Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NEWZ 3.37%
2 HFGIC 3.09%
3 EPU 2.72%
4 PSL 2.51%
5 PSCD 2.15%
6 CPAI 2.12%
7 ECML 1.63%
8 SAWS 1.61%
9 MYLD 1.37%
10 OMFS 1.28%
11 SRHQ 1.23%
12 RNMC 1.16%
13 FSCS 1.14%
14 CAFG 1.13%
15 FSGS 1.12%
16 RNSC 1.12%
17 BOUT 1.12%
18 RZG 1.11%
19 TAX 1.04%
20 MPAY 1.03%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 20.98M (16.71%) 9.43M
Increased by +44.94%
Mar 31, 26
2 FMR Inc 19.08M (15.20%) -593.17K
Decreased by -3.11%
Mar 31, 26
3 Vanguard Group Inc 12.34M (9.83%) -325.74K
Decreased by -2.64%
Dec 31, 25
4 Vanguard Portfolio Management, LLC 7.04M (5.61%) 7.04M
Increased by +100.00%
Mar 31, 26
5 Van Berkom and Associates Inc 6.21M (4.94%) 2.52M
Increased by +40.59%
Mar 31, 26
6 CPV Partners, LLC 5.69M (4.54%) 0.00
Increased by 0.00%
Mar 31, 26
7 Vanguard Capital Management, LLC 5.58M (4.44%) 5.58M
Increased by +100.00%
Mar 31, 26
8 State Street Corp 5.05M (4.02%) 1.99M
Increased by +39.47%
Mar 31, 26
9 Dimensional Fund Advisors, Inc. 4.19M (3.34%) -516.18K
Decreased by -12.32%
Mar 31, 26
10 Geode Capital Management, LLC 3.75M (2.99%) 347.37K
Increased by +9.26%
Mar 31, 26
11 AllianceBernstein L.P. 3.63M (2.89%) -737.36K
Decreased by -20.32%
Mar 31, 26
12 State Street Corporation 3.01M (2.40%) 26.24K
Increased by +0.87%
Mar 31, 24
13 The Goldman Sachs Group Inc 2.84M (2.26%) 568.76K
Increased by +20.06%
Mar 31, 26
14 Wellington Management Company LLP 2.39M (1.90%) -262.39K
Decreased by -10.98%
Mar 31, 26
15 Boston Partners Global Investors, Inc 2.29M (1.83%) -202.20K
Decreased by -8.82%
Dec 31, 25
16 Park West Asset Management LLC 2.19M (1.75%) -619.77K
Decreased by -28.26%
Sep 30, 23
17 Snow Phipps Group, LLC 2.18M (1.74%) 0.00
Increased by 0.00%
Mar 31, 26
18 William Blair Investment Management, LLC 2.15M (1.71%) -503.46K
Decreased by -23.40%
Mar 31, 26
19 Charles Schwab Investment Management Inc 1.93M (1.54%) 48.97K
Increased by +2.53%
Mar 31, 26
20 Mangrove Partners 1.93M (1.54%) 0.00
Increased by 0.00%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 8.14M (6.48%) 2.90K
Increased by +0.04%
May 29, 26
2 Vanguard Total Stock Mkt Idx Inv 3.87M (3.09%) 11.06K
Increased by +0.29%
Apr 30, 26
3 Vanguard US Total Market Shares ETF 3.81M (3.03%) -1.02M
Decreased by -26.75%
Sep 30, 24
4 iShares Russell 2000 ETF 3.04M (2.42%) 28.08K
Increased by +0.92%
May 29, 26
5 Van Berkom Sm-Cap Eq 3.03M (2.41%) -567.95K
Decreased by -18.76%
Mar 31, 26
6 Vanguard Small Cap Index 2.79M (2.23%) -8.11K
Decreased by -0.29%
Apr 30, 26
7 Strategic Advisers® Fidelity US TtlStk 2.57M (2.04%) 321.62K
Increased by +12.54%
Nov 30, 23
8 Fidelity® Small Cap Discovery 2.50M (1.99%) -24.80K
Decreased by -0.99%
Oct 31, 23
9 Strategic Advisers Fidelity US TtlStk 2.25M (1.79%) -7.80K
Decreased by -0.35%
Apr 30, 26
10 Fidelity Small Cap Value Fund 2.24M (1.79%) 210.80K
Increased by +9.39%
Mar 31, 26
11 FIAM Small Cap Core Composite 1.86M (1.48%) -107.90K
Decreased by -5.81%
Dec 31, 25
12 Fidelity Small Cap Discovery 1.75M (1.39%) 0.00
Increased by 0.00%
Mar 31, 26
13 Fidelity Series Small Cap Discovery 1.58M (1.26%) 0.00
Increased by 0.00%
Mar 31, 26
14 FIAM Small Cap Core CIT Cl B 1.55M (1.24%) -73.91K
Decreased by -4.76%
Mar 31, 26
15 Fidelity Stock Selector Small Cap 1.52M (1.21%) 14.70K
Increased by +0.97%
Mar 31, 26
16 Vanguard Institutional Extnd Mkt Idx Tr 1.51M (1.21%) 16.65K
Increased by +1.10%
Apr 30, 26
17 Fidelity Series Small Cap Opps 1.45M (1.15%) -20.70K
Decreased by -1.43%
Mar 31, 26
18 Swedbank Robur Global Emerging Markets A 1.42M (1.13%) 0.00
Increased by 0.00%
May 31, 26
19 Xtrackers MSCI World Swap ETF 1C 1.29M (1.02%) 0.00
Increased by 0.00%
Sep 30, 24
20 Fidelity® Series Small Cap Opps 1.27M (1.01%) 131.50K
Increased by +10.33%
Oct 31, 23