Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RFDA 2.24%
2 MVFD 2.14%
3 CPAI 1.99%
4 SIXS 1.66%
5 MYLD 1.45%
6 PRN 1.37%
7 VABS 1.34%
8 CVY 1.01%
9 CAFG 0.86%
10 PSCI 0.83%
11 CSB 0.61%
12 PXSG 0.58%
13 XSMO 0.58%
14 FYC 0.57%
15 EHLS 0.48%
16 DES 0.45%
17 DWAS 0.43%
18 EES 0.39%
19 ETHO 0.37%
20 FYX 0.36%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 16.26M (12.12%) -1.74M
Decreased by -10.71%
Dec 31, 25
2 BlackRock Inc 15.75M (11.74%) -1.08M
Decreased by -6.89%
Dec 31, 25
3 Hestia Capital Management, LLC 8.16M (6.08%) -300.00K
Decreased by -3.68%
Mar 31, 26
4 State Street Corp 6.41M (4.78%) -307.74K
Decreased by -4.80%
Dec 31, 25
5 State Street Corporation 6.41M (4.78%) 68.30K
Increased by +1.07%
Mar 31, 24
6 LSV Asset Management 6.33M (4.72%) 2.14M
Increased by +33.73%
Mar 31, 26
7 The Goldman Sachs Group Inc 4.79M (3.57%) 1.47M
Increased by +30.66%
Dec 31, 25
8 Geode Capital Management, LLC 3.82M (2.85%) -199.10K
Decreased by -5.21%
Dec 31, 25
9 Permit Capital, LLC 3.50M (2.61%) 250.00K
Increased by +7.14%
Mar 31, 26
10 Spears Abacus Advisors LLC 3.36M (2.51%) 1.59M
Increased by +47.22%
Sep 30, 25
11 T. Rowe Price Investment Management,Inc. 3.16M (2.35%) 1.11M
Increased by +35.24%
Sep 30, 25
12 Capital Management Corp 2.69M (2.00%) -240.78K
Decreased by -8.95%
Mar 31, 26
13 Millennium Management LLC 2.63M (1.96%) 988.65K
Increased by +37.58%
Dec 31, 25
14 Goldman Sachs Group Inc 2.62M (1.95%) -1.15M
Decreased by -43.84%
Jun 30, 25
15 JPMorgan Chase & Co 2.56M (1.90%) 1.46M
Increased by +57.06%
Sep 30, 25
16 Dimensional Fund Advisors, Inc. 2.33M (1.74%) 193.15K
Increased by +8.28%
Mar 31, 26
17 Amvescap Plc. 2.09M (1.56%) -532.12K
Decreased by -25.46%
Dec 31, 25
18 Charles Schwab Investment Management Inc 2.06M (1.54%) 38.46K
Increased by +1.86%
Dec 31, 25
19 Clifford Capital Partners, LLC 1.94M (1.45%) -790.38K
Decreased by -40.66%
Dec 31, 24
20 Morgan Stanley - Brokerage Accounts 1.83M (1.36%) -239.90K
Decreased by -13.11%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 8.97M (6.68%) 0.00
Increased by 0.00%
Apr 30, 26
2 Vanguard US Total Market Shares ETF 5.38M (4.01%) 0.00
Increased by 0.00%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 4.27M (3.18%) -290.40K
Decreased by -6.80%
Mar 31, 26
4 Vanguard Small Cap Index 3.11M (2.32%) -173.47K
Decreased by -5.57%
Mar 31, 26
5 iShares Russell 2000 ETF 2.43M (1.81%) 0.00
Increased by 0.00%
Apr 30, 26
6 Schwab Fundamental US Small Company ETF 2.26M (1.69%) 0.00
Increased by 0.00%
Apr 30, 24
7 Vanguard Small Cap Value Index Inv 1.98M (1.48%) -129.64K
Decreased by -6.54%
Mar 31, 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 (1.29%) 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 1.65M (1.23%) 40.25K
Increased by +2.44%
Mar 31, 26
12 Fidelity Small Cap Index 1.58M (1.18%) 18.90K
Increased by +1.20%
Feb 28, 26
13 SPDR® Portfolio S&P 600™ Sm Cap ETF 1.40M (1.04%) 16.70K
Increased by +1.19%
Aug 29, 25
14 State Street SPDR Port S&P 600 Sm CpETF 1.36M (1.01%) 470.00
Increased by +0.03%
Apr 30, 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 (0.93%) 0.00
Increased by 0.00%
Mar 31, 26
18 Clifford Capital Partners Institutional 1.24M (0.92%) -21.80K
Decreased by -1.76%
Mar 31, 24
19 Schwab Fundamental U.S. Small CompanyETF 1.21M (0.90%) 6.12K
Increased by +0.51%
Nov 28, 24
20 Pacer US Small Cap Cash Cows 100 ETF 1.16M (0.86%) -4.03K
Decreased by -0.35%
Apr 30, 26