Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MVFD 2.27%
2 PSCI 1.41%
3 TXS 1.19%
4 FSGS 1.13%
5 RNSC 1.13%
6 PRN 1.09%
7 MPAY 1.07%
8 GRPZ 1.04%
9 MYLD 1.03%
10 JSML 1.03%
11 FSCS 1.02%
12 RNMC 1.02%
13 LOHA 1.01%
14 FDLS 0.97%
15 TXSS 0.89%
16 XSLV 0.81%
17 ROSC 0.79%
18 CARU 0.77%
19 CARD 0.77%
20 XSMO 0.75%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 9.61M (14.06%) 220.58K
Increased by +2.29%
Mar 31, 26
2 FMR Inc 8.99M (13.15%) 1.50M
Increased by +16.68%
Mar 31, 26
3 Vanguard Group Inc 6.44M (9.42%) -36.23K
Decreased by -0.56%
Dec 31, 25
4 Vanguard Portfolio Management, LLC 3.54M (5.18%) 3.54M
Increased by +100.00%
Mar 31, 26
5 Dimensional Fund Advisors, Inc. 3.52M (5.16%) -250.10K
Decreased by -7.10%
Mar 31, 26
6 Vanguard Capital Management, LLC 2.52M (3.68%) 2.52M
Increased by +100.00%
Mar 31, 26
7 Wellington Management Company LLP 2.43M (3.55%) -1.09M
Decreased by -45.11%
Mar 31, 26
8 State Street Corporation 2.34M (3.43%) 7.55K
Increased by +0.32%
Mar 31, 24
9 State Street Corp 2.33M (3.42%) 7.31K
Increased by +0.31%
Mar 31, 26
10 American Century Companies Inc 2.21M (3.23%) 593.19K
Increased by +26.88%
Mar 31, 26
11 Geode Capital Management, LLC 1.70M (2.48%) 84.27K
Increased by +4.97%
Mar 31, 26
12 T. Rowe Price Investment Management,Inc. 1.62M (2.36%) -1.10M
Decreased by -68.13%
Mar 31, 26
13 JPMorgan Chase & Co 1.12M (1.64%) -187.37K
Decreased by -16.68%
Mar 31, 26
14 Jennison Associates LLC 1.12M (1.64%) 700.51K
Increased by +62.46%
Mar 31, 26
15 William Blair Investment Management, LLC 1.05M (1.54%) -19.71K
Decreased by -1.88%
Jun 30, 25
16 Beck, Mack & Oliver LLC 957.62K (1.40%) -26.27K
Decreased by -2.74%
Mar 31, 26
17 The Goldman Sachs Group Inc 955.99K (1.40%) 607.05K
Increased by +63.50%
Dec 31, 25
18 Nuveen Asset Management, LLC 893.31K (1.31%) 12.66K
Increased by +1.42%
Dec 31, 23
19 Hotchkis & Wiley Capital Management LLC 873.91K (1.28%) 47.57K
Increased by +5.44%
Mar 31, 26
20 Goldman Sachs Group Inc 841.32K (1.23%) -3.39K
Decreased by -0.40%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.68M (5.38%) 1.31K
Increased by +0.04%
May 29, 26
2 Avantis US Small Cap Value ETF 2.30M (3.36%) 3.71K
Increased by +0.16%
May 30, 26
3 Vanguard US Total Market Shares ETF 1.89M (2.77%) 98.70K
Increased by +5.21%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 1.79M (2.62%) 0.00
Increased by 0.00%
Apr 30, 26
5 iShares Russell 2000 ETF 1.46M (2.14%) 13.52K
Increased by +0.92%
May 29, 26
6 Vanguard Small Cap Index 1.40M (2.05%) -10.26K
Decreased by -0.73%
Apr 30, 26
7 Vanguard Explorer Inv 1.39M (2.04%) -377.95K
Decreased by -27.12%
Mar 31, 26
8 Strategic Advisers Fidelity US TtlStk 1.20M (1.76%) -74.80K
Decreased by -6.21%
Apr 30, 26
9 Fidelity® Series Small Cap Opps 1.16M (1.70%) 0.00
Increased by 0.00%
Oct 31, 23
10 Fidelity Low-Priced Stock 990.40K (1.45%) 0.00
Increased by 0.00%
Mar 31, 26
11 Vanguard Small Cap Value Index Inv 923.68K (1.35%) 1.36K
Increased by +0.15%
Apr 30, 26
12 Fidelity Stock Selector Small Cap 886.68K (1.30%) 0.00
Increased by 0.00%
Mar 31, 26
13 T. Rowe Price Small-Cap Value 881.86K (1.29%) -549.00
Decreased by -0.06%
Apr 30, 26
14 Fidelity Series Small Cap Opps 718.84K (1.05%) 0.00
Increased by 0.00%
Mar 31, 26
15 Fidelity® Small Cap Index 693.17K (1.01%) 19.11K
Increased by +2.76%
Oct 31, 23
16 Vanguard Strategic Equity Inv 665.38K (0.97%) -25.08K
Decreased by -3.77%
Dec 31, 23
17 Fidelity Series Value Discovery 641.98K (0.94%) 0.00
Increased by 0.00%
Apr 30, 26
18 Fidelity Small Cap Index 639.32K (0.94%) -1.06K
Decreased by -0.17%
Mar 31, 26
19 Vanguard Institutional Extnd Mkt Idx Tr 612.38K (0.90%) 0.00
Increased by 0.00%
Apr 30, 26
20 JPMorgan Small Cap Growth A 607.10K (0.89%) -6.54K
Decreased by -1.08%
Jul 31, 25