Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PGAL 3.35%
2 BUYN 3.03%
3 XKST 2.79%
4 ECML 2.06%
5 FDRV 1.85%
6 GRPM 1.85%
7 PXMV 1.59%
8 XMVM 1.59%
9 RNIN 1.54%
10 JSML 1.52%
11 HAIL 1.40%
12 JSMD 1.39%
13 RNMC 1.39%
14 FSCS 1.39%
15 DEEP 1.23%
16 SMAP 1.20%
17 VAMO 1.17%
18 IDRV 1.11%
19 DRIV 1.08%
20 SMCF 1.02%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.55M (13.55%) 3.12K
Increased by +0.09%
 Mar 31, 26
2 Vanguard Group Inc 2.82M (10.76%) -43.55K
Decreased by -1.54%
 Dec 31, 25
3 American Century Companies Inc 2.24M (8.54%) 158.98K
Increased by +7.10%
 Mar 31, 26
4 Vanguard Portfolio Management, LLC 1.43M (5.44%) 1.43M
Increased by +100.00%
 Mar 31, 26
5 Dimensional Fund Advisors, Inc. 1.40M (5.35%) 175.68K
Increased by +12.52%
 Mar 31, 26
6 T. Rowe Price Investment Management,Inc. 1.38M (5.25%) -95.58K
Decreased by -6.94%
 Mar 31, 26
7 Amvescap Plc. 1.28M (4.90%) 31.29K
Increased by +2.44%
 Mar 31, 26
8 Vanguard Capital Management, LLC 1.20M (4.56%) 1.20M
Increased by +100.00%
 Mar 31, 26
9 Victory Capital Management Inc. 1.12M (4.26%) -216.24K
Decreased by -19.34%
 Mar 31, 26
10 State Street Corp 1.09M (4.17%) 12.41K
Increased by +1.13%
 Mar 31, 26
11 State Street Corporation 1.05M (4.01%) 23.25K
Increased by +2.21%
 Mar 31, 24
12 Wellington Management Company LLP 919.15K (3.51%) 75.08K
Increased by +8.17%
 Mar 31, 26
13 Geode Capital Management, LLC 763.00K (2.91%) 54.56K
Increased by +7.15%
 Mar 31, 26
14 JPMorgan Chase & Co 742.48K (2.83%) 298.74K
Increased by +40.23%
 Sep 30, 25
15 Westfield Capital Management Company, LP 664.14K (2.53%) 65.59K
Increased by +9.88%
 Sep 30, 23
16 FIFTHDELTA Ltd 614.29K (2.34%) 614.29K
Increased by +100.00%
 Mar 31, 26
17 Massachusetts Financial Services Company 539.14K (2.06%) -75.91K
Decreased by -14.08%
 Mar 31, 26
18 First Trust Advisors L.P. 519.04K (1.98%) 287.36K
Increased by +55.36%
 Mar 31, 26
19 Bank of New York Mellon Corp 515.83K (1.97%) -272.85K
Decreased by -52.90%
 Dec 31, 25
20 T. Rowe Price Associates, Inc. 445.24K (1.70%) 19.55K
Increased by +4.39%
 Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Avantis US Small Cap Value ETF 993.78K (3.79%) 704.00
Increased by +0.07%
 May 30, 26
2 iShares Core S&P Mid-Cap ETF 925.79K (3.53%) 174.00
Increased by +0.02%
 May 29, 26
3 Vanguard US Total Market Shares ETF 885.48K (3.38%) 660.00
Increased by +0.07%
 Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 851.50K (3.25%) 9.16K
Increased by +1.08%
 Apr 30, 26
5 T. Rowe Price Small-Cap Value 747.64K (2.85%) 21.73K
Increased by +2.91%
 Apr 30, 26
6 iShares Russell 2000 ETF 657.65K (2.51%) 6.08K
Increased by +0.93%
 May 29, 26
7 American Century Small Cap Value Inv 655.00K (2.50%) -5.00K
Decreased by -0.76%
 Mar 31, 26
8 American Century U.S. Small Cap Value 655.00K (2.50%) -5.00K
Decreased by -0.76%
 Mar 31, 26
9 Vanguard Small Cap Index 618.15K (2.36%) -1.08K
Decreased by -0.17%
 Apr 30, 26
10 Victory Small Cap Value CIT (Net 75) 600.00K (2.29%) 587.60K
Increased by +97.93%
 Dec 31, 25
11 Hartford MidCap Y 497.29K (1.90%) -53.34K
Decreased by -10.73%
 Feb 29, 24
12 T. Rowe Price U.S. SC Value Eq Tr-D 472.72K (1.80%) 106.35K
Increased by +22.50%
 Mar 31, 26
13 First Trust SMID Cp Rising Div Achv ETF 465.75K (1.78%) -1.16K
Decreased by -0.25%
 May 31, 26
14 Victory Sycamore Small Company Opp R 465.00K (1.77%) -135.00K
Decreased by -29.03%
 Mar 31, 26
15 Vanguard Small Cap Value Index Inv 397.40K (1.52%) 3.38K
Increased by +0.85%
 Apr 30, 26
16 Vanguard Small Cap Growth Index Inv 385.94K (1.47%) -1.73K
Decreased by -0.45%
 Aug 31, 24
17 Invesco OFI Small Cap Growth 358.90K (1.37%) 8.19K
Increased by +2.28%
 Sep 30, 23
18 UBS: US Equity Small Cap Growth 332.84K (1.27%) 0.00
Increased by 0.00%
 Dec 31, 23
19 Invesco Main Street Small Cap R6 308.21K (1.18%) 4.24K
Increased by +1.38%
 Apr 30, 26
20 Vanguard Institutional Extnd Mkt Idx Tr 307.77K (1.17%) 2.41K
Increased by +0.78%
 Apr 30, 26