Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSI 2.18%
2 CAMX 1.56%
3 FTXL 1.18%
4 PXMV 1.18%
5 PSCT 1.16%
6 SDVY 1.12%
7 RNSC 1.10%
8 FSGS 1.10%
9 DEEP 1.05%
10 DVP 1.05%
11 PXSV 0.95%
12 XSVM 0.95%
13 XSHD 0.93%
14 SMCP 0.91%
15 CNTR 0.87%
16 PEXL 0.85%
17 RNMC 0.84%
18 XMVM 0.76%
19 OUSM 0.71%
20 RZV 0.70%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 18.04M (15.97%) 660.75K
Increased by +3.66%
Sep 30, 25
2 Vanguard Group Inc 16.64M (14.73%) 27.10K
Increased by +0.16%
Dec 31, 25
3 Woodline Partners LP 10.11M (8.95%) 3.29M
Increased by +32.58%
Dec 31, 25
4 Dimensional Fund Advisors, Inc. 6.89M (6.10%) -221.82K
Decreased by -3.22%
Dec 31, 25
5 Amvescap Plc. 6.16M (5.46%) 4.13M
Increased by +67.04%
Mar 31, 25
6 NORGES BANK 5.32M (4.71%) -3.16M
Decreased by -59.45%
Jun 30, 25
7 Hood River Capital Management LLC 5.17M (4.58%) 1.99M
Increased by +38.53%
Mar 31, 25
8 First Trust Advisors L.P. 5.08M (4.49%) 1.30M
Increased by +25.63%
Dec 31, 24
9 State Street Corp 4.84M (4.28%) 181.93K
Increased by +3.76%
Sep 30, 25
10 State Street Corporation 4.56M (4.04%) 12.29K
Increased by +0.27%
Mar 31, 24
11 American Century Companies Inc 4.05M (3.59%) -127.94K
Decreased by -3.16%
Dec 31, 25
12 Alyeska Investment Group, L.P. 3.65M (3.23%) 3.65M
Increased by +100.00%
Jun 30, 25
13 KIM, LLC 3.10M (2.74%) -62.93K
Decreased by -2.03%
Dec 31, 25
14 DePrince Race & Zollo Inc 2.93M (2.60%) -1.45M
Decreased by -49.40%
Dec 31, 25
15 Geode Capital Management, LLC 2.91M (2.57%) 10.92K
Increased by +0.38%
Dec 31, 25
16 Macquarie Group Ltd 2.65M (2.35%) -93.89K
Decreased by -3.54%
Jun 30, 24
17 Fisher Asset Management, LLC 2.52M (2.23%) -157.51K
Decreased by -6.26%
Dec 31, 24
18 Principal Financial Group Inc 2.49M (2.20%) -205.89K
Decreased by -8.28%
Mar 31, 25
19 Van Lanschot Kempen Investment Management NV 2.48M (2.19%) 65.28K
Increased by +2.63%
Sep 30, 25
20 The Goldman Sachs Group Inc 2.47M (2.18%) 539.60K
Increased by +21.88%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 7.42M (6.56%) 2.83K
Increased by +0.04%
Mar 31, 26
2 First Trust SMID Cp Rising Div Achv ETF 5.12M (4.53%) 10.97K
Increased by +0.21%
Feb 27, 25
3 Vanguard US Total Market Shares ETF 3.99M (3.53%) 4.73K
Increased by +0.12%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 3.93M (3.48%) 9.13K
Increased by +0.23%
Feb 28, 26
5 iShares Core S&P Mid-Cap ETF 3.64M (3.22%) 7.14K
Increased by +0.20%
Nov 27, 24
6 Hood River Small-Cap Growth Instl 3.46M (3.06%) 1.34M
Increased by +38.84%
Mar 31, 25
7 Avantis US Small Cap Value ETF 2.99M (2.65%) 6.18K
Increased by +0.21%
Mar 31, 26
8 iShares Russell 2000 ETF 2.95M (2.61%) -24.11K
Decreased by -0.82%
Mar 31, 26
9 Vanguard Small Cap Index 2.80M (2.48%) 5.94K
Increased by +0.21%
Feb 28, 26
10 Vanguard Information Technology ETF 2.74M (2.43%) -489.00
Decreased by -0.02%
Feb 28, 26
11 Kempen (Lux) Global Small-Cap I 1.82M (1.61%) -106.94K
Decreased by -5.87%
Sep 30, 25
12 Vanguard Small Cap Value Index Inv 1.80M (1.59%) 5.32K
Increased by +0.30%
Feb 28, 26
13 DFA US Small Cap Value I 1.74M (1.54%) 0.00
Increased by 0.00%
Feb 28, 26
14 Needham Aggressive Growth Retail 1.70M (1.50%) 375.00K
Increased by +22.06%
Dec 31, 25
15 FPA Queens Road Small Cap Value Inv 1.67M (1.47%) 0.00
Increased by 0.00%
Dec 31, 25
16 PIMCO RAE US Small 1.54M (1.36%) 313.41K
Increased by +20.35%
Dec 31, 25
17 PIMCO RAE US Small Instl 1.54M (1.36%) 313.41K
Increased by +20.35%
Dec 31, 25
18 Royce Small-Cap Special Equity Invmt 1.38M (1.22%) 5.00K
Increased by +0.36%
Dec 31, 25
19 American Beacon Small Cp Val R5 1.38M (1.22%) 252.04K
Increased by +18.27%
Aug 31, 25
20 Vanguard Institutional Extnd Mkt Idx Tr 1.35M (1.19%) 10.70K
Increased by +0.80%
Feb 28, 26