Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IJS 0.77%
2 XJR 0.45%
3 IWO 0.40%
4 SMAX 0.39%
5 IJR 0.39%
6 IWN 0.24%
7 IWMW 0.20%
8 IWM 0.20%
9 ESML 0.12%
10 ISCV 0.10%
11 JKL 0.10%
12 ISCG 0.10%
13 JKK 0.10%
14 ISCB 0.10%
15 JKJ 0.10%
16 SMMD 0.08%
17 SMLF 0.08%
18 WSML 0.06%
19 ITOT 0.01%
20 IWV 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 11.86M (16.77%) 21.23K
Increased by +0.18%
Mar 31, 26
2 BBFIT INVESTMENTS PTE Ltd. 10.31M (14.59%) 0.00
Increased by 0.00%
Mar 31, 26
3 Vanguard Group Inc 8.75M (12.38%) 263.08K
Increased by +3.01%
Dec 31, 25
4 FMR Inc 6.22M (8.79%) 2.84M
Increased by +45.67%
Mar 31, 26
5 Vanguard Portfolio Management, LLC 4.65M (6.58%) 4.65M
Increased by +100.00%
Mar 31, 26
6 Vanguard Capital Management, LLC 3.58M (5.07%) 3.58M
Increased by +100.00%
Mar 31, 26
7 State Street Corp 3.01M (4.26%) -29.62K
Decreased by -0.98%
Mar 31, 26
8 Geode Capital Management, LLC 2.03M (2.87%) 269.67K
Increased by +13.29%
Mar 31, 26
9 Dimensional Fund Advisors, Inc. 1.94M (2.75%) 50.01K
Increased by +2.57%
Mar 31, 26
10 The Goldman Sachs Group Inc 1.83M (2.59%) -181.66K
Decreased by -9.93%
Mar 31, 26
11 Fuller & Thaler Asset Management Inc 1.66M (2.35%) -1.58M
Decreased by -95.46%
Mar 31, 26
12 American Century Companies Inc 1.52M (2.16%) 1.91K
Increased by +0.13%
Mar 31, 26
13 Charles Schwab Investment Management Inc 1.52M (2.14%) 247.00
Increased by +0.02%
Mar 31, 26
14 D. E. Shaw & Co LP 1.42M (2.01%) 568.09K
Increased by +40.07%
Mar 31, 26
15 Arrowstreet Capital Limited Partnership 1.34M (1.90%) 12.24K
Increased by +0.91%
Mar 31, 26
16 T. Rowe Price Investment Management,Inc. 1.34M (1.89%) -865.53K
Decreased by -64.81%
Mar 31, 26
17 Divisadero Street Capital Management, LP 1.18M (1.67%) 684.76K
Increased by +58.12%
Mar 31, 26
18 Jane Street Group LLC 1.05M (1.49%) 355.48K
Increased by +33.70%
Mar 31, 26
19 Allianz Asset Management AG 891.43K (1.26%) -188.63K
Decreased by -21.16%
Mar 31, 26
20 Morgan Stanley - Brokerage Accounts 808.38K (1.14%) -113.00K
Decreased by -13.98%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 4.79M (6.77%) 688.00
Increased by +0.01%
Jun 30, 26
2 Fidelity Blue Chip Growth 3.47M (4.90%) 405.60K
Increased by +11.70%
May 31, 26
3 Fidelity Blue Chip Growth Composite 3.09M (4.37%) 3.09M
Increased by +100.00%
Mar 31, 26
4 Vanguard Total Stock Mkt Idx Inv 2.52M (3.56%) -41.62K
Decreased by -1.65%
Jun 30, 26
5 iShares Russell 2000 ETF 1.82M (2.58%) 10.82K
Increased by +0.59%
Jun 30, 26
6 Vanguard Small Cap Index 1.82M (2.58%) -24.68K
Decreased by -1.35%
Jun 30, 26
7 FullerThaler Behavioral Small-Cap Growth 1.18M (1.67%) 58.70K
Increased by +4.98%
Mar 31, 26
8 Vanguard Small Cap Value Index Inv 1.16M (1.64%) -33.72K
Decreased by -2.92%
Jun 30, 26
9 FullerThaler Behavioral Sm-Cp Gr R6 1.09M (1.54%) 58.70K
Increased by +5.39%
Mar 31, 26
10 Avantis US Small Cap Value ETF 938.60K (1.33%) 0.00
Increased by 0.00%
Jun 30, 26
11 Vanguard Institutional Extnd Mkt Idx Tr 911.40K (1.29%) 4.08K
Increased by +0.45%
Jun 30, 26
12 Columbia Small Cap Growth 848.23K (1.20%) 848.23K
Increased by +100.00%
Jun 30, 26
13 Fidelity Small Cap Value Fund 839.10K (1.19%) 589.10K
Increased by +70.21%
Apr 30, 26
14 PIMCO RAE US Small 801.96K (1.13%) 60.82K
Increased by +7.58%
Dec 31, 25
15 T. Rowe Price Small-Cap Value 741.28K (1.05%) -3.15K
Decreased by -0.43%
Jun 30, 26
16 State Street SPDR Port S&P 600 Sm CpETF 728.71K (1.03%) -3.40K
Decreased by -0.47%
Jun 30, 26
17 Fidelity Blue Chip Growth K6 718.31K (1.02%) 77.23K
Increased by +10.75%
May 31, 26
18 Fidelity Small Cap Index 685.17K (0.97%) 5.94K
Increased by +0.87%
Apr 30, 26
19 iShares S&P Small-Cap 600 Value ETF 683.75K (0.97%) 0.00
Increased by 0.00%
Jun 30, 26
20 iShares Russell 2000 Growth ETF 649.23K (0.92%) -2.50K
Decreased by -0.38%
Jun 30, 26