Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 OSCV 3.64%
2 NRSH 3.57%
3 NXG 3.24%
4 PKB 2.82%
5 JSML 2.59%
6 PSCI 2.38%
7 WBIG 2.19%
8 XSMO 2.03%
9 PXSG 2.03%
10 PRN 2.02%
11 SAWS 2.02%
12 JSMD 2.00%
13 WBIF 1.82%
14 DBSC 1.81%
15 SMCO 1.75%
16 AIRR 1.49%
17 MGNR 1.48%
18 TCAI 1.37%
19 TAX 1.30%
20 ELFY 1.26%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 8.30M (15.47%) 3.55M
Increased by +42.81%
Dec 31, 25
2 Vanguard Group Inc 6.48M (12.08%) 466.19K
Increased by +7.19%
Dec 31, 25
3 Fuller & Thaler Asset Management Inc 2.97M (5.53%) -3.11M
Decreased by -104.81%
Mar 31, 26
4 State Street Corp 2.01M (3.75%) 728.65K
Increased by +36.22%
Dec 31, 25
5 First Trust Advisors L.P. 1.96M (3.65%) 211.10K
Increased by +10.78%
Dec 31, 25
6 Wellington Management Company LLP 1.75M (3.26%) 1.08M
Increased by +61.98%
Dec 31, 25
7 Amvescap Plc. 1.40M (2.61%) 338.47K
Increased by +24.23%
Mar 31, 26
8 Geode Capital Management, LLC 1.33M (2.47%) 42.05K
Increased by +3.17%
Dec 31, 25
9 State Street Corporation 1.24M (2.32%) -1.63K
Decreased by -0.13%
Mar 31, 24
10 Dimensional Fund Advisors, Inc. 1.16M (2.16%) -56.03K
Decreased by -4.83%
Mar 31, 26
11 Franklin Resources Inc 1.15M (2.15%) -1.01M
Decreased by -87.45%
Dec 31, 24
12 American Century Companies Inc 1.06M (1.98%) 39.26K
Increased by +3.71%
Dec 31, 25
13 Van Berkom and Associates Inc 925.17K (1.73%) 352.44K
Increased by +38.10%
Mar 31, 26
14 Artemis Investment Management LLP 879.58K (1.64%) 79.90K
Increased by +9.08%
Mar 31, 26
15 SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC 839.85K (1.57%) 374.93K
Increased by +44.64%
Sep 30, 24
16 NORGES BANK 832.68K (1.55%) 751.23K
Increased by +90.22%
Dec 31, 25
17 Congress Asset Management Company, LLP 818.10K (1.53%) 2.83K
Increased by +0.35%
Mar 31, 26
18 AllianceBernstein L.P. 809.71K (1.51%) -34.25K
Decreased by -4.23%
Dec 31, 25
19 Morgan Stanley - Brokerage Accounts 790.50K (1.47%) 44.68K
Increased by +5.65%
Mar 31, 25
20 Westfield Capital Management Company, L.P. 743.27K (1.39%) -208.93K
Decreased by -28.11%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.29M (6.14%) 681.00
Increased by +0.02%
Apr 30, 26
2 FullerThaler Beh Small-Cap Equity SMA 2.24M (4.18%) -24.50K
Decreased by -1.09%
Dec 31, 25
3 FullerThaler Behavioral Sm-Cp Eq R6 2.24M (4.18%) -69.31K
Decreased by -3.09%
Dec 31, 25
4 FullerThaler Behavioral Small-Cap Equity 2.24M (4.18%) -69.31K
Decreased by -3.09%
Dec 31, 25
5 Vanguard Total Stock Mkt Idx Inv 1.64M (3.05%) 8.32K
Increased by +0.51%
Mar 31, 26
6 Vanguard US Total Market Shares ETF 1.59M (2.97%) 1.84K
Increased by +0.12%
Sep 30, 24
7 Fidelity® Low-Priced Stock 1.34M (2.50%) -1.39K
Decreased by -0.10%
Oct 31, 23
8 iShares Russell 2000 ETF 1.28M (2.38%) 10.76K
Increased by +0.84%
Apr 30, 26
9 First Trust RBA Amer Indl RenaisTM ETF 1.27M (2.36%) 4.75K
Increased by +0.38%
Apr 30, 26
10 Vanguard Small Cap Index 1.19M (2.21%) 19.75K
Increased by +1.67%
Mar 31, 26
11 Vanguard Explorer Inv 972.38K (1.81%) -30.82K
Decreased by -3.17%
Mar 31, 26
12 Fidelity Low-Priced Stock 882.45K (1.65%) 0.00
Increased by 0.00%
Feb 29, 24
13 First Trust SMID Cp Rising Div Achv ETF 793.27K (1.48%) 1.07K
Increased by +0.14%
Apr 30, 26
14 Vanguard Small Cap Value Index Inv 754.51K (1.41%) 5.86K
Increased by +0.78%
Mar 31, 26
15 Franklin Small Cap Value A 699.68K (1.30%) -191.03K
Decreased by -27.30%
Dec 31, 24
16 Franklin Small Cap Value SMA Composite 699.68K (1.30%) -669.98K
Decreased by -95.76%
Dec 31, 24
17 Franklin US Small Cap Value Equity 699.68K (1.30%) -669.98K
Decreased by -95.76%
Dec 31, 24
18 Avantis US Small Cap Value ETF 646.10K (1.21%) 0.00
Increased by 0.00%
Apr 30, 26
19 Invesco Discovery A 619.75K (1.16%) 25.99K
Increased by +4.19%
Mar 31, 26
20 Invesco OFI Small Cap Growth 619.75K (1.16%) 25.99K
Increased by +4.19%
Mar 31, 26