Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MNVT 4.55%
2 PSCC 2.52%
3 BFIT 1.85%
4 SMCP 1.05%
5 SIXS 1.02%
6 DEEP 1.01%
7 NBCC 0.93%
8 CSMD 0.86%
9 XSLV 0.75%
10 CAFG 0.63%
11 SMCO 0.60%
12 SFLO 0.51%
13 FFTY 0.48%
14 MMSC 0.45%
15 SIXL 0.43%
16 QSML 0.42%
17 JSML 0.42%
18 FTXG 0.39%
19 ANEW 0.35%
20 ESIX 0.34%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 13.08M (16.32%) -739.25K
Decreased by -5.65%
Mar 31, 26
2 Vanguard Group Inc 10.63M (13.26%) 249.41K
Increased by +2.35%
Dec 31, 25
3 Vanguard Portfolio Management, LLC 5.56M (6.94%) 5.56M
Increased by +100.00%
Mar 31, 26
4 Vanguard Capital Management, LLC 3.77M (4.70%) 3.77M
Increased by +100.00%
Mar 31, 26
5 BTIM Corp 3.64M (4.54%) 330.33K
Increased by +9.09%
Mar 31, 26
6 State Street Corporation 3.44M (4.29%) 47.56K
Increased by +1.38%
Mar 31, 24
7 State Street Corp 3.37M (4.20%) -170.14K
Decreased by -5.05%
Mar 31, 26
8 Dimensional Fund Advisors, Inc. 3.01M (3.75%) -966.92K
Decreased by -32.16%
Mar 31, 26
9 River Road Asset Management, LLC 3.00M (3.74%) 1.41M
Increased by +47.10%
Mar 31, 26
10 FMR Inc 2.82M (3.52%) -2.67M
Decreased by -94.83%
Mar 31, 26
11 Capital World Investors 2.55M (3.19%) -1.71M
Decreased by -67.08%
Dec 31, 24
12 Champlain Investment Partners, LLC 2.50M (3.11%) -39.42K
Decreased by -1.58%
Sep 30, 25
13 Silvercrest Asset Management Group LLC 2.25M (2.81%) 405.01K
Increased by +17.98%
Mar 31, 26
14 Geode Capital Management, LLC 2.20M (2.75%) -128.52K
Decreased by -5.83%
Mar 31, 26
15 Citadel Advisors Llc 2.17M (2.70%) 1.81M
Increased by +83.52%
Mar 31, 25
16 LSV Asset Management 2.06M (2.57%) 2.06M
Increased by +100.00%
Mar 31, 26
17 Fuller & Thaler Asset Management Inc 1.91M (2.39%) -1.90M
Decreased by -99.44%
Mar 31, 26
18 William Blair Investment Management, LLC 1.91M (2.38%) -214.00K
Decreased by -11.20%
Mar 31, 26
19 T. Rowe Price Investment Management,Inc. 1.66M (2.07%) -1.07M
Decreased by -64.51%
Mar 31, 26
20 Loomis, Sayles & Company LP 1.62M (2.03%) -9.63K
Decreased by -0.59%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 5.17M (6.45%) 2.19K
Increased by +0.04%
May 29, 26
2 Vanguard US Total Market Shares ETF 2.82M (3.52%) 2.66K
Increased by +0.09%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 2.67M (3.33%) 0.00
Increased by 0.00%
Apr 30, 26
4 American Funds SMALLCAP World A 2.55M (3.19%) -1.71M
Decreased by -67.08%
Dec 31, 24
5 Vanguard Explorer Inv 2.50M (3.12%) 0.00
Increased by 0.00%
Jun 30, 25
6 iShares Russell 2000 ETF 2.05M (2.55%) 18.93K
Increased by +0.93%
May 29, 26
7 Vanguard Small Cap Index 1.92M (2.39%) -8.24K
Decreased by -0.43%
Apr 30, 26
8 Fuller & Thaler Behavioral Sm-Cp Eq R6 1.90M (2.37%) 0.00
Increased by 0.00%
Sep 30, 23
9 Fuller & Thaler Behavioral Small-Cap Eq 1.90M (2.37%) 0.00
Increased by 0.00%
Nov 30, 23
10 FullerThaler Beh Small-Cap Equity SMA 1.83M (2.29%) 0.00
Increased by 0.00%
Dec 31, 25
11 FullerThaler Behavioral Sm-Cp Eq R6 1.83M (2.29%) 0.00
Increased by 0.00%
Dec 31, 25
12 FullerThaler Behavioral Small-Cap Equity 1.83M (2.29%) 0.00
Increased by 0.00%
Dec 31, 25
13 Champlain Small Company Fund, LLC 1.68M (2.09%) -5.10K
Decreased by -0.30%
Aug 31, 25
14 T. Rowe Price US Smlr Cm Eq A USD 1.52M (1.89%) -190.63K
Decreased by -12.57%
Apr 30, 25
15 Strategic Advisers Fidelity US TtlStk 1.33M (1.66%) -3.70K
Decreased by -0.28%
Dec 31, 25
16 Vanguard Small Cap Growth Index Inv 1.25M (1.56%) -637.00
Decreased by -0.05%
Jul 31, 25
17 Vanguard Small Cap Value Index Inv 1.23M (1.53%) 1.88K
Increased by +0.15%
Apr 30, 26
18 Principal Capital Appreciation A 1.19M (1.48%) -8.26K
Decreased by -0.70%
Dec 31, 23
19 Brown Advisory Small-Cap Fdmtl Val Inv 1.15M (1.44%) 526.05K
Increased by +45.55%
Apr 30, 26
20 Fidelity Small Cap Growth 1.12M (1.39%) 0.00
Increased by 0.00%
Jun 30, 25