Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOUT 3.81%
2 PKB 2.84%
3 FDLS 1.28%
4 DEEP 1.27%
5 NXTE 1.17%
6 XSVM 1.03%
7 VAMO 1.02%
8 RZV 0.74%
9 OASC 0.74%
10 SYZ 0.69%
11 PSCI 0.66%
12 RZG 0.61%
13 WCEO 0.61%
14 AFSM 0.59%
15 SVAL 0.52%
16 QQQS 0.52%
17 BRNY 0.52%
18 XSHQ 0.49%
19 SEIS 0.49%
20 SMDX 0.47%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 9.13M (16.15%) 101.34K
Increased by +1.11%
 Mar 31, 26
2 Vanguard Group Inc 5.96M (10.54%) -41.15K
Decreased by -0.69%
 Dec 31, 25
3 Vanguard Portfolio Management, LLC 2.99M (5.29%) 2.99M
Increased by +100.00%
 Mar 31, 26
4 American Century Companies Inc 2.72M (4.82%) 220.93K
Increased by +8.12%
 Mar 31, 26
5 Dimensional Fund Advisors, Inc. 2.68M (4.75%) -7.77K
Decreased by -0.29%
 Mar 31, 26
6 Congress Asset Management Company, LLP 2.63M (4.65%) 84.79K
Increased by +3.23%
 Dec 31, 25
7 Vanguard Capital Management, LLC 2.45M (4.33%) 2.45M
Increased by +100.00%
 Mar 31, 26
8 Pacer Advisors, INC. 2.41M (4.27%) -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 (3.88%) -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 (3.00%) -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 (2.61%) -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 (1.76%) 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 3.54M (6.27%) 1.38K
Increased by +0.04%
 May 29, 26
2 Avantis US Small Cap Value ETF 2.47M (4.37%) 1.73K
Increased by +0.07%
 May 30, 26
3 FullerThaler Beh Small-Cap Equity SMA 1.91M (3.38%) 0.00
Increased by 0.00%
 Dec 31, 25
4 FullerThaler Behavioral Small-Cap Equity 1.91M (3.38%) 1.11M
Increased by +57.85%
 Dec 31, 25
5 FullerThaler Behavioral Sm-Cp Eq R6 1.80M (3.19%) -109.40K
Decreased by -6.07%
 Apr 30, 26
6 Vanguard US Total Market Shares ETF 1.75M (3.10%) 0.00
Increased by 0.00%
 Sep 30, 24
7 Vanguard Total Stock Mkt Idx Inv 1.73M (3.07%) 0.00
Increased by 0.00%
 Apr 30, 26
8 Congress Small Cap Growth Institutional 1.47M (2.60%) 20.00K
Increased by +1.36%
 Feb 28, 26
9 iShares Russell 2000 ETF 1.39M (2.46%) 12.84K
Increased by +0.93%
 May 29, 26
10 Hood River Small-Cap Growth Instl 1.05M (1.85%) 0.00
Increased by 0.00%
 Mar 31, 26
11 Vanguard Institutional Extnd Mkt Idx Tr 658.46K (1.17%) 5.84K
Increased by +0.89%
 Apr 30, 26
12 Clark Navigator Small Cap Core U.S. Eq 653.32K (1.16%) 13.93K
Increased by +2.13%
 Apr 30, 26
13 Vanguard Small Cap Index 635.35K (1.12%) 3.22K
Increased by +0.51%
 Apr 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 American Beacon Small Cp Val R5 598.33K (1.06%) -11.82K
Decreased by -1.98%
 Apr 30, 26
17 Fidelity Small Cap Index 566.54K (1.00%) 1.79K
Increased by +0.32%
 Mar 31, 26
18 Hennessy Cornerstone Growth Investor 546.50K (0.97%) -62.40K
Decreased by -11.42%
 Mar 31, 25
19 Fidelity® Small Cap Index 536.10K (0.95%) 7.95K
Increased by +1.48%
 Sep 30, 23
20 State Street SPDR Port S&P 600 Sm CpETF 535.99K (0.95%) 0.00
Increased by 0.00%
 May 29, 26