Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOUT 2.95%
2 XAR 2.52%
3 FDM 2.25%
4 ALIL 1.92%
5 PRN 1.89%
6 PSCI 1.87%
7 AIRR 1.78%
8 FFOX 1.37%
9 NBSM 1.08%
10 FFTY 0.97%
11 RW 0.94%
12 MMSC 0.72%
13 EHLS 0.70%
14 VIOG 0.70%
15 SLYG 0.64%
16 IWC 0.60%
17 QSML 0.58%
18 FYC 0.58%
19 DGRS 0.56%
20 DWAS 0.55%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 4.51M (17.23%) 2.49M
Increased by +55.21%
Mar 31, 26
2 T. Rowe Price Investment Management,Inc. 2.51M (9.60%) -331.03K
Decreased by -13.18%
Mar 31, 26
3 State Street Corp 1.88M (7.17%) 952.03K
Increased by +50.77%
Mar 31, 26
4 Koonce Calvin Scott 1.87M (7.14%) 0.00
Increased by 0.00%
Dec 31, 23
5 Durable Capital Partners LP 1.40M (5.37%) 525.54K
Increased by +37.41%
Mar 31, 26
6 Vanguard Group Inc 1.32M (5.03%) 153.27K
Increased by +11.65%
Dec 31, 25
7 Vanguard Capital Management, LLC 1.18M (4.50%) 1.18M
Increased by +100.00%
Mar 31, 26
8 T. Rowe Price Associates, Inc. 1.05M (4.01%) 372.07K
Increased by +35.48%
Mar 31, 26
9 UBS Group AG 964.50K (3.69%) 461.52K
Increased by +47.85%
Mar 31, 26
10 Vanguard Portfolio Management, LLC 950.90K (3.63%) 950.90K
Increased by +100.00%
Mar 31, 26
11 Capital Research Global Investors 936.38K (3.58%) -363.33K
Decreased by -38.80%
Mar 31, 26
12 Ameriprise Financial Inc 763.04K (2.92%) -12.39K
Decreased by -1.62%
Dec 31, 25
13 Geode Capital Management, LLC 746.88K (2.85%) 176.07K
Increased by +23.57%
Mar 31, 26
14 JPMorgan Chase & Co 716.65K (2.74%) 696.65K
Increased by +97.21%
Sep 30, 25
15 Capital World Investors 684.78K (2.62%) 53.40K
Increased by +7.80%
Mar 31, 26
16 Neuberger Berman Group LLC 670.91K (2.56%) -39.02K
Decreased by -5.82%
Mar 31, 26
17 Amvescap Plc. 635.89K (2.43%) 125.77K
Increased by +19.78%
Mar 31, 26
18 Artisan Partners Limited Partnership 564.86K (2.16%) 9.60K
Increased by +1.70%
Mar 31, 26
19 Fuller & Thaler Asset Management Inc 549.90K (2.10%) -485.85K
Decreased by -88.35%
Mar 31, 26
20 Citadel Advisors Llc 541.18K (2.07%) 396.70K
Increased by +73.30%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.75M (6.68%) 615.00
Increased by +0.04%
May 29, 26
2 American Funds SMALLCAP World A 1.59M (6.10%) -242.19K
Decreased by -15.19%
Mar 31, 26
3 Fidelity® Low-Priced Stock 1.16M (4.42%) -1.20K
Decreased by -0.10%
Oct 31, 23
4 T. Rowe Price US Small-Cap Core Equity 859.80K (3.29%) -5.50K
Decreased by -0.64%
Mar 31, 26
5 T. Rowe Price Small-Cap Stock 835.09K (3.19%) -24.71K
Decreased by -2.96%
Apr 30, 26
6 Stt Strt® SPDR® S&P® Arspc & Dfnc ETF 832.65K (3.18%) 926.00
Increased by +0.11%
May 29, 26
7 Vanguard Total Stock Mkt Idx Inv 831.43K (3.18%) 2.22K
Increased by +0.27%
Apr 30, 26
8 iShares Russell 2000 ETF 643.99K (2.46%) 5.93K
Increased by +0.92%
May 29, 26
9 Fidelity Small Cap America Sr B 563.17K (2.15%) 0.00
Increased by 0.00%
Sep 30, 24
10 US Small-Cap Growth II Equity Comp 522.10K (2.00%) 137.91K
Increased by +26.41%
Mar 31, 26
11 First Trust RBA Amer Indl RenaisTM ETF 492.00K (1.88%) 0.00
Increased by 0.00%
Mar 31, 25
12 Vanguard US Total Market Shares ETF 485.64K (1.86%) 0.00
Increased by 0.00%
Sep 30, 24
13 Neuberger Berman Genesis Inv 471.45K (1.80%) -18.05K
Decreased by -3.83%
Jun 30, 25
14 T. Rowe Price Instl Small-Cap Stock 447.17K (1.71%) -14.30K
Decreased by -3.20%
Apr 30, 26
15 T. Rowe Price New Horizons 434.38K (1.66%) -87.72K
Decreased by -20.19%
Apr 30, 26
16 T. Rowe Price U.S. SC Core Eq Tr-D 409.42K (1.57%) 9.43K
Increased by +2.30%
Mar 31, 26
17 T. Rowe Price U.S. SC Core Eq Tr-Z 402.29K (1.54%) 111.94K
Increased by +27.83%
Mar 31, 25
18 Invesco OFI Small Cap Growth 372.02K (1.42%) 120.50K
Increased by +32.39%
Mar 31, 26
19 Neuberger Genesis Inv 366.22K (1.40%) -61.15K
Decreased by -16.70%
Mar 31, 26
20 Invesco Discovery A 362.08K (1.38%) -9.94K
Decreased by -2.75%
Apr 30, 26