Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SCDV 5.53%
2 ALIL 4.58%
3 AFSC 2.76%
4 BCSM 2.46%
5 PSCI 2.38%
6 NSCS 1.63%
7 PRN 1.42%
8 JPSV 1.30%
9 SMDV 1.27%
10 CAFG 1.23%
11 SAWS 1.20%
12 PXSG 1.17%
13 XSMO 1.17%
14 SMCP 1.07%
15 SLYG 0.81%
16 ACSV 0.77%
17 VIOG 0.70%
18 ESIX 0.55%
19 DGRS 0.54%
20 QVMS 0.45%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.15M (15.04%) 25.76K
Increased by +0.82%
Mar 31, 26
2 Vanguard Group Inc 2.26M (10.79%) -32.22K
Decreased by -1.43%
Dec 31, 25
3 Vanguard Portfolio Management, LLC 1.33M (6.35%) 1.33M
Increased by +100.00%
Mar 31, 26
4 FMR Inc 1.14M (5.47%) -148.27K
Decreased by -12.95%
Mar 31, 26
5 Vanguard Capital Management, LLC 945.02K (4.51%) 945.02K
Increased by +100.00%
Mar 31, 26
6 Wasatch Advisors LP 909.88K (4.35%) -194.41K
Decreased by -21.37%
Mar 31, 26
7 Amvescap Plc. 848.59K (4.05%) -37.45K
Decreased by -4.41%
Mar 31, 26
8 State Street Corp 812.02K (3.88%) 24.88K
Increased by +3.06%
Mar 31, 26
9 State Street Corporation 801.95K (3.83%) 10.63K
Increased by +1.33%
Mar 31, 24
10 Dimensional Fund Advisors, Inc. 755.66K (3.61%) -137.22K
Decreased by -18.16%
Mar 31, 26
11 T. Rowe Price Investment Management,Inc. 641.09K (3.06%) -157.35K
Decreased by -24.55%
Mar 31, 26
12 Capital Research & Mgmt Co - Division 3 604.28K (2.89%) -42.00K
Decreased by -6.95%
Mar 31, 26
13 Capital World Investors 564.05K (2.69%) -191.27K
Decreased by -33.91%
Mar 31, 26
14 Geode Capital Management, LLC 526.53K (2.51%) -361.00
Decreased by -0.07%
Mar 31, 26
15 T. Rowe Price Associates, Inc. 447.71K (2.14%) 96.76K
Increased by +21.61%
Mar 31, 26
16 Brown Advisory Holdings Inc 399.82K (1.91%) -113.64K
Decreased by -28.42%
Mar 31, 26
17 Congress Asset Management Company, LLP 398.43K (1.90%) 22.16K
Increased by +5.56%
Mar 31, 26
18 BAMCO Inc 391.73K (1.87%) 92.88K
Increased by +23.71%
Mar 31, 26
19 AllianceBernstein L.P. 309.15K (1.48%) -48.46K
Decreased by -15.67%
Mar 31, 26
20 Gamco Investors, Inc. Et Al 307.28K (1.47%) -24.75K
Decreased by -8.05%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.28M (6.10%) 445.00
Increased by +0.03%
May 29, 26
2 American Funds SMALLCAP World A 1.25M (5.99%) -147.56K
Decreased by -11.77%
Mar 31, 26
3 Vanguard Total Stock Mkt Idx Inv 673.47K (3.22%) 1.97K
Increased by +0.29%
Apr 30, 26
4 Vanguard US Total Market Shares ETF 660.88K (3.16%) 682.00
Increased by +0.10%
Sep 30, 24
5 iShares Russell 2000 ETF 505.96K (2.42%) 4.68K
Increased by +0.92%
May 29, 26
6 Vanguard Small Cap Index 489.54K (2.34%) -1.08K
Decreased by -0.22%
Apr 30, 26
7 Fidelity® Low-Priced Stock 373.51K (1.78%) -389.00
Decreased by -0.10%
Oct 31, 23
8 Neuberger Berman Genesis Inv 333.41K (1.59%) -12.77K
Decreased by -3.83%
Jun 30, 25
9 Fidelity Low-Priced Stock 331.25K (1.58%) -18.80K
Decreased by -5.68%
Mar 31, 26
10 Wasatch Core Growth 314.54K (1.50%) -108.84K
Decreased by -34.60%
Mar 31, 26
11 Vanguard Small Cap Value Index Inv 314.40K (1.50%) 2.22K
Increased by +0.71%
Apr 30, 26
12 Fidelity Small Cap Value Fund 300.09K (1.43%) 30.00K
Increased by +10.00%
Mar 31, 26
13 Fidelity® Small Cap Value 267.00K (1.28%) 0.00
Increased by 0.00%
Oct 31, 23
14 Vanguard Institutional Extnd Mkt Idx Tr 237.98K (1.14%) 2.63K
Increased by +1.11%
Apr 30, 26
15 Harvey Partners Small-Cap Opportunity 231.94K (1.11%) 3.52K
Increased by +1.52%
Mar 31, 26
16 US Small-Cap Growth II Equity Comp 224.82K (1.07%) 22.19K
Increased by +9.87%
Mar 31, 26
17 T. Rowe Price New Horizons 224.72K (1.07%) -101.00
Decreased by -0.04%
Apr 30, 26
18 Jennison SMid Cap Core Equity 213.62K (1.02%) 1.50K
Increased by +0.70%
Mar 31, 24
19 PGIM Jennison Small Company A 213.62K (1.02%) 0.00
Increased by 0.00%
Mar 31, 24
20 T. Rowe Price Small-Cap Stock 209.38K (1.00%) -169.00
Decreased by -0.08%
Jul 31, 25