Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CAFG 2.02%
2 XHS 1.92%
3 ASCE 1.73%
4 RZV 1.42%
5 BSMC 1.41%
6 RSMC 1.38%
7 DEEP 1.29%
8 DVP 1.29%
9 ECML 1.25%
10 SIXS 1.21%
11 ROSC 0.96%
12 PSCH 0.96%
13 FDLS 0.95%
14 VAMO 0.94%
15 DSMC 0.79%
16 RZG 0.65%
17 XSHQ 0.62%
18 EHLS 0.56%
19 HAPS 0.53%
20 SQLV 0.53%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 13.56M (17.16%) -287.01K
Decreased by -2.12%
Dec 31, 25
2 Vanguard Group Inc 10.72M (13.57%) -168.62K
Decreased by -1.57%
Dec 31, 25
3 Lazard Asset Management LLC 8.23M (10.42%) 45.70K
Increased by +0.56%
Sep 30, 23
4 Earnest Partners LLC 4.79M (6.06%) -27.09K
Decreased by -0.57%
Mar 31, 24
5 Dimensional Fund Advisors, Inc. 3.86M (4.88%) 287.70K
Increased by +7.46%
Mar 31, 26
6 Victory Capital Management Inc. 3.82M (4.83%) -307.93K
Decreased by -8.06%
Dec 31, 25
7 American Century Companies Inc 3.70M (4.68%) 1.02M
Increased by +27.45%
Dec 31, 25
8 State Street Corporation 3.38M (4.28%) 14.45K
Increased by +0.43%
Mar 31, 24
9 State Street Corp 3.31M (4.19%) -218.55K
Decreased by -6.60%
Dec 31, 25
10 Rubric Capital Management LP 3.13M (3.96%) -15.14K
Decreased by -0.48%
Mar 31, 25
11 FMR Inc 2.43M (3.07%) 224.25K
Increased by +9.23%
Dec 31, 25
12 Geode Capital Management, LLC 2.18M (2.76%) 14.42K
Increased by +0.66%
Dec 31, 25
13 Wasatch Advisors LP 2.05M (2.59%) 2.05M
Increased by +100.00%
Mar 31, 26
14 D. E. Shaw & Co LP 1.85M (2.34%) -169.12K
Decreased by -9.13%
Dec 31, 25
15 JPMorgan Chase & Co 1.65M (2.09%) 967.65K
Increased by +58.50%
Sep 30, 25
16 Charles Schwab Investment Management Inc 1.55M (1.96%) 105.34K
Increased by +6.79%
Dec 31, 25
17 Renaissance Technologies Corp 1.53M (1.94%) 174.60K
Increased by +11.39%
Mar 31, 26
18 Morgan Stanley - Brokerage Accounts 1.30M (1.65%) 24.66K
Increased by +1.89%
Dec 31, 25
19 Segall Bryant & Hamill 1.24M (1.57%) -74.29K
Decreased by -5.97%
Sep 30, 24
20 Fuller & Thaler Asset Management Inc 1.23M (1.56%) -1.23M
Decreased by -100.01%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 5.13M (6.49%) 1.19K
Increased by +0.02%
Apr 30, 26
2 Victory Small Cap Value CIT (Net 75) 2.72M (3.44%) 2.64M
Increased by +97.19%
Dec 31, 25
3 Victory Sycamore Small Company Opp R 2.63M (3.33%) -90.00K
Decreased by -3.42%
Mar 31, 26
4 Vanguard Total Stock Mkt Idx Inv 2.63M (3.33%) -134.54K
Decreased by -5.12%
Mar 31, 26
5 Vanguard US Total Market Shares ETF 2.62M (3.32%) 0.00
Increased by 0.00%
Sep 30, 24
6 EARNEST Small Cap Value 2.46M (3.11%) 2.45M
Increased by +99.85%
Dec 31, 23
7 Lazard Global Eq Franchise A Acc USD 2.41M (3.04%) 0.00
Increased by 0.00%
Oct 31, 23
8 iShares Russell 2000 ETF 2.02M (2.56%) 17.01K
Increased by +0.84%
Apr 30, 26
9 Vanguard Small Cap Index 1.91M (2.42%) -35.69K
Decreased by -1.87%
Mar 31, 26
10 Harbor Small Cap Value Instl 1.91M (2.42%) -19.75K
Decreased by -1.03%
Mar 31, 24
11 Fidelity Small Cap Value Fund 1.65M (2.08%) 0.00
Increased by 0.00%
Feb 28, 26
12 BlackRock Global Equity Mkt Netrl Instl 1.58M (2.00%) 513.70K
Increased by +32.49%
Jul 31, 25
13 AB Discovery Value Advisor 1.33M (1.68%) 0.00
Increased by 0.00%
Apr 30, 25
14 American Century Small Cap Value Inv 1.25M (1.57%) 35.00K
Increased by +2.81%
Mar 31, 26
15 American Century U.S. Small Cap Value 1.25M (1.57%) 35.00K
Increased by +2.81%
Mar 31, 26
16 Vanguard Small Cap Value Index Inv 1.22M (1.54%) -33.00K
Decreased by -2.71%
Mar 31, 26
17 American Century Small Cap Growth Inv 1.19M (1.50%) -23.70K
Decreased by -2.00%
Mar 31, 26
18 American Century U.S. Small Cap Growth 1.19M (1.50%) -23.70K
Decreased by -2.00%
Mar 31, 26
19 FullerThaler Beh Small-Cap Equity SMA 1.18M (1.49%) 48.50K
Increased by +4.12%
Dec 31, 25
20 FullerThaler Behavioral Sm-Cp Eq R6 1.18M (1.49%) 1.18M
Increased by +100.00%
Dec 31, 25