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 KBE 1.08%
6 CVY 1.07%
7 SEIS 1.02%
8 FSCS 1.00%
9 RNMC 1.00%
10 PSCF 0.97%
11 DGRS 0.91%
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 RZG 0.48%
19 FTXO 0.47%
20 SMIZ 0.45%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 7.46M (14.76%) 23.88K
Increased by +0.32%
 Mar 31, 26
2 Vanguard Group Inc 6.08M (12.03%) 196.25K
Increased by +3.23%
 Dec 31, 25
3 Vanguard Portfolio Management, LLC 3.37M (6.67%) 3.37M
Increased by +100.00%
 Mar 31, 26
4 State Street Corp 2.54M (5.02%) 74.25K
Increased by +2.93%
 Mar 31, 26
5 Vanguard Capital Management, LLC 2.28M (4.51%) 2.28M
Increased by +100.00%
 Mar 31, 26
6 State Street Corporation 2.26M (4.47%) -66.36K
Decreased by -2.94%
 Mar 31, 24
7 Champlain Investment Partners, LLC 1.57M (3.10%) -1.13M
Decreased by -71.86%
 Dec 31, 25
8 Kayne Anderson Rudnick Investment Management LLC 1.36M (2.69%) -212.10K
Decreased by -15.60%
 Mar 31, 26
9 Geode Capital Management, LLC 1.22M (2.42%) 46.32K
Increased by +3.78%
 Mar 31, 26
10 Dimensional Fund Advisors, Inc. 1.13M (2.24%) 10.01K
Increased by +0.88%
 Mar 31, 26
11 JPMorgan Chase & Co 1.04M (2.05%) -44.01K
Decreased by -4.25%
 Mar 31, 26
12 Principal Financial Group Inc 984.94K (1.95%) -33.42K
Decreased by -3.39%
 Mar 31, 26
13 Welch Group, LLC 975.93K (1.93%) -27.57K
Decreased by -2.83%
 Mar 31, 26
14 Stonegate Investment Group, LLC 919.70K (1.82%) -17.97K
Decreased by -1.95%
 Sep 30, 25
15 Goss Wealth Management LLC 919.50K (1.82%) 919.21K
Increased by +99.97%
 Dec 31, 25
16 Davis Asset Management, L.P. 910.38K (1.80%) 35.00K
Increased by +3.84%
 Mar 31, 26
17 Victory Capital Management Inc. 877.40K (1.73%) 143.79K
Increased by +16.39%
 Mar 31, 26
18 The Goldman Sachs Group Inc 833.59K (1.65%) 414.78K
Increased by +49.76%
 Mar 31, 26
19 Wasatch Advisors Inc. 796.32K (1.57%) 214.88K
Increased by +26.98%
 Sep 30, 23
20 Copeland Capital Management, LLC 753.53K (1.49%) 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 3.05M (6.03%) 1.09K
Increased by +0.04%
 May 29, 26
2 Vanguard Total Stock Mkt Idx Inv 1.64M (3.24%) 5.98K
Increased by +0.36%
 Apr 30, 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 1.23M (2.43%) 11.34K
Increased by +0.92%
 May 29, 26
5 Vanguard Small Cap Index 1.20M (2.36%) -3.38K
Decreased by -0.28%
 Apr 30, 26
6 Champlain Mid Cap Fund, LLC 792.89K (1.57%) -48.54K
Decreased by -6.12%
 Feb 28, 26
7 Virtus KAR Small-Cap Growth I 738.67K (1.46%) -152.00K
Decreased by -20.58%
 Mar 31, 26
8 Victory Sycamore Small Company Opp R 630.00K (1.25%) 95.00K
Increased by +15.08%
 Mar 31, 26
9 Vanguard Institutional Extnd Mkt Idx Tr 566.23K (1.12%) 5.30K
Increased by +0.94%
 Apr 30, 26
10 Victory Small Cap Value CIT (Net 75) 535.00K (1.06%) 516.10K
Increased by +96.47%
 Dec 31, 25
11 First Trust SMID Cp Rising Div Achv ETF 522.96K (1.03%) -1.30K
Decreased by -0.25%
 May 31, 26
12 Fidelity Small Cap Index 506.07K (1.00%) 1.08K
Increased by +0.21%
 Mar 31, 26
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 463.72K (0.92%) 0.00
Increased by 0.00%
 May 29, 26
15 SPDR® Portfolio S&P 600™ Sm Cap ETF 444.28K (0.88%) 5.35K
Increased by +1.20%
 Aug 29, 25
16 SPDR® Portfolio S&P 600 Sm Cap ETF 434.45K (0.86%) 0.00
Increased by 0.00%
 Apr 30, 24
17 iShares S&P Small-Cap 600 Growth ETF 432.33K (0.85%) 0.00
Increased by 0.00%
 Aug 31, 25
18 Old Westbury Small & Mid Cap Strategies 430.00K (0.85%) 0.00
Increased by 0.00%
 Oct 31, 25
19 Champlain Small Company Adv 425.00K (0.84%) -20.00K
Decreased by -4.71%
 Sep 30, 25
20 iShares Russell 2000 Growth ETF 424.91K (0.84%) -2.77K
Decreased by -0.65%
 May 29, 26