Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOTT 2.64%
2 BSMC 2.22%
3 BOUT 1.98%
4 XSHD 1.63%
5 SAEF 1.24%
6 MYLD 1.21%
7 DGRS 0.92%
8 CSB 0.91%
9 PSCI 0.89%
10 FTKI 0.76%
11 AFMC 0.76%
12 DFRA 0.74%
13 ACSV 0.72%
14 DSMC 0.71%
15 OASC 0.69%
16 FYT 0.69%
17 XSLV 0.66%
18 SEIS 0.54%
19 BSVO 0.51%
20 FESM 0.49%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 12.16M (16.09%) 898.08K
Increased by +7.39%
Mar 31, 26
2 Vanguard Group Inc 8.79M (11.63%) -216.83K
Decreased by -2.47%
Dec 31, 25
3 Vanguard Portfolio Management, LLC 5.55M (7.35%) 5.55M
Increased by +100.00%
Mar 31, 26
4 Brandes Investment Partners & Co 5.27M (6.97%) -4.97M
Decreased by -94.31%
Mar 31, 26
5 Dimensional Fund Advisors, Inc. 4.74M (6.27%) -12.72K
Decreased by -0.27%
Mar 31, 26
6 Burgundy Asset Management Ltd 4.61M (6.11%) -436.89K
Decreased by -9.47%
Dec 31, 24
7 American Century Companies Inc 3.50M (4.63%) 343.50K
Increased by +9.83%
Mar 31, 26
8 Vanguard Capital Management, LLC 3.43M (4.54%) 3.43M
Increased by +100.00%
Mar 31, 26
9 State Street Corporation 3.09M (4.08%) 17.93K
Increased by +0.58%
Mar 31, 24
10 State Street Corp 2.96M (3.92%) 59.88K
Increased by +2.02%
Mar 31, 26
11 Tinicum, Inc. 2.61M (3.45%) -341.22K
Decreased by -13.07%
Dec 31, 23
12 Fuller & Thaler Asset Management Inc 2.58M (3.42%) 1.17M
Increased by +45.42%
Dec 31, 25
13 William Blair Investment Management, LLC 2.48M (3.29%) 2.48M
Increased by +100.00%
Mar 31, 26
14 Arrowstreet Capital Limited Partnership 2.30M (3.04%) 307.21K
Increased by +13.37%
Mar 31, 26
15 Barrow Hanley Mewhinney & Strauss LLC 1.97M (2.60%) 17.18K
Increased by +0.87%
Mar 31, 25
16 Geode Capital Management, LLC 1.92M (2.54%) 36.92K
Increased by +1.92%
Mar 31, 26
17 FMR Inc 1.72M (2.28%) -725.67K
Decreased by -42.13%
Mar 31, 26
18 Charles Schwab Investment Management Inc 1.52M (2.01%) 12.70K
Increased by +0.83%
Mar 31, 26
19 Morgan Stanley - Brokerage Accounts 1.52M (2.01%) -387.67K
Decreased by -25.55%
Mar 31, 26
20 DePrince Race & Zollo Inc 1.34M (1.78%) 47.84K
Increased by +3.56%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 4.62M (6.12%) 1.72K
Increased by +0.04%
May 29, 26
2 Vanguard Explorer Inv 2.51M (3.32%) 75.97K
Increased by +3.03%
Dec 31, 24
3 Vanguard US Total Market Shares ETF 2.50M (3.30%) 2.91K
Increased by +0.12%
Sep 30, 24
4 Avantis US Small Cap Value ETF 2.47M (3.27%) 0.00
Increased by 0.00%
May 30, 26
5 Vanguard Total Stock Mkt Idx Inv 2.44M (3.24%) 7.82K
Increased by +0.32%
Apr 30, 26
6 Pacer US Small Cap Cash Cows 100 ETF 2.13M (2.82%) -15.48K
Decreased by -0.73%
Feb 28, 25
7 Ariel Fund Investor 2.13M (2.81%) 0.00
Increased by 0.00%
Mar 31, 25
8 Victory Sycamore Small Company Opp R 2.07M (2.74%) 98.00K
Increased by +4.74%
Mar 31, 25
9 Victory Small Cap Value CIT (Net 75) 1.97M (2.61%) 11.00K
Increased by +0.56%
Dec 31, 24
10 iShares Russell 2000 ETF 1.82M (2.41%) 16.85K
Increased by +0.92%
May 29, 26
11 Vanguard Small Cap Index 1.76M (2.32%) -3.15K
Decreased by -0.18%
Apr 30, 26
12 Fuller & Thaler Behavrl Small-Cap Value 1.31M (1.74%) -11.65K
Decreased by -0.89%
Nov 30, 23
13 FullerThaler Behavioral Small-Cap Value 1.15M (1.52%) -74.70K
Decreased by -6.52%
Dec 31, 25
14 American Beacon Small Cp Val R5 1.14M (1.51%) 390.71K
Increased by +34.25%
May 31, 25
15 Vanguard Small Cap Value Index Inv 1.13M (1.49%) 8.09K
Increased by +0.72%
Apr 30, 26
16 DFA US Small Cap Value I 1.11M (1.47%) 0.00
Increased by 0.00%
Apr 30, 26
17 Undiscovered Managers Behavioral Val L 1.10M (1.46%) -76.20K
Decreased by -6.91%
Dec 31, 25
18 Fidelity Value 1.05M (1.39%) 35.90K
Increased by +3.42%
Dec 31, 23
19 Fidelity® Value 1.01M (1.34%) 42.50K
Increased by +4.19%
Nov 30, 23
20 Franklin Small Cap Growth Adv 920.70K (1.22%) 0.00
Increased by 0.00%
Jun 30, 24