Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FDM 1.92%
2 JPSV 1.56%
3 SIXS 1.41%
4 PXSV 1.29%
5 XSVM 1.29%
6 RZV 1.07%
7 MYLD 1.03%
8 XSLV 0.91%
9 DSMC 0.56%
10 AFSM 0.51%
11 FYT 0.44%
12 SCDS 0.41%
13 ROSC 0.40%
14 BSVO 0.40%
15 SQLV 0.38%
16 HAPS 0.37%
17 PSCT 0.37%
18 ETHO 0.37%
19 XSHQ 0.32%
20 XSMO 0.29%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.68M (18.47%) -19.95K
Decreased by -0.54%
Mar 31, 26
2 Vanguard Group Inc 2.83M (14.19%) 78.99K
Increased by +2.79%
Dec 31, 25
3 Vanguard Portfolio Management, LLC 1.76M (8.86%) 1.76M
Increased by +100.00%
Mar 31, 26
4 Dimensional Fund Advisors, Inc. 1.66M (8.34%) -37.10K
Decreased by -2.23%
Mar 31, 26
5 Wasatch Advisors LP 1.10M (5.52%) -4.00K
Decreased by -0.36%
Mar 31, 26
6 State Street Corporation 979.19K (4.92%) -196.00
Decreased by -0.02%
Mar 31, 24
7 Pzena Investment Management, LLC 913.24K (4.58%) 5.78K
Increased by +0.63%
Mar 31, 26
8 Vanguard Capital Management, LLC 899.91K (4.52%) 899.91K
Increased by +100.00%
Mar 31, 26
9 State Street Corp 852.61K (4.28%) -4.32K
Decreased by -0.51%
Mar 31, 26
10 LSV Asset Management 852.16K (4.28%) 4.30K
Increased by +0.50%
Mar 31, 26
11 Victory Capital Management Inc. 676.19K (3.39%) -556.35K
Decreased by -82.28%
Jun 30, 24
12 JONES FINANCIAL COMPANIES LLLP 671.80K (3.37%) 671.80K
Increased by +100.00%
Mar 31, 25
13 American Century Companies Inc 588.84K (2.96%) -118.03K
Decreased by -20.05%
Mar 31, 26
14 Geode Capital Management, LLC 560.85K (2.82%) -1.26K
Decreased by -0.22%
Mar 31, 26
15 SG Americas Securities, LLC 494.99K (2.49%) 211.23K
Increased by +42.67%
Mar 31, 26
16 Charles Schwab Investment Management Inc 480.09K (2.41%) -57.93K
Decreased by -12.07%
Mar 31, 26
17 JPMorgan Chase & Co 456.59K (2.29%) 53.82K
Increased by +11.79%
Mar 31, 26
18 Amvescap Plc. 442.05K (2.22%) 2.61K
Increased by +0.59%
Mar 31, 26
19 Citadel Advisors Llc 421.42K (2.12%) 55.59K
Increased by +13.19%
Jun 30, 25
20 Jacobs Levy Equity Management, Inc. 356.49K (1.79%) -1.34K
Decreased by -0.38%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.20M (6.01%) 520.00
Increased by +0.04%
May 29, 26
2 Vanguard US Total Market Shares ETF 725.47K (3.64%) 0.00
Increased by 0.00%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 654.90K (3.29%) 0.00
Increased by 0.00%
Apr 30, 26
4 iShares Russell 2000 ETF 562.09K (2.82%) 5.20K
Increased by +0.93%
May 29, 26
5 Vanguard Information Technology ETF 530.88K (2.67%) 2.89K
Increased by +0.54%
Apr 30, 26
6 Victory Small Cap Value CIT (Net 75) 490.00K (2.46%) -400.00K
Decreased by -81.63%
Jun 30, 24
7 Victory Sycamore Small Company Opp R 490.00K (2.46%) -400.00K
Decreased by -81.63%
Jun 30, 24
8 Avantis US Small Cap Value ETF 477.11K (2.40%) 0.00
Increased by 0.00%
May 30, 26
9 Wasatch Small Cap Value 473.24K (2.38%) -5.01K
Decreased by -1.06%
Mar 31, 26
10 Vanguard Small Cap Index 470.91K (2.36%) -1.99K
Decreased by -0.42%
Apr 30, 26
11 DFA US Small Cap Value I 369.24K (1.85%) 0.00
Increased by 0.00%
Apr 30, 26
12 Schwab Fundamental US Small Company ETF 331.71K (1.67%) 0.00
Increased by 0.00%
Apr 30, 24
13 Vanguard Small Cap Value Index Inv 303.04K (1.52%) 3.16K
Increased by +1.04%
Apr 30, 26
14 JPM US Small Cap Value-Composite 293.77K (1.47%) 56.32K
Increased by +19.17%
Mar 31, 26
15 JPMorgan Small Cap Blend A 293.77K (1.47%) 0.00
Increased by 0.00%
Apr 30, 26
16 Fidelity® Small Cap Index 238.93K (1.20%) 6.25K
Increased by +2.62%
Oct 31, 23
17 Vanguard Institutional Extnd Mkt Idx Tr 223.55K (1.12%) 1.22K
Increased by +0.55%
Apr 30, 26
18 DFA US Targeted Value I 214.00K (1.07%) 0.00
Increased by 0.00%
Apr 30, 26
19 Fidelity Small Cap Index 213.98K (1.07%) -86.00
Decreased by -0.04%
Mar 31, 26
20 SPDR® Portfolio S&P 600 Sm Cap ETF 210.07K (1.05%) 138.00
Increased by +0.07%
Jan 31, 24