Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 VICE 8.28%
2 IWC 0.10%
3 IWN 0.03%
4 PRFZ 0.02%
5 BSVO 0.02%
6 FNDA 0.02%
7 IWMW 0.01%
8 IWM 0.01%
9 SMMD 0.01%
10 DFAT 0.00%
11 AVSC 0.00%
12 ONEQ 0.00%
13 DFAS 0.00%
14 FNDB 0.00%
15 ITOT 0.00%
16 ITDH 0.00%
17 ITDJ 0.00%
18 ITDI 0.00%
19 ITDG 0.00%
20 ITDF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 3.59M (5.18%) 102.80K
Increased by +2.86%
Dec 31, 25
2 Hotchkis & Wiley Capital Management LLC 3.41M (4.92%) 300.32K
Increased by +8.81%
Jun 30, 24
3 Marshall Wace Asset Management Ltd 3.34M (4.82%) 2.18M
Increased by +65.42%
Mar 31, 26
4 Vanguard Capital Management, LLC 3.18M (4.59%) 3.18M
Increased by +100.00%
Mar 31, 26
5 Two Sigma Investments LLC 2.01M (2.90%) 1.17M
Increased by +58.17%
Mar 31, 26
6 Millennium Management LLC 1.92M (2.77%) 1.55M
Increased by +80.71%
Mar 31, 26
7 Arrowstreet Capital Limited Partnership 1.79M (2.58%) 724.00K
Increased by +40.44%
Mar 31, 26
8 Renaissance Technologies Corp 1.67M (2.42%) 149.66K
Increased by +8.94%
Mar 31, 26
9 BlackRock Inc 1.30M (1.87%) 119.32K
Increased by +9.19%
Mar 31, 26
10 Jane Street Group LLC 1.29M (1.86%) 506.85K
Increased by +39.25%
Mar 31, 26
11 Lodestone Wealth Management LLC 1.20M (1.73%) 1.20M
Increased by +100.00%
Sep 30, 23
12 Susquehanna International Group, LLP 1.09M (1.57%) 34.20K
Increased by +3.15%
Mar 31, 26
13 D. E. Shaw & Co LP 1.07M (1.54%) -528.49K
Decreased by -49.54%
Jun 30, 25
14 Hillsdale Investment Management Inc. 1.00M (1.44%) 855.70K
Increased by +85.51%
Mar 31, 26
15 Qube Research & Technologies 969.96K (1.40%) 535.36K
Increased by +55.19%
Mar 31, 26
16 MAVEN SECURITIES Ltd 900.00K (1.30%) 600.00K
Increased by +66.67%
Dec 31, 23
17 Geode Capital Management, LLC 891.12K (1.29%) 22.31K
Increased by +2.50%
Mar 31, 26
18 Clear Sky Advisers, LLC 778.68K (1.12%) 320.63K
Increased by +41.18%
Dec 31, 23
19 Creative Financial Designs Inc 769.86K (1.11%) -27.54K
Decreased by -3.58%
Mar 31, 26
20 Charles Schwab Investment Management Inc 730.88K (1.06%) -684.57K
Decreased by -93.66%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 DOMO Concentrated All Cap Value 3.58M (5.17%) 95.76K
Increased by +2.68%
Dec 31, 23
2 Vanguard US Total Market Shares ETF 2.44M (3.52%) 0.00
Increased by 0.00%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 2.23M (3.22%) 0.00
Increased by 0.00%
Apr 30, 26
4 Schwab Fundamental US Small Company ETF 2.18M (3.14%) 0.00
Increased by 0.00%
Apr 30, 24
5 iShares Global Agriculture ETF Comm 1.13M (1.63%) 0.00
Increased by 0.00%
Aug 31, 25
6 Vanguard Institutional Extnd Mkt Idx Tr 877.96K (1.27%) 4.71K
Increased by +0.54%
Apr 30, 26
7 Hotchkis & Wiley Sm Cp Divers Val I 581.40K (0.84%) -361.00K
Decreased by -62.09%
Jul 31, 24
8 Principal SmallCap Value II Instl 476.80K (0.69%) -185.40K
Decreased by -38.88%
Jul 31, 24
9 Invesco FTSE RAFI US 1500 Small-Mid ETF 438.81K (0.63%) 0.00
Increased by 0.00%
Feb 27, 25
10 EA Bridgeway Omni Small-Cap Value ETF 435.19K (0.63%) 399.00
Increased by +0.09%
May 29, 26
11 Fidelity Extended Market Index 404.42K (0.58%) -1.48K
Decreased by -0.37%
Apr 30, 26
12 Fidelity® Extended Market Index 372.42K (0.54%) 0.00
Increased by 0.00%
Nov 30, 23
13 Hotchkis & Wiley Small Cap Div Val CL F 322.70K (0.47%) 171.70K
Increased by +53.21%
Jun 30, 24
14 Multi-Manager Small Cap Eq Strat Inst 266.50K (0.38%) -125.60K
Decreased by -47.13%
Jul 31, 24
15 Empower Small Cap Value Inv 261.50K (0.38%) 75.40K
Increased by +28.83%
Jun 30, 24
16 Dimensional US Small Cap ETF 254.00K (0.37%) 0.00
Increased by 0.00%
May 29, 26
17 DFA US Targeted Value I 249.28K (0.36%) 0.00
Increased by 0.00%
Jul 31, 25
18 SEI Tax-Managed Small/Mid Cap F (SIMT) 243.03K (0.35%) 0.00
Increased by 0.00%
May 31, 26
19 Invesco DW Basic Materials Momt ETF 235.47K (0.34%) 0.00
Increased by 0.00%
Dec 31, 23
20 Blackrock Extended Mkt Fund CF 228.63K (0.33%) 0.00
Increased by 0.00%
Apr 30, 26