Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AFSC 2.31%
2 SAEF 2.10%
3 CAFG 1.83%
4 NBSM 1.72%
5 SMEZ 1.33%
6 PSCT 1.18%
7 MGMT 1.04%
8 TMVE 1.02%
9 XSHQ 0.93%
10 SCDS 0.85%
11 XSLV 0.70%
12 JPSV 0.66%
13 HAPS 0.50%
14 FFTY 0.49%
15 FTKI 0.48%
16 FYC 0.37%
17 FYT 0.37%
18 SLYV 0.29%
19 SSLY 0.27%
20 PZI 0.27%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 13.36M (15.90%) 85.80K
Increased by +0.64%
Dec 31, 25
2 Vanguard Group Inc 10.81M (12.86%) -144.12K
Decreased by -1.33%
Dec 31, 25
3 Neuberger Berman Group LLC 5.75M (6.84%) -1.63K
Decreased by -0.03%
Mar 31, 26
4 Dimensional Fund Advisors, Inc. 5.62M (6.69%) -114.08K
Decreased by -2.03%
Mar 31, 26
5 Ariel Investments, LLC 4.00M (4.76%) -109.52K
Decreased by -2.74%
Dec 31, 25
6 Thrivent Financial For Lutherans 3.84M (4.57%) 40.02K
Increased by +1.04%
Mar 31, 24
7 State Street Corporation 3.45M (4.10%) -11.44K
Decreased by -0.33%
Mar 31, 24
8 State Street Corp 3.31M (3.94%) -72.86K
Decreased by -2.20%
Dec 31, 25
9 Barrow Hanley Mewhinney & Strauss LLC 2.93M (3.49%) -186.07K
Decreased by -6.34%
Mar 31, 26
10 The Goldman Sachs Group Inc 2.81M (3.34%) 205.57K
Increased by +7.32%
Dec 31, 25
11 Pacer Advisors, INC. 2.37M (2.82%) -252.56K
Decreased by -10.66%
Dec 31, 24
12 Geode Capital Management, LLC 2.01M (2.39%) -17.00K
Decreased by -0.85%
Dec 31, 25
13 Royce & Associates, LP 1.85M (2.20%) -317.74K
Decreased by -17.16%
Dec 31, 25
14 Goldman Sachs Group Inc 1.84M (2.19%) -24.08K
Decreased by -1.31%
Jun 30, 25
15 Franklin Resources Inc 1.80M (2.15%) -3.30M
Decreased by -183.08%
Dec 31, 25
16 Wellington Management Company LLP 1.70M (2.03%) -887.80K
Decreased by -52.09%
Jun 30, 25
17 Cramer Rosenthal McGlynn LLC 1.37M (1.63%) -54.15K
Decreased by -3.96%
Dec 31, 25
18 Charles Schwab Investment Management Inc 1.28M (1.52%) -14.07K
Decreased by -1.10%
Dec 31, 25
19 William Blair Investment Management, LLC 1.23M (1.47%) -312.95K
Decreased by -25.37%
Dec 31, 25
20 Victory Capital Management Inc. 1.19M (1.42%) -29.59K
Decreased by -2.48%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 5.18M (6.16%) 1.16K
Increased by +0.02%
Apr 30, 26
2 Franklin Small Cap Value SMA Composite 3.86M (4.59%) 1.39M
Increased by +36.00%
Jun 30, 25
3 Neuberger Genesis Inv 3.36M (4.00%) -195.11K
Decreased by -5.81%
Mar 31, 26
4 Vanguard US Total Market Shares ETF 2.71M (3.22%) 5.52K
Increased by +0.20%
Sep 30, 24
5 Neuberger Berman Genesis Inv 2.64M (3.15%) 553.95K
Increased by +20.95%
Jun 30, 25
6 Vanguard Total Stock Mkt Idx Inv 2.58M (3.07%) 21.15K
Increased by +0.82%
Mar 31, 26
7 Franklin Small Cap Value A 2.52M (3.00%) 50.12K
Increased by +1.99%
Jul 31, 25
8 Vanguard Information Technology ETF 2.12M (2.52%) -3.14K
Decreased by -0.15%
Mar 31, 26
9 Pacer US Small Cap Cash Cows 100 ETF 2.06M (2.46%) -15.00K
Decreased by -0.73%
Feb 28, 25
10 iShares Russell 2000 ETF 2.02M (2.40%) 17.01K
Increased by +0.84%
Apr 30, 26
11 Thrivent Small Cap Stock A 1.98M (2.35%) 0.00
Increased by 0.00%
Apr 30, 24
12 Vanguard Small Cap Index 1.86M (2.21%) 22.58K
Increased by +1.21%
Mar 31, 26
13 T. Rowe Price Small-Cap Value 1.20M (1.43%) -65.70K
Decreased by -5.48%
Mar 31, 24
14 Vanguard Small Cap Value Index Inv 1.19M (1.41%) 5.11K
Increased by +0.43%
Mar 31, 26
15 DFA US Small Cap Value I 1.04M (1.24%) 0.00
Increased by 0.00%
Mar 31, 26
16 Ariel Appreciation Investor 1.02M (1.22%) -111.67K
Decreased by -10.91%
Mar 31, 26
17 GS Glb Sm Cp CORE Eq Base Inc USD Snap 1.00M (1.19%) 304.43K
Increased by +30.36%
Feb 28, 26
18 Vanguard Institutional Extnd Mkt Idx Tr 946.81K (1.13%) 18.16K
Increased by +1.92%
Mar 31, 26
19 DFA US Targeted Value I 881.16K (1.05%) 0.00
Increased by 0.00%
Mar 31, 26
20 Fidelity® Small Cap Index 862.84K (1.03%) 23.04K
Increased by +2.67%
Oct 31, 23