Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCT 4.20%
2 AFSC 4.01%
3 PTF 3.94%
4 XTL 3.85%
5 PXSG 3.04%
6 XSMO 2.99%
7 SCAP 1.63%
8 FIVG 1.48%
9 SIXG 1.48%
10 FDLS 1.37%
11 OASC 1.31%
12 SYZ 1.16%
13 TMAT 1.14%
14 SLYG 1.09%
15 AFSM 1.07%
16 RZG 1.05%
17 FLQS 1.01%
18 ESIX 0.89%
19 WBIF 0.83%
20 SEIS 0.76%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 32.57M (14.27%) -488.90K
Decreased by -1.50%
Sep 30, 25
2 Vanguard Group Inc 29.30M (12.84%) -909.05K
Decreased by -3.10%
Dec 31, 25
3 Capital World Investors 15.62M (6.85%) 664.96K
Increased by +4.26%
Dec 31, 25
4 T. Rowe Price Investment Management,Inc. 11.84M (5.19%) 609.18K
Increased by +5.15%
Dec 31, 25
5 Wellington Management Company LLP 11.00M (4.82%) -3.42M
Decreased by -31.05%
Dec 31, 25
6 Woodline Partners LP 10.31M (4.52%) 5.93M
Increased by +57.50%
Jun 30, 25
7 State Street Corp 8.89M (3.90%) 11.97K
Increased by +0.13%
Sep 30, 25
8 State Street Corporation 8.87M (3.89%) 15.19K
Increased by +0.17%
Mar 31, 24
9 Arrowstreet Capital Limited Partnership 6.67M (2.92%) 33.46K
Increased by +0.50%
Dec 31, 25
10 Geode Capital Management, LLC 5.35M (2.35%) 20.78K
Increased by +0.39%
Dec 31, 25
11 Dimensional Fund Advisors, Inc. 4.87M (2.13%) -1.97M
Decreased by -40.54%
Dec 31, 25
12 Schroder Investment Management Group 4.76M (2.09%) -1.28M
Decreased by -27.00%
Dec 31, 25
13 Point72 Asset Management, L.P. 4.08M (1.79%) 4.08M
Increased by +100.00%
Sep 30, 25
14 Alyeska Investment Group, L.P. 3.95M (1.73%) 3.95M
Increased by +100.00%
Jun 30, 25
15 Macquarie Group Ltd 3.58M (1.57%) -530.80K
Decreased by -14.83%
Sep 30, 24
16 Goldman Sachs Group Inc 3.50M (1.54%) -360.69K
Decreased by -10.29%
Dec 31, 23
17 Parsifal Capital Management, LP 3.39M (1.48%) 3.39M
Increased by +100.00%
Dec 31, 25
18 Westwood Holdings Group Inc 3.29M (1.44%) -612.50K
Decreased by -18.60%
Mar 31, 25
19 Capital Research Global Investors 3.25M (1.42%) 3.25M
Increased by +100.00%
Mar 31, 24
20 Charles Schwab Investment Management Inc 2.94M (1.29%) -128.29K
Decreased by -4.37%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 15.62M (6.85%) 664.96K
Increased by +4.26%
Dec 31, 25
2 iShares Core S&P Small-Cap ETF 13.52M (5.93%) -1.36M
Decreased by -10.07%
Feb 28, 26
3 Vanguard Total Stock Mkt Idx Inv 7.07M (3.10%) 13.18K
Increased by +0.19%
Feb 28, 26
4 Vanguard US Total Market Shares ETF 6.97M (3.05%) 9.84K
Increased by +0.14%
Sep 30, 24
5 iShares Russell 2000 ETF 5.38M (2.36%) 446.35K
Increased by +8.29%
Feb 28, 26
6 Vanguard Small Cap Index 5.07M (2.22%) 13.42K
Increased by +0.26%
Feb 28, 26
7 Vanguard Information Technology ETF 5.05M (2.21%) -449.87K
Decreased by -8.92%
Feb 28, 26
8 T. Rowe Price Small-Cap Value 4.48M (1.96%) -106.82K
Decreased by -2.39%
Jan 31, 26
9 Vanguard Explorer Inv 4.32M (1.89%) -1.21M
Decreased by -27.97%
Dec 31, 25
10 T. Rowe Price U.S. SC Value Eq Tr-Z 3.55M (1.56%) 145.36K
Increased by +4.09%
Mar 31, 25
11 Vanguard Small Cap Value Index Inv 3.26M (1.43%) 9.21K
Increased by +0.28%
Feb 28, 26
12 T. Rowe Price U.S. SC Value Eq Tr-D 2.98M (1.31%) -939.97K
Decreased by -31.50%
Dec 31, 25
13 Vanguard Institutional Extnd Mkt Idx Tr 2.43M (1.07%) 19.52K
Increased by +0.80%
Feb 28, 26
14 Delaware Small Cap Value A 2.26M (0.99%) -354.41K
Decreased by -15.67%
Sep 30, 24
15 Fidelity Small Cap Index 2.17M (0.95%) -62.70K
Decreased by -2.89%
Dec 31, 25
16 Franklin Small Cap Growth SMA 2.17M (0.95%) 2.17M
Increased by +99.99%
Mar 31, 24
17 Fidelity® Small Cap Index 2.13M (0.93%) 55.36K
Increased by +2.60%
Oct 31, 23
18 State Street SPDR Port S&P 600 Sm CpETF 2.08M (0.91%) 5.73K
Increased by +0.28%
Feb 27, 26
19 iShares Russell 2000 Value ETF 2.00M (0.88%) 0.00
Increased by 0.00%
May 31, 25
20 SPDR® Portfolio S&P 600 Sm Cap ETF 1.97M (0.86%) 0.00
Increased by 0.00%
Apr 30, 24