Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KEAT 4.43%
2 PSCE 4.29%
3 XES 4.21%
4 ROKT 3.33%
5 OIH 2.90%
6 PXJ 2.89%
7 IEZ 2.34%
8 IOIL 1.74%
9 FITE 1.60%
10 PXI 1.55%
11 GGTL 1.54%
12 GAST 1.54%
13 ROBT 1.47%
14 GRPZ 1.37%
15 SAWS 1.30%
16 FSGS 1.03%
17 RNSC 1.03%
18 XSHQ 0.92%
19 TSNF 0.88%
20 JSML 0.79%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 16.35M (16.66%) 345.49K
Increased by +2.11%
Mar 31, 26
2 Vanguard Group Inc 12.37M (12.60%) 187.71K
Increased by +1.52%
Dec 31, 25
3 Vanguard Portfolio Management, LLC 7.58M (7.72%) 7.58M
Increased by +100.00%
Mar 31, 26
4 Brown Advisory Holdings Inc 5.79M (5.90%) -1.64M
Decreased by -28.30%
Mar 31, 26
5 State Street Corp 5.03M (5.13%) 386.94K
Increased by +7.69%
Mar 31, 26
6 State Street Corporation 4.86M (4.96%) -178.47K
Decreased by -3.67%
Mar 31, 24
7 Vanguard Capital Management, LLC 4.48M (4.56%) 4.48M
Increased by +100.00%
Mar 31, 26
8 American Century Companies Inc 3.77M (3.84%) 158.58K
Increased by +4.21%
Mar 31, 26
9 Earnest Partners LLC 3.68M (3.75%) -107.29K
Decreased by -2.91%
Mar 31, 26
10 Dimensional Fund Advisors, Inc. 3.46M (3.53%) -15.32K
Decreased by -0.44%
Mar 31, 26
11 Morgan Stanley Institutional Investment Advisors LLC 3.45M (3.52%) -494.02K
Decreased by -14.31%
Mar 31, 26
12 Neuberger Berman Group LLC 3.22M (3.28%) -116.86K
Decreased by -3.63%
Mar 31, 26
13 Geode Capital Management, LLC 2.38M (2.42%) 71.72K
Increased by +3.02%
Mar 31, 26
14 Van Eck Associates Corporation 2.06M (2.10%) 561.43K
Increased by +27.23%
Mar 31, 26
15 Bank of New York Mellon Corp 2.05M (2.09%) -139.77K
Decreased by -6.81%
Dec 31, 24
16 Greenhouse Funds LLLP 2.03M (2.07%) -435.77K
Decreased by -21.44%
Mar 31, 26
17 Congress Asset Management Company, LLP 1.79M (1.82%) 54.24K
Increased by +3.03%
Mar 31, 25
18 Loomis, Sayles & Company LP 1.70M (1.73%) -131.15K
Decreased by -7.71%
Mar 31, 26
19 New York State Common Retirement Fund 1.64M (1.67%) -300.90K
Decreased by -18.36%
Sep 30, 24
20 JPMorgan Chase & Co 1.53M (1.56%) 1.14M
Increased by +74.32%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 6.06M (6.17%) 2.17K
Increased by +0.04%
May 29, 26
2 Avantis US Small Cap Value ETF 3.20M (3.26%) 1.94K
Increased by +0.06%
May 30, 26
3 Vanguard Total Stock Mkt Idx Inv 3.20M (3.26%) 10.86K
Increased by +0.34%
Apr 30, 26
4 Vanguard US Total Market Shares ETF 3.18M (3.24%) 3.78K
Increased by +0.12%
Sep 30, 24
5 iShares Russell 2000 ETF 2.36M (2.41%) 21.79K
Increased by +0.92%
May 29, 26
6 Neuberger Berman Genesis Inv 2.34M (2.39%) -173.55K
Decreased by -7.41%
Jun 30, 25
7 Vanguard Small Cap Index 2.29M (2.33%) -5.72K
Decreased by -0.25%
Apr 30, 26
8 Neuberger Genesis Inv 1.97M (2.01%) -114.35K
Decreased by -5.81%
Mar 31, 26
9 EARNEST Small Cap Value 1.82M (1.85%) 1.82M
Increased by +99.81%
Dec 31, 23
10 VanEck Oil Services ETF 1.75M (1.78%) 15.52K
Increased by +0.89%
May 30, 26
11 Harbor Small Cap Value Instl 1.43M (1.46%) -12.76K
Decreased by -0.89%
Mar 31, 26
12 Vanguard Small Cap Growth Index Inv 1.29M (1.31%) 4.96K
Increased by +0.39%
Apr 30, 26
13 Hennessy Cornerstone Mid Cap 30 Inv 1.28M (1.30%) 158.80K
Increased by +12.45%
Sep 30, 24
14 Small Company Equity - FTWA 1.20M (1.22%) 85.79K
Increased by +7.15%
Sep 30, 25
15 FIAM Small Cap Core Composite 1.14M (1.16%) -14.40K
Decreased by -1.26%
Sep 30, 24
16 Vanguard Institutional Extnd Mkt Idx Tr 1.13M (1.15%) 15.42K
Increased by +1.37%
Apr 30, 26
17 FIAM Small Cap Core CIT Cl B 1.12M (1.14%) -19.50K
Decreased by -1.74%
Oct 31, 24
18 Congress Small Cap Growth Institutional 1.11M (1.14%) 0.00
Increased by 0.00%
Mar 31, 25
19 Franklin Innovation Composite 1.06M (1.08%) 55.85K
Increased by +5.29%
Jun 30, 25
20 Janus Henderson Small Cap Value L 1.02M (1.04%) 0.00
Increased by 0.00%
May 31, 24