Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOUT 3.90%
2 THRV 2.06%
3 JSML 1.72%
4 PFI 1.50%
5 KBE 1.09%
6 CVY 1.07%
7 SEIS 1.02%
8 FSCS 1.00%
9 RNMC 1.00%
10 PSCF 0.97%
11 DBSC 0.97%
12 JSMD 0.90%
13 DGRS 0.88%
14 KRE 0.67%
15 FNY 0.53%
16 SLYG 0.49%
17 DPST 0.48%
18 RZG 0.48%
19 SMIZ 0.45%
20 FTXO 0.43%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 7.32M (14.49%) -297.40K
Decreased by -4.06%
Sep 30, 25
2 Vanguard Group Inc 6.08M (12.05%) 196.25K
Increased by +3.23%
Dec 31, 25
3 State Street Corp 2.38M (4.72%) -15.33K
Decreased by -0.64%
Sep 30, 25
4 State Street Corporation 2.26M (4.48%) -66.36K
Decreased by -2.94%
Mar 31, 24
5 Kayne Anderson Rudnick Investment Management LLC 1.94M (3.83%) -201.15K
Decreased by -10.39%
Sep 30, 25
6 JPMorgan Chase & Co 1.92M (3.81%) 1.16M
Increased by +60.38%
Sep 30, 25
7 Champlain Investment Partners, LLC 1.57M (3.11%) -1.13M
Decreased by -71.86%
Dec 31, 25
8 Geode Capital Management, LLC 1.18M (2.34%) 3.92K
Increased by +0.33%
Sep 30, 25
9 Dimensional Fund Advisors, Inc. 1.12M (2.23%) 1.86K
Increased by +0.17%
Dec 31, 25
10 Principal Financial Group Inc 1.02M (2.01%) -41.00K
Decreased by -4.03%
Sep 30, 25
11 Welch Group, LLC 1.00M (1.99%) 19.73K
Increased by +1.97%
Dec 31, 25
12 Victory Capital Management Inc. 996.47K (1.97%) -66.67K
Decreased by -6.69%
Sep 30, 25
13 Stonegate Investment Group, LLC 919.70K (1.82%) -17.97K
Decreased by -1.95%
Sep 30, 25
14 Davis Asset Management, L.P. 875.38K (1.73%) 111.81K
Increased by +12.77%
Dec 31, 25
15 Wasatch Advisors Inc. 796.32K (1.58%) 214.88K
Increased by +26.98%
Sep 30, 23
16 Gotham Asset Management, LLC 722.95K (1.43%) 612.80K
Increased by +84.76%
Jun 30, 25
17 NORGES BANK 667.33K (1.32%) 56.97K
Increased by +8.54%
Dec 31, 25
18 Northern Trust Corp 622.28K (1.23%) -5.50K
Decreased by -0.88%
Sep 30, 25
19 Morgan Stanley - Brokerage Accounts 549.47K (1.09%) -93.42K
Decreased by -17.00%
Sep 30, 25
20 Charles Schwab Investment Management Inc 543.24K (1.08%) 3.00K
Increased by +0.55%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.04M (6.03%) -231.62K
Decreased by -7.61%
Feb 28, 26
2 Vanguard Total Stock Mkt Idx Inv 1.66M (3.28%) 5.08K
Increased by +0.31%
Jan 31, 26
3 Vanguard US Total Market Shares ETF 1.55M (3.06%) 1.58K
Increased by +0.10%
Sep 30, 24
4 iShares Russell 2000 ETF 1.25M (2.48%) 183.46K
Increased by +14.63%
Feb 28, 26
5 Vanguard Small Cap Index 1.18M (2.33%) 144.00
Increased by +0.01%
Jan 31, 26
6 Virtus KAR Small-Cap Growth I 890.67K (1.76%) -392.00K
Decreased by -44.01%
Dec 31, 25
7 Champlain Mid Cap Fund, LLC 841.43K (1.67%) -103.49K
Decreased by -12.30%
Jan 31, 26
8 Vanguard Institutional Extnd Mkt Idx Tr 543.63K (1.08%) 2.17K
Increased by +0.40%
Jan 31, 26
9 Victory Small Cap Value CIT (Net 75) 535.00K (1.06%) 516.10K
Increased by +96.47%
Dec 31, 25
10 Victory Sycamore Small Company Opp R 535.00K (1.06%) -195.00K
Decreased by -36.45%
Dec 31, 25
11 First Trust SMID Cp Rising Div Achv ETF 509.47K (1.01%) 300.00
Increased by +0.06%
Feb 26, 26
12 Fidelity Small Cap Index 505.69K (1.00%) -15.10K
Decreased by -2.99%
Dec 31, 25
13 Fidelity® Small Cap Index 478.63K (0.95%) 10.94K
Increased by +2.29%
Sep 30, 23
14 State Street SPDR Port S&P 600 Sm CpETF 467.70K (0.93%) 1.30K
Increased by +0.28%
Feb 27, 26
15 Champlain Small Company Fund, LLC 459.08K (0.91%) -136.54K
Decreased by -29.74%
Jan 31, 26
16 SPDR® Portfolio S&P 600™ Sm Cap ETF 444.28K (0.88%) 5.35K
Increased by +1.20%
Aug 29, 25
17 SPDR® Portfolio S&P 600 Sm Cap ETF 434.45K (0.86%) 0.00
Increased by 0.00%
Apr 30, 24
18 iShares S&P Small-Cap 600 Growth ETF 432.33K (0.86%) 0.00
Increased by 0.00%
Aug 31, 25
19 iShares Russell 2000 Growth ETF 431.38K (0.85%) 283.33K
Increased by +65.68%
Feb 28, 26
20 Old Westbury Small & Mid Cap Strategies 430.00K (0.85%) 0.00
Increased by 0.00%
Oct 31, 25