Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XSVM 2.67%
2 PXSV 2.67%
3 PSCT 2.63%
4 PSI 2.18%
5 HYP 1.86%
6 RZV 1.85%
7 FSML 1.62%
8 CAMX 1.56%
9 FTXL 1.18%
10 PXMV 1.18%
11 ACSV 1.14%
12 SDVY 1.12%
13 RNSC 1.10%
14 FSGS 1.10%
15 DVP 1.05%
16 DEEP 1.05%
17 XSHD 0.93%
18 SMCP 0.91%
19 CNTR 0.87%
20 PEXL 0.85%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 18.20M (14.59%) 105.87K
Increased by +0.58%
Mar 31, 26
2 Vanguard Group Inc 16.64M (13.34%) 27.10K
Increased by +0.16%
Dec 31, 25
3 Vanguard Portfolio Management, LLC 10.40M (8.33%) 10.40M
Increased by +100.00%
Mar 31, 26
4 Dimensional Fund Advisors, Inc. 7.10M (5.69%) 208.47K
Increased by +2.94%
Mar 31, 26
5 Amvescap Plc. 6.16M (4.94%) 4.13M
Increased by +67.04%
Mar 31, 25
6 Vanguard Capital Management, LLC 5.56M (4.45%) 5.56M
Increased by +100.00%
Mar 31, 26
7 NORGES BANK 5.32M (4.26%) -3.16M
Decreased by -59.45%
Jun 30, 25
8 Hood River Capital Management LLC 5.17M (4.14%) 1.99M
Increased by +38.53%
Mar 31, 25
9 First Trust Advisors L.P. 5.08M (4.07%) 1.30M
Increased by +25.63%
Dec 31, 24
10 Woodline Partners LP 4.95M (3.97%) -5.15M
Decreased by -104.08%
Mar 31, 26
11 State Street Corp 4.81M (3.85%) -56.51K
Decreased by -1.18%
Mar 31, 26
12 State Street Corporation 4.56M (3.65%) 12.29K
Increased by +0.27%
Mar 31, 24
13 American Century Companies Inc 3.75M (3.00%) -306.99K
Decreased by -8.20%
Mar 31, 26
14 Alyeska Investment Group, L.P. 3.65M (2.92%) 3.65M
Increased by +100.00%
Jun 30, 25
15 DePrince Race & Zollo Inc 3.18M (2.55%) 247.06K
Increased by +7.77%
Mar 31, 26
16 The Goldman Sachs Group Inc 3.14M (2.52%) 673.15K
Increased by +21.44%
Mar 31, 26
17 Geode Capital Management, LLC 3.00M (2.40%) 89.65K
Increased by +2.99%
Mar 31, 26
18 Needham Investment Management, LLC 2.92M (2.34%) 545.00K
Increased by +18.66%
Mar 31, 26
19 T. Rowe Price Investment Management,Inc. 2.71M (2.17%) 302.33K
Increased by +11.16%
Mar 31, 26
20 Macquarie Group Ltd 2.65M (2.13%) -93.89K
Decreased by -3.54%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 7.49M (6.00%) 2.61K
Increased by +0.03%
May 29, 26
2 First Trust SMID Cp Rising Div Achv ETF 5.12M (4.10%) 10.97K
Increased by +0.21%
Feb 27, 25
3 Vanguard US Total Market Shares ETF 3.99M (3.20%) 4.73K
Increased by +0.12%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 3.97M (3.18%) 12.76K
Increased by +0.32%
Apr 30, 26
5 iShares Core S&P Mid-Cap ETF 3.64M (2.91%) 7.14K
Increased by +0.20%
Nov 27, 24
6 Hood River Small-Cap Growth Instl 3.46M (2.77%) 1.34M
Increased by +38.84%
Mar 31, 25
7 Avantis US Small Cap Value ETF 3.33M (2.67%) 7.15K
Increased by +0.21%
May 30, 26
8 iShares Russell 2000 ETF 2.90M (2.32%) 26.73K
Increased by +0.92%
May 29, 26
9 Vanguard Small Cap Index 2.85M (2.28%) -9.34K
Decreased by -0.33%
Apr 30, 26
10 Vanguard Information Technology ETF 2.75M (2.21%) 14.51K
Increased by +0.53%
Apr 30, 26
11 Needham Aggressive Growth Retail 2.06M (1.65%) 355.00K
Increased by +17.27%
Mar 31, 26
12 Vanguard Small Cap Value Index Inv 1.83M (1.47%) 13.82K
Increased by +0.75%
Apr 30, 26
13 Kempen (Lux) Global Small-Cap I 1.82M (1.46%) -106.94K
Decreased by -5.87%
Sep 30, 25
14 DFA US Small Cap Value I 1.74M (1.39%) 0.00
Increased by 0.00%
Apr 30, 26
15 FPA Queens Road Small Cap Value Inv 1.74M (1.39%) 70.00K
Increased by +4.03%
Mar 31, 26
16 PIMCO RAE US Small 1.54M (1.23%) 313.41K
Increased by +20.35%
Dec 31, 25
17 T. Rowe Price Small-Cap Value 1.42M (1.14%) -886.00
Decreased by -0.06%
Apr 30, 26
18 PIMCO RAE US Small Instl 1.41M (1.13%) -126.65K
Decreased by -8.96%
Mar 31, 26
19 Vanguard Institutional Extnd Mkt Idx Tr 1.39M (1.12%) 15.81K
Increased by +1.14%
Apr 30, 26
20 American Beacon Small Cp Val R5 1.38M (1.11%) 252.04K
Increased by +18.27%
Aug 31, 25