Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FLFR 10.23%
2 KLXY 8.79%
3 LUXX 7.17%
4 EWQ 6.56%
5 LUX 4.95%
6 JRNY 4.63%
7 XEML 4.39%
8 FINE 4.27%
9 HEDJ 4.19%
10 FLEH 4.00%
11 JOYY 3.95%
12 EUDG 3.53%
13 IHDG 3.52%
14 IQDG 3.50%
15 PIEL 3.44%
16 MCSE 3.40%
17 DNL 3.18%
18 AGQI 3.17%
19 BOUT 3.01%
20 BKCI 2.96%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 8.80M (11.96%) -7.70K
Decreased by -0.09%
Mar 31, 26
2 Vanguard Group Inc 8.51M (11.56%) -223.42K
Decreased by -2.63%
Dec 31, 25
3 Kayne Anderson Rudnick Investment Management LLC 5.78M (7.85%) -255.98K
Decreased by -4.43%
Mar 31, 26
4 Vanguard Portfolio Management, LLC 4.63M (6.29%) 4.63M
Increased by +100.00%
Mar 31, 26
5 Wasatch Advisors LP 3.74M (5.09%) 310.00K
Increased by +8.28%
Mar 31, 26
6 Vanguard Capital Management, LLC 3.32M (4.50%) 3.32M
Increased by +100.00%
Mar 31, 26
7 Wasatch Advisors Inc. 3.26M (4.43%) -192.33K
Decreased by -5.90%
Dec 31, 23
8 State Street Corp 2.92M (3.97%) 64.75K
Increased by +2.22%
Mar 31, 26
9 London Company of Virginia 2.90M (3.95%) -158.03K
Decreased by -5.44%
Mar 31, 26
10 Charles Schwab Investment Management Inc 2.70M (3.67%) -491.30K
Decreased by -18.17%
Mar 31, 26
11 State Street Corporation 2.62M (3.57%) 63.11K
Increased by +2.41%
Mar 31, 24
12 Geode Capital Management, LLC 2.17M (2.95%) 83.67K
Increased by +3.86%
Mar 31, 26
13 Ameriprise Financial Inc 2.15M (2.92%) -530.98K
Decreased by -24.73%
Mar 31, 26
14 Goldman Sachs Group Inc 1.91M (2.60%) -443.60K
Decreased by -23.19%
Jun 30, 25
15 HighTower Advisors, LLC 1.79M (2.43%) 399.65K
Increased by +22.38%
Mar 31, 26
16 Madison Asset Management, LLC 1.77M (2.41%) 555.56K
Increased by +31.32%
Mar 31, 26
17 The Goldman Sachs Group Inc 1.76M (2.38%) -121.56K
Decreased by -6.93%
Mar 31, 26
18 Timucuan Asset Management Inc/FL 1.51M (2.06%) 108.91K
Increased by +7.19%
Mar 31, 26
19 AllianceBernstein L.P. 1.42M (1.93%) -243.51K
Decreased by -17.13%
Jun 30, 24
20 Natixis Advisors, LLC. 1.35M (1.84%) 332.76K
Increased by +24.60%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 4.48M (6.09%) 0.00
Increased by 0.00%
May 29, 26
2 Vanguard Total Stock Mkt Idx Inv 2.36M (3.21%) 5.95K
Increased by +0.25%
Apr 30, 26
3 Vanguard US Total Market Shares ETF 2.25M (3.06%) 2.01K
Increased by +0.09%
Sep 30, 24
4 Touchstone Mid Cap Y 2.07M (2.82%) -234.65K
Decreased by -11.31%
Mar 31, 26
5 Schwab US Dividend Equity ETF™ 1.77M (2.40%) 3.42K
Increased by +0.19%
May 30, 26
6 Vanguard Small Cap Index 1.69M (2.30%) -5.57K
Decreased by -0.33%
Apr 30, 26
7 iShares Russell 2000 ETF 1.47M (2.00%) 0.00
Increased by 0.00%
May 29, 26
8 Wasatch Core Growth 1.18M (1.60%) -66.84K
Decreased by -5.66%
Mar 31, 26
9 Virtus KAR Small-Cap Core I 1.00M (1.36%) -59.00K
Decreased by -5.88%
Mar 31, 26
10 Nomura Small Cap Core I 958.02K (1.30%) 0.00
Increased by 0.00%
Apr 30, 26
11 Nomura US Small Cap Core Equity 958.02K (1.30%) 958.02K
Increased by +100.00%
Mar 31, 26
12 Vanguard Small Cap Growth Index Inv 949.25K (1.29%) -1.18K
Decreased by -0.12%
Apr 30, 26
13 Madison Mid Cap Y 852.59K (1.16%) 0.00
Increased by 0.00%
Apr 30, 26
14 Vanguard Institutional Extnd Mkt Idx Tr 835.08K (1.13%) 7.71K
Increased by +0.92%
Apr 30, 26
15 Fidelity Small Cap Index 729.62K (0.99%) 1.48K
Increased by +0.20%
Mar 31, 26
16 American Funds SMALLCAP World A 719.00K (0.98%) 0.00
Increased by 0.00%
Mar 31, 26
17 State Street SPDR Port S&P 600 Sm CpETF 680.06K (0.92%) 0.00
Increased by 0.00%
May 29, 26
18 Columbia Small Cap Growth 664.08K (0.90%) 95.70K
Increased by +14.41%
Mar 31, 26
19 Columbia Small Cap Growth Inst 664.08K (0.90%) -16.50K
Decreased by -2.48%
Mar 31, 26
20 SPDR® Portfolio S&P 600™ Sm Cap ETF 656.04K (0.89%) 7.85K
Increased by +1.20%
Aug 29, 25