Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LEND 8.06%
2 BPAY 3.51%
3 FINQ 2.74%
4 PFI 1.43%
5 VAMO 1.00%
6 SVAL 0.76%
7 DVP 0.70%
8 DEEP 0.70%
9 KOMP 0.58%
10 VFIN 0.55%
11 MILN 0.50%
12 FSCC 0.45%
13 FYT 0.43%
14 FINX 0.36%
15 SQLV 0.36%
16 GIGE 0.35%
17 SEIS 0.35%
18 OPTZ 0.28%
19 AVSC 0.23%
20 MMSC 0.22%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 11.70M (10.48%) 516.54K
Increased by +4.42%
Dec 31, 25
2 BlackRock Inc 8.99M (8.06%) -167.88K
Decreased by -1.87%
Sep 30, 25
3 Wellington Management Company LLP 7.69M (6.89%) -273.12K
Decreased by -3.55%
Dec 31, 25
4 Fuller & Thaler Asset Management Inc 6.71M (6.02%) 6.71M
Increased by +100.00%
Dec 31, 25
5 Dimensional Fund Advisors, Inc. 5.62M (5.04%) -267.60K
Decreased by -4.76%
Dec 31, 25
6 RIMA MANAGEMENT, LLC 4.32M (3.87%) -1.10M
Decreased by -25.40%
Dec 31, 25
7 State Street Corporation 3.54M (3.18%) 41.86K
Increased by +1.18%
Mar 31, 24
8 Driehaus Capital Management LLC 3.52M (3.15%) -129.15K
Decreased by -3.67%
Dec 31, 25
9 State Street Corp 3.35M (3.00%) -3.06K
Decreased by -0.09%
Sep 30, 25
10 Geode Capital Management, LLC 2.70M (2.42%) 4.30K
Increased by +0.16%
Dec 31, 25
11 Azora Capital LP 2.39M (2.14%) 1.72M
Increased by +72.08%
Sep 30, 25
12 American Century Companies Inc 2.31M (2.07%) 243.78K
Increased by +10.53%
Dec 31, 25
13 Citadel Advisors Llc 2.29M (2.06%) 69.39K
Increased by +3.02%
Dec 31, 25
14 T. Rowe Price Investment Management,Inc. 2.13M (1.91%) 465.60K
Increased by +21.81%
Dec 31, 25
15 Jackson Square Partners, LLC 1.94M (1.73%) -905.13K
Decreased by -46.77%
Mar 31, 25
16 Nuveen, LLC 1.87M (1.68%) -144.24K
Decreased by -7.70%
Dec 31, 25
17 Nuveen Asset Management, LLC 1.84M (1.65%) 50.00K
Increased by +2.72%
Dec 31, 24
18 Balyasny Asset Management LLC 1.76M (1.58%) -385.49K
Decreased by -21.93%
Jun 30, 25
19 Cramer Rosenthal McGlynn LLC 1.63M (1.46%) -23.34K
Decreased by -1.43%
Dec 31, 25
20 Assenagon Asset Management SA 1.52M (1.36%) 828.96K
Increased by +54.61%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 3.50M (3.14%) 33.63K
Increased by +0.96%
Mar 31, 26
2 Vanguard US Total Market Shares ETF 3.34M (2.99%) 0.00
Increased by 0.00%
Sep 30, 24
3 iShares Russell 2000 ETF 2.80M (2.51%) -22.89K
Decreased by -0.82%
Mar 31, 26
4 Vanguard Small Cap Index 2.52M (2.26%) 37.65K
Increased by +1.49%
Mar 31, 26
5 FullerThaler Behavioral Small-Cap Growth 2.34M (2.10%) 14.00K
Increased by +0.60%
Mar 31, 26
6 FullerThaler Behavioral Sm-Cp Gr R6 2.14M (1.92%) 217.90K
Increased by +10.17%
Dec 31, 25
7 Avantis US Small Cap Value ETF 2.09M (1.87%) 2.96K
Increased by +0.14%
Mar 31, 26
8 Jackson Square - Smid-Cap Growth-Focus 1.89M (1.69%) -20.61K
Decreased by -1.09%
May 31, 25
9 Vanguard Small Cap Value Index Inv 1.61M (1.44%) 10.07K
Increased by +0.63%
Mar 31, 26
10 Vanguard Institutional Extnd Mkt Idx Tr 1.29M (1.16%) 27.26K
Increased by +2.11%
Mar 31, 26
11 Jackson Square SMID Cap Growth CIT Fdrs 1.24M (1.11%) -99.18K
Decreased by -7.98%
Mar 31, 24
12 T. Rowe Price Small-Cap Value 1.13M (1.01%) 0.00
Increased by 0.00%
Mar 31, 26
13 CREF Stock R1 1.12M (1.00%) -159.53K
Decreased by -14.29%
Feb 28, 25
14 Fidelity Small Cap Index 1.10M (0.98%) -14.68K
Decreased by -1.34%
Jan 31, 26
15 CREF Stock R3 1.04M (0.94%) 0.00
Increased by 0.00%
Jul 31, 25
16 Fidelity® Small Cap Index 1.03M (0.93%) 30.40K
Increased by +2.94%
Oct 31, 23
17 iShares Russell 2000 Value ETF 987.36K (0.88%) 0.00
Increased by 0.00%
Mar 31, 26
18 Harbor Small Cap Growth Instl 951.12K (0.85%) 951.12K
Increased by +100.00%
Mar 31, 26
19 Westfield Capital Mgt Co Sm-Cap Gr Eq 951.12K (0.85%) 951.12K
Increased by +100.00%
Mar 31, 26
20 BlackRock Global Equity Mkt Netrl Instl 802.06K (0.72%) 0.00
Increased by 0.00%
Jun 30, 25