Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GLCR 4.75%
2 PSCI 3.12%
3 SLYG 1.03%
4 IJS 0.62%
5 IWN 0.47%
6 BKSE 0.36%
7 MADE 0.32%
8 IWMW 0.23%
9 IWM 0.23%
10 IWO 0.19%
11 JKK 0.13%
12 ISCG 0.13%
13 ISCB 0.11%
14 JKJ 0.11%
15 ESML 0.11%
16 JKL 0.10%
17 ISCV 0.10%
18 SMMD 0.09%
19 WSML 0.07%
20 IWV 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 7.67M (14.89%) 31.86K
Increased by +0.42%
Mar 31, 26
2 Vanguard Group Inc 5.48M (10.64%) -57.39K
Decreased by -1.05%
Dec 31, 25
3 Vanguard Portfolio Management, LLC 2.81M (5.46%) 2.81M
Increased by +100.00%
Mar 31, 26
4 T. Rowe Price Associates, Inc. 2.75M (5.34%) 1.29M
Increased by +46.97%
Mar 31, 26
5 Vanguard Capital Management, LLC 2.33M (4.52%) 2.33M
Increased by +100.00%
Mar 31, 26
6 T. Rowe Price Investment Management,Inc. 2.08M (4.03%) 175.55K
Increased by +8.45%
Mar 31, 26
7 State Street Corp 2.00M (3.88%) 46.10K
Increased by +2.31%
Mar 31, 26
8 UBS Asset Mgmt Americas Inc 1.68M (3.25%) -187.93K
Decreased by -11.22%
Mar 31, 26
9 Geode Capital Management, LLC 1.28M (2.49%) 37.02K
Increased by +2.88%
Mar 31, 26
10 Kayne Anderson Rudnick Investment Management LLC 1.07M (2.08%) -46.81K
Decreased by -4.36%
Mar 31, 26
11 Gildi - lifeyrissjodur 1.07M (2.07%) -42.23K
Decreased by -3.96%
Mar 31, 26
12 AllianceBernstein L.P. 907.21K (1.76%) -57.40K
Decreased by -6.33%
Mar 31, 26
13 Royce & Associates, LP 790.05K (1.53%) 121.47K
Increased by +15.37%
Mar 31, 26
14 Charles Schwab Investment Management Inc 727.63K (1.41%) 1.33K
Increased by +0.18%
Mar 31, 26
15 Ameriprise Financial Inc 686.84K (1.33%) -29.63K
Decreased by -4.31%
Mar 31, 26
16 Vaughan Nelson Scarbrgh & Mccullough LP 664.55K (1.29%) 169.66K
Increased by +25.53%
Mar 31, 26
17 BAMCO Inc 660.04K (1.28%) -40.00K
Decreased by -6.06%
Mar 31, 26
18 NORGES BANK 653.31K (1.27%) 9.12K
Increased by +1.40%
Dec 31, 25
19 Congress Asset Management Company, LLP 557.38K (1.08%) 64.24K
Increased by +11.53%
Mar 31, 26
20 Adage Capital Partners Gp LLC 553.42K (1.07%) -106.94K
Decreased by -19.32%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 UBS: Global Equity 5.12M (9.95%) 0.00
Increased by 0.00%
Dec 31, 25
2 iShares Core S&P Small-Cap ETF 3.15M (6.12%) 1.09K
Increased by +0.03%
May 29, 26
3 Vanguard Total Stock Mkt Idx Inv 1.66M (3.22%) 3.97K
Increased by +0.24%
Apr 30, 26
4 iShares Russell 2000 ETF 1.25M (2.42%) 11.54K
Increased by +0.92%
May 29, 26
5 Vanguard Small Cap Index 1.20M (2.32%) -2.60K
Decreased by -0.22%
Apr 30, 26
6 T. Rowe Price Mid-Cap Value 942.02K (1.83%) 12.49K
Increased by +1.33%
Apr 30, 26
7 T. Rowe Price US Mid-Cap Value Equity 929.53K (1.80%) 357.59K
Increased by +38.47%
Mar 31, 26
8 Vanguard Small Cap Growth Index Inv 671.25K (1.30%) -479.00
Decreased by -0.07%
Apr 30, 26
9 Baron Small Cap Retail 660.00K (1.28%) -40.00K
Decreased by -6.06%
Mar 31, 26
10 Baron Small Cap Strategy 660.00K (1.28%) -40.00K
Decreased by -6.06%
Mar 31, 26
11 T. Rowe Price U.S. Mid-Cap Val Eq Tr-D 592.29K (1.15%) 245.61K
Increased by +41.47%
Mar 31, 26
12 Vanguard Institutional Extnd Mkt Idx Tr 586.67K (1.14%) 5.92K
Increased by +1.01%
Apr 30, 26
13 Fidelity Small Cap Index 512.25K (0.99%) 964.00
Increased by +0.19%
Mar 31, 26
14 State Street SPDR Port S&P 600 Sm CpETF 477.75K (0.93%) 0.00
Increased by 0.00%
May 29, 26
15 T. Rowe Price US Small-Cap Core Equity 471.43K (0.92%) 292.33K
Increased by +62.01%
Mar 31, 26
16 T. Rowe Price Small-Cap Stock 471.10K (0.91%) -335.00
Decreased by -0.07%
Apr 30, 26
17 iShares S&P Small-Cap 600 Growth ETF 460.12K (0.89%) -1.52K
Decreased by -0.33%
May 29, 26
18 T. Rowe Price US Smlr Coms Eq A 427.32K (0.83%) 0.00
Increased by 0.00%
Apr 30, 26
19 Global X Robotics & Artfcl Intllgnc ETF 391.90K (0.76%) 0.00
Increased by 0.00%
May 29, 26
20 T. Rowe Price Integrated US Sm Gr Eq 332.60K (0.65%) 0.00
Increased by 0.00%
Apr 30, 26