Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWN 0.05%
2 IWMW 0.03%
3 IWM 0.03%
4 IWO 0.02%
5 SMMD 0.01%
6 IWV 0.00%
7 ITDJ 0.00%
8 ITDI 0.00%
9 ITDH 0.00%
10 ITDG 0.00%
11 ITDF 0.00%
12 ITDE 0.00%
13 ITDD 0.00%
14 ITDC 0.00%
15 ITDB 0.00%
16 IRTR 0.00%
17 SMLF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Lazard Asset Management LLC 9.06M (9.51%) -444.14K
Decreased by -4.90%
Mar 31, 26
2 Massachusetts Financial Services Company 7.19M (7.55%) -1.19M
Decreased by -16.59%
Mar 31, 26
3 Neuberger Berman Group LLC 6.82M (7.16%) 390.24K
Increased by +5.73%
Mar 31, 26
4 Samlyn Capital, LLC 6.60M (6.93%) -584.65K
Decreased by -8.86%
Mar 31, 26
5 Victory Capital Management Inc. 5.83M (6.13%) 5.51M
Increased by +94.37%
Mar 31, 26
6 BlackRock Inc 5.82M (6.12%) 6.51K
Increased by +0.11%
Mar 31, 26
7 Brown Advisory Holdings Inc 3.18M (3.34%) 288.30K
Increased by +9.06%
Mar 31, 26
8 Citadel Advisors Llc 2.93M (3.07%) 1.95M
Increased by +66.66%
Mar 31, 26
9 FMR Inc 2.45M (2.57%) 888.38K
Increased by +36.33%
Mar 31, 26
10 Royce & Associates, LP 2.41M (2.53%) 806.04K
Increased by +33.39%
Mar 31, 26
11 State Street Corp 1.95M (2.05%) 22.93K
Increased by +1.17%
Mar 31, 26
12 The Goldman Sachs Group Inc 1.93M (2.02%) 100.38K
Increased by +5.21%
Mar 31, 26
13 Solel Partners LP 1.42M (1.49%) -1.38M
Decreased by -96.84%
Mar 31, 26
14 Geode Capital Management, LLC 1.31M (1.37%) 34.61K
Increased by +2.65%
Mar 31, 26
15 NORGES BANK 1.26M (1.33%) -2.30M
Decreased by -182.02%
Dec 31, 25
16 Vanguard Group Inc 1.12M (1.18%) -42.97K
Decreased by -3.84%
Dec 31, 25
17 Morgan Stanley - Brokerage Accounts 1.12M (1.17%) 73.12K
Increased by +6.56%
Mar 31, 26
18 Millennium Management LLC 1.05M (1.10%) 199.74K
Increased by +18.99%
Mar 31, 26
19 Bank of America Corp 1.03M (1.08%) 151.84K
Increased by +14.73%
Mar 31, 26
20 Vanguard Portfolio Management, LLC 1.01M (1.06%) 1.01M
Increased by +100.00%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 MFS Mid Cap Value A 4.21M (4.42%) 0.00
Increased by 0.00%
Apr 30, 26
2 MFS Mid Cap Value Equity 4.21M (4.42%) -181.58K
Decreased by -4.31%
Mar 31, 26
3 Victory Pioneer Multi-Asset Income Y 3.05M (3.20%) 0.00
Increased by 0.00%
Mar 31, 26
4 iShares Russell 2000 ETF 2.53M (2.66%) 23.40K
Increased by +0.92%
May 29, 26
5 Amundi Fds Inc Opps I2 USD C 2.03M (2.13%) -2.74K
Decreased by -0.13%
Mar 31, 26
6 Lazard Global Eq Franchise A Acc USD 1.95M (2.05%) 0.00
Increased by 0.00%
Apr 30, 26
7 Brown Advisory Small-Cap Fdmtl Val Inv 1.66M (1.75%) -6.33K
Decreased by -0.38%
Apr 30, 26
8 Neuberger Intrinsic Value I 1.63M (1.72%) 0.00
Increased by 0.00%
Apr 30, 26
9 Lazard Global Equity Franchise CIT Cl 4 1.46M (1.53%) 226.69K
Increased by +15.54%
May 31, 26
10 Royce Small-Cap Quality Value Composite 1.45M (1.53%) 404.66K
Increased by +27.82%
Mar 31, 26
11 Royce Small-Cap Total Return Invmt 1.45M (1.53%) 404.66K
Increased by +27.82%
Mar 31, 26
12 Strategic Advisers Fidelity US TtlStk 1.28M (1.35%) 0.00
Increased by 0.00%
Apr 30, 26
13 Fidelity Small Cap Index 1.04M (1.09%) 3.82K
Increased by +0.37%
Mar 31, 26
14 iShares Russell 2000 Value ETF 911.60K (0.96%) 0.00
Increased by 0.00%
May 29, 26
15 MFS New Discovery Value I 888.03K (0.93%) -21.26K
Decreased by -2.39%
Apr 30, 26
16 DWS Small Cap Core S 750.00K (0.79%) 0.00
Increased by 0.00%
Apr 30, 26
17 Small Cap Core Equity Composite 750.00K (0.79%) 0.00
Increased by 0.00%
Apr 30, 26
18 Russell 2000 Equity Index Fund B 658.98K (0.69%) -64.29K
Decreased by -9.76%
Dec 31, 25
19 Fidelity Enhanced Small Cap Core ETF 653.76K (0.69%) 1.66K
Increased by +0.25%
May 29, 26
20 State St Russell Sm/Mid Cp® Indx SL Cl I 653.68K (0.69%) 0.00
Increased by 0.00%
May 31, 26