Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCT 2.15%
2 CPAI 1.94%
3 IPAY 1.93%
4 PTF 1.74%
5 XSMO 1.55%
6 PXSG 1.55%
7 LQPE 1.23%
8 XSHQ 1.16%
9 SRHQ 1.14%
10 FSCS 1.01%
11 RNMC 1.01%
12 FDLS 0.99%
13 SMCP 0.98%
14 RISN 0.96%
15 NIXT 0.96%
16 HAPS 0.93%
17 IVSS 0.88%
18 FINX 0.84%
19 SAWS 0.82%
20 GRPZ 0.78%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 16.89M (16.80%) -441.42K
Decreased by -2.61%
Sep 30, 25
2 Vanguard Group Inc 13.41M (13.33%) -233.53K
Decreased by -1.74%
Dec 31, 25
3 Franklin Resources Inc 9.66M (9.60%) 4.28M
Increased by +44.32%
Sep 30, 25
4 State Street Corporation 4.47M (4.45%) 112.07K
Increased by +2.51%
Mar 31, 24
5 State Street Corp 4.13M (4.11%) -112.44K
Decreased by -2.72%
Sep 30, 25
6 Fuller & Thaler Asset Management Inc 3.63M (3.61%) 2.68M
Increased by +73.72%
Dec 31, 25
7 River Road Asset Management, LLC 3.11M (3.09%) -266.36K
Decreased by -8.58%
Mar 31, 24
8 Geode Capital Management, LLC 3.08M (3.06%) -25.83K
Decreased by -0.84%
Dec 31, 25
9 Hood River Capital Management LLC 3.04M (3.02%) 54.26K
Increased by +1.79%
Dec 31, 25
10 Dimensional Fund Advisors, Inc. 2.47M (2.45%) -31.93K
Decreased by -1.29%
Dec 31, 25
11 AllianceBernstein L.P. 2.34M (2.32%) 107.99K
Increased by +4.62%
Sep 30, 25
12 Morgan Stanley - Brokerage Accounts 2.06M (2.05%) -340.04K
Decreased by -16.47%
Sep 30, 25
13 North Reef Capital Management LP 1.97M (1.96%) 186.15K
Increased by +9.45%
Dec 31, 25
14 Arrowstreet Capital Limited Partnership 1.68M (1.67%) 326.66K
Increased by +19.42%
Dec 31, 25
15 American Century Companies Inc 1.66M (1.65%) 410.42K
Increased by +24.69%
Jun 30, 25
16 Massachusetts Financial Services Company 1.51M (1.50%) -567.24K
Decreased by -37.54%
Sep 30, 24
17 Goldman Sachs Group Inc 1.49M (1.48%) -211.77K
Decreased by -14.18%
Dec 31, 24
18 Millennium Management LLC 1.43M (1.42%) 1.28M
Increased by +89.79%
Sep 30, 25
19 Wellington Management Company LLP 1.41M (1.40%) -381.00K
Decreased by -27.07%
Jun 30, 24
20 Rice Hall James & Associates, LLC 1.41M (1.40%) -58.26K
Decreased by -4.15%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 6.25M (6.21%) -1.03M
Decreased by -16.41%
Feb 28, 26
2 Franklin Small Cap Value SMA Composite 3.70M (3.68%) 1.30M
Increased by +35.07%
Jun 30, 25
3 Vanguard US Total Market Shares ETF 3.31M (3.29%) 2.82K
Increased by +0.09%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 3.27M (3.25%) 6.17K
Increased by +0.19%
Feb 28, 26
5 Franklin Small Cap Value A 3.17M (3.16%) 541.86K
Increased by +17.08%
Feb 28, 26
6 iShares Russell 2000 ETF 2.55M (2.53%) 54.25K
Increased by +2.13%
Feb 28, 26
7 Vanguard Information Technology ETF 2.55M (2.53%) -506.00
Decreased by -0.02%
Feb 28, 26
8 Franklin US Small Cap Value Equity 2.52M (2.51%) 76.25K
Increased by +3.02%
Dec 31, 25
9 Vanguard Small Cap Index 2.34M (2.33%) 6.96K
Increased by +0.30%
Feb 28, 26
10 FullerThaler Behavioral Sm-Cp Eq R6 1.75M (1.74%) 834.39K
Increased by +47.68%
Dec 31, 25
11 Hood River Small-Cap Growth Instl 1.65M (1.64%) 1.65M
Increased by +100.00%
Dec 31, 25
12 Vanguard Small Cap Growth Index Inv 1.30M (1.29%) 3.27K
Increased by +0.25%
Feb 28, 26
13 American Century Small Cap Growth Inv 1.30M (1.29%) 319.89K
Increased by +24.60%
Jun 30, 25
14 American Century U.S. Small Cap Growth 1.30M (1.29%) 319.89K
Increased by +24.60%
Jun 30, 25
15 Franklin Mutual Quest Z 1.29M (1.28%) -95.27K
Decreased by -7.41%
Nov 30, 23
16 Vanguard Institutional Extnd Mkt Idx Tr 1.12M (1.12%) 10.94K
Increased by +0.97%
Feb 28, 26
17 Congress Small Cap Growth Institutional 1.05M (1.04%) 120.00K
Increased by +11.43%
Feb 28, 26
18 Fidelity® Small Cap Index 1.05M (1.04%) 28.69K
Increased by +2.74%
Oct 31, 23
19 Putnam US Small Cap Growth Managed Acct 1.02M (1.02%) -6.31K
Decreased by -0.62%
Jun 30, 25
20 Putnam US Small Cap Growth Equity 1.02M (1.01%) -5.74K
Decreased by -0.56%
Sep 30, 25