Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PXJ 5.34%
2 XES 4.79%
3 OIH 4.63%
4 IEZ 3.36%
5 PXI 3.28%
6 FTIF 2.88%
7 FXN 2.76%
8 OFOS 2.36%
9 BASV 1.99%
10 EWMC 1.71%
11 GRPM 1.67%
12 MPAY 1.65%
13 SMCF 1.65%
14 RNIN 1.46%
15 RFG 1.14%
16 PEXL 1.14%
17 GHTA 1.10%
18 PAMC 1.09%
19 SDVY 1.05%
20 NIXT 1.03%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 7.98M (11.34%) 934.63K
Increased by +11.72%
Mar 31, 26
2 Vanguard Group Inc 7.61M (10.82%) -125.83K
Decreased by -1.65%
Dec 31, 25
3 Vanguard Portfolio Management, LLC 4.00M (5.69%) 4.00M
Increased by +100.00%
Mar 31, 26
4 T. Rowe Price Associates, Inc. 3.98M (5.66%) -1.17M
Decreased by -29.45%
Mar 31, 26
5 FMR Inc 3.57M (5.07%) 361.12K
Increased by +10.12%
Mar 31, 26
6 Vanguard Capital Management, LLC 3.23M (4.59%) 3.23M
Increased by +100.00%
Mar 31, 26
7 State Street Corporation 2.62M (3.73%) 59.65K
Increased by +2.28%
Mar 31, 24
8 Sachem Head Capital Management LP 2.52M (3.59%) 2.52M
Increased by +100.00%
Mar 31, 26
9 State Street Corp 2.46M (3.50%) 117.31K
Increased by +4.76%
Mar 31, 26
10 The Goldman Sachs Group Inc 2.32M (3.31%) 1.08M
Increased by +46.47%
Mar 31, 26
11 Capital Research Global Investors 2.26M (3.22%) -1.81M
Decreased by -79.83%
Mar 31, 26
12 Boston Partners Global Investors, Inc 2.24M (3.19%) -534.05K
Decreased by -23.81%
Mar 31, 25
13 Fuller & Thaler Asset Management Inc 2.17M (3.08%) -1.69M
Decreased by -77.88%
Mar 31, 26
14 Pacer Advisors, INC. 1.98M (2.82%) 543.73K
Increased by +27.40%
Dec 31, 24
15 American Century Companies Inc 1.97M (2.81%) 309.54K
Increased by +15.68%
Mar 31, 26
16 First Trust Advisors L.P. 1.76M (2.50%) 194.65K
Increased by +11.06%
Mar 31, 26
17 D. E. Shaw & Co LP 1.65M (2.34%) 657.29K
Increased by +39.87%
Jun 30, 25
18 Geode Capital Management, LLC 1.65M (2.34%) 314.37K
Increased by +19.08%
Mar 31, 26
19 Capital World Investors 1.50M (2.14%) 1.29M
Increased by +86.06%
Mar 31, 26
20 Amvescap Plc. 1.48M (2.11%) 758.10K
Increased by +51.10%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 3.20M (4.54%) -462.08K
Decreased by -14.46%
Mar 31, 26
2 iShares Core S&P Mid-Cap ETF 2.43M (3.46%) 456.00
Increased by +0.02%
May 29, 26
3 Vanguard US Total Market Shares ETF 2.33M (3.32%) 1.87K
Increased by +0.08%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 2.30M (3.26%) 5.69K
Increased by +0.25%
Apr 30, 26
5 FullerThaler Behavioral Sm-Cp Eq R6 2.06M (2.93%) -5.90K
Decreased by -0.29%
Apr 30, 26
6 Pacer US Cash Cows 100 ETF 1.97M (2.80%) 2.90K
Increased by +0.15%
Feb 28, 25
7 FullerThaler Beh Small-Cap Equity SMA 1.84M (2.62%) 0.00
Increased by 0.00%
Dec 31, 25
8 FullerThaler Behavioral Small-Cap Equity 1.84M (2.62%) 67.97K
Increased by +3.69%
Dec 31, 25
9 iShares Russell 2000 ETF 1.74M (2.48%) 3.65K
Increased by +0.21%
Mar 28, 24
10 Vanguard Small Cap Index 1.65M (2.35%) -3.38K
Decreased by -0.20%
Apr 30, 26
11 JHancock Disciplined Value Mid Cap I 1.61M (2.29%) -53.40K
Decreased by -3.31%
Mar 31, 25
12 Avantis US Small Cap Value ETF 1.48M (2.11%) 0.00
Increased by 0.00%
May 30, 26
13 T. Rowe Price Mid-Cap Growth 1.39M (1.98%) 0.00
Increased by 0.00%
Dec 31, 24
14 T. Rowe Price US Mid-Cap Growth Equity 1.39M (1.98%) -6.00K
Decreased by -0.43%
Dec 31, 24
15 First Trust SMID Cp Rising Div Achv ETF 1.33M (1.90%) -3.31K
Decreased by -0.25%
May 31, 26
16 Vanguard Small Cap Value Index Inv 1.06M (1.51%) 7.22K
Increased by +0.68%
Apr 30, 26
17 VanEck Oil Services ETF 1.06M (1.50%) 9.35K
Increased by +0.89%
May 30, 26
18 Vanguard Small Cap Growth Index Inv 1.04M (1.48%) -5.45K
Decreased by -0.52%
Feb 28, 25
19 AMG Yacktman I 1.00M (1.42%) -500.00K
Decreased by -50.00%
Dec 31, 23
20 US Small-Cap Growth II Equity Comp 950.49K (1.35%) -609.79K
Decreased by -64.16%
Mar 31, 26