Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ABLS 2.72%
2 XHS 2.03%
3 CAFG 2.02%
4 ASCE 1.86%
5 BSMC 1.52%
6 RSMC 1.50%
7 RZV 1.42%
8 ECML 1.36%
9 SIXS 1.32%
10 DEEP 1.29%
11 DVP 1.29%
12 ROSC 1.05%
13 PSCH 1.01%
14 FDLS 0.95%
15 VAMO 0.91%
16 DSMC 0.79%
17 RZG 0.65%
18 XSHQ 0.62%
19 EHLS 0.56%
20 HAPS 0.53%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 13.57M (17.21%) 12.10K
Increased by +0.09%
Mar 31, 26
2 Vanguard Group Inc 10.72M (13.60%) -168.62K
Decreased by -1.57%
Dec 31, 25
3 Lazard Asset Management LLC 8.23M (10.44%) 45.70K
Increased by +0.56%
Sep 30, 23
4 Vanguard Portfolio Management, LLC 6.15M (7.80%) 6.15M
Increased by +100.00%
Mar 31, 26
5 Earnest Partners LLC 4.79M (6.07%) -27.09K
Decreased by -0.57%
Mar 31, 24
6 American Century Companies Inc 3.93M (4.98%) 227.23K
Increased by +5.79%
Mar 31, 26
7 Dimensional Fund Advisors, Inc. 3.86M (4.89%) 287.70K
Increased by +7.46%
Mar 31, 26
8 Victory Capital Management Inc. 3.84M (4.87%) 23.65K
Increased by +0.62%
Mar 31, 26
9 Vanguard Capital Management, LLC 3.66M (4.64%) 3.66M
Increased by +100.00%
Mar 31, 26
10 State Street Corporation 3.38M (4.29%) 14.45K
Increased by +0.43%
Mar 31, 24
11 State Street Corp 3.38M (4.28%) 66.35K
Increased by +1.96%
Mar 31, 26
12 Rubric Capital Management LP 3.13M (3.97%) -15.14K
Decreased by -0.48%
Mar 31, 25
13 FMR Inc 2.27M (2.88%) -161.35K
Decreased by -7.12%
Mar 31, 26
14 Geode Capital Management, LLC 2.19M (2.77%) 6.25K
Increased by +0.29%
Mar 31, 26
15 Wasatch Advisors LP 2.05M (2.60%) 2.05M
Increased by +100.00%
Mar 31, 26
16 D. E. Shaw & Co LP 1.71M (2.17%) -143.79K
Decreased by -8.42%
Mar 31, 26
17 JPMorgan Chase & Co 1.65M (2.10%) 967.65K
Increased by +58.50%
Sep 30, 25
18 Renaissance Technologies Corp 1.53M (1.94%) 174.60K
Increased by +11.39%
Mar 31, 26
19 Charles Schwab Investment Management Inc 1.44M (1.83%) -109.19K
Decreased by -7.57%
Mar 31, 26
20 Morgan Stanley - Brokerage Accounts 1.25M (1.59%) -53.45K
Decreased by -4.27%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 5.10M (6.47%) 1.97K
Increased by +0.04%
May 29, 26
2 Victory Small Cap Value CIT (Net 75) 2.72M (3.45%) 2.64M
Increased by +97.19%
Dec 31, 25
3 Vanguard Total Stock Mkt Idx Inv 2.64M (3.35%) 9.59K
Increased by +0.36%
Apr 30, 26
4 Victory Sycamore Small Company Opp R 2.63M (3.33%) -90.00K
Decreased by -3.42%
Mar 31, 26
5 Vanguard US Total Market Shares ETF 2.62M (3.33%) 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 (3.05%) 0.00
Increased by 0.00%
Oct 31, 23
8 iShares Russell 2000 ETF 2.04M (2.59%) 18.82K
Increased by +0.92%
May 29, 26
9 Vanguard Small Cap Index 1.91M (2.42%) -1.07K
Decreased by -0.06%
Apr 30, 26
10 Harbor Small Cap Value Instl 1.91M (2.42%) -19.75K
Decreased by -1.03%
Mar 31, 24
11 BlackRock Global Equity Mkt Netrl Instl 1.58M (2.00%) 513.70K
Increased by +32.49%
Jul 31, 25
12 Fidelity Small Cap Value Fund 1.41M (1.79%) -234.70K
Decreased by -16.63%
Mar 31, 26
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 (1.58%) 35.00K
Increased by +2.81%
Mar 31, 26
15 American Century U.S. Small Cap Value 1.25M (1.58%) 35.00K
Increased by +2.81%
Mar 31, 26
16 Vanguard Small Cap Value Index Inv 1.22M (1.55%) 1.87K
Increased by +0.15%
Apr 30, 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%) 0.00
Increased by 0.00%
Apr 30, 26