Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSL 1.98%
2 RZV 1.43%
3 FDM 1.38%
4 FDLS 1.28%
5 RZG 1.25%
6 SIXS 1.14%
7 MMSC 1.07%
8 XSVM 0.97%
9 XSLV 0.97%
10 PXSV 0.96%
11 BRNY 0.82%
12 DWAS 0.54%
13 DSMC 0.53%
14 HEFT 0.46%
15 SIXL 0.44%
16 RUSC 0.38%
17 XSMO 0.36%
18 PXSG 0.36%
19 BSVO 0.34%
20 FESM 0.31%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 7.99M (14.34%) 75.72K
Increased by +0.95%
Sep 30, 25
2 FMR Inc 4.73M (8.49%) 2.78M
Increased by +58.71%
Dec 31, 25
3 Dimensional Fund Advisors, Inc. 3.56M (6.39%) 84.57K
Increased by +2.37%
Dec 31, 25
4 Vanguard Group Inc 3.55M (6.36%) -62.79K
Decreased by -1.77%
Dec 31, 25
5 Capital Research Global Investors 3.17M (5.68%) 1.02M
Increased by +32.19%
Dec 31, 25
6 Renaissance Technologies Corp 2.35M (4.22%) -118.34K
Decreased by -5.03%
Dec 31, 25
7 Wasatch Advisors Inc. 2.30M (4.14%) 148.66K
Increased by +6.45%
Sep 30, 23
8 First Wilshire Securities Mgmt Inc (CA) 1.74M (3.12%) -448.73K
Decreased by -25.80%
Dec 31, 25
9 Wasatch Advisors LP 1.69M (3.04%) -219.67K
Decreased by -12.97%
Dec 31, 25
10 Boston Partners Global Investors, Inc 1.57M (2.82%) 1.17M
Increased by +74.34%
Mar 31, 25
11 Stephens Inv Mgmt Group LLC 1.54M (2.76%) -94.22K
Decreased by -6.12%
Dec 31, 25
12 Qube Research & Technologies 1.52M (2.73%) 279.28K
Increased by +18.34%
Dec 31, 25
13 Divisadero Street Capital Management, LP 1.25M (2.24%) 1.18M
Increased by +94.44%
Dec 31, 24
14 Amvescap Plc. 1.25M (2.24%) 99.06K
Increased by +7.95%
Sep 30, 25
15 Two Sigma Investments LLC 1.23M (2.21%) 89.19K
Increased by +7.23%
Dec 31, 25
16 Invenomic Capital Management, LP 1.23M (2.21%) 439.94K
Increased by +35.78%
Mar 31, 25
17 Two Sigma Advisers, LLC 1.21M (2.18%) 11.30K
Increased by +0.93%
Dec 31, 25
18 State Street Corp 1.21M (2.17%) 105.15K
Increased by +8.68%
Sep 30, 25
19 Fourth Sail Capital, LP 1.18M (2.11%) -73.36K
Decreased by -6.23%
Sep 30, 25
20 State Street Corporation 1.15M (2.07%) 18.84K
Increased by +1.64%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.51M (6.30%) 5.51K
Increased by +0.16%
Feb 28, 26
2 American Funds SMALLCAP World A 3.09M (5.55%) 945.02K
Increased by +30.55%
Dec 31, 25
3 Vanguard Total Stock Mkt Idx Inv 1.74M (3.13%) 0.00
Increased by 0.00%
Feb 28, 26
4 Vanguard US Total Market Shares ETF 1.63M (2.92%) 0.00
Increased by 0.00%
Sep 30, 24
5 Stephens Small Cap Growth 1.50M (2.69%) -92.55K
Decreased by -6.18%
Dec 31, 25
6 First Wilshire US SCV Equities SMA 1.43M (2.57%) -448.27K
Decreased by -31.30%
Dec 31, 25
7 Fidelity Small Cap Growth 1.23M (2.20%) 0.00
Increased by 0.00%
Dec 31, 25
8 Wasatch Micro Cap 831.41K (1.49%) 44.58K
Increased by +5.36%
Dec 31, 25
9 DFA US Small Cap Value I 767.53K (1.38%) 0.00
Increased by 0.00%
Jan 31, 26
10 Strategic Advisers Fidelity US TtlStk 712.30K (1.28%) 93.10K
Increased by +13.07%
Jan 31, 26
11 Heartland Value Investor 700.00K (1.26%) 0.00
Increased by 0.00%
Feb 28, 26
12 Fidelity Small Cap Discovery 635.50K (1.14%) 0.00
Increased by 0.00%
Dec 31, 25
13 Vanguard Institutional Extnd Mkt Idx Tr 630.63K (1.13%) 6.92K
Increased by +1.10%
Feb 28, 26
14 Fidelity Enhanced Small Cap ETF 620.26K (1.11%) 0.00
Increased by 0.00%
Feb 27, 26
15 Fidelity Small Cap Growth K6 612.97K (1.10%) 0.00
Increased by 0.00%
Dec 31, 25
16 Oberweis Micro-Cap 612.90K (1.10%) -72.60K
Decreased by -11.85%
Dec 31, 25
17 Oberweis Micro-Cap Growth 612.90K (1.10%) -72.60K
Decreased by -11.85%
Dec 31, 25
18 Xtrackers Stoxx Global Div100 Swp ETF 1D 591.33K (1.06%) -93.63K
Decreased by -15.83%
Dec 31, 24
19 BlackRock Global Equity Mkt Netrl Instl 557.24K (1.00%) 183.04K
Increased by +32.85%
Jul 31, 25
20 Fidelity Series Small Cap Discovery 536.50K (0.96%) 29.20K
Increased by +5.44%
Dec 31, 25