Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 VERS 2.22%
2 XSVM 0.66%
3 PXSV 0.66%
4 DSMC 0.61%
5 RZG 0.57%
6 FMET 0.56%
7 JSMD 0.46%
8 JSML 0.44%
9 VUSE 0.36%
10 PSCF 0.29%
11 RWJ 0.26%
12 XSMO 0.24%
13 HAPS 0.23%
14 OASC 0.22%
15 SSLY 0.21%
16 VIOG 0.18%
17 FSGS 0.17%
18 RNSC 0.17%
19 SLYG 0.16%
20 GSSC 0.15%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 14.11M (15.15%) 690.69K
Increased by +4.89%
Dec 31, 25
2 BlackRock Inc 12.66M (13.59%) 427.51K
Increased by +3.38%
Sep 30, 25
3 Copeland Capital Management, LLC 3.21M (3.44%) -708.37K
Decreased by -22.08%
Mar 31, 25
4 Bank of America Corp 3.20M (3.44%) -87.63K
Decreased by -2.74%
Sep 30, 25
5 State Street Corp 3.15M (3.38%) 89.36K
Increased by +2.83%
Sep 30, 25
6 State Street Corporation 2.74M (2.94%) 43.14K
Increased by +1.57%
Mar 31, 24
7 Renaissance Technologies Corp 2.66M (2.85%) 116.90K
Increased by +4.40%
Dec 31, 25
8 Geode Capital Management, LLC 2.42M (2.60%) 38.13K
Increased by +1.58%
Dec 31, 25
9 Charles Schwab Investment Management Inc 2.20M (2.37%) 139.55K
Increased by +6.33%
Dec 31, 25
10 Morgan Stanley - Brokerage Accounts 1.51M (1.62%) -395.97K
Decreased by -26.23%
Sep 30, 25
11 The Goldman Sachs Group Inc 1.50M (1.61%) 669.21K
Increased by +44.53%
Sep 30, 25
12 JPMorgan Chase & Co 1.27M (1.37%) 562.96K
Increased by +44.22%
Sep 30, 25
13 Dimensional Fund Advisors, Inc. 1.25M (1.35%) -14.14K
Decreased by -1.13%
Dec 31, 25
14 Nuveen, LLC 1.20M (1.29%) 47.48K
Increased by +3.96%
Dec 31, 25
15 Amvescap Plc. 1.12M (1.20%) -59.52K
Decreased by -5.32%
Sep 30, 25
16 UBS Group AG 978.61K (1.05%) -358.21K
Decreased by -36.60%
Sep 30, 25
17 Jacobs Levy Equity Management, Inc. 952.09K (1.02%) -55.27K
Decreased by -5.81%
Dec 31, 25
18 Millennium Management LLC 905.52K (0.97%) 506.12K
Increased by +55.89%
Mar 31, 25
19 Northern Trust Corp 890.64K (0.96%) 54.05K
Increased by +6.07%
Sep 30, 25
20 Pacer Advisors, INC. 867.76K (0.93%) -205.17K
Decreased by -23.64%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 5.48M (5.88%) 309.94K
Increased by +5.66%
Feb 28, 26
2 Vanguard Total Stock Mkt Idx Inv 3.04M (3.26%) 0.00
Increased by 0.00%
Feb 28, 26
3 Vanguard Real Estate Index Investor 2.98M (3.20%) 23.85K
Increased by +0.80%
Feb 28, 26
4 Vanguard US Total Market Shares ETF 2.39M (2.56%) 0.00
Increased by 0.00%
Sep 30, 24
5 iShares Russell 2000 ETF 2.20M (2.36%) 713.20K
Increased by +32.38%
Feb 28, 26
6 Vanguard Small Cap Index 2.17M (2.32%) 2.03K
Increased by +0.09%
Feb 28, 26
7 Vanguard Small Cap Value Index Inv 1.39M (1.49%) 3.72K
Increased by +0.27%
Feb 28, 26
8 Schwab Fundamental U.S. Small CompanyETF 1.13M (1.21%) 394.00
Increased by +0.03%
Feb 28, 26
9 Vanguard Institutional Extnd Mkt Idx Tr 1.00M (1.07%) 13.47K
Increased by +1.35%
Feb 28, 26
10 iShares S&P Small-Cap 600 Value ETF 890.88K (0.96%) 890.88K
Increased by +100.00%
Feb 28, 26
11 Fidelity Small Cap Index 868.77K (0.93%) -23.19K
Decreased by -2.67%
Dec 31, 25
12 State Street SPDR Port S&P 600 Sm CpETF 835.16K (0.90%) 2.32K
Increased by +0.28%
Feb 27, 26
13 iShares S&P Small-Cap 600 Growth ETF 831.53K (0.89%) 0.00
Increased by 0.00%
Nov 30, 24
14 Pacer US Small Cap Cash Cows 100 ETF 797.67K (0.86%) -4.63K
Decreased by -0.58%
Aug 29, 25
15 SPDR® Portfolio S&P 600™ Sm Cap ETF 767.20K (0.82%) 9.11K
Increased by +1.19%
Aug 29, 25
16 iShares Russell 2000 Growth ETF 734.41K (0.79%) 125.58K
Increased by +17.10%
Feb 28, 26
17 Fidelity® Small Cap Index 689.30K (0.74%) 18.47K
Increased by +2.68%
Oct 31, 23
18 SPDR® Portfolio S&P 600 Sm Cap ETF 684.93K (0.74%) 700.00
Increased by +0.10%
Mar 28, 24
19 TD Global Equity Growth - I 656.60K (0.70%) -192.39K
Decreased by -29.30%
Jun 30, 23
20 Vanguard Real Estate II Index 620.50K (0.67%) 2.68K
Increased by +0.43%
Feb 28, 26