Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CSD 3.53%
2 PKB 2.70%
3 GSC 1.67%
4 AFSC 1.51%
5 FFOX 1.12%
6 NSCS 1.09%
7 SMCP 1.07%
8 DBSC 1.02%
9 FFND 0.90%
10 LITL 0.79%
11 TURF 0.74%
12 MMSC 0.70%
13 ACTV 0.63%
14 TAX 0.63%
15 TSME 0.63%
16 DGLO 0.53%
17 RFG 0.52%
18 PSC 0.48%
19 QSML 0.47%
20 XMMO 0.47%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 6.97M (12.35%) -42.79K
Decreased by -0.61%
Mar 31, 26
2 Vanguard Group Inc 5.69M (10.07%) -66.21K
Decreased by -1.16%
Dec 31, 25
3 T. Rowe Price Associates, Inc. 4.50M (7.97%) 582.15K
Increased by +12.94%
Mar 31, 26
4 Vanguard Portfolio Management, LLC 2.74M (4.86%) 2.74M
Increased by +100.00%
Mar 31, 26
5 Baillie Gifford & Co Limited. 2.67M (4.73%) 539.85K
Increased by +20.23%
Mar 31, 26
6 Capital World Investors 2.64M (4.68%) 1.63M
Increased by +61.73%
Mar 31, 26
7 Vanguard Capital Management, LLC 2.55M (4.51%) 2.55M
Increased by +100.00%
Mar 31, 26
8 UBS Group AG 2.34M (4.15%) 2.17M
Increased by +92.83%
Mar 31, 26
9 State Street Corp 2.06M (3.64%) 25.38K
Increased by +1.23%
Mar 31, 26
10 Barrow Hanley Mewhinney & Strauss LLC 2.05M (3.63%) 276.50K
Increased by +13.48%
Mar 31, 26
11 Capital Research Global Investors 1.76M (3.11%) 93.55K
Increased by +5.32%
Mar 31, 26
12 Dimensional Fund Advisors, Inc. 1.46M (2.59%) 73.03K
Increased by +4.99%
Mar 31, 26
13 Geode Capital Management, LLC 1.43M (2.54%) 14.31K
Increased by +1.00%
Mar 31, 26
14 Morgan Stanley - Brokerage Accounts 1.39M (2.46%) 200.69K
Increased by +14.44%
Mar 31, 26
15 Neuberger Berman Group LLC 1.13M (2.01%) 232.55K
Increased by +20.52%
Mar 31, 26
16 T. Rowe Price Investment Management,Inc. 1.13M (2.00%) -203.98K
Decreased by -18.10%
Mar 31, 26
17 Westwood Holdings Group Inc 898.40K (1.59%) 73.04K
Increased by +8.13%
Mar 31, 26
18 The Goldman Sachs Group Inc 849.45K (1.50%) 102.83K
Increased by +12.11%
Mar 31, 26
19 Northern Trust Corp 700.69K (1.24%) 28.03K
Increased by +4.00%
Mar 31, 26
20 Charles Schwab Investment Management Inc 681.69K (1.21%) 30.75K
Increased by +4.51%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 4.14M (7.34%) 1.64M
Increased by +39.59%
Mar 31, 26
2 iShares Core S&P Mid-Cap ETF 1.92M (3.40%) 360.00
Increased by +0.02%
May 29, 26
3 Vanguard US Growth Investor 1.87M (3.31%) 631.00K
Increased by +33.72%
Mar 31, 26
4 Vanguard Total Stock Mkt Idx Inv 1.81M (3.21%) 5.12K
Increased by +0.28%
Apr 30, 26
5 T. Rowe Price Mid-Cap Value 1.46M (2.59%) 73.74K
Increased by +5.04%
Apr 30, 26
6 T. Rowe Price US Mid-Cap Value Equity 1.39M (2.46%) 118.56K
Increased by +8.53%
Mar 31, 26
7 iShares Russell 2000 ETF 1.37M (2.42%) 12.64K
Increased by +0.92%
May 29, 26
8 Vanguard Small Cap Index 1.31M (2.31%) -2.80K
Decreased by -0.21%
Apr 30, 26
9 Bridge Builder Large Cap Value 898.38K (1.59%) 0.00
Increased by 0.00%
Apr 30, 26
10 T. Rowe Price U.S. Mid-Cap Val Eq Tr-D 890.19K (1.58%) 119.67K
Increased by +13.44%
Mar 31, 26
11 Neuberger Genesis Inv 687.74K (1.22%) 127.99K
Increased by +18.61%
Mar 31, 26
12 Vanguard Institutional Extnd Mkt Idx Tr 639.07K (1.13%) 5.82K
Increased by +0.91%
Apr 30, 26
13 Fidelity Small Cap Index 560.60K (0.99%) 695.00
Increased by +0.12%
Mar 31, 26
14 Global X US Infrastructure Dev ETF 490.87K (0.87%) -700.00
Decreased by -0.14%
May 29, 26
15 Baillie Gifford American B Inc 474.76K (0.84%) 76.25K
Increased by +16.06%
Apr 30, 26
16 Baillie Gifford US Equity Growth 470.73K (0.83%) -1.40M
Decreased by -297.59%
Apr 30, 26
17 Fidelity Small Cap Value Fund 467.60K (0.83%) -214.10K
Decreased by -45.79%
Feb 28, 26
18 iShares Russell 2000 Growth ETF 466.94K (0.83%) -3.04K
Decreased by -0.65%
May 29, 26
19 State Street® SPDR® S&P MIDCAP 400® ETF 428.69K (0.76%) 1.61K
Increased by +0.38%
Apr 30, 26
20 Vanguard Small Cap Value Index Inv 419.37K (0.74%) 3.13K
Increased by +0.75%
Apr 30, 26