Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SVAL 0.48%
2 IJS 0.07%
3 IJR 0.04%
4 IWN 0.03%
5 IWM 0.02%
6 TEXN 0.01%
7 IWO 0.00%
8 ITOT 0.00%
9 IWV 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Deerfield Management Co 4.78M (12.02%) -217.88K
Decreased by -4.56%
Jun 30, 25
2 BlackRock Inc 3.89M (9.77%) 89.68K
Increased by +2.31%
Jun 30, 25
3 UBS Group AG 3.34M (8.41%) 305.93K
Increased by +9.15%
Jun 30, 25
4 Vanguard Group Inc 3.14M (7.89%) 176.17K
Increased by +5.62%
Jun 30, 25
5 AREX CAPITAL MANAGEMENT, LP 2.48M (6.24%) 5.04K
Increased by +0.20%
Jun 30, 25
6 JANA Partners LLC 2.47M (6.22%) 43.13K
Increased by +1.74%
Jun 30, 23
7 Jana Partners Management LP 2.14M (5.37%) 0.00
Increased by 0.00%
Jun 30, 25
8 Dimensional Fund Advisors, Inc. 2.04M (5.13%) 17.06K
Increased by +0.84%
Jun 30, 25
9 State Street Corporation 1.99M (5.01%) -16.39K
Decreased by -0.82%
Mar 31, 24
10 Van Lanschot Kempen Investment Management NV 1.97M (4.94%) -241.82K
Decreased by -12.30%
Mar 31, 24
11 Systematic Financial Management LP 1.94M (4.88%) -70.60K
Decreased by -3.64%
Jun 30, 25
12 Cruiser Capital Advisors, LLC 1.75M (4.39%) -312.05K
Decreased by -17.87%
Sep 30, 23
13 Paradice Investment Management LLC 1.74M (4.37%) -33.27K
Decreased by -1.92%
Jun 30, 25
14 Ancora Advisors LLC 1.44M (3.63%) -261.40K
Decreased by -18.10%
Dec 31, 23
15 HHG PLC 1.44M (3.62%) -287.36K
Decreased by -19.94%
Sep 30, 23
16 Morgan Stanley - Brokerage Accounts 1.43M (3.61%) -422.78K
Decreased by -29.46%
Jun 30, 24
17 Kent Lake PR LLC 1.20M (3.02%) -246.50K
Decreased by -20.54%
Jun 30, 25
18 Geode Capital Management, LLC 1.18M (2.97%) 3.11K
Increased by +0.26%
Jun 30, 25
19 Schroder Investment Management Group 1.18M (2.96%) -252.56K
Decreased by -21.43%
Jun 30, 24
20 State Street Corp 1.08M (2.72%) 2.43K
Increased by +0.22%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.32M (8.34%) 2.93K
Increased by +0.09%
Jul 29, 24
2 Vanguard US Total Market Shares ETF 1.61M (4.05%) 17.86K
Increased by +1.11%
Sep 30, 24
3 LOYS Sicav - LOYS Global ITN 1.58M (3.98%) 475.00K
Increased by +30.00%
Jul 31, 25
4 Vanguard Total Stock Mkt Idx Inv 1.52M (3.81%) -33.61K
Decreased by -2.22%
Jul 31, 25
5 Kempen (Lux) Global Small-Cap I 1.47M (3.69%) -459.50K
Decreased by -31.31%
Apr 30, 24
6 Janus Henderson Small Cap Value L 1.37M (3.45%) -279.39K
Decreased by -20.36%
Sep 30, 23
7 iShares Russell 2000 ETF 1.19M (2.99%) 0.00
Increased by 0.00%
Aug 31, 25
8 Paradice Global Small Mid Cap Strategy 1.17M (2.94%) 0.00
Increased by 0.00%
Mar 31, 25
9 LOYS Sicav - LOYS Global P 1.11M (2.79%) 34.00K
Increased by +3.07%
Jun 30, 25
10 Schroder US Smaller Companies Acc 766.38K (1.93%) 116.78K
Increased by +15.24%
Jul 31, 24
11 Schwab Fundamental US Small Company ETF 720.07K (1.81%) 0.00
Increased by 0.00%
Apr 30, 24
12 JPM Multi-Manager Alt C (acc) USD 643.79K (1.62%) 0.00
Increased by 0.00%
Nov 30, 23
13 Vanguard Small Cap Index 638.31K (1.60%) -653.79K
Decreased by -102.43%
Mar 31, 24
14 Columbia Small Cap Value Discv A 604.49K (1.52%) 16.60K
Increased by +2.75%
Jul 31, 25
15 Columbia Small Cap Value I A 604.49K (1.52%) 16.60K
Increased by +2.75%
Jul 31, 25
16 Columbia Small Cap Value Discovery Fund 587.89K (1.48%) -2.87K
Decreased by -0.49%
Jun 30, 25
17 Columbia Small Cap Value I 587.89K (1.48%) -2.87K
Decreased by -0.49%
Jun 30, 25
18 Orchard Small Cap Value ESG 582.59K (1.46%) 0.00
Increased by 0.00%
Mar 31, 24
19 Orchard US Small Cap Value USD Instl 1 582.59K (1.46%) 0.00
Increased by 0.00%
Mar 31, 24
20 Vanguard Institutional Extnd Mkt Idx Tr 554.85K (1.40%) -240.46K
Decreased by -43.34%
Jul 31, 25