Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ACTV 3.77%
2 TPMN 2.92%
3 EATZ 2.47%
4 TCV 2.12%
5 CPAI 1.78%
6 MVPA 1.24%
7 SDIV 0.99%
8 SCAP 0.87%
9 RZV 0.62%
10 DGRS 0.57%
11 CSB 0.54%
12 SQLV 0.52%
13 FYC 0.51%
14 FSCC 0.39%
15 XSVM 0.38%
16 ESIX 0.35%
17 SEIS 0.32%
18 JPSV 0.29%
19 RWJ 0.28%
20 PSCD 0.27%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 11.73M (15.63%) -98.47K
Decreased by -0.84%
Sep 30, 25
2 Starboard Value LP 7.98M (10.64%) 0.00
Increased by 0.00%
Sep 30, 25
3 Vanguard Group Inc 6.08M (8.10%) -691.27K
Decreased by -11.38%
Dec 31, 25
4 Morgan Stanley - Brokerage Accounts 3.72M (4.96%) 789.69K
Increased by +21.22%
Sep 30, 25
5 State Street Corporation 3.63M (4.83%) 43.84K
Increased by +1.21%
Mar 31, 24
6 State Street Corp 3.34M (4.45%) 52.39K
Increased by +1.57%
Sep 30, 25
7 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 2.76M (3.68%) 2.72M
Increased by +98.57%
Dec 31, 25
8 LSV Asset Management 2.73M (3.65%) -71.80K
Decreased by -2.63%
Dec 31, 25
9 Citadel Advisors Llc 2.63M (3.51%) 637.81K
Increased by +24.22%
Sep 30, 25
10 UBS Group AG 2.55M (3.40%) 1.56M
Increased by +61.23%
Jun 30, 25
11 Principal Financial Group Inc 2.53M (3.37%) 147.90K
Increased by +5.85%
Sep 30, 24
12 Millennium Management LLC 2.51M (3.35%) -76.83K
Decreased by -3.06%
Dec 31, 25
13 Erste Asset Management GmbH 2.50M (3.33%) 0.00
Increased by 0.00%
Dec 31, 25
14 Balyasny Asset Management LLC 2.42M (3.23%) 1.97M
Increased by +81.24%
Jun 30, 25
15 Charles Schwab Investment Management Inc 2.41M (3.21%) 269.75K
Increased by +11.20%
Dec 31, 25
16 DePrince Race & Zollo Inc 2.40M (3.20%) -491.20K
Decreased by -20.45%
Dec 31, 24
17 Victory Capital Management Inc. 2.39M (3.19%) 10.63K
Increased by +0.44%
Dec 31, 24
18 ClearBridge Advisors, LLC 2.35M (3.13%) -239.03K
Decreased by -10.17%
Dec 31, 23
19 Arrowstreet Capital Limited Partnership 2.17M (2.90%) 165.79K
Increased by +7.63%
Dec 31, 25
20 Barclays PLC 2.10M (2.81%) 1.89M
Increased by +89.59%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 4.68M (6.24%) -1.12M
Decreased by -23.98%
Feb 28, 26
2 Vanguard US Total Market Shares ETF 2.77M (3.69%) 2.83K
Increased by +0.10%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 2.33M (3.11%) 0.00
Increased by 0.00%
Feb 28, 26
4 iShares Russell 2000 ETF 2.05M (2.73%) 144.18K
Increased by +7.03%
Feb 28, 26
5 Global X SuperDividend™ ETF 1.87M (2.49%) 0.00
Increased by 0.00%
Feb 27, 26
6 Vanguard Small Cap Index 1.75M (2.34%) -11.86K
Decreased by -0.68%
Jul 31, 25
7 Vanguard Equity-Income Inv 1.43M (1.91%) -389.29K
Decreased by -27.22%
Jun 30, 24
8 Schwab Fundamental U.S. Small CompanyETF 1.42M (1.90%) 498.00
Increased by +0.03%
Feb 28, 26
9 UBS: US Equity Small Cap Growth 1.15M (1.54%) 0.00
Increased by 0.00%
Jun 30, 24
10 Vanguard Small Cap Value Index Inv 1.13M (1.51%) 4.50K
Increased by +0.40%
Jul 31, 25
11 Global X SuperDividend ETF USD Cap 1.09M (1.45%) 800.00
Increased by +0.07%
Feb 27, 26
12 American Century Small Cap Value Inv 1.07M (1.43%) -50.00K
Decreased by -4.65%
Mar 31, 25
13 American Century U.S. Small Cap Value 1.07M (1.43%) -50.00K
Decreased by -4.65%
Mar 31, 25
14 Federated Hermes MDT SCC Institutional 860.65K (1.15%) 225.76K
Increased by +26.23%
Dec 31, 25
15 Federated Hermes MDT Small Cap Core IS 860.65K (1.15%) 225.76K
Increased by +26.23%
Dec 31, 25
16 Fidelity® Small Cap Index 844.41K (1.13%) 22.85K
Increased by +2.71%
Oct 31, 23
17 Vanguard Institutional Extnd Mkt Idx Tr 843.51K (1.12%) 10.28K
Increased by +1.22%
Feb 28, 26
18 Principal U.S. Small Cap Equity 842.20K (1.12%) 261.90K
Increased by +31.10%
Sep 30, 24
19 T. Rowe Price Integrated US SmCapGrEq 830.89K (1.11%) 415.44K
Increased by +50.00%
Dec 31, 24
20 Fidelity Small Cap Index 830.33K (1.11%) -40.88K
Decreased by -4.92%
Dec 31, 25