Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCC 2.60%
2 BFIT 1.85%
3 SMCP 1.05%
4 SIXS 1.02%
5 DEEP 1.01%
6 NBCC 0.93%
7 CSMD 0.86%
8 XSLV 0.75%
9 CAFG 0.63%
10 SMCO 0.60%
11 SFLO 0.51%
12 FFTY 0.48%
13 MMSC 0.45%
14 SIXL 0.43%
15 QSML 0.42%
16 JSML 0.42%
17 FTXG 0.39%
18 ANEW 0.35%
19 ESIX 0.34%
20 SLYG 0.33%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 13.34M (16.27%) -98.10K
Decreased by -0.74%
Sep 30, 25
2 Vanguard Group Inc 10.63M (12.97%) 249.41K
Increased by +2.35%
Dec 31, 25
3 FMR Inc 5.50M (6.70%) -1.47M
Decreased by -26.71%
Dec 31, 25
4 Dimensional Fund Advisors, Inc. 3.97M (4.85%) -315.50K
Decreased by -7.94%
Dec 31, 25
5 Fuller & Thaler Asset Management Inc 3.82M (4.66%) 1.90M
Increased by +49.66%
Dec 31, 25
6 State Street Corp 3.57M (4.35%) -76.30K
Decreased by -2.14%
Sep 30, 25
7 State Street Corporation 3.44M (4.20%) 47.56K
Increased by +1.38%
Mar 31, 24
8 BTIM Corp 3.31M (4.03%) -215.83K
Decreased by -6.53%
Dec 31, 25
9 T. Rowe Price Investment Management,Inc. 2.73M (3.33%) 161.99K
Increased by +5.93%
Dec 31, 25
10 Capital World Investors 2.55M (3.12%) -1.71M
Decreased by -67.08%
Dec 31, 24
11 Champlain Investment Partners, LLC 2.50M (3.05%) -39.42K
Decreased by -1.58%
Sep 30, 25
12 Geode Capital Management, LLC 2.33M (2.85%) -3.84K
Decreased by -0.16%
Dec 31, 25
13 Citadel Advisors Llc 2.17M (2.65%) 1.81M
Increased by +83.52%
Mar 31, 25
14 William Blair Investment Management, LLC 2.12M (2.59%) 469.90K
Increased by +22.12%
Dec 31, 25
15 Silvercrest Asset Management Group LLC 1.85M (2.25%) 60.51K
Increased by +3.27%
Dec 31, 25
16 Loomis, Sayles & Company LP 1.62M (1.98%) -9.63K
Decreased by -0.59%
Jun 30, 24
17 D. E. Shaw & Co LP 1.62M (1.98%) 1.21M
Increased by +74.61%
Dec 31, 25
18 River Road Asset Management, LLC 1.59M (1.94%) 1.59M
Increased by +100.00%
Dec 31, 25
19 Amvescap Plc. 1.58M (1.92%) -211.26K
Decreased by -13.39%
Jun 30, 24
20 HHG PLC 1.55M (1.89%) -353.27K
Decreased by -22.84%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 5.11M (6.24%) 2.10K
Increased by +0.04%
Mar 31, 26
2 Vanguard Total Stock Mkt Idx Inv 2.90M (3.53%) 8.32K
Increased by +0.29%
Feb 28, 26
3 Vanguard US Total Market Shares ETF 2.82M (3.44%) 2.66K
Increased by +0.09%
Sep 30, 24
4 American Funds SMALLCAP World A 2.55M (3.12%) -1.71M
Decreased by -67.08%
Dec 31, 24
5 Vanguard Explorer Inv 2.50M (3.06%) 0.00
Increased by 0.00%
Jun 30, 25
6 iShares Russell 2000 ETF 2.09M (2.55%) -17.11K
Decreased by -0.82%
Mar 31, 26
7 Vanguard Small Cap Index 2.04M (2.49%) 4.29K
Increased by +0.21%
Feb 28, 26
8 Fuller & Thaler Behavioral Sm-Cp Eq R6 1.90M (2.32%) 0.00
Increased by 0.00%
Sep 30, 23
9 Fuller & Thaler Behavioral Small-Cap Eq 1.90M (2.32%) 0.00
Increased by 0.00%
Nov 30, 23
10 FullerThaler Beh Small-Cap Equity SMA 1.83M (2.24%) 0.00
Increased by 0.00%
Dec 31, 25
11 FullerThaler Behavioral Sm-Cp Eq R6 1.83M (2.24%) 0.00
Increased by 0.00%
Dec 31, 25
12 FullerThaler Behavioral Small-Cap Equity 1.83M (2.24%) 0.00
Increased by 0.00%
Dec 31, 25
13 Champlain Small Company Fund, LLC 1.68M (2.04%) -5.10K
Decreased by -0.30%
Aug 31, 25
14 T. Rowe Price US Smlr Cm Eq A USD 1.52M (1.85%) -190.63K
Decreased by -12.57%
Apr 30, 25
15 Strategic Advisers Fidelity US TtlStk 1.33M (1.62%) -3.70K
Decreased by -0.28%
Dec 31, 25
16 Vanguard Small Cap Value Index Inv 1.31M (1.60%) 3.50K
Increased by +0.27%
Feb 28, 26
17 Vanguard Small Cap Growth Index Inv 1.25M (1.52%) -637.00
Decreased by -0.05%
Jul 31, 25
18 Principal Capital Appreciation A 1.19M (1.45%) -8.26K
Decreased by -0.70%
Dec 31, 23
19 Fidelity Small Cap Growth 1.12M (1.36%) 0.00
Increased by 0.00%
Jun 30, 25
20 Janus Henderson US SMID Cap Growth 1.04M (1.27%) -335.59K
Decreased by -32.31%
Dec 31, 23