Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PP 5.07%
2 XWEB 3.46%
3 TAAG 2.87%
4 PSCU 1.65%
5 ECML 1.23%
6 SIXS 1.19%
7 HLGE 1.13%
8 RNIN 1.10%
9 SMCP 1.05%
10 FSGS 0.94%
11 GRPZ 0.93%
12 RNSC 0.92%
13 RNMC 0.88%
14 SYLD 0.87%
15 FSCS 0.86%
16 JSML 0.85%
17 VFMV 0.83%
18 SFLO 0.81%
19 JSMD 0.79%
20 XSLV 0.68%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 9.55M (16.53%) -1.17M
Decreased by -12.24%
Sep 30, 25
2 Vanguard Group Inc 8.24M (14.25%) -166.27K
Decreased by -2.02%
Dec 31, 25
3 LSV Asset Management 2.68M (4.64%) 279.30K
Increased by +10.41%
Dec 31, 25
4 State Street Corporation 2.57M (4.44%) 57.62K
Increased by +2.25%
Mar 31, 24
5 Acadian Asset Management LLC 2.36M (4.08%) 2.06M
Increased by +87.48%
Sep 30, 25
6 State Street Corp 2.36M (4.08%) -109.15K
Decreased by -4.63%
Sep 30, 25
7 Dimensional Fund Advisors, Inc. 2.23M (3.85%) 156.43K
Increased by +7.03%
Dec 31, 25
8 Pacer Advisors, INC. 2.21M (3.82%) -536.33K
Decreased by -24.29%
Dec 31, 24
9 Macquarie Group Ltd 2.00M (3.47%) 969.55K
Increased by +48.40%
Sep 30, 25
10 Arrowstreet Capital Limited Partnership 1.81M (3.14%) -162.03K
Decreased by -8.93%
Dec 31, 25
11 Geode Capital Management, LLC 1.78M (3.07%) -44.66K
Decreased by -2.52%
Sep 30, 25
12 Ameriprise Financial Inc 1.49M (2.58%) -8.76K
Decreased by -0.59%
Sep 30, 25
13 River Road Asset Management, LLC 1.16M (2.01%) 15.85K
Increased by +1.36%
Dec 31, 25
14 Man Group PLC 1.07M (1.85%) -396.08K
Decreased by -37.00%
Sep 30, 24
15 American Century Companies Inc 1.02M (1.77%) 199.77K
Increased by +19.53%
Dec 31, 25
16 Charles Schwab Investment Management Inc 999.88K (1.73%) -18.62K
Decreased by -1.86%
Dec 31, 25
17 Morgan Stanley - Brokerage Accounts 937.94K (1.62%) 7.59K
Increased by +0.81%
Sep 30, 25
18 Allianz Asset Management AG 925.90K (1.60%) 241.96K
Increased by +26.13%
Sep 30, 25
19 Fisher Asset Management, LLC 899.61K (1.56%) -89.77K
Decreased by -9.98%
Mar 31, 25
20 Jupiter Asset Management Limited 884.52K (1.53%) 36.53K
Increased by +4.13%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.55M (6.14%) -1.03M
Decreased by -29.01%
Feb 28, 26
2 Vanguard US Total Market Shares ETF 2.06M (3.56%) 2.12K
Increased by +0.10%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 1.84M (3.18%) -49.49K
Decreased by -2.69%
Jan 31, 26
4 iShares Russell 2000 ETF 1.49M (2.57%) -28.29K
Decreased by -1.90%
Feb 28, 26
5 Vanguard Small Cap Index 1.32M (2.29%) 423.00
Increased by +0.03%
Jan 31, 26
6 Delaware US Small Cap Core Equity (SMA) 1.11M (1.92%) -362.93K
Decreased by -32.72%
Mar 31, 24
7 Macquarie US Small Cap Core Equity 1.11M (1.92%) -362.93K
Decreased by -32.72%
Mar 31, 24
8 Avantis US Small Cap Value ETF 1.08M (1.87%) 4.16K
Increased by +0.39%
Feb 28, 26
9 Vanguard Strategic Equity Inv 975.13K (1.69%) 0.00
Increased by 0.00%
Dec 31, 25
10 PIMCO RAE US Small 881.51K (1.53%) 178.32K
Increased by +20.23%
Dec 31, 25
11 Delaware Small Cap Core I 871.12K (1.51%) -5.40K
Decreased by -0.62%
Sep 30, 24
12 CT (Lux) American Smaller Com 9U USD 769.25K (1.33%) -4.65K
Decreased by -0.61%
Jul 31, 25
13 Vanguard Small Cap Growth Index Inv 735.81K (1.27%) -10.94K
Decreased by -1.49%
Jan 31, 26
14 PIMCO RAE US Small Instl 703.19K (1.22%) 203.04K
Increased by +28.87%
Sep 30, 25
15 iShares S&P Small-Cap 600 Growth ETF 656.69K (1.14%) 0.00
Increased by 0.00%
Nov 27, 24
16 Macquarie Small Cap Core I 652.22K (1.13%) -48.99K
Decreased by -7.51%
Jul 31, 25
17 Fidelity® Small Cap Index 649.32K (1.12%) 17.38K
Increased by +2.68%
Oct 31, 23
18 Jupiter Merian Glb Eq AbsRet I USD Acc 644.53K (1.12%) 49.49K
Increased by +7.68%
Dec 31, 25
19 Vanguard Institutional Extnd Mkt Idx Tr 631.50K (1.09%) 2.49K
Increased by +0.39%
Jan 31, 26
20 SPDR® Portfolio S&P 600 Sm Cap ETF 606.98K (1.05%) 0.00
Increased by 0.00%
Apr 30, 24