Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOUT 3.90%
2 THRV 2.06%
3 JSML 1.52%
4 PFI 1.50%
5 CVY 1.07%
6 SEIS 1.02%
7 KBE 1.02%
8 FSCS 1.01%
9 RNMC 1.00%
10 DGRS 0.96%
11 PSCF 0.96%
12 DBSC 0.87%
13 JSMD 0.83%
14 KRE 0.81%
15 FNY 0.53%
16 SLYG 0.49%
17 DPST 0.48%
18 FTXO 0.48%
19 RZG 0.48%
20 SMIZ 0.45%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 7.46M (14.62%) 23.88K
Increased by +0.32%
 Mar 31, 26
2 Vanguard Group Inc 6.08M (11.91%) 196.25K
Increased by +3.23%
 Dec 31, 25
3 Vanguard Portfolio Management, LLC 3.37M (6.60%) 3.37M
Increased by +100.00%
 Mar 31, 26
4 State Street Corp 2.54M (4.97%) 74.25K
Increased by +2.93%
 Mar 31, 26
5 Vanguard Capital Management, LLC 2.28M (4.47%) 2.28M
Increased by +100.00%
 Mar 31, 26
6 State Street Corporation 2.26M (4.43%) -66.36K
Decreased by -2.94%
 Mar 31, 24
7 Champlain Investment Partners, LLC 1.57M (3.07%) -1.13M
Decreased by -71.86%
 Dec 31, 25
8 Kayne Anderson Rudnick Investment Management LLC 1.36M (2.66%) -212.10K
Decreased by -15.60%
 Mar 31, 26
9 Geode Capital Management, LLC 1.22M (2.40%) 46.32K
Increased by +3.78%
 Mar 31, 26
10 Dimensional Fund Advisors, Inc. 1.13M (2.22%) 10.01K
Increased by +0.88%
 Mar 31, 26
11 JPMorgan Chase & Co 1.04M (2.03%) -44.01K
Decreased by -4.25%
 Mar 31, 26
12 Principal Financial Group Inc 984.94K (1.93%) -33.42K
Decreased by -3.39%
 Mar 31, 26
13 Welch Group, LLC 975.93K (1.91%) -27.57K
Decreased by -2.83%
 Mar 31, 26
14 Stonegate Investment Group, LLC 919.70K (1.80%) -17.97K
Decreased by -1.95%
 Sep 30, 25
15 Goss Wealth Management LLC 919.50K (1.80%) 919.21K
Increased by +99.97%
 Dec 31, 25
16 Davis Asset Management, L.P. 910.38K (1.78%) 35.00K
Increased by +3.84%
 Mar 31, 26
17 Victory Capital Management Inc. 877.40K (1.72%) 143.79K
Increased by +16.39%
 Mar 31, 26
18 The Goldman Sachs Group Inc 833.59K (1.63%) 414.78K
Increased by +49.76%
 Mar 31, 26
19 Wasatch Advisors Inc. 796.32K (1.56%) 214.88K
Increased by +26.98%
 Sep 30, 23
20 Copeland Capital Management, LLC 753.53K (1.48%) 753.53K
Increased by +100.00%
 Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.03M (5.93%) 454.00
Increased by +0.01%
 Jun 30, 26
2 Vanguard Total Stock Mkt Idx Inv 1.65M (3.23%) 7.78K
Increased by +0.47%
 Jun 30, 26
3 Vanguard US Total Market Shares ETF 1.55M (3.03%) 1.58K
Increased by +0.10%
 Sep 30, 24
4 iShares Russell 2000 ETF 1.37M (2.69%) 8.15K
Increased by +0.59%
 Jun 30, 26
5 Vanguard Small Cap Index 1.19M (2.33%) -3.66K
Decreased by -0.31%
 Jun 30, 26
6 Champlain Mid Cap Fund, LLC 792.89K (1.55%) -48.54K
Decreased by -6.12%
 Feb 28, 26
7 Virtus KAR Small-Cap Growth I 738.67K (1.45%) -152.00K
Decreased by -20.58%
 Mar 31, 26
8 Victory Sycamore Small Company Opp R 630.00K (1.23%) 0.00
Increased by 0.00%
 Jun 30, 26
9 Vanguard Institutional Extnd Mkt Idx Tr 576.74K (1.13%) 8.00K
Increased by +1.39%
 Jun 30, 26
10 Victory Small Cap Value CIT (Net 75) 535.00K (1.05%) 516.10K
Increased by +96.47%
 Dec 31, 25
11 First Trust SMID Cp Rising Div Achv ETF 522.96K (1.02%) -1.30K
Decreased by -0.25%
 May 31, 26
12 Fidelity Small Cap Index 510.57K (1.00%) 4.50K
Increased by +0.88%
 Apr 30, 26
13 FPA Queens Road Small Cap Value Inv 483.60K (0.95%) 78.84K
Increased by +16.30%
 Jun 30, 26
14 Fidelity® Small Cap Index 478.63K (0.94%) 10.94K
Increased by +2.29%
 Sep 30, 23
15 State Street SPDR Port S&P 600 Sm CpETF 460.24K (0.90%) -3.12K
Decreased by -0.68%
 Jun 30, 26
16 iShares Russell 2000 Growth ETF 455.39K (0.89%) -1.75K
Decreased by -0.38%
 Jun 30, 26
17 SPDR® Portfolio S&P 600™ Sm Cap ETF 444.28K (0.87%) 5.35K
Increased by +1.20%
 Aug 29, 25
18 SPDR® Portfolio S&P 600 Sm Cap ETF 434.45K (0.85%) 0.00
Increased by 0.00%
 Apr 30, 24
19 iShares S&P Small-Cap 600 Growth ETF 432.33K (0.85%) 0.00
Increased by 0.00%
 Aug 31, 25
20 Old Westbury Small & Mid Cap Strategies 430.00K (0.84%) 0.00
Increased by 0.00%
 Oct 31, 25