Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NDIV 4.68%
2 WOOD 4.39%
3 BRF 2.33%
4 PSCM 1.79%
5 GLRY 1.68%
6 PYZ 1.11%
7 VRAI 1.10%
8 CUT 1.08%
9 SIXS 1.08%
10 SMIZ 1.06%
11 DEEP 1.04%
12 SYLD 1.03%
13 DVP 0.95%
14 XSHD 0.94%
15 DFRA 0.93%
16 MYLD 0.92%
17 SDVY 0.91%
18 CSB 0.80%
19 GRPZ 0.78%
20 DGRS 0.75%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Atlas FRM LLC 6.31M (20.58%) 0.00
Increased by 0.00%
Mar 31, 26
2 BlackRock Inc 5.48M (17.87%) 153.50K
Increased by +2.80%
Mar 31, 26
3 Vanguard Group Inc 2.93M (9.55%) -64.89K
Decreased by -2.22%
Dec 31, 25
4 Millennium Management LLC 2.39M (7.78%) 152.22K
Increased by +6.38%
Mar 31, 26
5 Nomura Holdings Inc 2.15M (7.01%) 0.00
Increased by 0.00%
Mar 31, 26
6 LSV Asset Management 1.59M (5.20%) -17.17K
Decreased by -1.08%
Mar 31, 26
7 American Century Companies Inc 1.54M (5.02%) 168.76K
Increased by +10.95%
Mar 31, 26
8 Vanguard Capital Management, LLC 1.51M (4.92%) 1.51M
Increased by +100.00%
Mar 31, 26
9 State Street Corporation 1.41M (4.58%) 9.78K
Increased by +0.70%
Mar 31, 24
10 Dimensional Fund Advisors, Inc. 1.36M (4.44%) 72.18K
Increased by +5.30%
Mar 31, 26
11 State Street Corp 1.32M (4.31%) -21.40K
Decreased by -1.62%
Mar 31, 26
12 Vanguard Portfolio Management, LLC 1.02M (3.33%) 1.02M
Increased by +100.00%
Mar 31, 26
13 Jain Global LLC 987.33K (3.22%) 175.87K
Increased by +17.81%
Mar 31, 26
14 SG Americas Securities, LLC 905.27K (2.95%) 905.27K
Increased by +100.00%
Jun 30, 24
15 Royal London Asset Management Ltd 903.23K (2.95%) 45.34K
Increased by +5.02%
Mar 31, 26
16 Geode Capital Management, LLC 848.25K (2.77%) 6.90K
Increased by +0.81%
Mar 31, 26
17 Wasatch Advisors LP 837.22K (2.73%) 58.45K
Increased by +6.98%
Jun 30, 25
18 Charles Schwab Investment Management Inc 612.98K (2.00%) -32.16K
Decreased by -5.25%
Mar 31, 26
19 Morgan Stanley - Brokerage Accounts 546.73K (1.78%) -79.88K
Decreased by -14.61%
Mar 31, 26
20 FMR Inc 503.73K (1.64%) 89.57K
Increased by +17.78%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.01M (6.54%) 815.00
Increased by +0.04%
May 29, 26
2 Avantis US Small Cap Value ETF 1.49M (4.87%) 1.33K
Increased by +0.09%
May 30, 26
3 Fidelity® Low-Priced Stock 1.35M (4.42%) -37.29K
Decreased by -2.75%
Oct 31, 23
4 Vanguard US Total Market Shares ETF 1.12M (3.66%) 6.57K
Increased by +0.59%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 1.08M (3.52%) 0.00
Increased by 0.00%
Apr 30, 26
6 iShares Russell 2000 ETF 797.84K (2.60%) 7.38K
Increased by +0.93%
May 29, 26
7 Royal London Global Equity Divers R Acc 725.18K (2.36%) 9.72K
Increased by +1.34%
Feb 28, 26
8 Fidelity Low-Priced Stock 606.47K (1.98%) -747.89K
Decreased by -123.32%
Nov 30, 23
9 Wasatch Small Cap Value 441.38K (1.44%) 25.96K
Increased by +5.88%
Jun 30, 25
10 Royce Small-Cap Special Equity Invmt 389.00K (1.27%) 43.00K
Increased by +11.05%
Mar 31, 26
11 Vanguard Institutional Extnd Mkt Idx Tr 373.77K (1.22%) 3.51K
Increased by +0.94%
Apr 30, 26
12 Fidelity® Small Cap Index 351.01K (1.14%) 9.67K
Increased by +2.75%
Oct 31, 23
13 Schwab Fundamental US Small Company ETF 334.61K (1.09%) 0.00
Increased by 0.00%
Apr 30, 24
14 Fidelity Small Cap Index 327.95K (1.07%) -9.86K
Decreased by -3.01%
Mar 31, 26
15 Strategic Advisers® Small-Mid Cap 320.84K (1.05%) 67.00
Increased by +0.02%
Oct 31, 23
16 iShares S&P Small-Cap 600 Value ETF 317.79K (1.04%) 0.00
Increased by 0.00%
May 29, 26
17 SPDR® Portfolio S&P 600 Sm Cap ETF 312.91K (1.02%) 0.00
Increased by 0.00%
Apr 30, 24
18 State Street SPDR Port S&P 600 Sm CpETF 304.00K (0.99%) 0.00
Increased by 0.00%
May 29, 26
19 iShares Global Timber & Forestry ETF 303.29K (0.99%) 0.00
Increased by 0.00%
May 29, 26
20 iShares Russell 2000 Growth ETF 302.45K (0.99%) -724.00
Decreased by -0.24%
Apr 30, 24