Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EPRE 4.62%
2 ECML 1.13%
3 DEEP 0.99%
4 DVP 0.98%
5 FDM 0.49%
6 SQLV 0.49%
7 RAYD 0.42%
8 SVAL 0.35%
9 JSML 0.32%
10 JSMD 0.25%
11 QSML 0.17%
12 VFQY 0.14%
13 CGV 0.10%
14 SEIS 0.08%
15 DES 0.07%
16 EES 0.07%
17 EBIT 0.05%
18 AVUV 0.04%
19 AVSC 0.03%
20 PSC 0.03%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Nuveen, LLC 40.96M (88.23%) 40.96M
Increased by +100.00%
Mar 31, 25
2 Abdiel Capital Advisors LLC 14.89M (32.06%) 0.00
Increased by 0.00%
Sep 30, 23
3 Vanguard Group Inc 4.55M (9.80%) -181.38K
Decreased by -3.99%
Dec 31, 25
4 BlackRock Inc 3.68M (7.92%) 60.64K
Increased by +1.65%
Mar 31, 26
5 Vanguard Portfolio Management, LLC 2.07M (4.45%) 2.07M
Increased by +100.00%
Mar 31, 26
6 Vanguard Capital Management, LLC 2.02M (4.35%) 2.02M
Increased by +100.00%
Mar 31, 26
7 American Century Companies Inc 1.94M (4.18%) 106.09K
Increased by +5.46%
Mar 31, 26
8 Geode Capital Management, LLC 1.60M (3.46%) 187.77K
Increased by +11.70%
Mar 31, 26
9 State Street Corp 1.24M (2.68%) 22.96K
Increased by +1.85%
Mar 31, 26
10 State Street Corporation 987.25K (2.13%) 18.76K
Increased by +1.90%
Mar 31, 24
11 Dimensional Fund Advisors, Inc. 985.87K (2.12%) 229.66K
Increased by +23.30%
Mar 31, 26
12 Jacobs Levy Equity Management, Inc. 950.30K (2.05%) 31.40K
Increased by +3.30%
Mar 31, 26
13 D. E. Shaw & Co LP 929.02K (2.00%) 245.25K
Increased by +26.40%
Mar 31, 26
14 Tenzing Global Management LLC 925.00K (1.99%) -1.23M
Decreased by -132.43%
Dec 31, 24
15 Renaissance Technologies Corp 879.14K (1.89%) 23.30K
Increased by +2.65%
Mar 31, 26
16 Morgan Stanley - Brokerage Accounts 865.97K (1.87%) -109.05K
Decreased by -12.59%
Mar 31, 26
17 AQR Capital Management LLC 736.70K (1.59%) -138.19K
Decreased by -18.76%
Mar 31, 26
18 Arrowstreet Capital Limited Partnership 707.06K (1.52%) -672.10K
Decreased by -95.06%
Dec 31, 25
19 Millennium Management LLC 692.78K (1.49%) -289.56K
Decreased by -41.80%
Mar 31, 26
20 Topline Capital Management LLC 644.62K (1.39%) 644.62K
Increased by +100.00%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Avantis US Small Cap Value ETF 1.74M (3.76%) 1.02K
Increased by +0.06%
May 30, 26
2 Vanguard US Total Market Shares ETF 1.50M (3.24%) 0.00
Increased by 0.00%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 1.43M (3.08%) 0.00
Increased by 0.00%
Apr 30, 26
4 iShares Russell 2000 ETF 1.21M (2.60%) 11.13K
Increased by +0.92%
May 29, 26
5 Vanguard Small Cap Index 973.97K (2.10%) -4.17K
Decreased by -0.43%
Apr 30, 26
6 Vanguard Small Cap Value Index Inv 626.55K (1.35%) 962.00
Increased by +0.15%
Apr 30, 26
7 Vanguard Institutional Extnd Mkt Idx Tr 544.37K (1.17%) 0.00
Increased by 0.00%
Apr 30, 26
8 Fidelity Small Cap Index 473.19K (1.02%) -5.07K
Decreased by -1.07%
Mar 31, 26
9 Fidelity® Small Cap Index 462.37K (1.00%) 14.60K
Increased by +3.16%
Oct 31, 23
10 iShares Russell 2000 Value ETF 447.76K (0.96%) 0.00
Increased by 0.00%
May 29, 26
11 Fidelity Small-Mid Multifactor ETF 434.99K (0.94%) 0.00
Increased by 0.00%
May 29, 26
12 Morgan Stanley Inception 330.33K (0.71%) 330.33K
Increased by +100.00%
Jun 30, 24
13 Morgan Stanley Inst Inception I 330.33K (0.71%) 330.33K
Increased by +100.00%
Jun 30, 24
14 Euclidean Fundamental Value ETF 319.75K (0.69%) 0.00
Increased by 0.00%
May 29, 26
15 iShares Russell 2000 Growth ETF 319.43K (0.69%) 0.00
Increased by 0.00%
May 31, 25
16 Russell 2000 Equity Index Fund B 311.82K (0.67%) -21.00
Decreased by -0.01%
Dec 31, 25
17 Lazard US Sm Cap Eq WW Dist EUR 305.76K (0.66%) 91.41K
Increased by +29.90%
May 31, 25
18 WisdomTree US SmallCap Dividend ETF 291.34K (0.63%) 0.00
Increased by 0.00%
May 29, 26
19 Morgan Stanley Global Endurance R6 290.67K (0.63%) -106.92K
Decreased by -36.78%
Jun 30, 24
20 State St Russell Sm/Mid Cp® Indx NL Cl C 270.35K (0.58%) 1.35K
Increased by +0.50%
Apr 30, 25