Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IJT 0.18%
2 IWN 0.17%
3 XJR 0.16%
4 IJR 0.14%
5 SMAX 0.14%
6 IJS 0.10%
7 IWMW 0.08%
8 IWM 0.08%
9 JKK 0.08%
10 ISCG 0.08%
11 ISCV 0.07%
12 JKL 0.07%
13 ESML 0.06%
14 JKJ 0.04%
15 ISCB 0.04%
16 SMMD 0.03%
17 WSML 0.02%
18 DSI 0.01%
19 ITOT 0.00%
20 IWV 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 20.28M (13.01%) -120.30K
Decreased by -0.59%
Mar 31, 26
2 Vanguard Group Inc 16.06M (10.30%) 1.35M
Increased by +8.40%
Dec 31, 25
3 Providence Equity Partners L.L.C. 11.18M (7.17%) -10.00M
Decreased by -89.48%
Mar 31, 26
4 Dimensional Fund Advisors, Inc. 9.47M (6.07%) 253.23K
Increased by +2.68%
Mar 31, 26
5 Vanguard Portfolio Management, LLC 8.66M (5.56%) 8.66M
Increased by +100.00%
Mar 31, 26
6 Wellington Management Company LLP 7.44M (4.77%) 6.47M
Increased by +87.03%
Mar 31, 26
7 American Century Companies Inc 6.91M (4.43%) 3.82M
Increased by +55.29%
Mar 31, 26
8 Vanguard Capital Management, LLC 6.19M (3.97%) 6.19M
Increased by +100.00%
Mar 31, 26
9 LEONARD GREEN PARTNERS LP 5.66M (3.63%) -3.34M
Decreased by -58.92%
Mar 31, 26
10 State Street Corp 5.28M (3.39%) 41.33K
Increased by +0.78%
Mar 31, 26
11 Shapiro Capital Management Co Inc 5.20M (3.34%) -1.34M
Decreased by -25.75%
Mar 31, 26
12 Principal Financial Group Inc 3.84M (2.46%) 891.23K
Increased by +23.23%
Mar 31, 26
13 Jacobs Levy Equity Management, Inc. 3.81M (2.45%) 2.58M
Increased by +67.76%
Mar 31, 26
14 Geode Capital Management, LLC 3.70M (2.37%) 464.12K
Increased by +12.55%
Mar 31, 26
15 Morgan Stanley - Brokerage Accounts 2.77M (1.78%) -578.78K
Decreased by -20.87%
Mar 31, 26
16 Charles Schwab Investment Management Inc 2.64M (1.70%) 24.93K
Increased by +0.94%
Mar 31, 26
17 JPMorgan Chase & Co 2.37M (1.52%) 828.17K
Increased by +35.01%
Mar 31, 26
18 Point72 Asset Management, L.P. 2.33M (1.49%) 1.63M
Increased by +69.81%
Mar 31, 26
19 Citadel Advisors Llc 1.84M (1.18%) 1.80M
Increased by +98.27%
Mar 31, 26
20 Northern Trust Corp 1.81M (1.16%) 208.19K
Increased by +11.51%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 8.23M (5.28%) 1.33K
Increased by +0.02%
Jun 30, 26
2 Vanguard Total Stock Mkt Idx Inv 4.00M (2.57%) -404.47K
Decreased by -10.10%
Jun 30, 26
3 Avantis US Small Cap Value ETF 3.80M (2.44%) 0.00
Increased by 0.00%
Jun 30, 26
4 iShares Russell 2000 ETF 3.70M (2.38%) 22.01K
Increased by +0.59%
Jun 30, 26
5 Vanguard Small Cap Index 2.88M (1.85%) -294.33K
Decreased by -10.23%
Jun 30, 26
6 DFA US Small Cap Value I 2.37M (1.52%) 55.92K
Increased by +2.36%
May 31, 26
7 American Century Small Cap Growth Inv 1.95M (1.25%) 321.46K
Increased by +16.48%
Jun 30, 26
8 American Century U.S. Small Cap Growth 1.95M (1.25%) 321.46K
Increased by +16.48%
Jun 30, 26
9 Vanguard Small Cap Value Index Inv 1.83M (1.18%) -212.15K
Decreased by -11.58%
Jun 30, 26
10 Vanguard Institutional Extnd Mkt Idx Tr 1.57M (1.01%) -15.16K
Decreased by -0.97%
Jun 30, 26
11 Victory Small Cap Value CIT Fd (Net 75) 1.54M (0.99%) 1.54M
Increased by +100.00%
Jun 30, 26
12 Victory Sycamore Small Company Opp R 1.54M (0.99%) 1.54M
Increased by +100.00%
Jun 30, 26
13 Fidelity Enhanced Small Cap Core ETF 1.52M (0.97%) 0.00
Increased by 0.00%
Jun 30, 26
14 Shapiro Capital Mgt Sm-Cap Val 1.36M (0.87%) -67.72K
Decreased by -4.97%
Mar 31, 26
15 Shapiro Capital Mgt SMID Cap Value 1.35M (0.87%) -6.80K
Decreased by -0.50%
Sep 30, 25
16 iShares Russell 2000 Value ETF 1.32M (0.84%) -9.09K
Decreased by -0.69%
Jun 30, 26
17 Wellington CIF II SMID Cap Research 1.31M (0.84%) 1.26M
Increased by +96.05%
Feb 28, 26
18 Fidelity Small Cap Index 1.31M (0.84%) 11.06K
Increased by +0.85%
Apr 30, 26
19 State Street SPDR Port S&P 600 Sm CpETF 1.26M (0.81%) -860.00
Decreased by -0.07%
Jun 30, 26
20 Principal SmallCap R5 1.23M (0.79%) 0.00
Increased by 0.00%
Jun 30, 26