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 WBIG 2.19%
7 PRN 2.02%
8 SAWS 2.02%
9 JSMD 2.00%
10 WBIF 1.82%
11 DBSC 1.81%
12 PSCI 1.72%
13 XSMO 1.59%
14 PXSG 1.59%
15 MGNR 1.48%
16 TAX 1.30%
17 SMCO 1.28%
18 ELFY 1.26%
19 ROE 1.25%
20 AIRR 1.17%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 8.34M (15.54%) 44.53K
Increased by +0.53%
Mar 31, 26
2 Vanguard Group Inc 6.48M (12.08%) 466.19K
Increased by +7.19%
Dec 31, 25
3 Vanguard Portfolio Management, LLC 3.65M (6.81%) 3.65M
Increased by +100.00%
Mar 31, 26
4 Fuller & Thaler Asset Management Inc 2.97M (5.53%) -3.11M
Decreased by -104.81%
Mar 31, 26
5 First Trust Advisors L.P. 2.89M (5.38%) 928.15K
Increased by +32.16%
Mar 31, 26
6 Vanguard Capital Management, LLC 2.34M (4.35%) 2.34M
Increased by +100.00%
Mar 31, 26
7 State Street Corp 2.06M (3.85%) 52.04K
Increased by +2.52%
Mar 31, 26
8 Wellington Management Company LLP 1.88M (3.50%) 133.40K
Increased by +7.10%
Mar 31, 26
9 Geode Capital Management, LLC 1.46M (2.71%) 131.08K
Increased by +9.00%
Mar 31, 26
10 Amvescap Plc. 1.40M (2.60%) 338.47K
Increased by +24.23%
Mar 31, 26
11 State Street Corporation 1.24M (2.32%) -1.63K
Decreased by -0.13%
Mar 31, 24
12 Dimensional Fund Advisors, Inc. 1.16M (2.16%) -56.03K
Decreased by -4.83%
Mar 31, 26
13 Franklin Resources Inc 1.15M (2.15%) -1.01M
Decreased by -87.45%
Dec 31, 24
14 American Century Companies Inc 1.08M (2.01%) 19.01K
Increased by +1.76%
Mar 31, 26
15 Van Berkom and Associates Inc 925.17K (1.72%) 352.44K
Increased by +38.10%
Mar 31, 26
16 Artemis Investment Management LLP 879.58K (1.64%) 79.90K
Increased by +9.08%
Mar 31, 26
17 SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC 839.85K (1.57%) 374.93K
Increased by +44.64%
Sep 30, 24
18 NORGES BANK 832.68K (1.55%) 751.23K
Increased by +90.22%
Dec 31, 25
19 Congress Asset Management Company, LLP 818.10K (1.52%) 2.83K
Increased by +0.35%
Mar 31, 26
20 Morgan Stanley - Brokerage Accounts 790.50K (1.47%) 44.68K
Increased by +5.65%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.28M (6.11%) 1.14K
Increased by +0.03%
May 29, 26
2 FullerThaler Beh Small-Cap Equity SMA 2.24M (4.18%) -24.50K
Decreased by -1.09%
Dec 31, 25
3 FullerThaler Behavioral Small-Cap Equity 2.24M (4.18%) -69.31K
Decreased by -3.09%
Dec 31, 25
4 FullerThaler Behavioral Sm-Cp Eq R6 2.13M (3.97%) -6.30K
Decreased by -0.30%
Apr 30, 26
5 Vanguard Total Stock Mkt Idx Inv 1.64M (3.06%) 4.12K
Increased by +0.25%
Apr 30, 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 First Trust RBA Amer Indl RenaisTM ETF 1.30M (2.43%) 792.00
Increased by +0.06%
May 31, 26
9 iShares Russell 2000 ETF 1.30M (2.42%) 12.01K
Increased by +0.93%
May 29, 26
10 Vanguard Small Cap Index 1.18M (2.20%) -2.33K
Decreased by -0.20%
Apr 30, 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 (1.64%) 0.00
Increased by 0.00%
Feb 29, 24
13 First Trust SMID Cp Rising Div Achv ETF 801.39K (1.49%) -1.99K
Decreased by -0.25%
May 31, 26
14 Vanguard Small Cap Value Index Inv 759.72K (1.42%) 5.21K
Increased by +0.69%
Apr 30, 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 (1.20%) 0.00
Increased by 0.00%
Apr 30, 26
19 Invesco Discovery A 619.75K (1.15%) 0.00
Increased by 0.00%
Apr 30, 26
20 Invesco OFI Small Cap Growth 619.75K (1.15%) 25.99K
Increased by +4.19%
Mar 31, 26