Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MVFD 2.79%
2 RSMC 2.56%
3 TSCV 2.01%
4 LQPE 1.63%
5 ECML 1.62%
6 JSML 1.33%
7 DGRS 1.27%
8 SIXS 1.22%
9 PSCI 1.21%
10 CSB 1.11%
11 SOVF 1.08%
12 OUSM 1.04%
13 XSMO 0.99%
14 XSHD 0.93%
15 SMCP 0.92%
16 GRPZ 0.91%
17 FSML 0.91%
18 CNTR 0.90%
19 XSLV 0.85%
20 SAEF 0.85%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 7.97M (15.52%) 101.71K
Increased by +1.28%
Dec 31, 25
2 Vanguard Group Inc 6.16M (12.00%) 44.42K
Increased by +0.72%
Dec 31, 25
3 Wellington Management Company LLP 3.47M (6.76%) -3.55K
Decreased by -0.10%
Dec 31, 25
4 Dimensional Fund Advisors, Inc. 3.00M (5.85%) 122.67K
Increased by +4.08%
Mar 31, 26
5 State Street Corporation 2.04M (3.98%) 25.24K
Increased by +1.24%
Mar 31, 24
6 State Street Corp 2.00M (3.90%) 31.18K
Increased by +1.56%
Dec 31, 25
7 Allspring Global Investments Holdings, LLC 1.38M (2.69%) -85.29K
Decreased by -6.18%
Dec 31, 25
8 American Century Companies Inc 1.37M (2.66%) 280.81K
Increased by +20.55%
Dec 31, 25
9 Pacer Advisors, INC. 1.30M (2.53%) -77.06K
Decreased by -5.93%
Dec 31, 24
10 Geode Capital Management, LLC 1.26M (2.46%) 12.88K
Increased by +1.02%
Dec 31, 25
11 Amvescap Plc. 1.20M (2.33%) 42.40K
Increased by +3.55%
Mar 31, 26
12 AllianceBernstein L.P. 1.06M (2.07%) -442.93K
Decreased by -41.65%
Mar 31, 24
13 Hotchkis & Wiley Capital Management LLC 1.03M (2.01%) -668.34K
Decreased by -64.91%
Mar 31, 24
14 Morgan Stanley - Brokerage Accounts 933.95K (1.82%) 104.90K
Increased by +11.23%
Dec 31, 25
15 Victory Capital Management Inc. 869.69K (1.69%) -47.59K
Decreased by -5.47%
Dec 31, 25
16 Thrivent Financial For Lutherans 850.03K (1.66%) 13.67K
Increased by +1.61%
Dec 31, 25
17 Goldman Sachs Group Inc 840.45K (1.64%) 371.01K
Increased by +44.14%
Jun 30, 25
18 Artemis Investment Management LLP 810.03K (1.58%) -160.81K
Decreased by -19.85%
Dec 31, 25
19 Pzena Investment Management, LLC 797.44K (1.55%) 5.57K
Increased by +0.70%
Mar 31, 26
20 Charles Schwab Investment Management Inc 779.04K (1.52%) 3.34K
Increased by +0.43%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.20M (6.23%) 696.00
Increased by +0.02%
Apr 30, 26
2 Vanguard Total Stock Mkt Idx Inv 1.67M (3.26%) 12.25K
Increased by +0.73%
Mar 31, 26
3 Vanguard US Total Market Shares ETF 1.64M (3.19%) 1.71K
Increased by +0.10%
Sep 30, 24
4 Vanguard Explorer Inv 1.25M (2.44%) 0.00
Increased by 0.00%
Mar 31, 26
5 iShares Russell 2000 ETF 1.24M (2.42%) 10.48K
Increased by +0.84%
Apr 30, 26
6 Vanguard Small Cap Index 1.21M (2.35%) 15.57K
Increased by +1.29%
Mar 31, 26
7 Schwab US Dividend Equity ETF™ 1.21M (2.35%) 1.03K
Increased by +0.09%
Apr 30, 26
8 Pacer US Small Cap Cash Cows 100 ETF 1.12M (2.19%) -8.14K
Decreased by -0.73%
Feb 28, 25
9 Vanguard Small Cap Value Index Inv 766.86K (1.49%) 2.71K
Increased by +0.35%
Mar 31, 26
10 American Century Small Cap Value Inv 727.38K (1.42%) -72.62K
Decreased by -9.98%
Mar 31, 26
11 American Century U.S. Small Cap Value 727.38K (1.42%) -72.62K
Decreased by -9.98%
Mar 31, 26
12 Artemis US Smaller Companies I Acc GBP 635.64K (1.24%) 0.00
Increased by 0.00%
Jan 31, 26
13 Allspring Special Small Cap Value A 615.88K (1.20%) -230.40K
Decreased by -37.41%
Apr 30, 26
14 Vanguard Institutional Extnd Mkt Idx Tr 583.76K (1.14%) 13.09K
Increased by +2.24%
Mar 31, 26
15 DFA US Small Cap Value I 578.38K (1.13%) 27.63K
Increased by +4.78%
Mar 31, 26
16 American Century Small Cap Growth Inv 546.74K (1.07%) -65.42K
Decreased by -11.96%
Jun 30, 25
17 American Century U.S. Small Cap Growth 546.74K (1.07%) -65.42K
Decreased by -11.96%
Jun 30, 25
18 Thrivent Small Cap Stock A 536.45K (1.04%) -212.00
Decreased by -0.04%
Mar 31, 26
19 Fidelity Small Cap Index 514.82K (1.00%) 5.93K
Increased by +1.15%
Feb 28, 26
20 Fidelity® Small Cap Index 502.14K (0.98%) 13.12K
Increased by +2.61%
Oct 31, 23