Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XHB 3.30%
2 PKB 2.45%
3 ALIL 2.37%
4 CBSE 2.21%
5 PSCD 1.99%
6 RSMC 1.97%
7 ITB 1.66%
8 PEZ 1.52%
9 NAIL 1.31%
10 XSHQ 1.06%
11 SMCP 1.00%
12 HAPS 0.90%
13 JSMD 0.87%
14 TSME 0.83%
15 HOMZ 0.81%
16 DSMC 0.65%
17 SLYG 0.65%
18 JSML 0.59%
19 QSML 0.59%
20 SQLV 0.54%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 8.88M (16.30%) 558.21K
Increased by +6.29%
Sep 30, 25
2 Vanguard Group Inc 5.77M (10.59%) -91.84K
Decreased by -1.59%
Dec 31, 25
3 Wellington Management Company LLP 4.30M (7.89%) -502.36K
Decreased by -11.69%
Dec 31, 25
4 State Street Corp 2.91M (5.35%) 334.14K
Increased by +11.47%
Sep 30, 25
5 Fuller & Thaler Asset Management Inc 2.14M (3.92%) 2.14M
Increased by +100.00%
Dec 31, 25
6 Thrivent Financial For Lutherans 2.07M (3.80%) 794.70K
Increased by +38.41%
Jun 30, 25
7 Mak Capital One LLC 2.00M (3.67%) 0.00
Increased by 0.00%
Dec 31, 25
8 Capital Research Global Investors 1.76M (3.23%) -4.92K
Decreased by -0.28%
Dec 31, 25
9 The Goldman Sachs Group Inc 1.67M (3.06%) 322.79K
Increased by +19.35%
Sep 30, 25
10 Dimensional Fund Advisors, Inc. 1.66M (3.04%) 125.11K
Increased by +7.56%
Dec 31, 25
11 AllianceBernstein L.P. 1.61M (2.96%) -46.96K
Decreased by -2.91%
Sep 30, 25
12 FMR Inc 1.59M (2.93%) -398.66K
Decreased by -25.01%
Dec 31, 25
13 Wasatch Advisors Inc. 1.54M (2.83%) -84.56K
Decreased by -5.48%
Sep 30, 23
14 State Street Corporation 1.44M (2.64%) 7.94K
Increased by +0.55%
Mar 31, 24
15 Ameriprise Financial Inc 1.41M (2.59%) 91.99K
Increased by +6.52%
Sep 30, 25
16 Goldman Sachs Group Inc 1.35M (2.47%) 337.85K
Increased by +25.11%
Jun 30, 25
17 Geode Capital Management, LLC 1.31M (2.40%) -12.28K
Decreased by -0.94%
Dec 31, 25
18 Marshall Wace Asset Management Ltd 1.24M (2.27%) -160.45K
Decreased by -12.97%
Dec 31, 25
19 American Century Companies Inc 1.15M (2.11%) -665.91K
Decreased by -58.02%
Dec 31, 25
20 ING Investment Management LLC 1.13M (2.08%) 584.23K
Increased by +51.69%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.38M (6.21%) 3.38M
Increased by +100.00%
Feb 28, 26
2 American Funds SMALLCAP World A 2.38M (4.36%) 0.00
Increased by 0.00%
Dec 31, 25
3 Vanguard Total Stock Mkt Idx Inv 1.68M (3.08%) 31.29K
Increased by +1.87%
Feb 28, 26
4 Vanguard US Total Market Shares ETF 1.65M (3.02%) 1.41K
Increased by +0.09%
Sep 30, 24
5 iShares Russell 2000 ETF 1.38M (2.53%) 232.75K
Increased by +16.87%
Feb 28, 26
6 Vanguard Small Cap Index 1.21M (2.21%) 3.51K
Increased by +0.29%
Feb 28, 26
7 American Funds Growth Fund of Amer A 1.06M (1.94%) -411.11K
Decreased by -38.92%
Jun 30, 24
8 Capital Group Growth Fnd of Amer Comp 1.06M (1.94%) -411.11K
Decreased by -38.92%
Jun 30, 24
9 Vanguard Explorer Inv 983.51K (1.81%) 37.79K
Increased by +3.84%
Dec 31, 25
10 CT (Lux) American Smaller Com 9U USD 744.04K (1.37%) 3.75K
Increased by +0.50%
Aug 31, 25
11 FullerThaler Behavioral Small-Cap Growth 730.74K (1.34%) 8.30K
Increased by +1.14%
Dec 31, 25
12 SPDR® S&P Homebuilders ETF 716.32K (1.32%) -2.13K
Decreased by -0.30%
Aug 31, 25
13 Baron Real Estate Institutional 714.11K (1.31%) 714.11K
Increased by +100.00%
Dec 31, 25
14 Baron Real Estate Strategy 714.11K (1.31%) 714.11K
Increased by +100.00%
Dec 31, 25
15 American Century Small Cap Value Inv 690.00K (1.27%) -120.00K
Decreased by -17.39%
Dec 31, 25
16 American Century U.S. Small Cap Value 690.00K (1.27%) -120.00K
Decreased by -17.39%
Dec 31, 25
17 FullerThaler Behavioral Sm-Cp Gr R6 670.70K (1.23%) 8.30K
Increased by +1.24%
Dec 31, 25
18 Vanguard Small Cap Growth Index Inv 669.39K (1.23%) 1.29K
Increased by +0.19%
Feb 28, 26
19 Thrivent Mid Cap Stock A 663.95K (1.22%) -41.43K
Decreased by -6.24%
Jun 30, 25
20 American Century Small Cap Growth Inv 642.52K (1.18%) 252.18K
Increased by +39.25%
Jun 30, 25