Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 HOML 5.37%
2 XHB 3.69%
3 ZIG 2.98%
4 BOUT 2.65%
5 DVLU 2.49%
6 GBLD 2.36%
7 XSMO 2.31%
8 PKB 2.22%
9 ITB 2.08%
10 PSCD 2.08%
11 PEZ 2.07%
12 ACSV 1.97%
13 KOOL 1.96%
14 TSCV 1.69%
15 CLAW 1.68%
16 HOMZ 1.65%
17 GRNR 1.55%
18 GSC 1.54%
19 SMRI 1.50%
20 PZD 1.42%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 11.72M (18.04%) -389.75K
Decreased by -3.32%
Mar 31, 26
2 Vanguard Group Inc 7.70M (11.85%) -155.99K
Decreased by -2.03%
Dec 31, 25
3 Vanguard Portfolio Management, LLC 3.97M (6.10%) 3.97M
Increased by +100.00%
Mar 31, 26
4 FMR Inc 3.59M (5.52%) -161.85K
Decreased by -4.51%
Mar 31, 26
5 State Street Corp 3.45M (5.32%) -74.25K
Decreased by -2.15%
Mar 31, 26
6 Vanguard Capital Management, LLC 2.88M (4.44%) 2.88M
Increased by +100.00%
Mar 31, 26
7 Dimensional Fund Advisors, Inc. 2.88M (4.43%) -23.88K
Decreased by -0.83%
Mar 31, 26
8 Capital World Investors 1.99M (3.06%) 0.00
Increased by 0.00%
Mar 31, 26
9 Geode Capital Management, LLC 1.66M (2.56%) -6.76K
Decreased by -0.41%
Mar 31, 26
10 Goldman Sachs Group Inc 1.58M (2.43%) 517.28K
Increased by +32.82%
Jun 30, 25
11 Greenhaven Associates Inc 1.45M (2.24%) -10.49K
Decreased by -0.72%
Mar 31, 26
12 Two Sigma Investments LLC 1.40M (2.16%) 785.97K
Increased by +56.10%
Mar 31, 26
13 The Goldman Sachs Group Inc 1.40M (2.15%) -204.50K
Decreased by -14.63%
Mar 31, 26
14 State Street Corporation 1.39M (2.14%) 17.16K
Increased by +1.23%
Mar 31, 24
15 Earnest Partners LLC 1.35M (2.07%) -41.62K
Decreased by -3.09%
Mar 31, 26
16 Fisher Asset Management, LLC 1.32M (2.03%) -67.91K
Decreased by -5.15%
Mar 31, 25
17 Bank of America Corp 1.19M (1.83%) 565.70K
Increased by +47.52%
Jun 30, 25
18 Long Pond Capital, LP 1.13M (1.73%) 800.88K
Increased by +71.13%
Mar 31, 25
19 Groupama Asset Management 1.00M (1.54%) 0.00
Increased by 0.00%
Sep 30, 25
20 Charles Schwab Investment Management Inc 982.21K (1.51%) -45.50K
Decreased by -4.63%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Performer (AFRIS) 7.03M (10.82%) 7.03M
Increased by +100.00%
Feb 29, 24
2 iShares Core S&P Small-Cap ETF 4.06M (6.24%) 1.44K
Increased by +0.04%
May 29, 26
3 Vanguard Total Stock Mkt Idx Inv 2.03M (3.12%) 6.89K
Increased by +0.34%
Apr 30, 26
4 American Funds SMALLCAP World A 1.99M (3.06%) 0.00
Increased by 0.00%
Mar 31, 26
5 iShares Russell 2000 ETF 1.61M (2.48%) 14.87K
Increased by +0.92%
May 29, 26
6 Vanguard Small Cap Index 1.46M (2.25%) -4.60K
Decreased by -0.31%
Apr 30, 26
7 Fidelity Low-Priced Stock 1.31M (2.02%) 0.00
Increased by 0.00%
Mar 31, 26
8 Vanguard US Total Market Shares ETF 1.14M (1.76%) 49.29K
Increased by +4.31%
Sep 30, 24
9 Vanguard Small Cap Value Index Inv 939.38K (1.45%) 7.01K
Increased by +0.75%
Apr 30, 26
10 Pacer US Small Cap Cash Cows 100 ETF 914.91K (1.41%) 12.60K
Increased by +1.38%
Jan 31, 24
11 SPDR® S&P Homebuilders ETF 834.49K (1.28%) -2.48K
Decreased by -0.30%
Aug 31, 25
12 State Street® SPDR® S&P® Hmebldr ETF 830.51K (1.28%) 21.66K
Increased by +2.61%
May 31, 26
13 DFA US Small Cap Value I 800.53K (1.23%) 0.00
Increased by 0.00%
Apr 30, 26
14 Vanguard Institutional Extnd Mkt Idx Tr 752.69K (1.16%) 5.82K
Increased by +0.77%
Apr 30, 26
15 iShares US Home Construction ETF 689.62K (1.06%) 0.00
Increased by 0.00%
May 29, 26
16 Vanguard Explorer Inv 677.62K (1.04%) -436.96K
Decreased by -64.48%
Mar 31, 26
17 Fidelity Small Cap Index 663.81K (1.02%) -19.87K
Decreased by -2.99%
Mar 31, 26
18 Fuller & Thaler Behavioral Sm-Cp Eq R6 652.16K (1.00%) 61.90K
Increased by +9.49%
Sep 30, 23
19 Fuller & Thaler Behavioral Small-Cap Eq 652.16K (1.00%) 0.00
Increased by 0.00%
Nov 30, 23
20 iShares S&P Small-Cap 600 Value ETF 639.57K (0.98%) 0.00
Increased by 0.00%
May 29, 26