Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JFWD 5.32%
2 IWC 0.09%
3 IWN 0.03%
4 IWMW 0.02%
5 IWM 0.02%
6 JKK 0.01%
7 ISCG 0.01%
8 ISCB 0.01%
9 JKJ 0.01%
10 SMMD 0.01%
11 WSML 0.01%
12 IWV 0.00%
13 ITOT 0.00%
14 ITDI 0.00%
15 ITDJ 0.00%
16 ITDH 0.00%
17 ITDG 0.00%
18 ITDF 0.00%
19 ITDE 0.00%
20 ITDD 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 9.97M (7.91%) 352.02K
Increased by +3.53%
Mar 31, 26
2 Vanguard Group Inc 9.59M (7.61%) -42.33K
Decreased by -0.44%
Dec 31, 25
3 Private Capital Management, LLC 7.48M (5.93%) -108.00K
Decreased by -1.44%
Mar 31, 26
4 Disciplined Growth Investors Inc 7.32M (5.81%) -602.76K
Decreased by -8.24%
Mar 31, 26
5 Private Management Group Inc 5.51M (4.38%) 247.71K
Increased by +4.49%
Mar 31, 26
6 Vanguard Capital Management, LLC 5.11M (4.06%) 5.11M
Increased by +100.00%
Mar 31, 26
7 Royce & Associates, LP 4.98M (3.95%) 511.19K
Increased by +10.26%
Mar 31, 26
8 Awm Investment Company Inc 4.70M (3.73%) 0.00
Increased by 0.00%
Mar 31, 26
9 Dimensional Fund Advisors, Inc. 4.13M (3.28%) 698.11K
Increased by +16.90%
Mar 31, 26
10 Samjo Management LLC 3.99M (3.17%) 511.05K
Increased by +12.80%
Mar 31, 26
11 325 Capital LLC 3.84M (3.05%) 0.00
Increased by 0.00%
Mar 31, 26
12 Vanguard Portfolio Management, LLC 3.67M (2.92%) 3.67M
Increased by +100.00%
Mar 31, 26
13 CenterBook Partners LP 3.44M (2.73%) 278.58K
Increased by +8.09%
Mar 31, 26
14 State Street Corp 3.38M (2.68%) 17.80K
Increased by +0.53%
Mar 31, 26
15 Nuveen, LLC 3.22M (2.56%) -91.74K
Decreased by -2.85%
Mar 31, 26
16 Pinnacle Associates Inc 3.13M (2.48%) 947.93K
Increased by +30.28%
Mar 31, 26
17 Geode Capital Management, LLC 3.06M (2.43%) 102.99K
Increased by +3.36%
Mar 31, 26
18 Kopion Asset Management, LLC 2.44M (1.93%) 882.91K
Increased by +36.24%
Mar 31, 26
19 Bandera Partners LLC 2.38M (1.89%) 500.00K
Increased by +20.99%
Mar 31, 26
20 Wasatch Advisors LP 2.24M (1.78%) 639.97K
Increased by +28.55%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 3.62M (2.87%) 0.00
Increased by 0.00%
Apr 30, 26
2 iShares Russell 2000 ETF 3.02M (2.40%) 27.92K
Increased by +0.92%
May 29, 26
3 Vanguard Information Technology ETF 2.97M (2.36%) 15.23K
Increased by +0.51%
Apr 30, 26
4 Disciplined Growth - Small Cap Growth 2.40M (1.90%) -442.65K
Decreased by -18.45%
Sep 30, 25
5 Private Capital Management Value Focus 1.56M (1.24%) 0.00
Increased by 0.00%
Dec 31, 25
6 Vanguard Institutional Extnd Mkt Idx Tr 1.38M (1.10%) 9.65K
Increased by +0.70%
Apr 30, 26
7 CREF Total Global Stock Account R3 1.36M (1.08%) -728.74K
Decreased by -53.40%
Apr 30, 26
8 Royce Micro-Cap Trust 1.35M (1.07%) 220.22K
Increased by +16.28%
Mar 31, 26
9 Fidelity Small Cap Index 1.21M (0.96%) -2.69K
Decreased by -0.22%
Mar 31, 26
10 Kennedy Micro Cap 1.19M (0.94%) 16.21K
Increased by +1.36%
Mar 31, 26
11 DFA US Small Cap Value I 1.19M (0.94%) 256.39K
Increased by +21.58%
Apr 30, 26
12 Wasatch Micro Cap Value 1.17M (0.93%) 316.04K
Increased by +26.95%
Mar 31, 26
13 Wasatch Micro Cap Value Composite 1.17M (0.93%) 0.00
Increased by 0.00%
Mar 31, 26
14 Oberweis Micro-Cap 1.07M (0.85%) 0.00
Increased by 0.00%
Dec 31, 25
15 iShares Russell 2000 Value ETF 1.07M (0.85%) 0.00
Increased by 0.00%
May 29, 26
16 Royce Small-Cap Opportunity Invmt 1.04M (0.82%) 29.88K
Increased by +2.88%
Mar 31, 26
17 FTGF RY US SmCp Opp A USD Dis(A) 937.20K (0.74%) 197.00
Increased by +0.02%
Mar 31, 26
18 DGI Small Cap Fund R1 884.09K (0.70%) 0.00
Increased by 0.00%
Mar 31, 26
19 Kennedy Micro Cap Opportunities 820.56K (0.65%) 28.27K
Increased by +3.45%
Mar 31, 26
20 Russell 2000 Equity Index Fund B 813.52K (0.65%) -394.00
Decreased by -0.05%
Dec 31, 25