Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RSHO 4.64%
2 PSCI 4.15%
3 NRSH 3.69%
4 XSMO 2.42%
5 GSC 2.14%
6 SFLO 1.55%
7 SLYG 1.41%
8 IJT 1.37%
9 DWAS 1.26%
10 OASC 1.00%
11 ESIX 0.91%
12 XJR 0.83%
13 IJR 0.72%
14 SPSM 0.72%
15 SMAX 0.69%
16 QVMS 0.65%
17 IWO 0.62%
18 JHSC 0.54%
19 SAA 0.52%
20 SLY 0.41%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 6.23M (12.74%) 84.33K
Increased by +1.35%
Mar 31, 26
2 Vanguard Group Inc 5.05M (10.33%) -247.80K
Decreased by -4.91%
Dec 31, 25
3 Capital Research & Mgmt Co - Division 3 2.89M (5.92%) 1.36M
Increased by +46.88%
Mar 31, 26
4 Vanguard Portfolio Management, LLC 2.49M (5.09%) 2.49M
Increased by +100.00%
Mar 31, 26
5 Vanguard Capital Management, LLC 2.23M (4.57%) 2.23M
Increased by +100.00%
Mar 31, 26
6 Amvescap Plc. 1.91M (3.90%) 176.59K
Increased by +9.25%
Mar 31, 26
7 State Street Corp 1.78M (3.65%) 33.84K
Increased by +1.90%
Mar 31, 26
8 Capital World Investors 1.75M (3.57%) 388.53K
Increased by +22.26%
Mar 31, 26
9 State Street Corporation 1.72M (3.51%) 30.14K
Increased by +1.75%
Mar 31, 24
10 First Trust Advisors L.P. 1.36M (2.79%) 878.49K
Increased by +64.46%
Mar 31, 26
11 Geode Capital Management, LLC 1.26M (2.57%) 41.92K
Increased by +3.34%
Mar 31, 26
12 JPMorgan Chase & Co 1.14M (2.33%) 504.60K
Increased by +44.22%
Sep 30, 25
13 FMR Inc 982.78K (2.01%) 68.20K
Increased by +6.94%
Mar 31, 26
14 T. Rowe Price Associates, Inc. 894.45K (1.83%) -282.03K
Decreased by -31.53%
Mar 31, 26
15 Macquarie Group Ltd 859.86K (1.76%) 519.36K
Increased by +60.40%
Sep 30, 25
16 Dimensional Fund Advisors, Inc. 849.16K (1.74%) -2.64K
Decreased by -0.31%
Mar 31, 26
17 Delaware Management Holdings Inc 831.16K (1.70%) -99.44K
Decreased by -11.96%
Mar 31, 26
18 Neuberger Berman Group LLC 797.67K (1.63%) -50.83K
Decreased by -6.37%
Mar 31, 26
19 HHG PLC 765.25K (1.56%) 42.92K
Increased by +5.61%
Mar 31, 26
20 Ameriprise Financial Inc 756.31K (1.55%) -133.15K
Decreased by -17.60%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.94M (6.00%) 0.00
Increased by 0.00%
Aug 31, 25
2 iShares Core S&P Mid-Cap ETF 1.69M (3.46%) 318.00
Increased by +0.02%
May 29, 26
3 American Funds SMALLCAP World A 1.66M (3.39%) 298.71K
Increased by +18.04%
Mar 31, 26
4 Vanguard Total Stock Mkt Idx Inv 1.59M (3.25%) 4.12K
Increased by +0.26%
Apr 30, 26
5 Vanguard US Total Market Shares ETF 1.40M (2.87%) 1.19K
Increased by +0.08%
Sep 30, 24
6 American Funds Fundamental Invs A 1.22M (2.49%) 98.71K
Increased by +8.09%
Mar 31, 26
7 Capital Group Fundamental Invtrs Comp 1.22M (2.49%) 98.71K
Increased by +8.09%
Mar 31, 26
8 iShares Russell 2000 ETF 1.15M (2.36%) 10.66K
Increased by +0.92%
May 29, 26
9 Vanguard Small Cap Index 1.15M (2.35%) -2.46K
Decreased by -0.21%
Apr 30, 26
10 American Funds Growth Fund of Amer A 872.67K (1.78%) 566.90K
Increased by +64.96%
Mar 31, 26
11 Capital Group Growth Fnd of Amer Comp 872.67K (1.78%) 566.90K
Increased by +64.96%
Mar 31, 26
12 Neuberger Berman Genesis Inv 820.15K (1.68%) -67.44K
Decreased by -8.22%
Jun 30, 25
13 Vanguard Small Cap Value Index Inv 784.70K (1.60%) 21.77K
Increased by +2.77%
Mar 31, 24
14 First Trust RBA Amer Indl RenaisTM ETF 753.01K (1.54%) 458.00
Increased by +0.06%
May 31, 26
15 Vanguard Small Cap Growth Index Inv 645.21K (1.32%) 1.00K
Increased by +0.16%
Apr 30, 26
16 Fidelity® Series Small Cap Opps 639.14K (1.31%) 0.00
Increased by 0.00%
Oct 31, 23
17 EARNEST Small Cap Value 597.30K (1.22%) 596.38K
Increased by +99.85%
Dec 31, 23
18 Invesco Discovery A 563.97K (1.15%) 0.00
Increased by 0.00%
Apr 30, 26
19 Invesco OFI Small Cap Growth 563.97K (1.15%) 50.04K
Increased by +8.87%
Mar 31, 26
20 Vanguard Institutional Extnd Mkt Idx Tr 562.42K (1.15%) 5.16K
Increased by +0.92%
Apr 30, 26