Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DWAS 0.23%
2 IWC 0.22%
3 IWO 0.06%
4 IVES 0.06%
5 GSSC 0.05%
6 IWM 0.03%
7 IWMW 0.03%
8 VFVA 0.03%
9 VTWG 0.03%
10 SMMD 0.01%
11 VXF 0.01%
12 VTWO 0.01%
13 RSSL 0.01%
14 UWM 0.01%
15 URTY 0.01%
16 AVSC 0.00%
17 ITOT 0.00%
18 HDG 0.00%
19 IWV 0.00%
20 ITDJ 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.68M (6.41%) -56.14K
Decreased by -1.52%
Mar 31, 26
2 Vanguard Group Inc 3.10M (5.38%) 403.21K
Increased by +13.02%
Dec 31, 25
3 Vanguard Capital Management, LLC 2.34M (4.08%) 2.34M
Increased by +100.00%
Mar 31, 26
4 Pillsbury Lake Capital LLC 1.96M (3.41%) 232.15K
Increased by +11.84%
Mar 31, 26
5 AIGH Capital Management, LLC 1.81M (3.15%) 96.78K
Increased by +5.35%
Jun 30, 25
6 Acadian Asset Management LLC 1.64M (2.85%) 1.57M
Increased by +95.89%
Mar 31, 26
7 Whetstone Capital Advisors, LLC 1.52M (2.64%) 0.00
Increased by 0.00%
Mar 31, 26
8 Awm Investment Company Inc 1.40M (2.43%) -1.67M
Decreased by -119.09%
Mar 31, 26
9 Geode Capital Management, LLC 1.35M (2.34%) 3.33K
Increased by +0.25%
Mar 31, 26
10 Renaissance Technologies Corp 1.17M (2.04%) 361.90K
Increased by +30.86%
Mar 31, 26
11 Arnhold & S. Bleichroeder Advisers, LLC 1.16M (2.01%) 92.00K
Increased by +7.95%
Jun 30, 25
12 State Street Corp 1.11M (1.93%) 52.76K
Increased by +4.74%
Mar 31, 26
13 Connor Clark & Lunn Inv Mgmt Ltd 833.27K (1.45%) -122.37K
Decreased by -14.69%
Mar 31, 26
14 D. E. Shaw & Co LP 739.03K (1.28%) 269.97K
Increased by +36.53%
Mar 31, 26
15 Driehaus Capital Management LLC 732.19K (1.27%) 732.19K
Increased by +100.00%
Mar 31, 24
16 Vanguard Portfolio Management, LLC 707.89K (1.23%) 707.89K
Increased by +100.00%
Mar 31, 26
17 AQR Capital Management LLC 663.51K (1.15%) 540.61K
Increased by +81.48%
Mar 31, 26
18 Millennium Management LLC 652.67K (1.13%) -217.57K
Decreased by -33.34%
Dec 31, 25
19 JPMorgan Chase & Co 605.92K (1.05%) -97.39K
Decreased by -16.07%
Dec 31, 25
20 Royal Bank of Canada 583.76K (1.01%) 583.46K
Increased by +99.95%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.64M (2.85%) 0.00
Increased by 0.00%
Apr 30, 26
2 iShares Russell 2000 ETF 1.34M (2.32%) 12.32K
Increased by +0.92%
May 29, 26
3 First Eagle Small Cap Opportunity I 1.02M (1.77%) 4.96K
Increased by +0.49%
Jul 31, 25
4 First Eagle US Small Cap Strategy 1.02M (1.76%) 79.13K
Increased by +7.80%
Jun 30, 25
5 Vanguard Institutional Extnd Mkt Idx Tr 650.59K (1.13%) 0.00
Increased by 0.00%
Apr 30, 26
6 Fidelity Small Cap Index 551.43K (0.96%) 12.10K
Increased by +2.19%
Mar 31, 26
7 Oberweis Micro-Cap 538.70K (0.94%) 0.00
Increased by 0.00%
Dec 31, 25
8 Oberweis Micro-Cap Growth 538.70K (0.94%) 0.00
Increased by 0.00%
Dec 31, 25
9 iShares Russell 2000 Growth ETF 463.89K (0.81%) -3.02K
Decreased by -0.65%
May 29, 26
10 Russell 2000 Equity Index Fund B 347.77K (0.60%) -75.00
Decreased by -0.02%
Dec 31, 25
11 State St Russell Sm/Mid Cp® Indx SL Cl I 328.11K (0.57%) 0.00
Increased by 0.00%
May 31, 26
12 Vanguard VIF Small Co Gr 316.44K (0.55%) 0.00
Increased by 0.00%
Mar 31, 26
13 Heptagon Driehaus US Micro Cap Eq C$ Acc 311.34K (0.54%) 311.34K
Increased by +100.00%
Feb 29, 24
14 Vanguard Russell 2000 ETF 284.12K (0.49%) 5.90K
Increased by +2.08%
Apr 30, 26
15 Fidelity Extended Market Index 253.49K (0.44%) 4.16K
Increased by +1.64%
Apr 30, 26
16 Lazard Baylight US Sm Cap Eq WW Dist EUR 225.78K (0.39%) -2.01K
Decreased by -0.89%
Jan 31, 26
17 Lazard US Small Cap Equity WW Dist EUR 225.78K (0.39%) -2.01K
Decreased by -0.89%
Jan 31, 26
18 Lazard US Sm Cap Eq WW Dist EUR 211.03K (0.37%) 10.52K
Increased by +4.99%
May 31, 25
19 Dimensional US Small Cap ETF 198.20K (0.34%) 0.00
Increased by 0.00%
May 29, 26
20 Blackrock Extended Mkt Fund CF 191.47K (0.33%) 0.00
Increased by 0.00%
Apr 30, 26