Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 4.40%
2 ABLS 3.10%
3 MRGR 2.37%
4 MVFD 2.20%
5 SOVF 2.15%
6 WBIY 1.60%
7 JSML 1.32%
8 DGRS 1.20%
9 CSB 1.04%
10 MYLD 1.02%
11 SMLL 1.02%
12 PSCD 1.00%
13 PXSV 0.86%
14 XSVM 0.86%
15 XSHQ 0.84%
16 DSMC 0.68%
17 JSMD 0.63%
18 PAPI 0.58%
19 DES 0.56%
20 SCDS 0.54%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.55M (15.07%) 6.36K
Increased by +0.18%
Mar 31, 26
2 Vanguard Group Inc 2.67M (11.34%) -6.61K
Decreased by -0.25%
Dec 31, 25
3 FMR Inc 2.03M (8.65%) 582.66K
Increased by +28.64%
Mar 31, 26
4 Kayne Anderson Rudnick Investment Management LLC 1.92M (8.16%) -76.50K
Decreased by -3.99%
Mar 31, 26
5 Vanguard Portfolio Management, LLC 1.48M (6.29%) 1.48M
Increased by +100.00%
Mar 31, 26
6 Dimensional Fund Advisors, Inc. 1.41M (6.00%) 20.94K
Increased by +1.48%
Mar 31, 26
7 Vanguard Capital Management, LLC 1.05M (4.44%) 1.05M
Increased by +100.00%
Mar 31, 26
8 State Street Corporation 950.93K (4.04%) 11.66K
Increased by +1.23%
Mar 31, 24
9 State Street Corp 921.66K (3.92%) -7.40K
Decreased by -0.80%
Mar 31, 26
10 American Century Companies Inc 893.33K (3.80%) 12.69K
Increased by +1.42%
Mar 31, 26
11 Victory Capital Management Inc. 660.34K (2.81%) -35.17K
Decreased by -5.33%
Jun 30, 25
12 Principal Financial Group Inc 655.92K (2.79%) 176.10K
Increased by +26.85%
Mar 31, 26
13 Millennium Management LLC 635.54K (2.70%) 526.38K
Increased by +82.82%
Mar 31, 25
14 Royce & Associates, LP 609.77K (2.59%) -43.29K
Decreased by -7.10%
Mar 31, 26
15 Wells Fargo & Co 606.75K (2.58%) -43.25K
Decreased by -7.13%
Mar 31, 26
16 Geode Capital Management, LLC 583.91K (2.48%) 15.01K
Increased by +2.57%
Mar 31, 26
17 Morgan Stanley - Brokerage Accounts 524.20K (2.23%) 19.44K
Increased by +3.71%
Mar 31, 26
18 Fiduciary Management, Inc. of Milwaukee 498.86K (2.12%) 3.34K
Increased by +0.67%
Sep 30, 23
19 JPMorgan Chase & Co 492.98K (2.09%) -9.63K
Decreased by -1.95%
Mar 31, 26
20 BMO Capital Markets Corp. 462.36K (1.96%) 10.38K
Increased by +2.24%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.46M (6.22%) 240.00
Increased by +0.02%
Jun 30, 26
2 NT Ext Eq Mkt Indx Fd DC Lending Tier 5 1.37M (5.83%) 1.37M
Increased by +99.93%
Jun 30, 24
3 Fidelity® Low-Priced Stock 1.16M (4.91%) 612.37K
Increased by +52.96%
Oct 31, 23
4 Vanguard US Total Market Shares ETF 768.38K (3.27%) 792.00
Increased by +0.10%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 732.46K (3.11%) -4.38K
Decreased by -0.60%
Jun 30, 26
6 iShares Russell 2000 ETF 622.40K (2.64%) 3.70K
Increased by +0.59%
Jun 30, 26
7 Avantis US Small Cap Value ETF 550.80K (2.34%) 0.00
Increased by 0.00%
Jun 30, 26
8 Vanguard Small Cap Index 529.42K (2.25%) 310.00
Increased by +0.06%
Jun 30, 26
9 Strategic Advisers Fidelity US TtlStk 494.93K (2.10%) -430.29K
Decreased by -86.94%
May 31, 26
10 Fidelity Low-Priced Stock 453.14K (1.93%) -1.99K
Decreased by -0.44%
Apr 30, 26
11 Victory Sycamore Small Company Opp R 405.00K (1.72%) -10.00K
Decreased by -2.47%
Jun 30, 25
12 Franklin Small Cap Value SMA Composite 377.98K (1.61%) 0.00
Increased by 0.00%
Sep 30, 23
13 Victory Small Cap Value CIT (Net 75) 370.00K (1.57%) -15.00K
Decreased by -4.05%
Sep 30, 24
14 JPM Small Cap Equity-MA 342.66K (1.46%) 338.69K
Increased by +98.84%
Jun 30, 24
15 JPM US Small Cap Core-Composite 342.66K (1.46%) 4.26K
Increased by +1.24%
Jun 30, 24
16 Vanguard Small Cap Growth Index Inv 337.40K (1.43%) -3.22K
Decreased by -0.96%
Aug 31, 24
17 Vanguard Small Cap Value Index Inv 336.12K (1.43%) -4.72K
Decreased by -1.40%
Jun 30, 26
18 DFA US Small Cap Value I 303.53K (1.29%) 6.18K
Increased by +2.04%
May 31, 26
19 Virtus KAR Small-Cap Core I 298.02K (1.27%) -14.00K
Decreased by -4.70%
Mar 31, 26
20 T. Rowe Price Small-Cap Value 294.11K (1.25%) -36.93K
Decreased by -12.56%
Jun 30, 24