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 (88.61%) 40.96M
Increased by +100.00%
Mar 31, 25
2 Abdiel Capital Advisors LLC 14.89M (32.20%) 0.00
Increased by 0.00%
Sep 30, 23
3 Vanguard Group Inc 4.55M (9.84%) -181.38K
Decreased by -3.99%
Dec 31, 25
4 BlackRock Inc 3.68M (7.95%) 60.64K
Increased by +1.65%
Mar 31, 26
5 Vanguard Portfolio Management, LLC 2.07M (4.47%) 2.07M
Increased by +100.00%
Mar 31, 26
6 Vanguard Capital Management, LLC 2.02M (4.37%) 2.02M
Increased by +100.00%
Mar 31, 26
7 American Century Companies Inc 1.94M (4.20%) 106.09K
Increased by +5.46%
Mar 31, 26
8 Geode Capital Management, LLC 1.60M (3.47%) 187.77K
Increased by +11.70%
Mar 31, 26
9 State Street Corp 1.24M (2.69%) 22.96K
Increased by +1.85%
Mar 31, 26
10 State Street Corporation 987.25K (2.14%) 18.76K
Increased by +1.90%
Mar 31, 24
11 Dimensional Fund Advisors, Inc. 985.87K (2.13%) 229.66K
Increased by +23.30%
Mar 31, 26
12 Jacobs Levy Equity Management, Inc. 950.30K (2.06%) 31.40K
Increased by +3.30%
Mar 31, 26
13 D. E. Shaw & Co LP 929.02K (2.01%) 245.25K
Increased by +26.40%
Mar 31, 26
14 Tenzing Global Management LLC 925.00K (2.00%) -1.23M
Decreased by -132.43%
Dec 31, 24
15 Renaissance Technologies Corp 879.14K (1.90%) 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 (1.53%) -672.10K
Decreased by -95.06%
Dec 31, 25
19 Millennium Management LLC 692.78K (1.50%) -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 1.81M (3.91%) 792.00
Increased by +0.04%
Jun 30, 26
2 iShares Russell 2000 ETF 1.64M (3.55%) 9.73K
Increased by +0.59%
Jun 30, 26
3 Vanguard US Total Market Shares ETF 1.50M (3.25%) 0.00
Increased by 0.00%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 1.43M (3.09%) 0.00
Increased by 0.00%
Jun 30, 26
5 Vanguard Small Cap Index 1.07M (2.31%) 95.63K
Increased by +8.94%
Jun 30, 26
6 Vanguard Small Cap Value Index Inv 682.94K (1.48%) 51.84K
Increased by +7.59%
Jun 30, 26
7 Vanguard Institutional Extnd Mkt Idx Tr 598.11K (1.29%) 55.68K
Increased by +9.31%
Jun 30, 26
8 iShares Russell 2000 Value ETF 570.85K (1.23%) -3.94K
Decreased by -0.69%
Jun 30, 26
9 Fidelity Small Cap Index 475.08K (1.03%) 1.89K
Increased by +0.40%
Apr 30, 26
10 Fidelity® Small Cap Index 462.37K (1.00%) 14.60K
Increased by +3.16%
Oct 31, 23
11 Fidelity Small-Mid Multifactor ETF 440.41K (0.95%) 2.25K
Increased by +0.51%
Jun 30, 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 314.06K (0.68%) 2.25K
Increased by +0.71%
Mar 31, 26
17 Russell 2000 Index Non-Lendable Fund 314.06K (0.68%) 1.80K
Increased by +0.57%
Mar 31, 26
18 Lazard US Sm Cap Eq WW Dist EUR 305.76K (0.66%) 91.41K
Increased by +29.90%
May 31, 25
19 Morgan Stanley Global Endurance R6 290.67K (0.63%) -106.92K
Decreased by -36.78%
Jun 30, 24
20 Vanguard Russell 2000 ETF 287.20K (0.62%) 42.62K
Increased by +14.84%
Jun 30, 26