Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BIGY 4.27%
2 ABLS 2.67%
3 SAWS 1.48%
4 FSGS 1.08%
5 RNSC 1.08%
6 SMCP 1.03%
7 SURE 0.99%
8 RNMC 0.99%
9 FSCS 0.99%
10 SIXS 0.99%
11 PSCT 0.85%
12 XSLV 0.81%
13 XSW 0.78%
14 XSMO 0.70%
15 BOUT 0.67%
16 SQLV 0.55%
17 HSMV 0.50%
18 FESM 0.48%
19 DGRS 0.47%
20 SFLO 0.47%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 6.97M (17.30%) 17.05K
Increased by +0.24%
Mar 31, 26
2 Vanguard Group Inc 5.69M (14.11%) -17.12K
Decreased by -0.30%
Dec 31, 25
3 Vanguard Portfolio Management, LLC 3.43M (8.51%) 3.43M
Increased by +100.00%
Mar 31, 26
4 Vanguard Capital Management, LLC 1.93M (4.78%) 1.93M
Increased by +100.00%
Mar 31, 26
5 State Street Corp 1.76M (4.37%) -6.67K
Decreased by -0.38%
Mar 31, 26
6 State Street Corporation 1.72M (4.27%) 47.58K
Increased by +2.76%
Mar 31, 24
7 BTIM Corp 1.72M (4.27%) -149.42K
Decreased by -8.69%
Mar 31, 26
8 Wellington Management Company LLP 1.39M (3.46%) 46.22K
Increased by +3.31%
Dec 31, 25
9 Dimensional Fund Advisors, Inc. 1.23M (3.06%) 121.31K
Increased by +9.83%
Mar 31, 26
10 Arrowstreet Capital Limited Partnership 1.22M (3.03%) 698.61K
Increased by +57.19%
Mar 31, 26
11 Pacer Advisors, INC. 1.14M (2.84%) 1.14M
Increased by +99.78%
Dec 31, 24
12 Geode Capital Management, LLC 1.09M (2.70%) 5.23K
Increased by +0.48%
Mar 31, 26
13 Manufacturers Life Insurance Co 1.07M (2.66%) 139.26K
Increased by +13.01%
Mar 31, 26
14 Allspring Global Investments Holdings, LLC 988.57K (2.45%) -190.14K
Decreased by -19.23%
Dec 31, 25
15 LSV Asset Management 988.40K (2.45%) 6.60K
Increased by +0.67%
Mar 31, 26
16 Nomura Holdings Inc 967.54K (2.40%) 259.24K
Increased by +26.79%
Sep 30, 24
17 Victory Capital Management Inc. 947.89K (2.35%) 928.34K
Increased by +97.94%
Mar 31, 26
18 Renaissance Technologies Corp 920.64K (2.28%) -124.99K
Decreased by -13.58%
Dec 31, 24
19 Heron Bay Capital Management 915.70K (2.27%) 650.84K
Increased by +71.08%
Mar 31, 26
20 Systematic Financial Management LP 884.79K (2.19%) -20.13K
Decreased by -2.27%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.55M (6.33%) 1.03K
Increased by +0.04%
May 29, 26
2 Vanguard Total Stock Mkt Idx Inv 1.38M (3.42%) 0.00
Increased by 0.00%
Apr 30, 26
3 Vanguard US Total Market Shares ETF 1.38M (3.41%) 934.00
Increased by +0.07%
Sep 30, 24
4 Fuller & Thaler Behavioral Sm-Cp Eq R6 1.12M (2.77%) 0.00
Increased by 0.00%
Sep 30, 23
5 Fuller & Thaler Behavioral Small-Cap Eq 1.12M (2.77%) 0.00
Increased by 0.00%
Nov 30, 23
6 Vanguard Information Technology ETF 1.06M (2.64%) 5.47K
Increased by +0.51%
Apr 30, 26
7 iShares Russell 2000 ETF 1.00M (2.49%) 9.26K
Increased by +0.92%
May 29, 26
8 Pacer US Small Cap Cash Cows 100 ETF 983.51K (2.44%) -7.15K
Decreased by -0.73%
Feb 28, 25
9 Vanguard Small Cap Index 973.69K (2.42%) 2.08K
Increased by +0.21%
Apr 30, 26
10 JHancock Small Cap Core NAV 958.63K (2.38%) 108.54K
Increased by +11.32%
Apr 30, 26
11 Delaware US Small Cap Core Equity (SMA) 800.15K (1.98%) 138.78K
Increased by +17.34%
Mar 31, 24
12 Macquarie US Small Cap Core Equity 800.15K (1.98%) 138.78K
Increased by +17.34%
Mar 31, 24
13 Delaware Small Cap Core I 774.55K (1.92%) 0.00
Increased by 0.00%
Oct 31, 24
14 American Funds SMALLCAP World A 722.08K (1.79%) 0.00
Increased by 0.00%
Dec 31, 25
15 Vanguard Small Cap Value Index Inv 619.85K (1.54%) 954.00
Increased by +0.15%
Apr 30, 26
16 Macquarie Small Cap Core I 616.46K (1.53%) -52.63K
Decreased by -8.54%
Jul 31, 25
17 FullerThaler Beh Small-Cap Equity SMA 603.96K (1.50%) 0.00
Increased by 0.00%
Dec 31, 25
18 FullerThaler Behavioral Sm-Cp Eq R6 603.96K (1.50%) 0.00
Increased by 0.00%
Apr 30, 26
19 FullerThaler Behavioral Small-Cap Equity 603.96K (1.50%) 0.00
Increased by 0.00%
Dec 31, 25
20 Allspring Special Small Cap Value A 538.33K (1.34%) -88.60K
Decreased by -16.46%
Jan 31, 26