Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IRBO 1000.00%
2 BULD 8.96%
3 PRNT 4.24%
4 CVAR 2.52%
5 DTEC 1.51%
6 CAFG 1.49%
7 GIGE 1.27%
8 FSML 1.06%
9 CNTR 0.99%
10 GAST 0.91%
11 GGTL 0.91%
12 DGLO 0.89%
13 ROBT 0.75%
14 QOWZ 0.68%
15 AIRR 0.59%
16 FYC 0.58%
17 SYZ 0.56%
18 KOMP 0.49%
19 RZG 0.47%
20 PSCI 0.45%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.68M (15.66%) 58.87K
Increased by +1.60%
 Mar 31, 26
2 Vanguard Group Inc 2.67M (11.35%) -78.75K
Decreased by -2.95%
 Dec 31, 25
3 Disciplined Growth Investors Inc 2.50M (10.63%) -176.37K
Decreased by -7.06%
 Mar 31, 26
4 Vanguard Portfolio Management, LLC 1.54M (6.55%) 1.54M
Increased by +100.00%
 Mar 31, 26
5 Dimensional Fund Advisors, Inc. 1.27M (5.42%) -4.21K
Decreased by -0.33%
 Mar 31, 26
6 State Street Corporation 1.15M (4.89%) 32.07K
Increased by +2.80%
 Mar 31, 24
7 State Street Corp 1.09M (4.65%) 3.79K
Increased by +0.35%
 Mar 31, 26
8 Vanguard Capital Management, LLC 1.04M (4.43%) 1.04M
Increased by +100.00%
 Mar 31, 26
9 Wellington Management Company LLP 711.74K (3.03%) 351.10K
Increased by +49.33%
 Mar 31, 25
10 American Capital Management Inc 627.71K (2.67%) -3.61K
Decreased by -0.57%
 Mar 31, 26
11 First Trust Advisors L.P. 624.72K (2.66%) -113.86K
Decreased by -18.22%
 Mar 31, 25
12 Geode Capital Management, LLC 580.20K (2.47%) 21.90K
Increased by +3.77%
 Mar 31, 26
13 Pacer Advisors, INC. 573.87K (2.44%) 572.60K
Increased by +99.78%
 Sep 30, 24
14 Renaissance Technologies Corp 520.25K (2.22%) 26.70K
Increased by +5.13%
 Mar 31, 26
15 Rubric Capital Management LP 486.40K (2.07%) -636.94K
Decreased by -130.95%
 Mar 31, 26
16 Arrowstreet Capital Limited Partnership 463.78K (1.97%) 3.16K
Increased by +0.68%
 Mar 31, 26
17 FMR Inc 422.36K (1.80%) 300.26K
Increased by +71.09%
 Mar 31, 26
18 Prudential Financial Inc 400.24K (1.70%) 217.41K
Increased by +54.32%
 Mar 31, 26
19 Driehaus Capital Management LLC 369.14K (1.57%) -13.02K
Decreased by -3.53%
 Mar 31, 26
20 Charles Schwab Investment Management Inc 360.20K (1.53%) -2.81K
Decreased by -0.78%
 Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.44M (6.11%) 555.00
Increased by +0.04%
 May 29, 26
2 Vanguard US Total Market Shares ETF 811.88K (3.46%) 0.00
Increased by 0.00%
 Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 751.60K (3.20%) 0.00
Increased by 0.00%
 Apr 30, 26
4 Disciplined Growth - Mid Cap Growth 670.44K (2.86%) -74.38K
Decreased by -11.09%
 Mar 31, 26
5 iShares Russell 2000 ETF 568.87K (2.42%) 5.25K
Increased by +0.92%
 May 29, 26
6 Pacer US Small Cap Cash Cows 100 ETF 551.39K (2.35%) -1.87K
Decreased by -0.34%
 Nov 29, 24
7 Vanguard Small Cap Index 546.37K (2.33%) -2.32K
Decreased by -0.42%
 Apr 30, 26
8 First Trust RBA Amer Indl RenaisTM ETF 538.28K (2.29%) 0.00
Increased by 0.00%
 Mar 31, 25
9 Vanguard Small Cap Value Index Inv 351.14K (1.50%) 1.75K
Increased by +0.50%
 Apr 30, 26
10 Vanguard Institutional Extnd Mkt Idx Tr 266.69K (1.14%) 2.74K
Increased by +1.03%
 Apr 30, 26
11 Disciplined Growth Investors 265.47K (1.13%) 1.69K
Increased by +0.64%
 Sep 30, 25
12 DFA US Small Cap Value I 257.69K (1.10%) -8.81K
Decreased by -3.42%
 Apr 30, 26
13 Fidelity® Small Cap Index 252.71K (1.08%) 7.07K
Increased by +2.80%
 Oct 31, 23
14 SPDR® S&P Kensho New Economies Comps ETF 239.72K (1.02%) 0.00
Increased by 0.00%
 Aug 29, 25
15 Fidelity Small Cap Index 233.47K (0.99%) 560.00
Increased by +0.24%
 Mar 31, 26
16 SPDR® Portfolio S&P 600 Sm Cap ETF 229.95K (0.98%) 0.00
Increased by 0.00%
 Apr 30, 24
17 iShares S&P Small-Cap 600 Value ETF 221.50K (0.94%) 0.00
Increased by 0.00%
 Aug 31, 25
18 State Street SPDR Port S&P 600 Sm CpETF 216.36K (0.92%) 0.00
Increased by 0.00%
 May 29, 26
19 iShares S&P Small-Cap 600 Growth ETF 210.03K (0.89%) 0.00
Increased by 0.00%
 May 29, 26
20 SPDR® Portfolio S&P 600™ Sm Cap ETF 208.11K (0.89%) 2.51K
Increased by +1.21%
 Aug 29, 25