Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCT 2.81%
2 RJMG 2.48%
3 SRHQ 2.44%
4 CSMD 2.02%
5 JSML 1.88%
6 FEMD 1.77%
7 TSCV 1.56%
8 PXSG 1.54%
9 XSMO 1.54%
10 XSHQ 1.51%
11 FDLS 1.30%
12 ACSG 1.09%
13 VAMO 1.09%
14 ROGS 1.09%
15 JPSV 0.99%
16 MPAY 0.99%
17 LST 0.97%
18 SMCP 0.93%
19 FSML 0.89%
20 XSLV 0.89%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 4.28M (16.23%) -45.32K
Decreased by -1.06%
Mar 31, 26
2 Vanguard Group Inc 3.63M (13.79%) -51.08K
Decreased by -1.41%
Dec 31, 25
3 Vanguard Portfolio Management, LLC 2.25M (8.56%) 2.25M
Increased by +100.00%
Mar 31, 26
4 American Century Companies Inc 1.56M (5.93%) 1.81K
Increased by +0.12%
Mar 31, 26
5 Disciplined Growth Investors Inc 1.49M (5.67%) -96.22K
Decreased by -6.44%
Mar 31, 26
6 Fiduciary Management, Inc. of Milwaukee 1.29M (4.90%) -60.92K
Decreased by -4.72%
Dec 31, 25
7 Vanguard Capital Management, LLC 1.20M (4.55%) 1.20M
Increased by +100.00%
Mar 31, 26
8 Dimensional Fund Advisors, Inc. 1.12M (4.25%) -254.09K
Decreased by -22.70%
Mar 31, 26
9 State Street Corporation 1.07M (4.05%) 16.59K
Increased by +1.55%
Mar 31, 24
10 State Street Corp 1.05M (3.98%) 17.80K
Increased by +1.70%
Mar 31, 26
11 BNP Paribas Investment Partners SA 916.75K (3.48%) -89.31K
Decreased by -9.74%
Mar 31, 26
12 Geode Capital Management, LLC 680.03K (2.58%) 7.42K
Increased by +1.09%
Mar 31, 26
13 Earnest Partners LLC 652.44K (2.48%) -19.52K
Decreased by -2.99%
Mar 31, 26
14 AllianceBernstein L.P. 629.78K (2.39%) 570.86K
Increased by +90.64%
Mar 31, 26
15 Fuller & Thaler Asset Management Inc 588.78K (2.23%) -304.63K
Decreased by -51.74%
Mar 31, 26
16 Morgan Stanley - Brokerage Accounts 427.94K (1.62%) -74.46K
Decreased by -17.40%
Mar 31, 26
17 Victory Capital Management Inc. 413.63K (1.57%) 64.57K
Increased by +15.61%
Mar 31, 26
18 Silvercrest Asset Management Group LLC 390.05K (1.48%) -118.37K
Decreased by -30.35%
Mar 31, 26
19 Charles Schwab Investment Management Inc 386.10K (1.47%) -5.42K
Decreased by -1.40%
Mar 31, 26
20 Westfield Capital Management Company, L.P. 384.49K (1.46%) 379.29K
Increased by +98.65%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.63M (6.17%) 565.00
Increased by +0.03%
May 29, 26
2 Vanguard US Total Market Shares ETF 879.99K (3.34%) 968.00
Increased by +0.11%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 853.80K (3.24%) 2.31K
Increased by +0.27%
Apr 30, 26
4 Avantis US Small Cap Value ETF 698.67K (2.65%) 0.00
Increased by 0.00%
May 30, 26
5 FMI Common Stock Investor 645.00K (2.45%) -75.00K
Decreased by -11.63%
Dec 31, 25
6 iShares Russell 2000 ETF 636.85K (2.42%) 5.88K
Increased by +0.92%
May 29, 26
7 Vanguard Small Cap Index 617.14K (2.34%) -1.38K
Decreased by -0.22%
Apr 30, 26
8 FullerThaler Behavioral Sm-Cp Eq R6 562.25K (2.13%) -100.00
Decreased by -0.02%
Apr 30, 26
9 Vanguard Information Technology ETF 553.00K (2.10%) -102.06K
Decreased by -18.46%
Apr 30, 26
10 BNP Paribas Disrpt Tech Cl D 483.86K (1.84%) 502.00
Increased by +0.10%
Apr 30, 26
11 FullerThaler Beh Small-Cap Equity SMA 426.74K (1.62%) 0.00
Increased by 0.00%
Dec 31, 25
12 FullerThaler Behavioral Small-Cap Equity 426.74K (1.62%) 24.38K
Increased by +5.71%
Dec 31, 25
13 American Century Small Cap Growth Inv 418.85K (1.59%) -1.32K
Decreased by -0.31%
Mar 31, 26
14 American Century U.S. Small Cap Growth 418.85K (1.59%) -1.32K
Decreased by -0.31%
Mar 31, 26
15 Disciplined Growth - Mid Cap Growth 406.61K (1.54%) -34.60K
Decreased by -8.51%
Mar 31, 26
16 Vanguard Small Cap Value Index Inv 396.54K (1.50%) 2.98K
Increased by +0.75%
Apr 30, 26
17 EARNEST Small Cap Value 386.46K (1.47%) 385.87K
Increased by +99.85%
Dec 31, 23
18 Vanguard Institutional Extnd Mkt Idx Tr 302.73K (1.15%) 3.16K
Increased by +1.04%
Apr 30, 26
19 Victory Small Cap Value CIT (Net 75) 265.00K (1.01%) -5.00K
Decreased by -1.89%
Sep 30, 23
20 Victory Sycamore Small Company Opp R 265.00K (1.01%) -5.00K
Decreased by -1.89%
Sep 30, 23