Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CDIG 9.53%
2 OFOS 5.91%
3 NOPE 5.19%
4 PSCE 3.69%
5 XES 3.63%
6 PXJ 2.67%
7 PXI 2.54%
8 OIH 2.27%
9 SEA 2.21%
10 NBET 2.09%
11 NBCT 2.09%
12 BOUT 2.04%
13 GRPZ 2.02%
14 JSML 1.90%
15 FFTY 1.85%
16 IEZ 1.85%
17 NBSM 1.84%
18 JSMD 1.72%
19 CAFG 1.30%
20 MYLD 1.21%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 7.24M (15.78%) 344.25K
Increased by +4.75%
Mar 31, 26
2 Vanguard Group Inc 4.79M (10.43%) -25.04K
Decreased by -0.52%
Dec 31, 25
3 Neuberger Berman Group LLC 3.27M (7.13%) -437.56K
Decreased by -13.38%
Mar 31, 26
4 T. Rowe Price Associates, Inc. 3.21M (6.99%) -1.15M
Decreased by -35.76%
Mar 31, 26
5 Robotti Robert 2.92M (6.36%) -31.08K
Decreased by -1.06%
Mar 31, 26
6 Vanguard Portfolio Management, LLC 2.63M (5.72%) 2.63M
Increased by +100.00%
Mar 31, 26
7 State Street Corp 1.95M (4.24%) 46.55K
Increased by +2.39%
Mar 31, 26
8 Vanguard Capital Management, LLC 1.94M (4.23%) 1.94M
Increased by +100.00%
Mar 31, 26
9 Dimensional Fund Advisors, Inc. 1.84M (4.01%) 86.08K
Increased by +4.68%
Mar 31, 26
10 Encompass Capital Advisors LLC 1.58M (3.45%) 238.17K
Increased by +15.05%
Dec 31, 24
11 UBS Group AG 1.51M (3.29%) 759.12K
Increased by +50.23%
Mar 31, 26
12 JPMorgan Chase & Co 1.48M (3.22%) 1.32M
Increased by +89.36%
Sep 30, 24
13 Pacer Advisors, INC. 1.39M (3.04%) 1.39M
Increased by +99.77%
Dec 31, 24
14 Boston Partners Global Investors, Inc 1.34M (2.91%) 50.62K
Increased by +3.79%
Sep 30, 24
15 American Century Companies Inc 1.34M (2.91%) 172.82K
Increased by +12.94%
Mar 31, 26
16 Wellington Management Company LLP 1.33M (2.89%) 1.19M
Increased by +89.34%
Mar 31, 26
17 FMR Inc 1.17M (2.56%) -580.96K
Decreased by -49.50%
Jun 30, 25
18 Geode Capital Management, LLC 1.14M (2.49%) 33.18K
Increased by +2.91%
Mar 31, 26
19 State Street Corporation 1.14M (2.48%) -57.92K
Decreased by -5.10%
Mar 31, 24
20 Frontier Capital Management CO Inc 1.07M (2.34%) 124.06K
Increased by +11.56%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.79M (6.08%) 0.00
Increased by 0.00%
May 29, 26
2 Neuberger Berman Genesis Inv 1.88M (4.09%) 84.55K
Increased by +4.51%
Jun 30, 25
3 Neuberger Genesis Inv 1.64M (3.58%) -274.66K
Decreased by -16.72%
Mar 31, 26
4 Vanguard US Total Market Shares ETF 1.52M (3.31%) 1.31K
Increased by +0.09%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 1.35M (2.95%) 4.04K
Increased by +0.30%
Apr 30, 26
6 T. Rowe Price US Mid-Cap Value Equity 1.26M (2.74%) -428.04K
Decreased by -34.07%
Mar 31, 26
7 T. Rowe Price Mid-Cap Value 1.26M (2.74%) -821.00
Decreased by -0.07%
Apr 30, 26
8 Avantis US Small Cap Value ETF 1.23M (2.68%) 1.43K
Increased by +0.12%
May 30, 26
9 T. Rowe Price U.S. Mid-Cap Val Eq Tr-Z 1.19M (2.60%) 490.63K
Increased by +41.10%
Mar 31, 25
10 iShares Russell 2000 ETF 1.18M (2.57%) 10.87K
Increased by +0.92%
May 29, 26
11 Fidelity® Dividend Growth 1.03M (2.23%) 46.80K
Increased by +4.56%
Nov 30, 23
12 JHancock Disciplined Value Mid Cap I 972.27K (2.12%) 0.00
Increased by 0.00%
Sep 30, 24
13 Vanguard Small Cap Index 970.63K (2.11%) -1.87K
Decreased by -0.19%
Apr 30, 26
14 T. Rowe Price U.S. Mid-Cap Val Eq Tr-D 750.77K (1.64%) -283.00K
Decreased by -37.69%
Mar 31, 26
15 Vanguard Explorer Inv 747.33K (1.63%) 731.90K
Increased by +97.93%
Mar 31, 26
16 VanEck Oil Services ETF 736.76K (1.61%) 6.53K
Increased by +0.89%
May 30, 26
17 Robotti Value Equity SMA 689.21K (1.50%) -21.68K
Decreased by -3.14%
Apr 30, 26
18 Third Avenue Value Equity 677.38K (1.48%) 0.00
Increased by 0.00%
Mar 31, 26
19 Third Avenue Value Instl 677.38K (1.48%) 0.00
Increased by 0.00%
Mar 31, 26
20 Vanguard Small Cap Growth Index Inv 545.16K (1.19%) -224.00
Decreased by -0.04%
Apr 30, 26