Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LEND 8.06%
2 BPAY 3.63%
3 FINQ 2.74%
4 PFI 1.43%
5 VAMO 0.99%
6 SVAL 0.76%
7 DEEP 0.70%
8 DVP 0.70%
9 KOMP 0.58%
10 VFIN 0.55%
11 MILN 0.50%
12 FSCC 0.45%
13 FYT 0.43%
14 FINX 0.40%
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 Wellington Management Company LLP 12.76M (11.47%) 5.07M
Increased by +39.74%
Mar 31, 26
2 Vanguard Group Inc 11.70M (10.51%) 516.54K
Increased by +4.42%
Dec 31, 25
3 BlackRock Inc 9.59M (8.62%) -166.67K
Decreased by -1.74%
Mar 31, 26
4 Vanguard Portfolio Management, LLC 7.63M (6.86%) 7.63M
Increased by +100.00%
Mar 31, 26
5 Dimensional Fund Advisors, Inc. 5.76M (5.18%) 139.75K
Increased by +2.43%
Mar 31, 26
6 Vanguard Capital Management, LLC 4.91M (4.41%) 4.91M
Increased by +100.00%
Mar 31, 26
7 RIMA MANAGEMENT, LLC 4.55M (4.09%) 226.75K
Increased by +4.99%
Mar 31, 26
8 State Street Corporation 3.54M (3.19%) 41.86K
Increased by +1.18%
Mar 31, 24
9 Fuller & Thaler Asset Management Inc 3.42M (3.07%) -3.29M
Decreased by -96.31%
Mar 31, 26
10 Geode Capital Management, LLC 3.12M (2.80%) 412.16K
Increased by +13.23%
Mar 31, 26
11 State Street Corp 2.89M (2.60%) 78.78K
Increased by +2.72%
Mar 31, 26
12 Point72 Asset Management, L.P. 2.75M (2.47%) 1.52M
Increased by +55.34%
Mar 31, 26
13 American Century Companies Inc 2.70M (2.43%) 385.36K
Increased by +14.27%
Mar 31, 26
14 Azora Capital LP 2.39M (2.15%) 1.72M
Increased by +72.08%
Sep 30, 25
15 Westfield Capital Management Company, L.P. 2.12M (1.90%) 2.12M
Increased by +100.00%
Mar 31, 26
16 T. Rowe Price Investment Management,Inc. 2.09M (1.88%) -44.93K
Decreased by -2.15%
Mar 31, 26
17 Driehaus Capital Management LLC 2.01M (1.81%) -1.51M
Decreased by -75.12%
Mar 31, 26
18 Long Focus Capital Management, LLC 1.94M (1.74%) 735.90K
Increased by +38.01%
Mar 31, 26
19 Jackson Square Partners, LLC 1.94M (1.74%) -905.13K
Decreased by -46.77%
Mar 31, 25
20 Nuveen Asset Management, LLC 1.84M (1.65%) 50.00K
Increased by +2.72%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 3.52M (3.16%) 16.58K
Increased by +0.47%
Apr 30, 26
2 Vanguard US Total Market Shares ETF 3.34M (3.00%) 0.00
Increased by 0.00%
Sep 30, 24
3 iShares Russell 2000 ETF 2.76M (2.48%) 25.48K
Increased by +0.92%
May 29, 26
4 Vanguard Small Cap Index 2.52M (2.27%) 821.00
Increased by +0.03%
Apr 30, 26
5 Avantis US Small Cap Value ETF 2.36M (2.12%) 4.11K
Increased by +0.17%
May 30, 26
6 FullerThaler Behavioral Small-Cap Growth 2.34M (2.11%) 14.00K
Increased by +0.60%
Mar 31, 26
7 FullerThaler Behavioral Sm-Cp Gr R6 2.14M (1.93%) 217.90K
Increased by +10.17%
Dec 31, 25
8 Jackson Square - Smid-Cap Growth-Focus 1.89M (1.70%) -20.61K
Decreased by -1.09%
May 31, 25
9 Vanguard Small Cap Value Index Inv 1.62M (1.46%) 12.02K
Increased by +0.74%
Apr 30, 26
10 Vanguard Strategic Equity Inv 1.45M (1.30%) 819.26K
Increased by +56.62%
Mar 31, 26
11 Vanguard Institutional Extnd Mkt Idx Tr 1.30M (1.17%) 6.62K
Increased by +0.51%
Apr 30, 26
12 Jackson Square SMID Cap Growth CIT Fdrs 1.24M (1.12%) -99.18K
Decreased by -7.98%
Mar 31, 24
13 T. Rowe Price Small-Cap Value 1.19M (1.07%) 64.26K
Increased by +5.40%
Apr 30, 26
14 Fidelity Small Cap Index 1.12M (1.01%) 13.63K
Increased by +1.21%
Mar 31, 26
15 CREF Stock R1 1.12M (1.00%) -159.53K
Decreased by -14.29%
Feb 28, 25
16 CREF Stock R3 1.04M (0.94%) 0.00
Increased by 0.00%
Jul 31, 25
17 Fidelity® Small Cap Index 1.03M (0.93%) 30.40K
Increased by +2.94%
Oct 31, 23
18 iShares Russell 2000 Value ETF 992.50K (0.89%) 0.00
Increased by 0.00%
May 29, 26
19 DFA US Small Cap Value I 989.09K (0.89%) 144.96K
Increased by +14.66%
Apr 30, 26
20 Harbor Small Cap Growth Instl 951.12K (0.85%) 951.12K
Increased by +100.00%
Mar 31, 26