Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCU 3.69%
2 SCAP 3.06%
3 BOON 2.05%
4 PUI 2.00%
5 RNWZ 1.86%
6 CSB 1.42%
7 IVSS 1.26%
8 FSCS 1.02%
9 GRPZ 1.01%
10 SMDV 1.00%
11 SMCP 0.98%
12 XSMO 0.96%
13 XSHQ 0.93%
14 RNMC 0.90%
15 XSLV 0.87%
16 XSHD 0.81%
17 FNK 0.73%
18 SDVY 0.63%
19 SDVD 0.63%
20 CGW 0.62%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 6.42M (15.62%) 32.93K
Increased by +0.51%
Mar 31, 26
2 Vanguard Group Inc 5.06M (12.30%) -36.60K
Decreased by -0.72%
Dec 31, 25
3 Vanguard Portfolio Management, LLC 2.95M (7.17%) 2.95M
Increased by +100.00%
Mar 31, 26
4 Vanguard Capital Management, LLC 1.87M (4.54%) 1.87M
Increased by +100.00%
Mar 31, 26
5 State Street Corporation 1.58M (3.84%) 37.71K
Increased by +2.39%
Mar 31, 24
6 State Street Corp 1.57M (3.82%) 7.91K
Increased by +0.50%
Mar 31, 26
7 Geode Capital Management, LLC 1.05M (2.57%) 35.63K
Increased by +3.38%
Mar 31, 26
8 LSV Asset Management 1.04M (2.54%) 505.97K
Increased by +48.52%
Mar 31, 26
9 Dimensional Fund Advisors, Inc. 815.24K (1.98%) -35.49K
Decreased by -4.35%
Mar 31, 26
10 Two Sigma Investments LLC 662.93K (1.61%) 391.28K
Increased by +59.02%
Mar 31, 26
11 Morgan Stanley - Brokerage Accounts 654.43K (1.59%) 92.14K
Increased by +14.08%
Mar 31, 26
12 First Trust Advisors L.P. 606.50K (1.47%) -204.13K
Decreased by -33.66%
Mar 31, 26
13 Caisse De Depot Et Placement Du Quebec 569.93K (1.39%) 15.20K
Increased by +2.67%
Mar 31, 26
14 Charles Schwab Investment Management Inc 524.12K (1.27%) -8.57K
Decreased by -1.64%
Mar 31, 26
15 The Goldman Sachs Group Inc 485.35K (1.18%) 156.19K
Increased by +32.18%
Mar 31, 26
16 Millennium Management LLC 476.58K (1.16%) 166.38K
Increased by +34.91%
Jun 30, 25
17 Gabelli Funds LLC 467.20K (1.14%) -1.90K
Decreased by -0.41%
Mar 31, 26
18 Northern Trust Corp 432.01K (1.05%) 17.23K
Increased by +3.99%
Mar 31, 26
19 D. E. Shaw & Co LP 399.43K (0.97%) 151.19K
Increased by +37.85%
Mar 31, 26
20 Bank of New York Mellon Corp 350.61K (0.85%) -7.97K
Decreased by -2.27%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.54M (6.19%) 915.00
Increased by +0.04%
May 29, 26
2 Vanguard Total Stock Mkt Idx Inv 1.33M (3.24%) 4.66K
Increased by +0.35%
Apr 30, 26
3 Vanguard US Total Market Shares ETF 1.32M (3.21%) 1.08K
Increased by +0.08%
Sep 30, 24
4 Vanguard Small Cap Index 966.61K (2.35%) -2.43K
Decreased by -0.25%
Apr 30, 26
5 iShares Russell 2000 ETF 922.13K (2.24%) 8.53K
Increased by +0.92%
May 29, 26
6 FullerThaler Behavioral Sm-Cp Eq R6 677.02K (1.65%) 0.00
Increased by 0.00%
Mar 31, 24
7 FullerThaler Behavioral Small-Cap Equity 677.02K (1.65%) 0.00
Increased by 0.00%
May 31, 24
8 Vanguard Small Cap Value Index Inv 620.47K (1.51%) 4.07K
Increased by +0.66%
Apr 30, 26
9 First Trust SMID Cp Rising Div Achv ETF 525.70K (1.28%) -1.31K
Decreased by -0.25%
May 31, 26
10 Fuller & Thaler Behavioral Sm-Cp Eq R6 516.12K (1.26%) 128.46K
Increased by +24.89%
Sep 30, 23
11 Fuller & Thaler Behavioral Small-Cap Eq 516.12K (1.26%) 0.00
Increased by 0.00%
Nov 30, 23
12 Vanguard Institutional Extnd Mkt Idx Tr 473.00K (1.15%) 5.65K
Increased by +1.19%
Apr 30, 26
13 First Trust Value Line® Dividend ETF 463.51K (1.13%) 117.00
Increased by +0.03%
Aug 28, 25
14 iShares S&P Small-Cap 600 Growth ETF 410.52K (1.00%) 0.00
Increased by 0.00%
Nov 30, 24
15 Fidelity® Small Cap Index 398.20K (0.97%) 10.80K
Increased by +2.71%
Oct 31, 23
16 Gabelli Utilities AAA 391.60K (0.95%) -1.90K
Decreased by -0.49%
Mar 31, 26
17 State Street SPDR Port S&P 600 Sm CpETF 386.69K (0.94%) 0.00
Increased by 0.00%
May 29, 26
18 Fidelity Small Cap Index 378.45K (0.92%) 725.00
Increased by +0.19%
Mar 31, 26
19 SPDR® Portfolio S&P 600™ Sm Cap ETF 370.38K (0.90%) 4.42K
Increased by +1.19%
Aug 29, 25
20 SPDR® Portfolio S&P 600 Sm Cap ETF 369.60K (0.90%) 0.00
Increased by 0.00%
Apr 30, 24