Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SLX 3.26%
2 PKB 2.17%
3 LOPP 2.02%
4 ECML 1.69%
5 CNRG 1.43%
6 CTEX 1.27%
7 TEMP 1.05%
8 DEEP 0.99%
9 SMCP 0.89%
10 XSMO 0.69%
11 DSMC 0.57%
12 PSCI 0.54%
13 RZG 0.54%
14 DGLO 0.51%
15 PLTL 0.48%
16 SFLO 0.48%
17 CAFG 0.45%
18 FYT 0.45%
19 SQLV 0.43%
20 XSHQ 0.39%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 5.05M (17.21%) 77.90K
Increased by +1.54%
Mar 31, 26
2 FMR Inc 4.43M (15.11%) 735.61K
Increased by +16.60%
Mar 31, 26
3 Vanguard Group Inc 2.86M (9.76%) -36.61K
Decreased by -1.28%
Dec 31, 25
4 AllianceBernstein L.P. 2.20M (7.50%) 484.13K
Increased by +22.02%
Mar 31, 26
5 Dimensional Fund Advisors, Inc. 1.71M (5.82%) 7.25K
Increased by +0.43%
Mar 31, 26
6 State Street Corp 1.35M (4.59%) -17.49K
Decreased by -1.30%
Mar 31, 26
7 Vanguard Portfolio Management, LLC 1.32M (4.51%) 1.32M
Increased by +100.00%
Mar 31, 26
8 Vanguard Capital Management, LLC 1.32M (4.51%) 1.32M
Increased by +100.00%
Mar 31, 26
9 Barrow Hanley Mewhinney & Strauss LLC 1.17M (3.99%) 183.65K
Increased by +15.70%
Mar 31, 26
10 State Street Corporation 1.15M (3.93%) 22.81K
Increased by +1.98%
Mar 31, 24
11 Geode Capital Management, LLC 777.63K (2.65%) 40.04K
Increased by +5.15%
Mar 31, 26
12 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 742.27K (2.53%) 254.89K
Increased by +34.34%
Mar 31, 26
13 Victory Capital Management Inc. 730.99K (2.49%) -171.57K
Decreased by -23.47%
Dec 31, 25
14 Pacer Advisors, INC. 719.79K (2.45%) -186.43K
Decreased by -25.90%
Dec 31, 24
15 Silvercrest Asset Management Group LLC 707.10K (2.41%) -49.52K
Decreased by -7.00%
Jun 30, 25
16 Frontier Capital Management CO Inc 688.27K (2.35%) 140.60K
Increased by +20.43%
Mar 31, 26
17 Boston Partners Global Investors, Inc 686.63K (2.34%) -237.09K
Decreased by -34.53%
Mar 31, 26
18 Wellington Management Company LLP 529.65K (1.81%) -1.48M
Decreased by -279.90%
Jun 30, 25
19 First Wilshire Securities Mgmt Inc (CA) 499.92K (1.70%) 370.99K
Increased by +74.21%
Mar 31, 26
20 T. Rowe Price Investment Management,Inc. 467.05K (1.59%) -426.38K
Decreased by -91.29%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.79M (6.10%) 740.00
Increased by +0.04%
May 29, 26
2 Vanguard Explorer Inv 1.28M (4.35%) 0.00
Increased by 0.00%
Mar 31, 25
3 Fidelity Low-Priced Stock 1.12M (3.81%) 4.08K
Increased by +0.37%
Mar 31, 26
4 Vanguard US Total Market Shares ETF 985.40K (3.36%) 905.00
Increased by +0.09%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 940.38K (3.21%) 0.00
Increased by 0.00%
Apr 30, 26
6 Global X US Infrastructure Dev ETF 728.87K (2.48%) -1.05K
Decreased by -0.14%
May 29, 26
7 iShares Russell 2000 ETF 714.31K (2.44%) 6.60K
Increased by +0.92%
May 29, 26
8 Strategic Advisers Fidelity US TtlStk 708.51K (2.42%) 0.00
Increased by 0.00%
Apr 30, 26
9 Pacer US Small Cap Cash Cows 100 ETF 629.24K (2.15%) -4.58K
Decreased by -0.73%
Feb 28, 25
10 AB Discovery Value Advisor 505.04K (1.72%) -18.60K
Decreased by -3.68%
Apr 30, 26
11 Victory Small Cap Value CIT (Net 75) 505.00K (1.72%) 488.30K
Increased by +96.69%
Dec 31, 25
12 Victory Sycamore Small Company Opp R 505.00K (1.72%) -145.00K
Decreased by -28.71%
Dec 31, 25
13 T. Rowe Price US Smlr Cm Eq A USD 458.70K (1.56%) -23.54K
Decreased by -5.13%
Apr 30, 25
14 First Wilshire US SCV Equities SMA 431.69K (1.47%) 326.28K
Increased by +75.58%
Mar 31, 26
15 T. Rowe Price US Smlr Coms Eq A 394.65K (1.35%) -2.00K
Decreased by -0.51%
Mar 31, 26
16 Vanguard Small Cap Index 341.69K (1.16%) -1.50K
Decreased by -0.44%
Apr 30, 26
17 Fidelity Small Cap Discovery 336.69K (1.15%) 0.00
Increased by 0.00%
Mar 31, 26
18 Vanguard Institutional Extnd Mkt Idx Tr 333.43K (1.14%) 3.15K
Increased by +0.95%
Apr 30, 26
19 JHancock Small Cap Core NAV 320.83K (1.09%) 0.00
Increased by 0.00%
Aug 31, 24
20 American Beacon Small Cp Val R5 319.64K (1.09%) -6.32K
Decreased by -1.98%
Apr 30, 26