Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCT 2.27%
2 PXSV 2.23%
3 XSVM 2.23%
4 PSI 2.18%
5 RZV 1.57%
6 CAMX 1.56%
7 FSML 1.42%
8 FTXL 1.18%
9 PXMV 1.18%
10 SDVY 1.12%
11 RNSC 1.10%
12 FSGS 1.10%
13 DVP 1.05%
14 DEEP 1.05%
15 ACSV 0.99%
16 XSHD 0.93%
17 SMCP 0.91%
18 CNTR 0.87%
19 PEXL 0.85%
20 RNMC 0.84%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 18.10M (14.67%) 62.89K
Increased by +0.35%
Dec 31, 25
2 Vanguard Group Inc 16.64M (13.49%) 27.10K
Increased by +0.16%
Dec 31, 25
3 Woodline Partners LP 10.11M (8.19%) 3.29M
Increased by +32.58%
Dec 31, 25
4 Dimensional Fund Advisors, Inc. 7.10M (5.76%) 208.47K
Increased by +2.94%
Mar 31, 26
5 Amvescap Plc. 6.16M (5.00%) 4.13M
Increased by +67.04%
Mar 31, 25
6 NORGES BANK 5.32M (4.31%) -3.16M
Decreased by -59.45%
Jun 30, 25
7 Hood River Capital Management LLC 5.17M (4.19%) 1.99M
Increased by +38.53%
Mar 31, 25
8 First Trust Advisors L.P. 5.08M (4.12%) 1.30M
Increased by +25.63%
Dec 31, 24
9 State Street Corp 4.87M (3.94%) 27.51K
Increased by +0.57%
Dec 31, 25
10 State Street Corporation 4.56M (3.69%) 12.29K
Increased by +0.27%
Mar 31, 24
11 American Century Companies Inc 4.05M (3.28%) -127.94K
Decreased by -3.16%
Dec 31, 25
12 Alyeska Investment Group, L.P. 3.65M (2.96%) 3.65M
Increased by +100.00%
Jun 30, 25
13 DePrince Race & Zollo Inc 3.18M (2.58%) 247.06K
Increased by +7.77%
Mar 31, 26
14 KIM, LLC 3.10M (2.51%) -62.93K
Decreased by -2.03%
Dec 31, 25
15 Geode Capital Management, LLC 2.91M (2.36%) 10.92K
Increased by +0.38%
Dec 31, 25
16 Macquarie Group Ltd 2.65M (2.15%) -93.89K
Decreased by -3.54%
Jun 30, 24
17 Fisher Asset Management, LLC 2.52M (2.04%) -157.51K
Decreased by -6.26%
Dec 31, 24
18 Principal Financial Group Inc 2.49M (2.01%) -205.89K
Decreased by -8.28%
Mar 31, 25
19 Van Lanschot Kempen Investment Management NV 2.48M (2.01%) 65.28K
Increased by +2.63%
Sep 30, 25
20 The Goldman Sachs Group Inc 2.47M (2.00%) 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 7.53M (6.10%) 1.64K
Increased by +0.02%
Apr 30, 26
2 First Trust SMID Cp Rising Div Achv ETF 5.12M (4.15%) 10.97K
Increased by +0.21%
Feb 27, 25
3 Vanguard US Total Market Shares ETF 3.99M (3.24%) 4.73K
Increased by +0.12%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 3.96M (3.21%) 27.23K
Increased by +0.69%
Mar 31, 26
5 iShares Core S&P Mid-Cap ETF 3.64M (2.95%) 7.14K
Increased by +0.20%
Nov 27, 24
6 Hood River Small-Cap Growth Instl 3.46M (2.80%) 1.34M
Increased by +38.84%
Mar 31, 25
7 Avantis US Small Cap Value ETF 3.29M (2.66%) 0.00
Increased by 0.00%
Apr 30, 26
8 iShares Russell 2000 ETF 2.87M (2.32%) 24.20K
Increased by +0.84%
Apr 30, 26
9 Vanguard Small Cap Index 2.86M (2.32%) 54.09K
Increased by +1.89%
Mar 31, 26
10 Vanguard Information Technology ETF 2.74M (2.22%) -3.03K
Decreased by -0.11%
Mar 31, 26
11 Needham Aggressive Growth Retail 2.06M (1.67%) 355.00K
Increased by +17.27%
Mar 31, 26
12 Kempen (Lux) Global Small-Cap I 1.82M (1.48%) -106.94K
Decreased by -5.87%
Sep 30, 25
13 Vanguard Small Cap Value Index Inv 1.82M (1.47%) 15.95K
Increased by +0.88%
Mar 31, 26
14 DFA US Small Cap Value I 1.74M (1.41%) 0.00
Increased by 0.00%
Mar 31, 26
15 FPA Queens Road Small Cap Value Inv 1.74M (1.41%) 70.00K
Increased by +4.03%
Mar 31, 26
16 PIMCO RAE US Small 1.54M (1.25%) 313.41K
Increased by +20.35%
Dec 31, 25
17 PIMCO RAE US Small Instl 1.54M (1.25%) 313.41K
Increased by +20.35%
Dec 31, 25
18 T. Rowe Price Small-Cap Value 1.42M (1.15%) 0.00
Increased by 0.00%
Mar 31, 26
19 American Beacon Small Cp Val R5 1.38M (1.12%) 252.04K
Increased by +18.27%
Aug 31, 25
20 Vanguard Institutional Extnd Mkt Idx Tr 1.38M (1.12%) 30.77K
Increased by +2.24%
Mar 31, 26