Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AIRL 4.71%
2 BOUT 3.41%
3 JETS 3.10%
4 PEZ 2.70%
5 CPAI 2.23%
6 XTN 2.03%
7 ASCE 2.03%
8 PEJ 2.00%
9 CAFG 1.78%
10 SYLD 1.22%
11 PSCI 1.21%
12 PXSG 1.10%
13 XSMO 1.09%
14 MYLD 1.05%
15 FSML 1.05%
16 FDLS 1.00%
17 GRPZ 1.00%
18 FTXR 0.94%
19 OOTO 0.93%
20 RZG 0.93%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 6.73M (17.28%) 235.57K
Increased by +3.50%
Mar 31, 26
2 Vanguard Group Inc 4.97M (12.74%) 152.86K
Increased by +3.08%
Dec 31, 25
3 Vanguard Portfolio Management, LLC 2.99M (7.68%) 2.99M
Increased by +100.00%
Mar 31, 26
4 Dimensional Fund Advisors, Inc. 2.53M (6.49%) 20.68K
Increased by +0.82%
Mar 31, 26
5 American Century Companies Inc 1.93M (4.94%) 217.83K
Increased by +11.31%
Mar 31, 26
6 Vanguard Capital Management, LLC 1.77M (4.55%) 1.77M
Increased by +100.00%
Mar 31, 26
7 FMR Inc 1.75M (4.50%) 12.02K
Increased by +0.69%
Mar 31, 26
8 State Street Corporation 1.63M (4.19%) -15.26K
Decreased by -0.93%
Mar 31, 24
9 State Street Corp 1.57M (4.03%) 54.32K
Increased by +3.46%
Mar 31, 26
10 Pacer Advisors, INC. 1.50M (3.86%) -687.33K
Decreased by -45.70%
Dec 31, 24
11 Wealthfront Advisers LLC 1.47M (3.77%) 1.47M
Increased by +100.00%
Dec 31, 24
12 Fuller & Thaler Asset Management Inc 1.18M (3.03%) -1.19M
Decreased by -100.44%
Mar 31, 26
13 Geode Capital Management, LLC 1.04M (2.67%) 27.36K
Increased by +2.63%
Mar 31, 26
14 SW Investment Management LLC 900.00K (2.31%) 0.00
Increased by 0.00%
Mar 31, 26
15 The Goldman Sachs Group Inc 746.60K (1.92%) -113.24K
Decreased by -15.17%
Mar 31, 26
16 Citadel Advisors Llc 703.74K (1.81%) -297.91K
Decreased by -42.33%
Jun 30, 25
17 JPMorgan Chase & Co 596.51K (1.53%) 381.96K
Increased by +64.03%
Sep 30, 25
18 Charles Schwab Investment Management Inc 583.17K (1.50%) -13.53K
Decreased by -2.32%
Mar 31, 26
19 Morgan Stanley - Brokerage Accounts 525.09K (1.35%) -120.44K
Decreased by -22.94%
Mar 31, 26
20 Victory Capital Management Inc. 517.08K (1.33%) -9.80K
Decreased by -1.90%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.44M (6.25%) 880.00
Increased by +0.04%
May 29, 26
2 Avantis US Small Cap Value ETF 1.90M (4.87%) 1.55K
Increased by +0.08%
May 30, 26
3 Pacer US Small Cap Cash Cows 100 ETF 1.30M (3.33%) -9.43K
Decreased by -0.73%
Feb 28, 25
4 Vanguard Total Stock Mkt Idx Inv 1.29M (3.30%) 4.18K
Increased by +0.32%
Apr 30, 26
5 Vanguard US Total Market Shares ETF 1.20M (3.09%) 1.15K
Increased by +0.10%
Sep 30, 24
6 FullerThaler Beh Small-Cap Equity SMA 1.13M (2.91%) 16.47K
Increased by +1.45%
Dec 31, 25
7 FullerThaler Behavioral Sm-Cp Eq R6 1.13M (2.91%) 0.00
Increased by 0.00%
Apr 30, 26
8 FullerThaler Behavioral Small-Cap Equity 1.13M (2.91%) 247.68K
Increased by +21.83%
Dec 31, 25
9 iShares Russell 2000 ETF 970.22K (2.49%) 8.94K
Increased by +0.92%
May 29, 26
10 Vanguard Small Cap Index 931.44K (2.39%) -2.07K
Decreased by -0.22%
Apr 30, 26
11 Vanguard Small Cap Value Index Inv 598.61K (1.54%) 4.96K
Increased by +0.83%
Apr 30, 26
12 DFA US Small Cap Value I 572.57K (1.47%) 0.00
Increased by 0.00%
Apr 30, 26
13 Vanguard Strategic Equity Inv 536.46K (1.38%) 10.15K
Increased by +1.89%
Mar 31, 26
14 Fidelity Stock Selector Small Cap 532.44K (1.37%) 3.40K
Increased by +0.64%
Mar 31, 26
15 Vanguard Institutional Extnd Mkt Idx Tr 452.59K (1.16%) 4.74K
Increased by +1.05%
Apr 30, 26
16 Fidelity® Small Cap Index 422.33K (1.08%) 10.98K
Increased by +2.60%
Oct 31, 23
17 Fidelity Small Cap Index 396.69K (1.02%) 705.00
Increased by +0.18%
Mar 31, 26
18 State Street SPDR Port S&P 600 Sm CpETF 370.09K (0.95%) 0.00
Increased by 0.00%
May 29, 26
19 Fidelity Series Small Cap Opps 365.96K (0.94%) -2.80K
Decreased by -0.77%
Mar 31, 26
20 SPDR® Portfolio S&P 600 Sm Cap ETF 362.92K (0.93%) 0.00
Increased by 0.00%
Apr 30, 24