Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RSMC 2.82%
2 MVFD 2.79%
3 TSCV 1.97%
4 ECML 1.74%
5 LQPE 1.63%
6 JSML 1.33%
7 DGRS 1.33%
8 PSCI 1.29%
9 SIXS 1.28%
10 CSB 1.20%
11 OUSM 1.12%
12 SOVF 1.08%
13 XSMO 0.99%
14 XSHD 0.98%
15 FSML 0.96%
16 SMCP 0.92%
17 GRPZ 0.91%
18 CNTR 0.90%
19 SCOW 0.86%
20 XSLV 0.85%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 7.82M (15.54%) -147.05K
Decreased by -1.88%
Mar 31, 26
2 Vanguard Group Inc 6.16M (12.24%) 44.42K
Increased by +0.72%
Dec 31, 25
3 Wellington Management Company LLP 3.57M (7.09%) 93.02K
Increased by +2.61%
Mar 31, 26
4 Vanguard Portfolio Management, LLC 3.43M (6.83%) 3.43M
Increased by +100.00%
Mar 31, 26
5 Dimensional Fund Advisors, Inc. 3.00M (5.97%) 122.67K
Increased by +4.08%
Mar 31, 26
6 Vanguard Capital Management, LLC 2.34M (4.66%) 2.34M
Increased by +100.00%
Mar 31, 26
7 State Street Corporation 2.04M (4.06%) 25.24K
Increased by +1.24%
Mar 31, 24
8 State Street Corp 2.03M (4.03%) 28.85K
Increased by +1.42%
Mar 31, 26
9 Charles Schwab Investment Management Inc 1.97M (3.91%) 1.19M
Increased by +60.41%
Mar 31, 26
10 American Century Companies Inc 1.37M (2.73%) 4.19K
Increased by +0.31%
Mar 31, 26
11 Geode Capital Management, LLC 1.31M (2.60%) 43.53K
Increased by +3.33%
Mar 31, 26
12 Pacer Advisors, INC. 1.30M (2.58%) -77.06K
Decreased by -5.93%
Dec 31, 24
13 Allspring Global Investments Holdings, LLC 1.28M (2.54%) -103.43K
Decreased by -8.10%
Mar 31, 26
14 Amvescap Plc. 1.20M (2.38%) 42.40K
Increased by +3.55%
Mar 31, 26
15 AllianceBernstein L.P. 1.06M (2.11%) -442.93K
Decreased by -41.65%
Mar 31, 24
16 Hotchkis & Wiley Capital Management LLC 1.03M (2.05%) -668.34K
Decreased by -64.91%
Mar 31, 24
17 Victory Capital Management Inc. 941.72K (1.87%) 72.03K
Increased by +7.65%
Mar 31, 26
18 Morgan Stanley - Brokerage Accounts 939.30K (1.87%) 5.36K
Increased by +0.57%
Mar 31, 26
19 Thrivent Financial For Lutherans 854.28K (1.70%) 4.25K
Increased by +0.50%
Mar 31, 26
20 Goldman Sachs Group Inc 840.45K (1.67%) 371.01K
Increased by +44.14%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.16M (6.29%) 1.14K
Increased by +0.04%
May 29, 26
2 Vanguard Total Stock Mkt Idx Inv 1.68M (3.34%) 6.30K
Increased by +0.38%
Apr 30, 26
3 Vanguard US Total Market Shares ETF 1.64M (3.25%) 1.71K
Increased by +0.10%
Sep 30, 24
4 iShares Russell 2000 ETF 1.26M (2.50%) 11.65K
Increased by +0.93%
May 29, 26
5 Vanguard Explorer Inv 1.25M (2.49%) 0.00
Increased by 0.00%
Mar 31, 26
6 Schwab US Dividend Equity ETF™ 1.25M (2.48%) 2.39K
Increased by +0.19%
May 30, 26
7 Vanguard Small Cap Index 1.20M (2.39%) -4.26K
Decreased by -0.35%
Apr 30, 26
8 Pacer US Small Cap Cash Cows 100 ETF 1.12M (2.23%) -8.14K
Decreased by -0.73%
Feb 28, 25
9 Vanguard Small Cap Value Index Inv 772.71K (1.54%) 5.86K
Increased by +0.76%
Apr 30, 26
10 American Century Small Cap Value Inv 727.38K (1.45%) -72.62K
Decreased by -9.98%
Mar 31, 26
11 American Century U.S. Small Cap Value 727.38K (1.45%) -72.62K
Decreased by -9.98%
Mar 31, 26
12 Artemis US Smaller Companies I Acc GBP 635.64K (1.26%) 0.00
Increased by 0.00%
Jan 31, 26
13 Allspring Special Small Cap Value A 615.88K (1.22%) -230.40K
Decreased by -37.41%
Apr 30, 26
14 DFA US Small Cap Value I 598.65K (1.19%) 20.27K
Increased by +3.39%
Apr 30, 26
15 Vanguard Institutional Extnd Mkt Idx Tr 590.72K (1.17%) 6.95K
Increased by +1.18%
Apr 30, 26
16 American Century Small Cap Growth Inv 546.74K (1.09%) -65.42K
Decreased by -11.96%
Jun 30, 25
17 American Century U.S. Small Cap Growth 546.74K (1.09%) -65.42K
Decreased by -11.96%
Jun 30, 25
18 Thrivent Small Cap Stock A 535.07K (1.06%) -1.38K
Decreased by -0.26%
Apr 30, 26
19 Fidelity Small Cap Index 515.33K (1.02%) 506.00
Increased by +0.10%
Mar 31, 26
20 Fidelity® Small Cap Index 502.14K (1.00%) 13.12K
Increased by +2.61%
Oct 31, 23