Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 OND 4.40%
2 FSCC 1.08%
3 FGD 1.07%
4 FYLD 0.91%
5 FYC 0.81%
6 IJT 0.52%
7 FYX 0.46%
8 SLX 0.43%
9 INFL 0.36%
10 CCNR 0.33%
11 IDV 0.31%
12 RFLR 0.30%
13 XJR 0.29%
14 IJR 0.25%
15 SMAX 0.25%
16 SQLT 0.19%
17 IGV 0.17%
18 ISCG 0.14%
19 JKK 0.14%
20 ISCF 0.09%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 8.92M (11.49%) 5.75M
Increased by +64.50%
Mar 31, 26
2 Vanguard Group Inc 8.19M (10.55%) -78.97K
Decreased by -0.96%
Dec 31, 25
3 Vanguard Portfolio Management, LLC 5.17M (6.66%) 5.17M
Increased by +100.00%
Mar 31, 26
4 Vanguard Capital Management, LLC 3.37M (4.34%) 3.37M
Increased by +100.00%
Mar 31, 26
5 State Street Corp 2.10M (2.70%) 1.19M
Increased by +56.88%
Mar 31, 26
6 Geode Capital Management, LLC 1.18M (1.52%) 25.91K
Increased by +2.20%
Mar 31, 26
7 NORGES BANK 734.28K (0.95%) -190.91K
Decreased by -26.00%
Dec 31, 25
8 Morgan Stanley - Brokerage Accounts 727.23K (0.94%) 310.67K
Increased by +42.72%
Mar 31, 26
9 Allstate Corp 725.29K (0.93%) 286.00
Increased by +0.04%
Mar 31, 26
10 UBS Group AG 712.60K (0.92%) 120.95K
Increased by +16.97%
Mar 31, 26
11 Federated Hermes Inc 588.18K (0.76%) 141.44K
Increased by +24.05%
Dec 31, 25
12 Charles Schwab Investment Management Inc 551.03K (0.71%) 9.82K
Increased by +1.78%
Mar 31, 26
13 Vanguard Fiduciary Trust Co 491.55K (0.63%) 491.55K
Increased by +100.00%
Mar 31, 26
14 The Goldman Sachs Group Inc 479.15K (0.62%) 266.83K
Increased by +55.69%
Mar 31, 26
15 Principal Financial Group Inc 463.44K (0.60%) 379.94K
Increased by +81.98%
Mar 31, 26
16 Northern Trust Corp 432.61K (0.56%) 62.15K
Increased by +14.37%
Mar 31, 26
17 Bank of America Corp 407.30K (0.52%) 308.63K
Increased by +75.78%
Mar 31, 26
18 Greenspring Advisors, LLC 338.64K (0.44%) 338.64K
Increased by +100.00%
Dec 31, 25
19 Bank of New York Mellon Corp 305.02K (0.39%) 178.04K
Increased by +58.37%
Mar 31, 26
20 Dimensional Fund Advisors, Inc. 303.48K (0.39%) 49.43K
Increased by +16.29%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 4.88M (6.29%) 726.00
Increased by +0.01%
Jun 30, 26
2 Vanguard Total Stock Mkt Idx Inv 2.45M (3.15%) 70.44K
Increased by +2.88%
Jun 30, 26
3 Vanguard Small Cap Index 1.77M (2.27%) 52.55K
Increased by +2.98%
Jun 30, 26
4 Vanguard Information Technology ETF 1.55M (1.99%) 11.69K
Increased by +0.76%
Jun 30, 26
5 Vanguard Small Cap Growth Index Inv 1.02M (1.32%) 54.30K
Increased by +5.32%
Jun 30, 26
6 Vanguard Institutional Extnd Mkt Idx Tr 929.27K (1.20%) 41.53K
Increased by +4.47%
Jun 30, 26
7 State Street SPDR Port S&P 600 Sm CpETF 744.37K (0.96%) -512.00
Decreased by -0.07%
Jun 30, 26
8 iShares S&P Small-Cap 600 Growth ETF 730.56K (0.94%) 2.38K
Increased by +0.33%
Jun 30, 26
9 Vanguard Tax-Managed Small Cap Adm 487.62K (0.63%) 0.00
Increased by 0.00%
Jun 30, 26
10 iShares Russell 2000 ETF 487.22K (0.63%) 2.90K
Increased by +0.60%
Jun 30, 26
11 State Street® SPDR® S&P 600™ Sm Cp GrETF 461.64K (0.59%) -2.19K
Decreased by -0.48%
Jun 30, 26
12 iShares Expanded Tech-Software Sect ETF 410.54K (0.53%) -3.31K
Decreased by -0.81%
Jun 30, 26
13 Fidelity Extended Market Index 406.05K (0.52%) -15.26K
Decreased by -3.76%
May 31, 26
14 Schwab US Small-Cap ETF™ 384.45K (0.50%) -168.00
Decreased by -0.04%
Jun 30, 26
15 Principal SmallCap S&P 600 Idx SP 319.22K (0.41%) 3.72K
Increased by +1.17%
May 31, 26
16 Vanguard S&P Small-Cap 600 ETF 283.35K (0.36%) 12.34K
Increased by +4.35%
Jun 30, 26
17 Blackrock Extended Mkt Fund CF 206.49K (0.27%) 0.00
Increased by 0.00%
May 31, 26
18 Fidelity Small Cap Index 205.32K (0.26%) 1.59K
Increased by +0.77%
Apr 30, 26
19 Fidelity MSCI Information Tech ETF 204.45K (0.26%) 0.00
Increased by 0.00%
Jun 30, 26
20 Extended Equity Market Fund B 200.65K (0.26%) 8.94K
Increased by +4.45%
Dec 31, 25