Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ASCE 2.46%
2 SIXS 2.22%
3 RZG 1.59%
4 DEEP 1.44%
5 WCEO 1.12%
6 BFOR 0.45%
7 IWO 0.12%
8 JKK 0.07%
9 ISCG 0.07%
10 IWMW 0.06%
11 IWM 0.06%
12 JKJ 0.03%
13 ISCB 0.03%
14 SMMD 0.03%
15 WSML 0.02%
16 JKL 0.01%
17 ISCV 0.01%
18 ITOT 0.00%
19 IWV 0.00%
20 ITDI 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Paulson & Company Inc 7.74M (28.00%) 0.00
Increased by 0.00%
Mar 31, 26
2 BlackRock Inc 4.57M (16.54%) -81.12K
Decreased by -1.77%
Mar 31, 26
3 Vanguard Group Inc 2.34M (8.44%) -13.22K
Decreased by -0.57%
Dec 31, 25
4 Jennison Associates LLC 2.02M (7.31%) 112.98K
Increased by +5.59%
Mar 31, 26
5 Empyrean Capital Partners, LP 1.31M (4.73%) -96.37K
Decreased by -7.37%
Mar 31, 26
6 State Street Corp 1.21M (4.37%) 3.20K
Increased by +0.26%
Mar 31, 26
7 Vanguard Capital Management, LLC 1.16M (4.19%) 1.16M
Increased by +100.00%
Mar 31, 26
8 Dimensional Fund Advisors, Inc. 904.55K (3.27%) -4.66K
Decreased by -0.52%
Mar 31, 26
9 Vanguard Portfolio Management, LLC 883.91K (3.20%) 883.91K
Increased by +100.00%
Mar 31, 26
10 Impax Asset Management Group PLC 823.32K (2.98%) -22.13K
Decreased by -2.69%
Mar 31, 26
11 Geode Capital Management, LLC 747.82K (2.70%) 62.55K
Increased by +8.36%
Mar 31, 26
12 Woodline Partners LP 701.72K (2.54%) 142.63K
Increased by +20.33%
Mar 31, 26
13 Soros Fund Management LLC 648.81K (2.35%) -88.56K
Decreased by -13.65%
Mar 31, 26
14 SG Americas Securities, LLC 603.68K (2.18%) 244.07K
Increased by +40.43%
Mar 31, 26
15 Nuveen, LLC 588.46K (2.13%) -63.68K
Decreased by -10.82%
Mar 31, 26
16 Federated Hermes Inc 568.32K (2.05%) 10.05K
Increased by +1.77%
Mar 31, 26
17 Morgan Stanley - Brokerage Accounts 537.64K (1.94%) 5.13K
Increased by +0.95%
Mar 31, 26
18 Two Sigma Investments LLC 478.81K (1.73%) 195.33K
Increased by +40.79%
Mar 31, 26
19 Charles Schwab Investment Management Inc 453.32K (1.64%) -26.99K
Decreased by -5.95%
Mar 31, 26
20 Allspring Global Investments Holdings, LLC 419.24K (1.52%) 51.08K
Increased by +12.18%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.60M (5.79%) 610.00
Increased by +0.04%
May 29, 26
2 Vanguard Total Stock Mkt Idx Inv 835.41K (3.02%) 0.00
Increased by 0.00%
Apr 30, 26
3 Impax US Small Cap Strategy Composite 823.32K (2.98%) 0.00
Increased by 0.00%
Mar 31, 26
4 Jennison SMid Cap Core Equity 781.18K (2.82%) 61.17K
Increased by +7.83%
Mar 31, 26
5 PGIM Jennison Small Company A 778.44K (2.81%) -2.74K
Decreased by -0.35%
Apr 30, 26
6 Impax Small Cap Institutional 712.88K (2.58%) -110.44K
Decreased by -15.49%
Apr 30, 26
7 iShares Russell 2000 ETF 647.07K (2.34%) 5.98K
Increased by +0.92%
May 29, 26
8 CREF Total Global Stock Account R3 318.60K (1.15%) -10.47K
Decreased by -3.29%
Mar 31, 26
9 Vanguard Institutional Extnd Mkt Idx Tr 297.71K (1.08%) 2.53K
Increased by +0.85%
Apr 30, 26
10 Invesco S&P SmallCap Momentum ETF 293.67K (1.06%) 89.00
Increased by +0.03%
May 29, 26
11 JENNISON SMALL/MID CAP EQUITY 3 286.31K (1.04%) 58.88K
Increased by +20.57%
Mar 31, 26
12 BlackRock Global Equity Mkt Netrl Instl 272.60K (0.99%) -24.95K
Decreased by -9.15%
Apr 30, 26
13 Fidelity Small Cap Index 261.30K (0.94%) 442.00
Increased by +0.17%
Mar 31, 26
14 State Street SPDR Port S&P 600 Sm CpETF 241.34K (0.87%) 0.00
Increased by 0.00%
May 29, 26
15 iShares S&P Small-Cap 600 Growth ETF 234.43K (0.85%) 0.00
Increased by 0.00%
May 29, 26
16 iShares Russell 2000 Growth ETF 219.51K (0.79%) -1.43K
Decreased by -0.65%
May 29, 26
17 Bridge Builder Small/Mid Cap Growth 207.25K (0.75%) 0.00
Increased by 0.00%
May 31, 26
18 DFA US Small Cap I 202.87K (0.73%) 0.00
Increased by 0.00%
Apr 30, 26
19 Vanguard Tax-Managed Small Cap Adm 192.77K (0.70%) 0.00
Increased by 0.00%
Apr 30, 26
20 Federated Hermes MDT Small Cap Core IS 184.47K (0.67%) 0.00
Increased by 0.00%
Mar 31, 26