Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EWK 8.40%
2 FMED 3.63%
3 BCIL 3.19%
4 AGNG 3.00%
5 EUDV 2.54%
6 MNTL 2.43%
7 JDOC 2.21%
8 KBWR 2.02%
9 PJIO 1.99%
10 BCGS 1.98%
11 IMOM 1.77%
12 BMED 1.77%
13 FPXI 1.60%
14 EFAD 1.53%
15 FPXE 1.50%
16 LNGR 1.40%
17 EUMV 1.22%
18 VEFA 1.18%
19 DSTX 1.17%
20 HAPS 1.14%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 17.86M (15.01%) -90.02K
Decreased by -0.50%
Mar 31, 26
2 Vanguard Group Inc 14.51M (12.20%) 120.16K
Increased by +0.83%
Dec 31, 25
3 FMR Inc 8.95M (7.52%) -156.45K
Decreased by -1.75%
Mar 31, 26
4 Vanguard Portfolio Management, LLC 8.04M (6.76%) 8.04M
Increased by +100.00%
Mar 31, 26
5 Dimensional Fund Advisors, Inc. 6.52M (5.48%) 182.40K
Increased by +2.80%
Mar 31, 26
6 State Street Corp 6.23M (5.24%) 262.39K
Increased by +4.21%
Mar 31, 26
7 Vanguard Capital Management, LLC 5.38M (4.52%) 5.38M
Increased by +100.00%
Mar 31, 26
8 Neuberger Berman Group LLC 3.49M (2.93%) -1.47M
Decreased by -42.17%
Mar 31, 26
9 Earnest Partners LLC 3.36M (2.82%) -92.08K
Decreased by -2.74%
Mar 31, 26
10 Geode Capital Management, LLC 2.98M (2.50%) 80.78K
Increased by +2.71%
Mar 31, 26
11 The Goldman Sachs Group Inc 1.87M (1.57%) 484.91K
Increased by +25.99%
Mar 31, 26
12 Amvescap Plc. 1.77M (1.49%) -30.90K
Decreased by -1.74%
Mar 31, 26
13 Delaware Management Holdings Inc 1.72M (1.45%) -243.50K
Decreased by -14.12%
Mar 31, 26
14 Snyder Capital Management LP 1.68M (1.41%) 47.70K
Increased by +2.83%
Mar 31, 26
15 NORGES BANK 1.55M (1.30%) 139.96K
Increased by +9.02%
Dec 31, 25
16 Charles Schwab Investment Management Inc 1.49M (1.25%) 26.82K
Increased by +1.80%
Mar 31, 26
17 Bank of New York Mellon Corp 1.32M (1.11%) 103.89K
Increased by +7.89%
Mar 31, 26
18 Northern Trust Corp 1.31M (1.10%) 71.83K
Increased by +5.47%
Mar 31, 26
19 Massachusetts Financial Services Company 1.25M (1.05%) 56.94K
Increased by +4.55%
Mar 31, 26
20 Vaughan Nelson Scarbrgh & Mccullough LP 1.09M (0.91%) 1.09M
Increased by +100.00%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 7.33M (6.16%) 0.00
Increased by 0.00%
May 29, 26
2 Vanguard Total Stock Mkt Idx Inv 3.79M (3.19%) 12.91K
Increased by +0.34%
Apr 30, 26
3 Fidelity Low-Priced Stock 2.90M (2.44%) 0.00
Increased by 0.00%
Mar 31, 26
4 iShares Russell 2000 ETF 2.89M (2.43%) 0.00
Increased by 0.00%
May 29, 26
5 Vanguard Small Cap Index 2.76M (2.32%) -6.68K
Decreased by -0.24%
Apr 30, 26
6 Neuberger Genesis Inv 2.09M (1.76%) -956.35K
Decreased by -45.70%
Mar 31, 26
7 Vanguard Small Cap Value Index Inv 1.77M (1.49%) 12.62K
Increased by +0.71%
Apr 30, 26
8 DFA US Small Cap Value I 1.48M (1.25%) 70.37K
Increased by +4.75%
Apr 30, 26
9 Nomura US Small Cap Core Equity 1.37M (1.15%) 13.38K
Increased by +0.98%
Mar 31, 26
10 Vanguard Institutional Extnd Mkt Idx Tr 1.36M (1.14%) 12.87K
Increased by +0.95%
Apr 30, 26
11 Nomura Small Cap Core I 1.34M (1.13%) -32.59K
Decreased by -2.43%
Apr 30, 26
12 Harbor Small Cap Value Instl 1.29M (1.09%) -11.52K
Decreased by -0.89%
Mar 31, 26
13 Fidelity Small Cap Index 1.20M (1.01%) 3.42K
Increased by +0.28%
Mar 31, 26
14 iShares S&P Small-Cap 600 Value ETF 1.15M (0.97%) 0.00
Increased by 0.00%
May 29, 26
15 State Street® SPDR® S&PRgnllBkgETF 1.12M (0.94%) 9.18K
Increased by +0.82%
May 31, 26
16 State Street SPDR Port S&P 600 Sm CpETF 1.11M (0.94%) 0.00
Increased by 0.00%
May 29, 26
17 iShares Russell 2000 Value ETF 1.04M (0.87%) 0.00
Increased by 0.00%
May 29, 26
18 Fidelity Global Value Growth Eq MF 1.00M (0.84%) 0.00
Increased by 0.00%
Aug 20, 25
19 BNP Paribas US Small Cap ClassicC 943.23K (0.79%) 240.00
Increased by +0.03%
Apr 30, 26
20 DFA US Targeted Value I 935.48K (0.79%) 0.00
Increased by 0.00%
Apr 30, 26