Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CLOU 3.58%
2 ABLS 3.10%
3 LOUP 2.93%
4 COWS 2.89%
5 SCOW 2.56%
6 WFH 2.33%
7 PSCT 1.73%
8 WCLD 1.56%
9 FSML 1.53%
10 EPSB 1.36%
11 SAWS 1.35%
12 SRHQ 1.17%
13 FCLD 1.16%
14 SIXS 1.13%
15 IVES 0.85%
16 XSW 0.75%
17 XSLV 0.75%
18 HAPS 0.73%
19 SMMV 0.72%
20 FTKI 0.69%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 25.16M (18.85%) 13.42K
Increased by +0.05%
Sep 30, 25
2 Vanguard Group Inc 18.46M (13.83%) -28.73K
Decreased by -0.16%
Dec 31, 25
3 Earnest Partners LLC 7.53M (5.64%) -179.13K
Decreased by -2.38%
Dec 31, 25
4 JPMorgan Chase & Co 6.07M (4.55%) 2.34M
Increased by +38.50%
Sep 30, 25
5 State Street Corporation 5.71M (4.28%) 2.20M
Increased by +38.46%
Mar 31, 24
6 State Street Corp 5.59M (4.19%) -52.02K
Decreased by -0.93%
Sep 30, 25
7 Arrowstreet Capital Limited Partnership 4.51M (3.38%) 604.95K
Increased by +13.41%
Dec 31, 25
8 Acadian Asset Management LLC 4.45M (3.34%) 4.13M
Increased by +92.68%
Sep 30, 25
9 Bank of America Corp 3.62M (2.72%) -126.99K
Decreased by -3.51%
Sep 30, 25
10 Geode Capital Management, LLC 3.45M (2.59%) 6.30K
Increased by +0.18%
Dec 31, 25
11 RGM Capital LLC 3.33M (2.50%) 251.52K
Increased by +7.55%
Dec 31, 25
12 SEI Investments Co 3.32M (2.49%) 94.29K
Increased by +2.84%
Sep 30, 25
13 UBS Group AG 3.22M (2.41%) -74.84K
Decreased by -2.33%
Sep 30, 25
14 Champlain Investment Partners, LLC 3.06M (2.29%) -20.47K
Decreased by -0.67%
Jun 30, 24
15 First Trust Advisors L.P. 2.70M (2.02%) -34.05K
Decreased by -1.26%
Mar 31, 24
16 Dimensional Fund Advisors, Inc. 2.66M (1.99%) 9.23K
Increased by +0.35%
Dec 31, 25
17 Wells Fargo & Co 2.59M (1.94%) 939.59K
Increased by +36.32%
Sep 30, 25
18 Jacobs Levy Equity Management, Inc. 2.43M (1.82%) 44.19K
Increased by +1.82%
Sep 30, 24
19 Loomis, Sayles & Company LP 2.37M (1.78%) -157.75K
Decreased by -6.66%
Sep 30, 23
20 Two Sigma Advisers, LLC 2.18M (1.64%) 617.70K
Increased by +28.30%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 8.78M (6.58%) -823.94K
Decreased by -9.39%
Feb 28, 26
2 Vanguard US Total Market Shares ETF 4.36M (3.26%) 3.39K
Increased by +0.08%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 4.35M (3.26%) 7.82K
Increased by +0.18%
Feb 28, 26
4 Vanguard Information Technology ETF 3.57M (2.67%) -584.00
Decreased by -0.02%
Feb 28, 26
5 iShares Russell 2000 ETF 3.43M (2.57%) 652.24K
Increased by +19.01%
Feb 28, 26
6 Vanguard Small Cap Index 3.13M (2.34%) 10.24K
Increased by +0.33%
Feb 28, 26
7 EARNEST Partners Smid Cap Core Founders 2.79M (2.09%) -19.68K
Decreased by -0.70%
Feb 28, 26
8 Delaware US Small Cap Core Equity (SMA) 1.99M (1.49%) 6.76K
Increased by +0.34%
Mar 31, 24
9 Macquarie US Small Cap Core Equity 1.99M (1.49%) 6.76K
Increased by +0.34%
Mar 31, 24
10 Vanguard Small Cap Growth Index Inv 1.74M (1.30%) 3.44K
Increased by +0.20%
Feb 28, 26
11 First Trust Dow Jones Internet ETF 1.73M (1.30%) -2.94K
Decreased by -0.17%
May 30, 24
12 Vanguard Institutional Extnd Mkt Idx Tr 1.58M (1.18%) 12.24K
Increased by +0.78%
Feb 28, 26
13 EARNEST Small Cap Value 1.53M (1.15%) 1.53M
Increased by +99.85%
Dec 31, 23
14 Fidelity Small Cap Index 1.38M (1.03%) -41.21K
Decreased by -3.00%
Dec 31, 25
15 Delaware Small Cap Core I 1.37M (1.02%) -8.47K
Decreased by -0.62%
Sep 30, 24
16 Fidelity® Small Cap Index 1.36M (1.02%) 37.58K
Increased by +2.77%
Oct 31, 23
17 State Street SPDR Port S&P 600 Sm CpETF 1.35M (1.01%) 3.71K
Increased by +0.28%
Feb 27, 26
18 T. Rowe Price Integrated US SmCapGrEq 1.31M (0.98%) 656.17K
Increased by +50.00%
Dec 31, 24
19 SPDR® Portfolio S&P 600™ Sm Cap ETF 1.28M (0.96%) 15.38K
Increased by +1.20%
Aug 29, 25
20 SPDR® Portfolio S&P 600 Sm Cap ETF 1.27M (0.95%) -1.81K
Decreased by -0.14%
May 30, 24