Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CCFE 7.04%
2 PJP 2.77%
3 SAEF 2.28%
4 CSMD 1.76%
5 BFIT 1.50%
6 HELS 1.50%
7 XPH 1.30%
8 PSCH 1.13%
9 SMCP 0.98%
10 SIXS 0.98%
11 BSMC 0.98%
12 PILL 0.95%
13 HSMV 0.80%
14 XSLV 0.78%
15 JPSV 0.78%
16 CAFG 0.75%
17 DSMC 0.59%
18 IVSS 0.58%
19 BETZ 0.56%
20 IHE 0.52%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 7.39M (15.80%) -273.56K
Decreased by -3.70%
Mar 31, 26
2 Vanguard Group Inc 5.39M (11.52%) -103.99K
Decreased by -1.93%
Dec 31, 25
3 Ariel Investments, LLC 4.27M (9.14%) 171.83K
Increased by +4.02%
Mar 31, 26
4 Vanguard Portfolio Management, LLC 2.80M (6.00%) 2.80M
Increased by +100.00%
Mar 31, 26
5 Dimensional Fund Advisors, Inc. 2.67M (5.72%) 91.71K
Increased by +3.43%
Mar 31, 26
6 Kayne Anderson Rudnick Investment Management LLC 2.20M (4.71%) 64.99K
Increased by +2.95%
Mar 31, 26
7 Vanguard Capital Management, LLC 2.09M (4.48%) 2.09M
Increased by +100.00%
Mar 31, 26
8 State Street Corporation 2.01M (4.31%) 12.12K
Increased by +0.60%
Mar 31, 24
9 State Street Corp 1.97M (4.22%) -21.52K
Decreased by -1.09%
Mar 31, 26
10 Macquarie Group Ltd 1.62M (3.47%) -346.31K
Decreased by -21.37%
Sep 30, 25
11 Allspring Global Investments Holdings, LLC 1.56M (3.33%) -55.36K
Decreased by -3.55%
Mar 31, 26
12 Geode Capital Management, LLC 1.46M (3.12%) 28.47K
Increased by +1.95%
Mar 31, 26
13 Morgan Stanley - Brokerage Accounts 1.36M (2.90%) 154.54K
Increased by +11.38%
Mar 31, 26
14 Victory Capital Management Inc. 1.14M (2.45%) -519.07K
Decreased by -45.39%
Mar 31, 25
15 Westwood Holdings Group Inc 1.12M (2.39%) -59.92K
Decreased by -5.35%
Mar 31, 26
16 Delaware Management Holdings Inc 1.07M (2.29%) -351.45K
Decreased by -32.83%
Mar 31, 26
17 Goldman Sachs Group Inc 1.05M (2.25%) 507.64K
Increased by +48.15%
Jun 30, 25
18 Congress Asset Management Company, LLP 1.01M (2.16%) 18.02K
Increased by +1.78%
Jun 30, 25
19 JPMorgan Chase & Co 918.46K (1.96%) 565.45K
Increased by +61.57%
Sep 30, 25
20 Capital Research Global Investors 894.68K (1.91%) 333.18K
Increased by +37.24%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.87M (6.13%) 1.07K
Increased by +0.04%
May 29, 26
2 Delaware US Small Cap Core Equity (SMA) 1.67M (3.58%) -19.58K
Decreased by -1.17%
Mar 31, 24
3 Macquarie US Small Cap Core Equity 1.67M (3.58%) -19.58K
Decreased by -1.17%
Mar 31, 24
4 Delaware Small Cap Core I 1.62M (3.46%) -10.04K
Decreased by -0.62%
Sep 30, 24
5 Vanguard US Total Market Shares ETF 1.58M (3.37%) 1.47K
Increased by +0.09%
Sep 30, 24
6 Vanguard Total Stock Mkt Idx Inv 1.50M (3.21%) 18.63K
Increased by +1.24%
Apr 30, 26
7 Ariel Fund Investor 1.26M (2.70%) 22.18K
Increased by +1.75%
Mar 31, 26
8 iShares Russell 2000 ETF 1.14M (2.44%) 10.56K
Increased by +0.92%
May 29, 26
9 Vanguard Small Cap Index 1.09M (2.33%) -1.79K
Decreased by -0.16%
Apr 30, 26
10 Macquarie Small Cap Core I 1.05M (2.24%) -89.49K
Decreased by -8.54%
Jul 31, 25
11 Allspring Special Small Cap Value A 943.43K (2.02%) -22.70K
Decreased by -2.41%
Apr 30, 26
12 American Funds SMALLCAP World A 803.69K (1.72%) 295.84K
Increased by +36.81%
Mar 31, 26
13 Victory Small Cap Value CIT (Net 75) 765.00K (1.64%) -290.00K
Decreased by -37.91%
Dec 31, 24
14 Nomura US Small Cap Core Equity 712.27K (1.52%) -575.22K
Decreased by -80.76%
Mar 31, 26
15 Fidelity® Small Cap Value 710.00K (1.52%) 0.00
Increased by 0.00%
Oct 31, 23
16 Vanguard Small Cap Value Index Inv 700.85K (1.50%) 5.64K
Increased by +0.80%
Apr 30, 26
17 Nomura Small Cap Core I 695.35K (1.49%) -16.92K
Decreased by -2.43%
Apr 30, 26
18 DFA US Small Cap Value I 589.11K (1.26%) 38.57K
Increased by +6.55%
Apr 30, 26
19 Fidelity Small Cap Value Fund 575.00K (1.23%) 0.00
Increased by 0.00%
Jun 30, 24
20 Vanguard Institutional Extnd Mkt Idx Tr 533.64K (1.14%) 4.79K
Increased by +0.90%
Apr 30, 26