Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GUNZ 4.02%
2 MVFD 2.25%
3 COWS 1.88%
4 PSCD 1.77%
5 SMCO 1.39%
6 XSMO 1.39%
7 XRT 1.37%
8 RETL 1.09%
9 TXS 1.08%
10 SYLD 0.99%
11 MYLD 0.97%
12 SURE 0.89%
13 NIXT 0.88%
14 LIVR 0.88%
15 XSVM 0.86%
16 PXSV 0.85%
17 GPT 0.80%
18 SMCP 0.80%
19 TXSS 0.75%
20 DSMC 0.74%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 10.00M (15.76%) 10.82K
Increased by +0.11%
Dec 31, 25
2 BlackRock Inc 9.60M (15.13%) -83.34K
Decreased by -0.87%
Sep 30, 25
3 Vanguard Group Inc 7.27M (11.46%) -7.70K
Decreased by -0.11%
Dec 31, 25
4 Dimensional Fund Advisors, Inc. 3.96M (6.24%) 77.47K
Increased by +1.96%
Dec 31, 25
5 LSV Asset Management 3.06M (4.82%) -36.20K
Decreased by -1.18%
Dec 31, 25
6 State Street Corporation 2.97M (4.68%) 35.53K
Increased by +1.20%
Mar 31, 24
7 State Street Corp 2.66M (4.19%) -10.09K
Decreased by -0.38%
Sep 30, 25
8 American Century Companies Inc 2.28M (3.59%) 103.42K
Increased by +4.54%
Dec 31, 25
9 Geode Capital Management, LLC 2.01M (3.16%) 5.93K
Increased by +0.30%
Dec 31, 25
10 Westwood Holdings Group Inc 1.92M (3.02%) -193.09K
Decreased by -10.07%
Sep 30, 25
11 Point72 Asset Management, L.P. 1.64M (2.59%) 283.47K
Increased by +17.26%
Dec 31, 25
12 King Luther Capital Management Corp 1.57M (2.48%) 176.46K
Increased by +11.22%
Dec 31, 25
13 William Blair Investment Management, LLC 1.44M (2.27%) 448.58K
Increased by +31.15%
Jun 30, 25
14 Morgan Stanley - Brokerage Accounts 1.35M (2.12%) 430.61K
Increased by +31.96%
Sep 30, 25
15 Boston Partners Global Investors, Inc 1.29M (2.04%) -8.93K
Decreased by -0.69%
Dec 31, 25
16 Stephens Inv Mgmt Group LLC 1.23M (1.94%) -1.61K
Decreased by -0.13%
Dec 31, 25
17 Royce & Associates, LP 1.15M (1.82%) -177.41K
Decreased by -15.40%
Dec 31, 25
18 Samlyn Capital, LLC 1.15M (1.82%) -497.24K
Decreased by -43.17%
Sep 30, 23
19 Scopus Asset Management, LLC 1.05M (1.65%) 449.50K
Increased by +42.81%
Dec 31, 24
20 Millennium Management LLC 945.04K (1.49%) 929.28K
Increased by +98.33%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 4.04M (6.36%) -922.09K
Decreased by -22.84%
Feb 28, 26
2 Fidelity® Contrafund® 2.56M (4.03%) 0.00
Increased by 0.00%
Nov 30, 23
3 Vanguard US Total Market Shares ETF 2.27M (3.58%) -82.06K
Decreased by -3.61%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 2.12M (3.34%) 4.33K
Increased by +0.20%
Feb 28, 26
5 Avantis US Small Cap Value ETF 2.10M (3.32%) 3.08K
Increased by +0.15%
Feb 28, 26
6 iShares Russell 2000 ETF 1.61M (2.53%) -201.51K
Decreased by -12.54%
Feb 28, 26
7 Vanguard Small Cap Index 1.51M (2.39%) 4.61K
Increased by +0.30%
Feb 28, 26
8 Fuller & Thaler Behavioral Sm-Cp Eq R6 1.44M (2.27%) -775.63K
Decreased by -53.96%
Sep 30, 23
9 Fuller & Thaler Behavioral Small-Cap Eq 1.44M (2.27%) -775.63K
Decreased by -53.96%
Sep 30, 23
10 Fidelity Low-Priced Stock 1.43M (2.26%) 0.00
Increased by 0.00%
Dec 31, 25
11 Fidelity® Series Small Cap Opps 1.36M (2.14%) 0.00
Increased by 0.00%
Oct 31, 23
12 Strategic Advisers Fidelity US TtlStk 1.36M (2.14%) -17.70K
Decreased by -1.31%
Jan 31, 26
13 Fidelity Small Cap Value Fund 1.05M (1.65%) 0.00
Increased by 0.00%
Mar 31, 25
14 Fidelity Contrafund Commingled Pl O 975.14K (1.54%) -85.84K
Decreased by -8.80%
Nov 30, 23
15 Vanguard Small Cap Value Index Inv 971.74K (1.53%) 2.78K
Increased by +0.29%
Feb 28, 26
16 Fidelity Series Small Cap Opps 950.09K (1.50%) 0.00
Increased by 0.00%
Dec 31, 25
17 Fidelity Small Cap Discovery 890.40K (1.40%) 0.00
Increased by 0.00%
Dec 31, 25
18 DFA US Small Cap Value I 859.37K (1.35%) 0.00
Increased by 0.00%
Jan 31, 26
19 Stephens SMID Select Growth 788.38K (1.24%) -181.00
Decreased by -0.02%
Dec 31, 25
20 Vanguard Institutional Extnd Mkt Idx Tr 725.77K (1.14%) 6.37K
Increased by +0.88%
Feb 28, 26