Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOUT 4.07%
2 PKB 3.32%
3 NXTE 1.43%
4 FDLS 1.28%
5 DEEP 1.27%
6 XSVM 1.03%
7 VAMO 0.92%
8 OASC 0.79%
9 SYZ 0.75%
10 RZV 0.74%
11 PSCI 0.66%
12 AFSM 0.64%
13 RZG 0.61%
14 WCEO 0.61%
15 BRNY 0.56%
16 SVAL 0.52%
17 QQQS 0.52%
18 XSHQ 0.49%
19 SEIS 0.49%
20 IWC 0.47%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 9.13M (16.12%) 101.34K
Increased by +1.11%
 Mar 31, 26
2 Vanguard Group Inc 5.96M (10.52%) -41.15K
Decreased by -0.69%
 Dec 31, 25
3 Vanguard Portfolio Management, LLC 2.99M (5.28%) 2.99M
Increased by +100.00%
 Mar 31, 26
4 American Century Companies Inc 2.72M (4.81%) 220.93K
Increased by +8.12%
 Mar 31, 26
5 Dimensional Fund Advisors, Inc. 2.68M (4.74%) -7.77K
Decreased by -0.29%
 Mar 31, 26
6 Congress Asset Management Company, LLP 2.63M (4.64%) 84.79K
Increased by +3.23%
 Dec 31, 25
7 Vanguard Capital Management, LLC 2.45M (4.32%) 2.45M
Increased by +100.00%
 Mar 31, 26
8 Pacer Advisors, INC. 2.41M (4.26%) -19.36K
Decreased by -0.80%
 Jun 30, 24
9 State Street Corporation 2.23M (3.95%) 9.53K
Increased by +0.43%
 Mar 31, 24
10 State Street Corp 2.21M (3.90%) 12.81K
Increased by +0.58%
 Mar 31, 26
11 Barrow Hanley Mewhinney & Strauss LLC 2.19M (3.87%) -138.74K
Decreased by -6.33%
 Mar 31, 26
12 Fuller & Thaler Asset Management Inc 1.88M (3.33%) -2.13M
Decreased by -113.25%
 Mar 31, 26
13 Pzena Investment Management, LLC 1.70M (2.99%) -1.50M
Decreased by -88.41%
 Jun 30, 24
14 Hood River Capital Management LLC 1.61M (2.85%) -31.41K
Decreased by -1.95%
 Mar 31, 26
15 Geode Capital Management, LLC 1.47M (2.60%) -26.05K
Decreased by -1.77%
 Mar 31, 26
16 Frontier Capital Management CO Inc 1.06M (1.88%) -134.84K
Decreased by -12.70%
 Mar 31, 26
17 Qube Research & Technologies 1.02M (1.81%) 438.46K
Increased by +42.84%
 Mar 31, 26
18 Wellington Management Company LLP 1.01M (1.79%) -201.84K
Decreased by -19.93%
 Mar 31, 25
19 GW&K Investment Management, LLC 993.41K (1.75%) 111.56K
Increased by +11.23%
 Dec 31, 25
20 D. E. Shaw & Co LP 982.65K (1.74%) -36.29K
Decreased by -3.69%
 Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.50M (6.18%) 590.00
Increased by +0.02%
 Jun 30, 26
2 Avantis US Small Cap Value ETF 2.57M (4.54%) 1.57K
Increased by +0.06%
 Jun 30, 26
3 FullerThaler Beh Small-Cap Equity SMA 1.91M (3.37%) 0.00
Increased by 0.00%
 Dec 31, 25
4 FullerThaler Behavioral Sm-Cp Eq R6 1.80M (3.18%) 0.00
Increased by 0.00%
 Apr 30, 26
5 FullerThaler Behavioral Small-Cap Equity 1.80M (3.18%) -109.40K
Decreased by -6.07%
 Mar 31, 26
6 Vanguard Total Stock Mkt Idx Inv 1.75M (3.10%) 18.30K
Increased by +1.04%
 Jun 30, 26
7 Vanguard US Total Market Shares ETF 1.75M (3.09%) 0.00
Increased by 0.00%
 Sep 30, 24
8 iShares Russell 2000 ETF 1.54M (2.71%) 9.11K
Increased by +0.59%
 Jun 30, 26
9 Congress Small Cap Growth Institutional 1.47M (2.60%) 20.00K
Increased by +1.36%
 Feb 28, 26
10 Hood River Small-Cap Growth Instl 1.05M (1.85%) 0.00
Increased by 0.00%
 Mar 31, 26
11 Clark Navigator Small Cap Core U.S. Eq 679.57K (1.20%) 26.24K
Increased by +3.86%
 May 31, 26
12 Vanguard Institutional Extnd Mkt Idx Tr 666.42K (1.18%) 5.20K
Increased by +0.78%
 Jun 30, 26
13 Vanguard Small Cap Index 630.71K (1.11%) -4.45K
Decreased by -0.71%
 Jun 30, 26
14 Strategic Advisers U.S. Total Stock 628.09K (1.11%) 1.60K
Increased by +0.25%
 Jan 31, 26
15 iShares S&P Small-Cap 600 Value ETF 598.45K (1.06%) 0.00
Increased by 0.00%
 Nov 30, 24
16 Fidelity Small Cap Index 571.72K (1.01%) 5.18K
Increased by +0.91%
 Apr 30, 26
17 Hennessy Cornerstone Growth Investor 546.50K (0.97%) -62.40K
Decreased by -11.42%
 Mar 31, 25
18 Fidelity® Small Cap Index 536.10K (0.95%) 7.95K
Increased by +1.48%
 Sep 30, 23
19 State Street SPDR Port S&P 600 Sm CpETF 533.68K (0.94%) -364.00
Decreased by -0.07%
 Jun 30, 26
20 Schwab Fundamental US Small Company ETF 516.84K (0.91%) 0.00
Increased by 0.00%
 Apr 30, 24