Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PTEC 4.90%
2 GUNZ 4.11%
3 MVPA 3.21%
4 SHFT 2.77%
5 GAST 2.76%
6 SAEF 2.59%
7 SIMS 2.53%
8 XKII 2.03%
9 CPAI 1.66%
10 HAPS 1.51%
11 PSCI 1.45%
12 SRHQ 1.34%
13 PXSV 1.30%
14 XSVM 1.25%
15 SMCP 1.01%
16 LOPP 1.00%
17 XSMO 0.81%
18 PXSG 0.81%
19 RZV 0.67%
20 SLYV 0.66%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 20.47M (15.40%) 23.09K
Increased by +0.11%
Mar 31, 26
2 Clayton Dubilier & Rice LLC 14.98M (11.27%) 0.00
Increased by 0.00%
Mar 31, 26
3 Vanguard Group Inc 14.65M (11.03%) -274.62K
Decreased by -1.87%
Dec 31, 25
4 State Street Corporation 7.87M (5.92%) -284.63K
Decreased by -3.62%
Mar 31, 24
5 Dimensional Fund Advisors, Inc. 7.79M (5.86%) 64.61K
Increased by +0.83%
Mar 31, 26
6 Vanguard Portfolio Management, LLC 7.52M (5.66%) 7.52M
Increased by +100.00%
Mar 31, 26
7 Ariel Investments, LLC 6.08M (4.57%) -42.37K
Decreased by -0.70%
Mar 31, 26
8 Vanguard Capital Management, LLC 5.86M (4.41%) 5.86M
Increased by +100.00%
Mar 31, 26
9 UBS Group AG 5.68M (4.27%) 2.21M
Increased by +38.97%
Jun 30, 25
10 State Street Corp 5.56M (4.18%) 40.02K
Increased by +0.72%
Mar 31, 26
11 Boston Partners Global Investors, Inc 5.23M (3.94%) -284.02K
Decreased by -5.43%
Mar 31, 26
12 Neuberger Berman Group LLC 4.33M (3.26%) 40.08K
Increased by +0.92%
Mar 31, 26
13 Fuller & Thaler Asset Management Inc 3.95M (2.97%) -4.28M
Decreased by -108.49%
Mar 31, 26
14 FMR Inc 3.51M (2.64%) 2.09M
Increased by +59.66%
Mar 31, 26
15 Geode Capital Management, LLC 3.26M (2.45%) 96.24K
Increased by +2.95%
Mar 31, 26
16 Locust Wood Capital Advisers, LLC 3.16M (2.38%) 512.72K
Increased by +16.21%
Mar 31, 26
17 Praesidium Capital Mgmt 3.08M (2.32%) -1.13M
Decreased by -36.75%
Sep 30, 23
18 Prudential Financial Inc 2.86M (2.15%) 325.41K
Increased by +11.38%
Jun 30, 25
19 Franklin Resources Inc 2.86M (2.15%) 971.64K
Increased by +33.97%
Dec 31, 25
20 Swedbank AB 2.67M (2.01%) 318.20K
Increased by +11.94%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 8.36M (6.29%) 2.98K
Increased by +0.04%
May 29, 26
2 Fuller & Thaler Behavrl Small-Cap Value 7.10M (5.35%) -63.47K
Decreased by -0.89%
Nov 30, 23
3 Vanguard US Total Market Shares ETF 4.38M (3.30%) 3.97K
Increased by +0.09%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 4.10M (3.08%) 11.34K
Increased by +0.28%
Apr 30, 26
5 FullerThaler Behavioral Small-Cap Value 3.42M (2.57%) 47.54K
Increased by +1.39%
Mar 31, 26
6 iShares Russell 2000 ETF 3.09M (2.33%) 28.55K
Increased by +0.92%
May 29, 26
7 Undiscovered Managers Behavioral Val L 3.09M (2.32%) -107.70K
Decreased by -3.49%
Apr 30, 26
8 Vanguard Small Cap Index 2.96M (2.23%) -7.29K
Decreased by -0.25%
Apr 30, 26
9 JHancock Disciplined Value Mid Cap I 2.78M (2.09%) 0.00
Increased by 0.00%
Apr 30, 26
10 Swedbank Robur Kapitalinvest 2.60M (1.96%) 100.00K
Increased by +3.85%
May 31, 26
11 Vanguard Small Cap Value Index Inv 1.90M (1.43%) 13.28K
Increased by +0.70%
Apr 30, 26
12 Ariel Fund Investor 1.58M (1.19%) 27.72K
Increased by +1.75%
Mar 31, 26
13 Vanguard Institutional Extnd Mkt Idx Tr 1.56M (1.17%) 15.40K
Increased by +0.99%
Apr 30, 26
14 Franklin US Small Cap Value Equity 1.49M (1.12%) 527.85K
Increased by +35.54%
Dec 31, 25
15 Fidelity Value 1.48M (1.11%) -97.20K
Decreased by -6.58%
Apr 30, 26
16 Fidelity® Small Cap Index 1.41M (1.06%) 38.16K
Increased by +2.71%
Oct 31, 23
17 iShares S&P Small-Cap 600 Value ETF 1.38M (1.04%) 0.00
Increased by 0.00%
Aug 31, 25
18 SPDR® Portfolio S&P 600™ Sm Cap ETF 1.32M (0.99%) 15.77K
Increased by +1.20%
Aug 29, 25
19 SPDR® Portfolio S&P 600 Sm Cap ETF 1.30M (0.97%) -1.85K
Decreased by -0.14%
May 30, 24
20 DFA US Small Cap Value I 1.28M (0.96%) 0.00
Increased by 0.00%
Apr 30, 26