Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MVFD 3.47%
2 ECML 1.59%
3 PSCD 1.41%
4 DVP 1.35%
5 DEEP 1.23%
6 SMCP 1.04%
7 MYLD 0.98%
8 DGRS 0.97%
9 NSCS 0.95%
10 GRPZ 0.89%
11 CSB 0.87%
12 XSHQ 0.86%
13 SCOW 0.81%
14 FSCC 0.77%
15 XSLV 0.75%
16 HEJD 0.65%
17 PAPI 0.62%
18 JPSV 0.59%
19 RNSC 0.59%
20 FSGS 0.59%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 10.80M (15.14%) 91.64K
Increased by +0.85%
Mar 31, 26
2 Vanguard Group Inc 8.18M (11.47%) -102.77K
Decreased by -1.26%
Dec 31, 25
3 FMR Inc 8.00M (11.21%) -24.93K
Decreased by -0.31%
Mar 31, 26
4 Vanguard Portfolio Management, LLC 4.43M (6.21%) 4.43M
Increased by +100.00%
Mar 31, 26
5 Macquarie Group Ltd 3.32M (4.65%) -498.64K
Decreased by -15.02%
Sep 30, 25
6 Vanguard Capital Management, LLC 3.25M (4.55%) 3.25M
Increased by +100.00%
Mar 31, 26
7 Morgan Stanley - Brokerage Accounts 3.05M (4.28%) -617.42K
Decreased by -20.22%
Mar 31, 26
8 Delaware Management Holdings Inc 2.79M (3.90%) -215.99K
Decreased by -7.75%
Mar 31, 26
9 State Street Corp 2.76M (3.86%) 52.68K
Increased by +1.91%
Mar 31, 26
10 State Street Corporation 2.75M (3.85%) 39.98K
Increased by +1.46%
Mar 31, 24
11 Dimensional Fund Advisors, Inc. 2.35M (3.30%) 99.07K
Increased by +4.21%
Mar 31, 26
12 Capital Research Global Investors 2.03M (2.84%) -694.88K
Decreased by -34.31%
Dec 31, 25
13 Geode Capital Management, LLC 2.02M (2.84%) 245.76K
Increased by +12.15%
Mar 31, 26
14 T. Rowe Price Investment Management,Inc. 2.02M (2.83%) -1.11M
Decreased by -54.88%
Mar 31, 26
15 Wellington Management Company LLP 1.82M (2.56%) -583.28K
Decreased by -31.96%
Mar 31, 26
16 Amvescap Plc. 1.79M (2.52%) -990.03K
Decreased by -55.16%
Mar 31, 26
17 The Goldman Sachs Group Inc 1.73M (2.43%) 417.79K
Increased by +24.15%
Mar 31, 26
18 Pacer Advisors, INC. 1.71M (2.40%) 1.71M
Increased by +100.00%
Dec 31, 24
19 Victory Capital Management Inc. 1.63M (2.28%) -62.24K
Decreased by -3.83%
Dec 31, 25
20 Charles Schwab Investment Management Inc 1.33M (1.86%) 53.20K
Increased by +4.02%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 4.41M (6.18%) 1.60K
Increased by +0.04%
May 29, 26
2 Delaware US Small Cap Core Equity (SMA) 2.57M (3.61%) -30.13K
Decreased by -1.17%
Mar 31, 24
3 Macquarie US Small Cap Core Equity 2.57M (3.61%) -30.13K
Decreased by -1.17%
Mar 31, 24
4 Delaware Small Cap Core I 2.38M (3.34%) -109.33K
Decreased by -4.59%
Oct 31, 24
5 Vanguard Total Stock Mkt Idx Inv 2.32M (3.25%) 6.66K
Increased by +0.29%
Apr 30, 26
6 Fidelity Low-Priced Stock 2.28M (3.19%) 358.30K
Increased by +15.73%
Mar 31, 26
7 Vanguard Explorer Inv 2.13M (2.98%) 224.04K
Increased by +10.53%
Mar 31, 25
8 Vanguard US Total Market Shares ETF 2.11M (2.96%) -123.97K
Decreased by -5.87%
Sep 30, 24
9 American Funds SMALLCAP World A 1.82M (2.55%) -616.89K
Decreased by -33.95%
Dec 31, 25
10 iShares Russell 2000 ETF 1.71M (2.40%) 15.81K
Increased by +0.92%
May 29, 26
11 Vanguard Small Cap Index 1.67M (2.35%) -2.45K
Decreased by -0.15%
Apr 30, 26
12 Pacer US Small Cap Cash Cows 100 ETF 1.48M (2.07%) -10.74K
Decreased by -0.73%
Feb 28, 25
13 Macquarie Small Cap Core I 1.47M (2.06%) -110.19K
Decreased by -7.51%
Jul 31, 25
14 First Trust SMID Cp Rising Div Achv ETF 1.30M (1.82%) 1.38K
Increased by +0.11%
Aug 28, 25
15 Vanguard Small Cap Value Index Inv 1.08M (1.51%) 8.47K
Increased by +0.79%
Apr 30, 26
16 T. Rowe Price US Smlr Cm Eq A USD 1.05M (1.48%) -34.69K
Decreased by -3.29%
Apr 30, 25
17 T. Rowe Price Small-Cap Value 1.03M (1.44%) -52.07K
Decreased by -5.07%
Apr 30, 26
18 Calvert Small-Cap A 973.57K (1.36%) -60.79K
Decreased by -6.24%
Dec 31, 25
19 Calvert US Small-Cap SMA 973.57K (1.36%) 972.88K
Increased by +99.93%
Dec 31, 25
20 Calvert US Small-Cap Strategy 973.57K (1.36%) -15.47K
Decreased by -1.59%
Dec 31, 25