Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BCDF 4.16%
2 PFI 3.37%
3 FFTY 3.14%
4 BLOK 2.25%
5 STCE 1.89%
6 KCE 1.87%
7 DEEP 1.12%
8 FDLS 1.09%
9 FSGS 1.01%
10 RNSC 1.01%
11 GRPZ 0.97%
12 SURE 0.97%
13 BLCN 0.94%
14 XSLV 0.82%
15 PXSG 0.81%
16 XSMO 0.81%
17 PSC 0.80%
18 RZG 0.64%
19 SEIS 0.62%
20 OMFS 0.61%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 17.66M (13.03%) -1.38M
Decreased by -7.83%
Mar 31, 26
2 Vanguard Group Inc 14.00M (10.33%) -551.06K
Decreased by -3.94%
Dec 31, 25
3 FMR Inc 12.72M (9.39%) -4.03M
Decreased by -31.65%
Mar 31, 26
4 Wellington Management Company LLP 10.59M (7.81%) -610.27K
Decreased by -5.76%
Mar 31, 26
5 Vanguard Portfolio Management, LLC 8.05M (5.94%) 8.05M
Increased by +100.00%
Mar 31, 26
6 Capital World Investors 6.81M (5.03%) 4.28M
Increased by +62.86%
Mar 31, 26
7 Azora Capital LP 5.99M (4.42%) -162.51K
Decreased by -2.71%
Mar 31, 26
8 Amvescap Plc. 5.81M (4.29%) 2.47M
Increased by +42.55%
Mar 31, 26
9 Vanguard Capital Management, LLC 5.55M (4.10%) 5.55M
Increased by +100.00%
Mar 31, 26
10 State Street Corporation 5.21M (3.85%) 222.82K
Increased by +4.28%
Mar 31, 24
11 State Street Corp 5.05M (3.73%) -169.86K
Decreased by -3.36%
Mar 31, 26
12 Simcoe Capital Management, LLC 4.67M (3.44%) -587.36K
Decreased by -12.59%
Mar 31, 26
13 The Goldman Sachs Group Inc 4.58M (3.38%) 1.19M
Increased by +25.97%
Mar 31, 26
14 Arrowstreet Capital Limited Partnership 4.13M (3.05%) 1.21M
Increased by +29.15%
Mar 31, 26
15 Dimensional Fund Advisors, Inc. 3.62M (2.67%) -17.65K
Decreased by -0.49%
Mar 31, 26
16 Macquarie Group Ltd 3.51M (2.59%) 1.76M
Increased by +50.10%
Sep 30, 25
17 Geode Capital Management, LLC 2.85M (2.10%) 52.84K
Increased by +1.85%
Mar 31, 26
18 Bank of New York Mellon Corp 2.60M (1.92%) -443.28K
Decreased by -17.05%
Sep 30, 24
19 Millennium Management LLC 2.51M (1.85%) -3.10M
Decreased by -123.46%
Sep 30, 25
20 Morgan Stanley - Brokerage Accounts 2.50M (1.85%) -188.35K
Decreased by -7.53%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 7.57M (5.59%) 0.00
Increased by 0.00%
Jun 30, 26
2 American Funds SMALLCAP World A 6.81M (5.03%) 4.28M
Increased by +62.86%
Mar 31, 26
3 Vanguard US Total Market Shares ETF 4.46M (3.29%) 0.00
Increased by 0.00%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 4.38M (3.23%) 331.36K
Increased by +7.57%
Jun 30, 26
5 Invesco OFI Small Cap Growth 3.99M (2.94%) 2.09M
Increased by +52.52%
Jun 30, 26
6 Invesco Discovery A 3.88M (2.86%) 1.30M
Increased by +33.47%
May 31, 26
7 iShares Russell 2000 ETF 3.46M (2.56%) 0.00
Increased by 0.00%
Jun 30, 26
8 Vanguard Small Cap Index 3.16M (2.33%) 224.37K
Increased by +7.10%
Jun 30, 26
9 Invesco Small Cap Value A 2.28M (1.68%) 0.00
Increased by 0.00%
May 31, 26
10 Vanguard Explorer Inv 2.05M (1.51%) -284.75K
Decreased by -13.89%
Jun 30, 25
11 Vanguard Small Cap Value Index Inv 2.00M (1.48%) 115.23K
Increased by +5.75%
Jun 30, 26
12 FIAM Small Cap Core Composite 1.60M (1.18%) -59.70K
Decreased by -3.73%
Mar 31, 26
13 Fidelity VIP Mid Cap Initial 1.59M (1.17%) 0.00
Increased by 0.00%
May 31, 26
14 FIAM Small Cap Core CIT Cl B 1.57M (1.16%) -31.20K
Decreased by -1.99%
Apr 30, 26
15 Vanguard Institutional Extnd Mkt Idx Tr 1.44M (1.07%) 143.16K
Increased by +9.92%
Jun 30, 26
16 Amplify Transformational Data Shrg ETF 1.39M (1.03%) 0.00
Increased by 0.00%
Aug 29, 25
17 Fidelity Enhanced Small Cap Core ETF 1.36M (1.01%) 0.00
Increased by 0.00%
Jun 30, 26
18 Fidelity® Small Cap Index 1.33M (0.98%) 35.72K
Increased by +2.69%
Oct 31, 23
19 Amplify Blockchain Technology ETF 1.32M (0.97%) -7.11K
Decreased by -0.54%
Jun 30, 26
20 Fidelity Enhanced Small Cap ETF 1.30M (0.96%) 0.00
Increased by 0.00%
Apr 30, 26