 21.37K
Increased by +3.39%
Mar 31, 26
15 Two Sigma Investments LLC 593.04K (2.44%) 433.52K
Increased by +73.10%
Mar 31, 26
16 UBS Group AG 565.91K (2.33%) 423.86K
Increased by +74.90%
Mar 31, 26
17 Millennium Management LLC 533.31K (2.19%) 51.82K
Increased by +9.72%
Dec 31, 25
18 Wasatch Advisors LP 528.14K (2.17%) -1.05M
Decreased by -199.18%
Mar 31, 25
19 The Goldman Sachs Group Inc 492.01K (2.02%) 7.04K
Increased by +1.43%
Mar 31, 26
20 Westwood Holdings Group Inc 491.45K (2.02%) 43.49K
Increased by +8.85%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.50M (6.18%) 570.00
Increased by +0.04%
May 29, 26
2 Allspring Special Small Cap Value A 1.36M (5.61%) -120.52K
Decreased by -8.83%
May 31, 26
3 Vanguard Total Stock Mkt Idx Inv 797.44K (3.28%) 2.98K
Increased by +0.37%
Apr 30, 26
4 Vanguard US Total Market Shares ETF 791.22K (3.25%) 864.00
Increased by +0.11%
Sep 30, 24
5 Victory Small Cap Value CIT (Net 75) 690.00K (2.84%) 674.15K
Increased by +97.70%
Dec 31, 25
6 Wasatch Core Growth 639.99K (2.63%) -78.52K
Decreased by -12.27%
Dec 31, 24
7 Victory Sycamore Small Company Opp R 625.00K (2.57%) -65.00K
Decreased by -10.40%
Mar 31, 26
8 iShares Russell 2000 ETF 587.98K (2.42%) 5.41K
Increased by +0.92%
May 29, 26
9 Vanguard Small Cap Index 570.94K (2.35%) -455.00
Decreased by -0.08%
Apr 30, 26
10 First Trust Value Line® Dividend ETF 454.63K (1.87%) 115.00
Increased by +0.03%
Aug 28, 25
11 Pacer US Small Cap Cash Cows 100 ETF 419.83K (1.73%) -3.04K
Decreased by -0.72%
Feb 28, 25
12 Champlain Small Company Fund, LLC 369.36K (1.52%) -97.97K
Decreased by -26.53%
Mar 31, 24
13 Vanguard Small Cap Value Index Inv 367.66K (1.51%) 3.66K
Increased by +1.00%
Apr 30, 26
14 Brighthouse Small Cap Value A 313.38K (1.29%) 15.14K
Increased by +4.83%
Mar 31, 26
15 First Trust SMID Cp Rising Div Achv ETF 300.47K (1.24%) 320.00
Increased by +0.11%
Aug 28, 25
16 Vanguard Institutional Extnd Mkt Idx Tr 279.36K (1.15%) 2.55K
Increased by +0.91%
Apr 30, 26
17 Royce Premier Invmt 277.55K (1.14%) 0.00
Increased by 0.00%
Jun 30, 25
18 Royce Small-Cap Premier Quality 277.55K (1.14%) 0.00
Increased by 0.00%
Jun 30, 25
19 Wasatch Small Cap Value 269.77K (1.11%) 16.55K
Increased by +6.13%
Mar 31, 25
20 CREF Total Global Stock Account R3 264.12K (1.09%) 10.50K
Increased by +3.98%
Apr 30, 26