Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOUT 6.35%
2 TPMN 4.39%
3 ZIG 3.48%
4 NDIV 3.31%
5 TMFS 2.83%
6 PSCE 2.30%
7 PXE 1.96%
8 PXI 1.95%
9 NSCS 1.83%
10 XOP 1.78%
11 WBIY 1.69%
12 GUSH 1.33%
13 ACSV 1.32%
14 XSHD 1.29%
15 VRAI 1.26%
16 FCG 1.26%
17 DGRS 1.15%
18 AFSC 1.05%
19 OSCV 1.03%
20 FGD 1.02%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 15.72M (15.38%) 1.15M
Increased by +7.31%
Mar 31, 26
2 Vanguard Group Inc 10.87M (10.64%) 141.50K
Increased by +1.30%
Dec 31, 25
3 American Century Companies Inc 7.97M (7.80%) -425.77K
Decreased by -5.34%
Mar 31, 26
4 Vanguard Portfolio Management, LLC 6.58M (6.44%) 6.58M
Increased by +100.00%
Mar 31, 26
5 State Street Corp 6.54M (6.40%) 1.36M
Increased by +20.74%
Mar 31, 26
6 FMR Inc 6.39M (6.25%) -164.23K
Decreased by -2.57%
Mar 31, 26
7 Amvescap Plc. 5.51M (5.39%) 1.15M
Increased by +20.89%
Mar 31, 26
8 State Street Corporation 5.51M (5.39%) 140.94K
Increased by +2.56%
Mar 31, 24
9 Vanguard Capital Management, LLC 4.50M (4.41%) 4.50M
Increased by +100.00%
Mar 31, 26
10 Dimensional Fund Advisors, Inc. 4.15M (4.06%) -97.08K
Decreased by -2.34%
Mar 31, 26
11 AllianceBernstein L.P. 3.43M (3.36%) -104.52K
Decreased by -3.04%
Mar 31, 26
12 UBS Group AG 2.61M (2.56%) 269.93K
Increased by +10.32%
Mar 31, 26
13 Geode Capital Management, LLC 2.44M (2.39%) 145.17K
Increased by +5.94%
Mar 31, 26
14 Morgan Stanley - Brokerage Accounts 2.40M (2.35%) 135.10K
Increased by +5.63%
Mar 31, 26
15 Capital World Investors 2.00M (1.96%) 0.00
Increased by 0.00%
Sep 30, 23
16 Copeland Capital Management, LLC 1.88M (1.84%) -167.21K
Decreased by -8.91%
Jun 30, 25
17 Adage Capital Partners Gp LLC 1.87M (1.83%) -425.00K
Decreased by -22.76%
Jun 30, 24
18 Westfield Capital Management Company, L.P. 1.74M (1.70%) 103.37K
Increased by +5.94%
Jun 30, 25
19 Nuveen, LLC 1.73M (1.70%) 417.14K
Increased by +24.05%
Mar 31, 26
20 Charles Schwab Investment Management Inc 1.68M (1.65%) 231.75K
Increased by +13.78%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 6.32M (6.19%) 2.37K
Increased by +0.04%
May 29, 26
2 Avantis US Small Cap Value ETF 3.36M (3.29%) 0.00
Increased by 0.00%
May 30, 26
3 Vanguard Total Stock Mkt Idx Inv 3.18M (3.11%) 11.15K
Increased by +0.35%
Apr 30, 26
4 Vanguard US Total Market Shares ETF 3.00M (2.94%) 146.65K
Increased by +4.89%
Sep 30, 24
5 SttStrtSPDRS&POil&GasExplor&ProdtnETF 2.93M (2.87%) 0.00
Increased by 0.00%
May 31, 26
6 iShares Russell 2000 ETF 2.31M (2.26%) 21.37K
Increased by +0.92%
May 29, 26
7 Vanguard Small Cap Index 2.29M (2.24%) -4.18K
Decreased by -0.18%
Apr 30, 26
8 Fidelity Low-Priced Stock 2.09M (2.05%) -176.40K
Decreased by -8.42%
Mar 31, 26
9 American Century Small Cap Value Inv 2.09M (2.04%) -560.00K
Decreased by -26.79%
Mar 31, 26
10 American Century U.S. Small Cap Value 2.09M (2.04%) -560.00K
Decreased by -26.79%
Mar 31, 26
11 American Funds SMALLCAP World A 2.00M (1.96%) 0.00
Increased by 0.00%
Sep 30, 23
12 Invesco Small Cap Value A 1.72M (1.68%) 0.00
Increased by 0.00%
Apr 30, 26
13 Fidelity® Series Small Cap Opps 1.48M (1.45%) 0.00
Increased by 0.00%
Oct 31, 23
14 Vanguard Small Cap Value Index Inv 1.47M (1.44%) 11.80K
Increased by +0.80%
Apr 30, 26
15 Fidelity® Low-Priced Stock 1.32M (1.29%) 922.05K
Increased by +69.88%
Oct 31, 23
16 Invesco Main Street Small Cap R6 1.30M (1.27%) 3.06K
Increased by +0.23%
Apr 30, 26
17 Invesco Small Cap Core 1.30M (1.27%) -45.05K
Decreased by -3.47%
Mar 31, 26
18 Vanguard Small Cap Growth Index Inv 1.29M (1.26%) -887.00
Decreased by -0.07%
Jul 31, 25
19 Fidelity® Small Cap Growth 1.20M (1.17%) -1.45K
Decreased by -0.12%
Oct 31, 23
20 Vanguard Institutional Extnd Mkt Idx Tr 1.18M (1.15%) 13.53K
Increased by +1.15%
Apr 30, 26