Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOUT 3.27%
2 ABLS 2.61%
3 RSMC 2.33%
4 AFSC 2.25%
5 XSHQ 2.03%
6 SMLV 1.84%
7 CSMD 1.84%
8 SAMT 1.72%
9 KCE 1.63%
10 PFI 1.62%
11 AZTD 1.61%
12 IVSS 1.51%
13 DBSC 1.34%
14 SURE 1.23%
15 JSMD 1.14%
16 RNSC 1.01%
17 FSGS 1.01%
18 DEEP 1.00%
19 HAPS 0.94%
20 FSCS 0.93%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.69M (15.40%) -25.97K
Decreased by -0.70%
Mar 31, 26
2 Vanguard Group Inc 2.49M (10.38%) -22.86K
Decreased by -0.92%
Dec 31, 25
3 Vanguard Portfolio Management, LLC 1.27M (5.28%) 1.27M
Increased by +100.00%
Mar 31, 26
4 Vanguard Capital Management, LLC 1.05M (4.37%) 1.05M
Increased by +100.00%
Mar 31, 26
5 State Street Corp 966.15K (4.03%) 36.89K
Increased by +3.82%
Mar 31, 26
6 State Street Corporation 941.19K (3.92%) 36.32K
Increased by +3.86%
Mar 31, 24
7 Wasatch Advisors LP 824.54K (3.44%) 237.43K
Increased by +28.80%
Mar 31, 26
8 Geode Capital Management, LLC 751.03K (3.13%) 68.15K
Increased by +9.07%
Mar 31, 26
9 FMR Inc 703.33K (2.93%) 123.41K
Increased by +17.55%
Mar 31, 26
10 Morgan Stanley - Brokerage Accounts 631.30K (2.63%) -28.43K
Decreased by -4.50%
Mar 31, 26
11 Congress Asset Management Company, LLP 604.35K (2.52%) 20.43K
Increased by +3.38%
Mar 31, 26
12 AllianceBernstein L.P. 577.52K (2.41%) 71.76K
Increased by +12.42%
Dec 31, 25
13 Amvescap Plc. 535.86K (2.23%) 16.45K
Increased by +3.07%
Dec 31, 25
14 HSBC Holdings PLC 467.43K (1.95%) -42.66K
Decreased by -9.13%
Mar 31, 24
15 Eagle Asset Management, Inc. 457.37K (1.91%) -192.08K
Decreased by -42.00%
Sep 30, 24
16 Macquarie Group Ltd 427.22K (1.78%) -27.72K
Decreased by -6.49%
Dec 31, 24
17 abrdn PLC 392.29K (1.64%) -82.52K
Decreased by -21.04%
Sep 30, 23
18 ClearBridge Advisors, LLC 376.74K (1.57%) -3.75K
Decreased by -1.00%
Mar 31, 26
19 Dimensional Fund Advisors, Inc. 369.38K (1.54%) 9.34K
Increased by +2.53%
Mar 31, 26
20 Goldman Sachs Group Inc 343.60K (1.43%) -26.93K
Decreased by -7.84%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.47M (6.14%) 525.00
Increased by +0.04%
May 29, 26
2 Vanguard Total Stock Mkt Idx Inv 738.17K (3.08%) 2.00K
Increased by +0.27%
Apr 30, 26
3 Vanguard US Total Market Shares ETF 660.20K (2.75%) -38.23K
Decreased by -5.79%
Sep 30, 24
4 iShares Russell 2000 ETF 552.35K (2.30%) 5.10K
Increased by +0.92%
May 29, 26
5 Vanguard Small Cap Index 529.46K (2.21%) -878.00
Decreased by -0.17%
Apr 30, 26
6 Delaware US Small Cap Core Equity (SMA) 522.19K (2.18%) -91.53K
Decreased by -17.53%
Mar 31, 24
7 Macquarie US Small Cap Core Equity 522.19K (2.18%) -91.53K
Decreased by -17.53%
Mar 31, 24
8 Delaware Small Cap Core I 370.65K (1.55%) 0.00
Increased by 0.00%
Oct 31, 24
9 Vanguard Small Cap Growth Index Inv 297.39K (1.24%) 1.17K
Increased by +0.39%
Apr 30, 26
10 Wasatch Small Cap Growth Investor 282.70K (1.18%) -8.37K
Decreased by -2.96%
Mar 31, 26
11 Vanguard Institutional Extnd Mkt Idx Tr 274.61K (1.14%) 3.19K
Increased by +1.16%
Apr 30, 26
12 Invesco OFI Small Cap Growth 269.44K (1.12%) 10.71K
Increased by +3.98%
Dec 31, 25
13 ClearBridge Small Cap Growth 264.29K (1.10%) 12.30K
Increased by +4.65%
Apr 30, 26
14 ClearBridge Small Cap Growth A 264.29K (1.10%) 12.30K
Increased by +4.65%
Apr 30, 26
15 Congress Small Cap Growth Institutional 261.00K (1.09%) 23.80K
Increased by +9.12%
Apr 30, 26
16 Fidelity® Small Cap Index 228.80K (0.95%) 6.21K
Increased by +2.72%
Oct 31, 23
17 Macquarie Small Cap Core I 224.63K (0.94%) -123.22K
Decreased by -54.85%
Jan 31, 25
18 Fidelity Small Cap Index 224.49K (0.94%) 176.00
Increased by +0.08%
Mar 31, 26
19 State Street SPDR Port S&P 600 Sm CpETF 224.31K (0.94%) 0.00
Increased by 0.00%
May 29, 26
20 SPDR® Portfolio S&P 600™ Sm Cap ETF 216.03K (0.90%) 2.57K
Increased by +1.19%
Aug 29, 25