Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LBAY 2.78%
2 RSMC 2.28%
3 KCE 1.71%
4 XSMO 1.41%
5 PFI 1.38%
6 STCE 1.21%
7 SMCF 1.14%
8 SURE 1.03%
9 PSCF 0.92%
10 EES 0.60%
11 FYC 0.50%
12 SEIS 0.47%
13 PSC 0.45%
14 OASC 0.45%
15 DWAS 0.40%
16 SMDX 0.39%
17 FESM 0.39%
18 SIXL 0.38%
19 DGRS 0.36%
20 USVM 0.35%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 53.05M (14.66%) -955.88K
Decreased by -1.80%
Sep 30, 25
2 Vanguard Group Inc 43.11M (11.91%) 841.19K
Increased by +1.95%
Dec 31, 25
3 Rubric Capital Management LP 21.00M (5.80%) 3.00M
Increased by +14.29%
Dec 31, 25
4 State Street Corp 14.57M (4.03%) -144.33K
Decreased by -0.99%
Sep 30, 25
5 State Street Corporation 14.57M (4.03%) 6.13M
Increased by +42.09%
Mar 31, 24
6 AltraVue Capital, LLC 9.79M (2.70%) -12.52K
Decreased by -0.13%
Dec 31, 25
7 Amvescap Plc. 9.02M (2.49%) 275.77K
Increased by +3.06%
Sep 30, 25
8 Boston Partners Global Investors, Inc 8.75M (2.42%) 99.00K
Increased by +1.13%
Dec 31, 25
9 Geode Capital Management, LLC 8.73M (2.41%) -66.75K
Decreased by -0.76%
Dec 31, 25
10 FMR Inc 8.10M (2.24%) -672.83K
Decreased by -8.30%
Dec 31, 25
11 Nuveen, LLC 7.89M (2.18%) -116.23K
Decreased by -1.47%
Dec 31, 25
12 Dimensional Fund Advisors, Inc. 7.74M (2.14%) 49.51K
Increased by +0.64%
Dec 31, 25
13 Cardinal Capital Management Llc 7.40M (2.05%) -2.23M
Decreased by -30.18%
Mar 31, 24
14 JPMorgan Chase & Co 6.94M (1.92%) 3.64M
Increased by +52.45%
Sep 30, 25
15 Morgan Stanley - Brokerage Accounts 5.04M (1.39%) -442.72K
Decreased by -8.79%
Sep 30, 25
16 Charles Schwab Investment Management Inc 4.59M (1.27%) -74.05K
Decreased by -1.61%
Dec 31, 25
17 Alua Capital Management LP 4.48M (1.24%) -368.50K
Decreased by -8.22%
Dec 31, 24
18 Nuveen Asset Management, LLC 4.36M (1.20%) -362.47K
Decreased by -8.32%
Dec 31, 24
19 HRT FINANCIAL LLC 4.35M (1.20%) 4.35M
Increased by +100.00%
Mar 31, 24
20 Private Capital Management, LLC 4.15M (1.15%) -7.29K
Decreased by -0.18%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 21.77M (6.02%) 3.77M
Increased by +17.30%
Feb 28, 26
2 Vanguard Total Stock Mkt Idx Inv 11.53M (3.19%) 23.73K
Increased by +0.21%
Feb 28, 26
3 Vanguard US Total Market Shares ETF 11.24M (3.11%) -493.95K
Decreased by -4.40%
Sep 30, 24
4 iShares Russell 2000 ETF 8.86M (2.45%) 2.06M
Increased by +23.27%
Feb 28, 26
5 Vanguard Small Cap Index 8.17M (2.26%) 27.04K
Increased by +0.33%
Feb 28, 26
6 Fidelity® Value 5.75M (1.59%) 128.30K
Increased by +2.23%
Nov 30, 23
7 Cardinal Capital SMID Cap Value Equity 5.34M (1.48%) -1.59M
Decreased by -29.80%
Mar 31, 24
8 Vanguard Small Cap Value Index Inv 5.24M (1.45%) 15.05K
Increased by +0.29%
Feb 28, 26
9 Fidelity Value 3.93M (1.09%) 0.00
Increased by 0.00%
Jan 31, 26
10 Vanguard Institutional Extnd Mkt Idx Tr 3.92M (1.08%) 40.31K
Increased by +1.03%
Feb 28, 26
11 CREF Total Global Stock Account R3 3.82M (1.06%) 52.11K
Increased by +1.36%
Jan 31, 26
12 Fidelity Small Cap Index 3.55M (0.98%) -106.46K
Decreased by -3.00%
Dec 31, 25
13 SPDR® Portfolio S&P 600 Sm Cap ETF 3.43M (0.95%) 3.51K
Increased by +0.10%
Mar 28, 24
14 Vanguard Explorer Inv 3.39M (0.94%) 529.20K
Increased by +15.59%
Dec 31, 25
15 SPDR® Portfolio S&P 600™ Sm Cap ETF 3.35M (0.93%) 40.19K
Increased by +1.20%
Aug 29, 25
16 State Street SPDR Port S&P 600 Sm CpETF 3.34M (0.92%) 9.22K
Increased by +0.28%
Feb 27, 26
17 iShares Russell 2000 Value ETF 3.08M (0.85%) 0.00
Increased by 0.00%
May 31, 25
18 iShares Russell 2000 Growth ETF 3.04M (0.84%) 1.75M
Increased by +57.42%
Feb 28, 26
19 Fidelity® Small Cap Index 3.03M (0.84%) 82.11K
Increased by +2.71%
Oct 31, 23
20 CREF Stock R3 2.60M (0.72%) 0.00
Increased by 0.00%
Jul 31, 25