Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BIDS 4.59%
2 CTEF 4.56%
3 ZIG 4.47%
4 TPMN 4.10%
5 ADPV 3.98%
6 FMTM 3.58%
7 NEWZ 2.78%
8 DIV 2.65%
9 ARWG 2.64%
10 ASCE 2.34%
11 AZTD 2.32%
12 OWNB 2.23%
13 DGRS 2.15%
14 FFTY 2.08%
15 CPAI 1.99%
16 KCE 1.99%
17 GLRY 1.92%
18 XOVR 1.90%
19 SMLV 1.82%
20 CSB 1.77%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 10.95M (13.32%) 30.71K
Increased by +0.28%
Mar 31, 26
2 Vanguard Group Inc 9.77M (11.89%) -228.42K
Decreased by -2.34%
Dec 31, 25
3 Vanguard Portfolio Management, LLC 5.54M (6.74%) 5.54M
Increased by +100.00%
Mar 31, 26
4 FMR Inc 4.79M (5.83%) -89.28K
Decreased by -1.86%
Mar 31, 26
5 Vanguard Capital Management, LLC 3.61M (4.39%) 3.61M
Increased by +100.00%
Mar 31, 26
6 Renaissance Technologies Corp 2.93M (3.56%) -215.80K
Decreased by -7.37%
Mar 31, 26
7 State Street Corp 2.91M (3.54%) -2.33K
Decreased by -0.08%
Mar 31, 26
8 William Blair Investment Management, LLC 2.49M (3.03%) -4.93M
Decreased by -198.09%
Sep 30, 24
9 Amvescap Plc. 2.30M (2.80%) -68.08K
Decreased by -2.96%
Dec 31, 25
10 Citadel Advisors Llc 2.23M (2.71%) 438.99K
Increased by +19.70%
Mar 31, 26
11 Ameriprise Financial Inc 1.95M (2.38%) 269.71K
Increased by +13.80%
Dec 31, 23
12 Allspring Global Investments Holdings, LLC 1.93M (2.35%) 569.06K
Increased by +29.51%
Mar 31, 26
13 State Street Corporation 1.92M (2.34%) -146.97K
Decreased by -7.64%
Mar 31, 24
14 Dimensional Fund Advisors, Inc. 1.92M (2.34%) 19.89K
Increased by +1.04%
Mar 31, 26
15 Azora Capital LP 1.88M (2.29%) 1.88M
Increased by +100.00%
Mar 31, 26
16 Morgan Stanley - Brokerage Accounts 1.52M (1.85%) -35.51K
Decreased by -2.34%
Mar 31, 26
17 AQR Capital Management LLC 1.36M (1.66%) 139.25K
Increased by +10.22%
Mar 31, 26
18 Geode Capital Management, LLC 1.36M (1.65%) -38.41K
Decreased by -2.83%
Mar 31, 26
19 Portolan Capital Management, LLC 1.21M (1.47%) 835.60K
Increased by +68.95%
Mar 31, 26
20 Qube Research & Technologies 1.21M (1.47%) -158.00K
Decreased by -13.06%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 4.84M (5.89%) 1.73K
Increased by +0.04%
May 29, 26
2 Vanguard Total Stock Mkt Idx Inv 2.62M (3.18%) 43.22K
Increased by +1.65%
Apr 30, 26
3 Vanguard US Total Market Shares ETF 2.56M (3.12%) -151.74K
Decreased by -5.93%
Sep 30, 24
4 Vanguard Small Cap Index 1.90M (2.31%) -4.58K
Decreased by -0.24%
Apr 30, 26
5 Strategic Advisers U.S. Total Stock 1.25M (1.52%) 177.20K
Increased by +14.14%
Apr 30, 26
6 Fidelity Balanced 1.25M (1.52%) 0.00
Increased by 0.00%
Mar 31, 26
7 Vanguard Small Cap Value Index Inv 1.22M (1.48%) 8.78K
Increased by +0.72%
Apr 30, 26
8 Strategic Advisers Fidelity US TtlStk 1.15M (1.41%) 38.22K
Increased by +3.31%
Apr 30, 26
9 American Funds SMALLCAP World A 1.12M (1.36%) 0.00
Increased by 0.00%
Sep 30, 23
10 Vanguard Institutional Extnd Mkt Idx Tr 900.15K (1.10%) 7.97K
Increased by +0.89%
Apr 30, 26
11 William Blair SMID Core CIT Class 4 855.54K (1.04%) 855.54K
Increased by +100.00%
Mar 31, 24
12 iShares S&P Small-Cap 600 Value ETF 839.63K (1.02%) 0.00
Increased by 0.00%
Nov 30, 24
13 William Blair Small-Mid Cap Growth CIT 821.19K (1.00%) -3.80K
Decreased by -0.46%
Aug 31, 24
14 Invesco S&P SmallCap Momentum ETF 781.01K (0.95%) 0.00
Increased by 0.00%
Feb 28, 26
15 CT American Smaller Coms(US) InstAccGBP 770.30K (0.94%) 0.00
Increased by 0.00%
Dec 31, 23
16 Strategic Advisers U.S. Total Stock{mg} 754.56K (0.92%) -137.78K
Decreased by -18.26%
Sep 30, 24
17 Global X SuperDividend™ US ETF 743.47K (0.90%) 0.00
Increased by 0.00%
Dec 31, 24
18 Vanguard Strategic Equity Inv 733.15K (0.89%) -127.45K
Decreased by -17.38%
Mar 31, 26
19 State Street SPDR Port S&P 600 Sm CpETF 730.84K (0.89%) 0.00
Increased by 0.00%
May 29, 26
20 SPDR® Portfolio S&P 600™ Sm Cap ETF 715.67K (0.87%) 8.58K
Increased by +1.20%
Aug 29, 25