Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MUSQ 3.53%
2 CBSE 2.23%
3 PSCD 0.81%
4 ABLS 0.66%
5 QQQS 0.59%
6 FESM 0.52%
7 SCDS 0.39%
8 ESSC 0.38%
9 HAPS 0.36%
10 VIOV 0.31%
11 SLYV 0.30%
12 IJS 0.30%
13 RUSC 0.26%
14 EES 0.25%
15 QSML 0.25%
16 SLY 0.22%
17 VIOG 0.21%
18 AVSC 0.20%
19 PRFZ 0.20%
20 ESIX 0.19%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Coliseum Capital Management LLC 18.07M (18.28%) 3.14M
Increased by +17.38%
Mar 31, 26
2 BlackRock Inc 17.66M (17.86%) -369.46K
Decreased by -2.09%
Mar 31, 26
3 Vanguard Group Inc 13.94M (14.10%) 204.93K
Increased by +1.47%
Dec 31, 25
4 Vanguard Portfolio Management, LLC 8.72M (8.83%) 8.72M
Increased by +100.00%
Mar 31, 26
5 Vanguard Capital Management, LLC 5.22M (5.28%) 5.22M
Increased by +100.00%
Mar 31, 26
6 State Street Corporation 4.88M (4.94%) 56.17K
Increased by +1.15%
Mar 31, 24
7 State Street Corp 4.59M (4.64%) 133.86K
Increased by +2.92%
Mar 31, 26
8 Pacer Advisors, INC. 3.52M (3.56%) 3.52M
Increased by +100.00%
Jun 30, 24
9 Arrowstreet Capital Limited Partnership 3.31M (3.35%) 91.00K
Increased by +2.75%
Mar 31, 26
10 Schroder Investment Management Group 3.28M (3.32%) 63.30K
Increased by +1.93%
Jun 30, 25
11 JPMorgan Chase & Co 3.15M (3.19%) -1.04M
Decreased by -32.89%
Mar 31, 25
12 Jacobs Levy Equity Management, Inc. 3.03M (3.06%) -252.68K
Decreased by -8.34%
Mar 31, 26
13 Geode Capital Management, LLC 2.98M (3.02%) 74.21K
Increased by +2.49%
Mar 31, 26
14 American Century Companies Inc 2.69M (2.72%) 212.61K
Increased by +7.91%
Jun 30, 24
15 Trigran Investments Inc 2.49M (2.52%) -53.23K
Decreased by -2.14%
Mar 31, 26
16 Morgan Stanley - Brokerage Accounts 2.40M (2.43%) -187.23K
Decreased by -7.79%
Mar 31, 26
17 Dimensional Fund Advisors, Inc. 2.38M (2.41%) 506.57K
Increased by +21.24%
Mar 31, 26
18 Charles Schwab Investment Management Inc 2.00M (2.02%) 108.04K
Increased by +5.41%
Mar 31, 26
19 Deroy & Devereaux Private Invmt Coun Inc 1.95M (1.98%) -23.17K
Decreased by -1.19%
Mar 31, 26
20 FMR Inc 1.90M (1.93%) 636.46K
Increased by +33.44%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 7.33M (7.41%) 2.79K
Increased by +0.04%
May 29, 26
2 Vanguard US Total Market Shares ETF 3.89M (3.93%) 4.15K
Increased by +0.11%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 3.67M (3.72%) 11.75K
Increased by +0.32%
Apr 30, 26
4 Pacer US Small Cap Cash Cows 100 ETF 3.42M (3.46%) -851.00
Decreased by -0.02%
Aug 30, 24
5 Franklin Technology A Acc USD 2.99M (3.03%) 0.00
Increased by 0.00%
Nov 30, 23
6 iShares Russell 2000 ETF 2.86M (2.89%) 26.42K
Increased by +0.92%
May 29, 26
7 Vanguard Small Cap Index 2.65M (2.68%) 66.00
Increased by +0.00%
Apr 30, 26
8 American Century Small Cap Growth Inv 2.08M (2.10%) 248.53K
Increased by +11.97%
Jun 30, 24
9 American Century U.S. Small Cap Growth 2.08M (2.10%) 248.53K
Increased by +11.97%
Jun 30, 24
10 Fidelity Enhanced Small Cap Core ETF 1.81M (1.83%) 4.59K
Increased by +0.25%
May 29, 26
11 Fidelity Enhanced Small Cap ETF 1.74M (1.76%) -20.20K
Decreased by -1.16%
Apr 30, 26
12 JPMorgan Small Cap Growth A 1.70M (1.72%) 21.28K
Increased by +1.25%
Mar 31, 25
13 Vanguard Small Cap Growth Index Inv 1.48M (1.49%) -1.21K
Decreased by -0.08%
Apr 30, 26
14 Vanguard Institutional Extnd Mkt Idx Tr 1.36M (1.38%) 11.95K
Increased by +0.88%
Apr 30, 26
15 Fidelity® Small Cap Index 1.22M (1.24%) 33.55K
Increased by +2.74%
Oct 31, 23
16 Fidelity Small Cap Index 1.17M (1.18%) 1.98K
Increased by +0.17%
Mar 31, 26
17 Franklin Small Cap Growth SMA 1.14M (1.16%) 1.14M
Increased by +99.99%
Mar 31, 24
18 iShares S&P Small-Cap 600 Value ETF 1.12M (1.13%) 0.00
Increased by 0.00%
Aug 31, 25
19 State Street SPDR Port S&P 600 Sm CpETF 1.11M (1.12%) 0.00
Increased by 0.00%
May 29, 26
20 SPDR® Portfolio S&P 600 Sm Cap ETF 1.10M (1.11%) 0.00
Increased by 0.00%
Apr 30, 24