Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RFDA 2.24%
2 MVFD 2.14%
3 CPAI 1.99%
4 SIXS 1.72%
5 MYLD 1.42%
6 PRN 1.37%
7 VABS 1.34%
8 CVY 1.01%
9 PSCI 0.86%
10 CAFG 0.85%
11 CSB 0.61%
12 PXSG 0.58%
13 XSMO 0.58%
14 FYC 0.57%
15 EHLS 0.48%
16 DES 0.47%
17 DWAS 0.43%
18 EES 0.40%
19 ETHO 0.37%
20 FYX 0.36%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 16.26M (12.19%) -1.74M
Decreased by -10.71%
Dec 31, 25
2 BlackRock Inc 14.67M (11.00%) -1.07M
Decreased by -7.31%
Mar 31, 26
3 Vanguard Portfolio Management, LLC 8.40M (6.29%) 8.40M
Increased by +100.00%
Mar 31, 26
4 Hestia Capital Management, LLC 8.16M (6.11%) -300.00K
Decreased by -3.68%
Mar 31, 26
5 State Street Corp 6.42M (4.81%) 5.71K
Increased by +0.09%
Mar 31, 26
6 State Street Corporation 6.41M (4.81%) 68.30K
Increased by +1.07%
Mar 31, 24
7 LSV Asset Management 6.33M (4.75%) 2.14M
Increased by +33.73%
Mar 31, 26
8 Vanguard Capital Management, LLC 6.06M (4.54%) 6.06M
Increased by +100.00%
Mar 31, 26
9 Geode Capital Management, LLC 3.76M (2.82%) -65.34K
Decreased by -1.74%
Mar 31, 26
10 Permit Capital, LLC 3.50M (2.62%) 250.00K
Increased by +7.14%
Mar 31, 26
11 Spears Abacus Advisors LLC 3.36M (2.52%) 1.59M
Increased by +47.22%
Sep 30, 25
12 The Goldman Sachs Group Inc 3.20M (2.40%) -1.59M
Decreased by -49.85%
Mar 31, 26
13 T. Rowe Price Investment Management,Inc. 3.16M (2.37%) 1.11M
Increased by +35.24%
Sep 30, 25
14 Capital Management Corp 2.69M (2.02%) -240.78K
Decreased by -8.95%
Mar 31, 26
15 Goldman Sachs Group Inc 2.62M (1.96%) -1.15M
Decreased by -43.84%
Jun 30, 25
16 JPMorgan Chase & Co 2.56M (1.92%) 1.46M
Increased by +57.06%
Sep 30, 25
17 Dimensional Fund Advisors, Inc. 2.33M (1.75%) 193.15K
Increased by +8.28%
Mar 31, 26
18 Morgan Stanley - Brokerage Accounts 2.28M (1.71%) 445.08K
Increased by +19.56%
Mar 31, 26
19 Charles Schwab Investment Management Inc 2.16M (1.62%) 95.68K
Increased by +4.43%
Mar 31, 26
20 D. E. Shaw & Co LP 2.10M (1.57%) 766.64K
Increased by +36.49%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 8.97M (6.72%) 0.00
Increased by 0.00%
May 29, 26
2 Vanguard US Total Market Shares ETF 5.38M (4.03%) 0.00
Increased by 0.00%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 4.27M (3.20%) 3.98K
Increased by +0.09%
Apr 30, 26
4 Vanguard Small Cap Index 3.11M (2.33%) -2.29K
Decreased by -0.07%
Apr 30, 26
5 iShares Russell 2000 ETF 2.30M (1.72%) 0.00
Increased by 0.00%
May 29, 26
6 Schwab Fundamental US Small Company ETF 2.26M (1.70%) 0.00
Increased by 0.00%
Apr 30, 24
7 Vanguard Small Cap Value Index Inv 2.00M (1.50%) 15.54K
Increased by +0.78%
Apr 30, 26
8 CQS Dynamic Credit Multi asset F GBP 1.91M (1.43%) 1.91M
Increased by +100.00%
Feb 28, 26
9 DOMO Concentrated All Cap Value 1.73M (1.30%) 46.56K
Increased by +2.68%
Dec 31, 23
10 Fidelity® Small Cap Index 1.69M (1.26%) 46.64K
Increased by +2.76%
Oct 31, 23
11 Vanguard Institutional Extnd Mkt Idx Tr 1.67M (1.25%) 16.46K
Increased by +0.99%
Apr 30, 26
12 Fidelity Small Cap Index 1.58M (1.19%) 2.51K
Increased by +0.16%
Mar 31, 26
13 SPDR® Portfolio S&P 600™ Sm Cap ETF 1.40M (1.05%) 16.70K
Increased by +1.19%
Aug 29, 25
14 State Street SPDR Port S&P 600 Sm CpETF 1.36M (1.02%) 0.00
Increased by 0.00%
May 29, 26
15 Invesco S&P SmallCap Momentum ETF 1.35M (1.01%) 0.00
Increased by 0.00%
Feb 28, 26
16 SPDR® Portfolio S&P 600 Sm Cap ETF 1.35M (1.01%) 0.00
Increased by 0.00%
Apr 30, 24
17 Classic Global Equity Fund 1.25M (0.94%) 0.00
Increased by 0.00%
Mar 31, 26
18 Clifford Capital Partners Institutional 1.24M (0.93%) -21.80K
Decreased by -1.76%
Mar 31, 24
19 Schwab Fundamental U.S. Small CompanyETF 1.21M (0.91%) 6.12K
Increased by +0.51%
Nov 28, 24
20 T. Rowe Price Small-Cap Value 1.15M (0.86%) -2.63K
Decreased by -0.23%
Jul 31, 25