Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IJS 0.07%
2 IJR 0.04%
3 IWN 0.03%
4 IWM 0.01%
5 TEXN 0.01%
6 IWO 0.00%
7 ITOT 0.00%
8 IWV 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Deerfield Management Co 5.00M (12.84%) -13.23K
Decreased by -0.26%
Mar 31, 25
2 BlackRock Inc 3.80M (9.76%) 64.52K
Increased by +1.70%
Mar 31, 25
3 UBS Group AG 3.04M (7.80%) 123.73K
Increased by +4.07%
Mar 31, 25
4 Vanguard Group Inc 2.96M (7.61%) 47.64K
Increased by +1.61%
Mar 31, 25
5 AREX CAPITAL MANAGEMENT, LP 2.48M (6.37%) -13.28K
Decreased by -0.54%
Mar 31, 25
6 JANA Partners LLC 2.47M (6.36%) 43.13K
Increased by +1.74%
Jun 30, 23
7 Jana Partners Management LP 2.14M (5.49%) 0.00
Increased by 0.00%
Mar 31, 25
8 Dimensional Fund Advisors, Inc. 2.02M (5.20%) 68.72K
Increased by +3.40%
Mar 31, 25
9 Systematic Financial Management LP 2.01M (5.17%) 15.92K
Increased by +0.79%
Mar 31, 25
10 State Street Corporation 1.99M (5.12%) -16.39K
Decreased by -0.82%
Mar 31, 24
11 Van Lanschot Kempen Investment Management NV 1.97M (5.05%) -241.82K
Decreased by -12.30%
Mar 31, 24
12 Paradice Investment Management LLC 1.77M (4.55%) 192.12K
Increased by +10.85%
Mar 31, 25
13 Cruiser Capital Advisors, LLC 1.75M (4.49%) -312.05K
Decreased by -17.87%
Sep 30, 23
14 Kent Lake PR LLC 1.45M (3.72%) -553.50K
Decreased by -38.26%
Mar 31, 25
15 Ancora Advisors LLC 1.44M (3.71%) -261.40K
Decreased by -18.10%
Dec 31, 23
16 HHG PLC 1.44M (3.70%) -287.36K
Decreased by -19.94%
Sep 30, 23
17 Morgan Stanley - Brokerage Accounts 1.43M (3.69%) -422.78K
Decreased by -29.46%
Jun 30, 24
18 Goldman Sachs Group Inc 1.28M (3.30%) -171.00K
Decreased by -13.31%
Mar 31, 25
19 Geode Capital Management, LLC 1.18M (3.03%) 37.08K
Increased by +3.14%
Mar 31, 25
20 Schroder Investment Management Group 1.18M (3.03%) -252.56K
Decreased by -21.43%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.32M (8.52%) 2.93K
Increased by +0.09%
Jul 29, 24
2 Vanguard US Total Market Shares ETF 1.61M (4.13%) 17.86K
Increased by +1.11%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 1.55M (3.98%) 0.00
Increased by 0.00%
May 31, 25
4 Kempen (Lux) Global Small-Cap I 1.47M (3.77%) -459.50K
Decreased by -31.31%
Apr 30, 24
5 Janus Henderson Small Cap Value L 1.37M (3.52%) -279.39K
Decreased by -20.36%
Sep 30, 23
6 iShares Russell 2000 ETF 1.24M (3.19%) 15.00K
Increased by +1.21%
Jun 30, 25
7 Paradice Global Small Mid Cap Strategy 1.17M (3.00%) 0.00
Increased by 0.00%
Mar 31, 25
8 LOYS Sicav - LOYS Global P 1.11M (2.85%) 34.00K
Increased by +3.07%
Jun 30, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 791.67K (2.03%) 6.98K
Increased by +0.88%
May 31, 25
10 Schroder US Smaller Companies Acc 766.38K (1.97%) 116.78K
Increased by +15.24%
Jul 31, 24
11 Schwab Fundamental US Small Company ETF 720.07K (1.85%) 0.00
Increased by 0.00%
Apr 30, 24
12 JPM Multi-Manager Alt C (acc) USD 643.79K (1.65%) 0.00
Increased by 0.00%
Nov 30, 23
13 Vanguard Small Cap Index 638.31K (1.64%) -653.79K
Decreased by -102.43%
Mar 31, 24
14 Columbia Small Cap Value I 590.76K (1.52%) 160.15K
Increased by +27.11%
Mar 31, 25
15 Columbia Small Cap Value I A 587.89K (1.51%) -2.87K
Decreased by -0.49%
May 31, 25
16 Orchard Small Cap Value ESG 582.59K (1.50%) 0.00
Increased by 0.00%
Mar 31, 24
17 Orchard US Small Cap Value USD Instl 1 582.59K (1.50%) 0.00
Increased by 0.00%
Mar 31, 24
18 iShares S&P Small-Cap 600 Value ETF 544.97K (1.40%) 1.07K
Increased by +0.20%
Jul 29, 24
19 Fidelity Small Cap Index 501.78K (1.29%) 7.59K
Increased by +1.51%
Apr 30, 25
20 Fidelity® Small Cap Index 483.40K (1.24%) 14.27K
Increased by +2.95%
Oct 31, 23