Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XHB 3.35%
2 PKB 2.98%
3 ALIL 2.26%
4 CBSE 2.21%
5 PSCD 1.88%
6 ITB 1.86%
7 RSMC 1.82%
8 PEZ 1.52%
9 SCOW 1.50%
10 XSHQ 1.05%
11 SMCP 1.00%
12 NAIL 0.98%
13 HAPS 0.90%
14 TSME 0.83%
15 HOMZ 0.81%
16 JSMD 0.80%
17 VUSG 0.72%
18 DSMC 0.65%
19 SLYG 0.65%
20 JSML 0.59%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 8.85M (16.40%) -108.20K
Decreased by -1.22%
Mar 31, 26
2 Vanguard Group Inc 5.77M (10.70%) -91.84K
Decreased by -1.59%
Dec 31, 25
3 Wellington Management Company LLP 3.79M (7.02%) -511.17K
Decreased by -13.50%
Mar 31, 26
4 Vanguard Portfolio Management, LLC 3.07M (5.70%) 3.07M
Increased by +100.00%
Mar 31, 26
5 State Street Corp 2.75M (5.11%) 27.02K
Increased by +0.98%
Mar 31, 26
6 Wasatch Advisors LP 2.74M (5.07%) 1.89M
Increased by +68.88%
Mar 31, 26
7 Vanguard Capital Management, LLC 2.48M (4.60%) 2.48M
Increased by +100.00%
Mar 31, 26
8 Thrivent Financial For Lutherans 2.07M (3.84%) 794.70K
Increased by +38.41%
Jun 30, 25
9 Dimensional Fund Advisors, Inc. 1.74M (3.22%) 80.53K
Increased by +4.64%
Mar 31, 26
10 AllianceBernstein L.P. 1.61M (2.99%) -46.96K
Decreased by -2.91%
Sep 30, 25
11 FMR Inc 1.59M (2.96%) -398.66K
Decreased by -25.01%
Dec 31, 25
12 Wasatch Advisors Inc. 1.54M (2.86%) -84.56K
Decreased by -5.48%
Sep 30, 23
13 State Street Corporation 1.44M (2.67%) 7.94K
Increased by +0.55%
Mar 31, 24
14 Ameriprise Financial Inc 1.41M (2.62%) 91.99K
Increased by +6.52%
Sep 30, 25
15 Capital Research Global Investors 1.38M (2.55%) -380.94K
Decreased by -27.67%
Mar 31, 26
16 Goldman Sachs Group Inc 1.35M (2.50%) 337.85K
Increased by +25.11%
Jun 30, 25
17 Geode Capital Management, LLC 1.33M (2.47%) 24.04K
Increased by +1.80%
Mar 31, 26
18 Mak Capital One LLC 1.28M (2.38%) -717.63K
Decreased by -55.96%
Mar 31, 26
19 Marshall Wace Asset Management Ltd 1.24M (2.29%) -160.45K
Decreased by -12.97%
Dec 31, 25
20 ING Investment Management LLC 1.13M (2.10%) 584.23K
Increased by +51.69%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.35M (6.22%) 1.20K
Increased by +0.04%
May 29, 26
2 American Funds SMALLCAP World A 2.03M (3.77%) -343.15K
Decreased by -16.89%
Mar 31, 26
3 Vanguard Total Stock Mkt Idx Inv 1.77M (3.28%) 4.97K
Increased by +0.28%
Apr 30, 26
4 Vanguard US Total Market Shares ETF 1.65M (3.05%) 1.41K
Increased by +0.09%
Sep 30, 24
5 iShares Russell 2000 ETF 1.34M (2.48%) 12.38K
Increased by +0.93%
May 29, 26
6 Vanguard Small Cap Index 1.27M (2.36%) -3.01K
Decreased by -0.24%
Apr 30, 26
7 American Funds Growth Fund of Amer A 1.06M (1.96%) -411.11K
Decreased by -38.92%
Jun 30, 24
8 Capital Group Growth Fnd of Amer Comp 1.06M (1.96%) -411.11K
Decreased by -38.92%
Jun 30, 24
9 Vanguard Explorer Inv 990.85K (1.84%) 7.34K
Increased by +0.74%
Mar 31, 26
10 FullerThaler Behavioral Small-Cap Growth 757.54K (1.40%) 26.80K
Increased by +3.54%
Mar 31, 26
11 Wasatch Core Growth 744.04K (1.38%) 744.04K
Increased by +100.00%
Mar 31, 26
12 CT (Lux) American Smaller Com 9U USD 744.04K (1.38%) 3.75K
Increased by +0.50%
Aug 31, 25
13 FullerThaler Behavioral Sm-Cp Gr R6 735.00K (1.36%) 64.30K
Increased by +8.75%
Mar 31, 26
14 SPDR® S&P Homebuilders ETF 716.32K (1.33%) -2.13K
Decreased by -0.30%
Aug 31, 25
15 Vanguard Small Cap Growth Index Inv 715.63K (1.33%) -197.00
Decreased by -0.03%
Apr 30, 26
16 State Street® SPDR® S&P® Hmebldr ETF 689.93K (1.28%) 17.99K
Increased by +2.61%
May 31, 26
17 Thrivent Mid Cap Stock A 663.95K (1.23%) -41.43K
Decreased by -6.24%
Jun 30, 25
18 American Century Small Cap Growth Inv 642.52K (1.19%) 252.18K
Increased by +39.25%
Jun 30, 25
19 American Century U.S. Small Cap Growth 642.52K (1.19%) 252.18K
Increased by +39.25%
Jun 30, 25
20 Vanguard Institutional Extnd Mkt Idx Tr 625.23K (1.16%) 7.30K
Increased by +1.17%
Apr 30, 26