Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SVAL 0.70%
2 IJS 0.07%
3 IWN 0.04%
4 IJR 0.04%
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 4.75M (10.64%) 0.00
Increased by 0.00%
Mar 31, 26
2 BlackRock Inc 3.86M (8.66%) -138.94K
Decreased by -3.60%
Mar 31, 26
3 Vanguard Group Inc 3.37M (7.55%) -22.00K
Decreased by -0.65%
Dec 31, 25
4 Balyasny Asset Management LLC 2.65M (5.93%) 2.65M
Increased by +100.00%
Mar 31, 26
5 AREX CAPITAL MANAGEMENT, LP 2.49M (5.59%) 283.00
Increased by +0.01%
Mar 31, 26
6 JANA Partners LLC 2.47M (5.55%) 43.13K
Increased by +1.74%
Jun 30, 23
7 Vanguard Capital Management, LLC 2.14M (4.79%) 2.14M
Increased by +100.00%
Mar 31, 26
8 UBS Group AG 2.11M (4.73%) 147.93K
Increased by +7.02%
Mar 31, 26
9 Jana Partners Management LP 2.09M (4.68%) 0.00
Increased by 0.00%
Mar 31, 26
10 Fidelity International Ltd 2.03M (4.55%) 2.03M
Increased by +100.00%
Mar 31, 26
11 State Street Corporation 1.99M (4.46%) -16.39K
Decreased by -0.82%
Mar 31, 24
12 Van Lanschot Kempen Investment Management NV 1.97M (4.41%) -241.82K
Decreased by -12.30%
Mar 31, 24
13 Systematic Financial Management LP 1.90M (4.26%) -35.50K
Decreased by -1.87%
Dec 31, 25
14 Cruiser Capital Advisors, LLC 1.75M (3.91%) -312.05K
Decreased by -17.87%
Sep 30, 23
15 Paradice Investment Management LLC 1.64M (3.68%) -93.08K
Decreased by -5.66%
Dec 31, 25
16 Dimensional Fund Advisors, Inc. 1.49M (3.34%) -179.01K
Decreased by -12.00%
Mar 31, 26
17 Qube Research & Technologies 1.47M (3.31%) 1.28M
Increased by +87.04%
Mar 31, 26
18 Ancora Advisors LLC 1.44M (3.24%) -261.40K
Decreased by -18.10%
Dec 31, 23
19 HHG PLC 1.44M (3.23%) -287.36K
Decreased by -19.94%
Sep 30, 23
20 The Goldman Sachs Group Inc 1.43M (3.20%) 391.87K
Increased by +27.44%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.32M (7.43%) 2.93K
Increased by +0.09%
Jul 29, 24
2 Vanguard US Total Market Shares ETF 1.61M (3.61%) 17.86K
Increased by +1.11%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 1.51M (3.39%) 0.00
Increased by 0.00%
Apr 30, 26
4 Kempen (Lux) Global Small-Cap I 1.47M (3.29%) -459.50K
Decreased by -31.31%
Apr 30, 24
5 Janus Henderson Small Cap Value L 1.37M (3.07%) -279.39K
Decreased by -20.36%
Sep 30, 23
6 iShares Russell 2000 ETF 1.17M (2.63%) 9.87K
Increased by +0.84%
Apr 30, 26
7 Paradice Global Small Mid Cap Strategy 1.17M (2.62%) 0.00
Increased by 0.00%
Dec 31, 25
8 LOYS Sicav - LOYS Global P 1.11M (2.48%) 34.00K
Increased by +3.07%
Jun 30, 25
9 Schroder US Smaller Companies Acc 766.38K (1.72%) 116.78K
Increased by +15.24%
Jul 31, 24
10 Schwab Fundamental US Small Company ETF 720.07K (1.61%) 0.00
Increased by 0.00%
Apr 30, 24
11 JPM Multi-Manager Alt C (acc) USD 643.79K (1.44%) 0.00
Increased by 0.00%
Nov 30, 23
12 Vanguard Small Cap Index 638.31K (1.43%) -653.79K
Decreased by -102.43%
Mar 31, 24
13 Columbia Small Cap Value Discv A 625.69K (1.40%) 625.69K
Increased by +100.00%
Jan 31, 26
14 Columbia Small Cap Value Discovery Fund 619.19K (1.39%) 14.70K
Increased by +2.37%
Dec 31, 25
15 Columbia Small Cap Value I A 604.49K (1.35%) 16.60K
Increased by +2.75%
Jul 31, 25
16 Arbitrage R 593.85K (1.33%) 593.85K
Increased by +100.00%
Feb 28, 26
17 Columbia Small Cap Value I 587.89K (1.32%) -2.87K
Decreased by -0.49%
Jun 30, 25
18 Orchard Small Cap Value ESG 582.59K (1.31%) 0.00
Increased by 0.00%
Mar 31, 24
19 Orchard US Small Cap Value USD Instl 1 582.59K (1.31%) 0.00
Increased by 0.00%
Mar 31, 24
20 Vanguard Institutional Extnd Mkt Idx Tr 576.48K (1.29%) 2.74K
Increased by +0.48%
Apr 30, 26