Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWN 0.12%
2 JKL 0.06%
3 ISCV 0.06%
4 IWMW 0.06%
5 IWM 0.06%
6 ESML 0.05%
7 ISCB 0.03%
8 JKJ 0.03%
9 SMMD 0.02%
10 WSML 0.02%
11 DSI 0.01%
12 ITOT 0.00%
13 IWV 0.00%
14 EAOA 0.00%
15 ITDI 0.00%
16 ITDJ 0.00%
17 ITDH 0.00%
18 ITDG 0.00%
19 ITDF 0.00%
20 EAOR 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 20.40M (13.09%) -46.34K
Decreased by -0.23%
Dec 31, 25
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 Wellington Management Company LLP 7.44M (4.77%) 6.47M
Increased by +87.03%
Mar 31, 26
6 American Century Companies Inc 6.91M (4.43%) 3.82M
Increased by +55.29%
Mar 31, 26
7 LEONARD GREEN PARTNERS LP 5.66M (3.63%) -3.34M
Decreased by -58.92%
Mar 31, 26
8 State Street Corp 5.28M (3.39%) 41.33K
Increased by +0.78%
Mar 31, 26
9 Shapiro Capital Management Co Inc 5.20M (3.34%) -1.34M
Decreased by -25.75%
Mar 31, 26
10 Principal Financial Group Inc 3.84M (2.46%) 891.23K
Increased by +23.23%
Mar 31, 26
11 Jacobs Levy Equity Management, Inc. 3.81M (2.45%) 2.58M
Increased by +67.76%
Mar 31, 26
12 Geode Capital Management, LLC 3.70M (2.37%) 464.12K
Increased by +12.55%
Mar 31, 26
13 Morgan Stanley - Brokerage Accounts 2.77M (1.78%) -578.78K
Decreased by -20.87%
Mar 31, 26
14 Charles Schwab Investment Management Inc 2.64M (1.70%) 24.93K
Increased by +0.94%
Mar 31, 26
15 JPMorgan Chase & Co 2.37M (1.52%) 828.17K
Increased by +35.01%
Mar 31, 26
16 Northern Trust Corp 1.81M (1.16%) 208.19K
Increased by +11.51%
Mar 31, 26
17 The Goldman Sachs Group Inc 1.75M (1.13%) -1.26M
Decreased by -72.06%
Mar 31, 26
18 Amvescap Plc. 1.71M (1.10%) 716.56K
Increased by +41.81%
Mar 31, 26
19 FMR Inc 1.54M (0.99%) 498.60K
Increased by +32.41%
Mar 31, 26
20 Bridgeway Capital Management, LLC 1.38M (0.88%) 7.81K
Increased by +0.57%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 8.52M (5.46%) 1.95K
Increased by +0.02%
Apr 30, 26
2 Avantis US Small Cap Value ETF 5.06M (3.25%) 0.00
Increased by 0.00%
Apr 30, 26
3 Vanguard Total Stock Mkt Idx Inv 4.40M (2.82%) 14.82K
Increased by +0.34%
Apr 30, 26
4 Vanguard Small Cap Index 3.17M (2.04%) -14.14K
Decreased by -0.45%
Apr 30, 26
5 iShares Russell 2000 ETF 3.11M (1.99%) 26.18K
Increased by +0.84%
Apr 30, 26
6 DFA US Small Cap Value I 2.24M (1.44%) 120.50K
Increased by +5.37%
Mar 31, 26
7 Vanguard Small Cap Value Index Inv 2.04M (1.31%) 15.27K
Increased by +0.75%
Apr 30, 26
8 American Century Small Cap Growth Inv 1.63M (1.05%) 1.63M
Increased by +100.00%
Mar 31, 26
9 American Century U.S. Small Cap Growth 1.63M (1.05%) 1.63M
Increased by +100.00%
Mar 31, 26
10 Vanguard Institutional Extnd Mkt Idx Tr 1.58M (1.01%) 18.98K
Increased by +1.20%
Apr 30, 26
11 Fidelity Enhanced Small Cap Core ETF 1.42M (0.91%) -16.45K
Decreased by -1.16%
Apr 30, 26
12 Shapiro Capital Mgt Sm-Cap Val 1.36M (0.87%) -67.72K
Decreased by -4.97%
Mar 31, 26
13 Shapiro Capital Mgt SMID Cap Value 1.35M (0.87%) -6.80K
Decreased by -0.50%
Sep 30, 25
14 Principal U.S. Small Cap Equity 1.32M (0.85%) 222.80K
Increased by +16.90%
Mar 31, 26
15 Principal U.S. Small Cap Select Equity 1.32M (0.85%) 222.80K
Increased by +16.90%
Mar 31, 26
16 Fidelity Small Cap Index 1.29M (0.83%) 15.82K
Increased by +1.22%
Feb 28, 26
17 State Street SPDR Port S&P 600 Sm CpETF 1.28M (0.82%) 444.00
Increased by +0.03%
Apr 30, 26
18 Principal SmallCap R5 1.27M (0.81%) -48.30K
Decreased by -3.80%
Apr 30, 26
19 iShares Russell 2000 Value ETF 1.12M (0.72%) 6.05K
Increased by +0.54%
Apr 30, 26
20 DFA US Targeted Value I 1.09M (0.70%) 0.00
Increased by 0.00%
Mar 31, 26