Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MVFD 2.14%
2 CPAI 1.99%
3 RFDA 1.69%
4 PRN 1.37%
5 VABS 1.34%
6 SIXS 1.14%
7 CVY 1.01%
8 CSB 0.61%
9 PXSG 0.58%
10 XSMO 0.58%
11 FYC 0.57%
12 PSCI 0.55%
13 EHLS 0.48%
14 DWAS 0.43%
15 ETHO 0.37%
16 FYX 0.36%
17 SMDX 0.36%
18 DES 0.32%
19 RWJ 0.31%
20 FSGS 0.29%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 16.83M (12.05%) -678.18K
Decreased by -4.03%
Sep 30, 25
2 Vanguard Group Inc 16.26M (11.64%) -1.74M
Decreased by -10.71%
Dec 31, 25
3 Hestia Capital Management, LLC 8.46M (6.05%) -3.02M
Decreased by -35.70%
Dec 31, 25
4 State Street Corp 6.72M (4.81%) 353.32K
Increased by +5.26%
Sep 30, 25
5 State Street Corporation 6.41M (4.59%) 68.30K
Increased by +1.07%
Mar 31, 24
6 LSV Asset Management 4.20M (3.00%) 2.99M
Increased by +71.16%
Dec 31, 25
7 Geode Capital Management, LLC 3.82M (2.74%) -199.10K
Decreased by -5.21%
Dec 31, 25
8 Spears Abacus Advisors LLC 3.36M (2.41%) 1.59M
Increased by +47.22%
Sep 30, 25
9 The Goldman Sachs Group Inc 3.32M (2.38%) 705.29K
Increased by +21.24%
Sep 30, 25
10 Permit Capital, LLC 3.25M (2.33%) 400.00K
Increased by +12.31%
Dec 31, 25
11 T. Rowe Price Investment Management,Inc. 3.16M (2.26%) 1.11M
Increased by +35.24%
Sep 30, 25
12 Capital Management Corp 2.93M (2.10%) 592.57K
Increased by +20.22%
Dec 31, 25
13 Millennium Management LLC 2.63M (1.88%) 988.65K
Increased by +37.58%
Dec 31, 25
14 Amvescap Plc. 2.62M (1.88%) 597.94K
Increased by +22.80%
Sep 30, 25
15 Goldman Sachs Group Inc 2.62M (1.87%) -1.15M
Decreased by -43.84%
Jun 30, 25
16 JPMorgan Chase & Co 2.56M (1.83%) 1.46M
Increased by +57.06%
Sep 30, 25
17 Dimensional Fund Advisors, Inc. 2.14M (1.53%) 260.86K
Increased by +12.20%
Dec 31, 25
18 T. Rowe Price Associates, Inc. 2.09M (1.50%) 1.90M
Increased by +91.00%
Sep 30, 25
19 Morgan Stanley - Brokerage Accounts 2.07M (1.48%) -1.51M
Decreased by -73.04%
Sep 30, 25
20 Charles Schwab Investment Management Inc 2.06M (1.48%) 38.46K
Increased by +1.86%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 8.95M (6.41%) -1.31M
Decreased by -14.66%
Feb 28, 26
2 Vanguard US Total Market Shares ETF 5.38M (3.85%) 0.00
Increased by 0.00%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 4.42M (3.16%) 18.04K
Increased by +0.41%
Jan 31, 26
4 Vanguard Small Cap Index 3.28M (2.35%) 2.99K
Increased by +0.09%
Jan 31, 26
5 iShares Russell 2000 ETF 2.54M (1.81%) -288.32K
Decreased by -11.37%
Feb 28, 26
6 Schwab Fundamental US Small Company ETF 2.26M (1.62%) 0.00
Increased by 0.00%
Apr 30, 24
7 Vanguard Small Cap Value Index Inv 2.11M (1.51%) -16.25K
Decreased by -0.77%
Jan 31, 26
8 DOMO Concentrated All Cap Value 1.73M (1.24%) 46.56K
Increased by +2.68%
Dec 31, 23
9 Fidelity® Small Cap Index 1.69M (1.21%) 46.64K
Increased by +2.76%
Oct 31, 23
10 Vanguard Institutional Extnd Mkt Idx Tr 1.60M (1.15%) 6.36K
Increased by +0.40%
Jan 31, 26
11 Fidelity Small Cap Index 1.58M (1.13%) -159.79K
Decreased by -10.09%
Dec 31, 25
12 DWS Small Cap Core S 1.40M (1.00%) 0.00
Increased by 0.00%
Jan 31, 26
13 Small Cap Core Equity Composite 1.40M (1.00%) 0.00
Increased by 0.00%
Dec 31, 25
14 SPDR® Portfolio S&P 600™ Sm Cap ETF 1.40M (1.00%) 16.70K
Increased by +1.19%
Aug 29, 25
15 State Street SPDR Port S&P 600 Sm CpETF 1.38M (0.99%) 3.79K
Increased by +0.27%
Feb 27, 26
16 Invesco S&P SmallCap Momentum ETF 1.35M (0.97%) 902.00
Increased by +0.07%
Feb 27, 26
17 SPDR® Portfolio S&P 600 Sm Cap ETF 1.35M (0.97%) 0.00
Increased by 0.00%
Apr 30, 24
18 Classic Global Equity Fund 1.25M (0.89%) 0.00
Increased by 0.00%
Dec 31, 25
19 Clifford Capital Partners Institutional 1.24M (0.89%) -21.80K
Decreased by -1.76%
Mar 31, 24
20 Schwab Fundamental U.S. Small CompanyETF 1.21M (0.87%) 6.12K
Increased by +0.51%
Nov 28, 24