Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCM 6.63%
2 AFSC 3.32%
3 UFOD 2.87%
4 XME 2.67%
5 SGRW 2.28%
6 PYZ 1.86%
7 SMDV 1.59%
8 BUYO 1.43%
9 OSCV 1.37%
10 XSMO 0.94%
11 PXSG 0.94%
12 ACSG 0.68%
13 RZG 0.54%
14 JPSE 0.47%
15 SMDX 0.46%
16 AVSC 0.41%
17 ESIX 0.38%
18 IRBO 0.37%
19 SLYV 0.36%
20 PAVE 0.35%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.37M (16.40%) 68.31K
Increased by +2.03%
 Mar 31, 26
2 Vanguard Group Inc 2.34M (11.41%) -11.88K
Decreased by -0.51%
 Dec 31, 25
3 Vanguard Portfolio Management, LLC 1.35M (6.57%) 1.35M
Increased by +100.00%
 Mar 31, 26
4 State Street Corp 1.33M (6.46%) 118.57K
Increased by +8.93%
 Mar 31, 26
5 State Street Corporation 963.47K (4.69%) -30.19K
Decreased by -3.13%
 Mar 31, 24
6 Vanguard Capital Management, LLC 927.86K (4.52%) 927.86K
Increased by +100.00%
 Mar 31, 26
7 Dimensional Fund Advisors, Inc. 885.17K (4.31%) -105.53K
Decreased by -11.92%
 Mar 31, 26
8 American Century Companies Inc 882.68K (4.30%) 361.31K
Increased by +40.93%
 Mar 31, 26
9 Capital Research Global Investors 789.87K (3.84%) -1.10M
Decreased by -139.78%
 Mar 31, 26
10 Vaughan Nelson Scarbrgh & Mccullough LP 673.01K (3.28%) 47.24K
Increased by +7.02%
 Mar 31, 25
11 Barrow Hanley Mewhinney & Strauss LLC 529.84K (2.58%) -33.53K
Decreased by -6.33%
 Mar 31, 26
12 Geode Capital Management, LLC 503.97K (2.45%) 14.43K
Increased by +2.86%
 Mar 31, 26
13 ACK Asset Management LLC 474.80K (2.31%) 0.00
Increased by 0.00%
 Mar 31, 26
14 Fisher Asset Management, LLC 442.00K (2.15%) 301.74K
Increased by +68.27%
 Mar 31, 26
15 Morgan Stanley - Brokerage Accounts 424.48K (2.07%) -5.00K
Decreased by -1.18%
 Mar 31, 26
16 Capital World Investors 415.00K (2.02%) 415.00K
Increased by +100.00%
 Mar 31, 26
17 Segall Bryant & Hamill 334.34K (1.63%) -26.16K
Decreased by -7.82%
 Mar 31, 26
18 Trigran Investments Inc 333.99K (1.63%) -124.09K
Decreased by -37.15%
 Mar 31, 26
19 Amundi 312.10K (1.52%) -47.38K
Decreased by -15.18%
 Sep 30, 23
20 Harvey Partners LLC 293.12K (1.43%) -26.38K
Decreased by -9.00%
 Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.26M (6.12%) 445.00
Increased by +0.04%
 May 29, 26
2 American Funds SMALLCAP World A 1.05M (5.12%) -605.00K
Decreased by -57.56%
 Mar 31, 26
3 Vanguard Total Stock Mkt Idx Inv 662.07K (3.22%) 2.06K
Increased by +0.31%
 Apr 30, 26
4 Vanguard US Total Market Shares ETF 651.62K (3.17%) 817.00
Increased by +0.13%
 Sep 30, 24
5 Stt Strt®SPDR®S&P®Mtls &MngETF 540.86K (2.63%) 0.00
Increased by 0.00%
 May 31, 26
6 iShares Russell 2000 ETF 495.62K (2.41%) 4.58K
Increased by +0.92%
 May 29, 26
7 SPDR® S&P Metals and Mining ETF 489.91K (2.38%) -1.76K
Decreased by -0.36%
 Aug 31, 25
8 Vanguard Small Cap Index 477.77K (2.33%) -977.00
Decreased by -0.20%
 Apr 30, 26
9 Avantis US Small Cap Value ETF 364.64K (1.77%) 0.00
Increased by 0.00%
 May 30, 26
10 Vanguard Small Cap Value Index Inv 306.72K (1.49%) 2.06K
Increased by +0.67%
 Apr 30, 26
11 Harvey Partners Small-Cap Opportunity 268.52K (1.31%) -23.53K
Decreased by -8.76%
 Mar 31, 26
12 Global X US Infrastructure Dev ETF 250.57K (1.22%) -350.00
Decreased by -0.14%
 May 29, 26
13 American Century Small Cap Growth Inv 242.79K (1.18%) 242.79K
Increased by +100.00%
 Mar 31, 26
14 American Century U.S. Small Cap Growth 242.79K (1.18%) 242.79K
Increased by +100.00%
 Mar 31, 26
15 Natixis Vaughan Nelson Small Cap A 242.51K (1.18%) 15.09K
Increased by +6.22%
 Apr 30, 25
16 Vanguard Institutional Extnd Mkt Idx Tr 234.19K (1.14%) 2.73K
Increased by +1.17%
 Apr 30, 26
17 Natixis Vaughan Nelson Small Cap Value A 210.48K (1.02%) -2.17K
Decreased by -1.03%
 Feb 28, 25
18 iShares S&P Small-Cap 600 Growth ETF 203.16K (0.99%) 0.00
Increased by 0.00%
 Nov 30, 24
19 Fidelity Small Cap Index 202.74K (0.99%) 323.00
Increased by +0.16%
 Mar 31, 26
20 iShares S&P Small-Cap 600 Value ETF 194.00K (0.94%) 0.00
Increased by 0.00%
 Aug 31, 25