Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Deerfield Management Co 5.01M (12.72%) 13.23K
Increased by +0.26%
Dec 31, 24
2 BlackRock Inc 3.73M (9.48%) -202.10K
Decreased by -5.41%
Dec 31, 24
3 UBS Group AG 2.91M (7.40%) 1.23M
Increased by +42.22%
Dec 31, 24
4 Vanguard Group Inc 2.91M (7.39%) -63.78K
Decreased by -2.19%
Dec 31, 24
5 AREX CAPITAL MANAGEMENT, LP 2.49M (6.32%) 48.87K
Increased by +1.96%
Dec 31, 24
6 JANA Partners LLC 2.47M (6.28%) 43.13K
Increased by +1.74%
Jun 30, 23
7 Jana Partners Management LP 2.14M (5.42%) 0.00
Increased by 0.00%
Dec 31, 24
8 Kent Lake PR LLC 2.00M (5.08%) 750.00K
Increased by +37.50%
Dec 31, 24
9 Systematic Financial Management LP 2.00M (5.07%) 157.91K
Increased by +7.91%
Dec 31, 24
10 State Street Corporation 1.99M (5.06%) -16.39K
Decreased by -0.82%
Mar 31, 24
11 Van Lanschot Kempen Investment Management NV 1.97M (4.99%) -241.82K
Decreased by -12.30%
Mar 31, 24
12 Dimensional Fund Advisors, Inc. 1.95M (4.96%) 213.77K
Increased by +10.94%
Dec 31, 24
13 Cruiser Capital Advisors, LLC 1.75M (4.43%) -312.05K
Decreased by -17.87%
Sep 30, 23
14 Paradice Investment Management LLC 1.58M (4.01%) 53.08K
Increased by +3.36%
Sep 30, 24
15 Goldman Sachs Group Inc 1.46M (3.70%) 182.96K
Increased by +12.57%
Dec 31, 24
16 Ancora Advisors LLC 1.44M (3.67%) -261.40K
Decreased by -18.10%
Dec 31, 23
17 HHG PLC 1.44M (3.66%) -287.36K
Decreased by -19.94%
Sep 30, 23
18 Morgan Stanley - Brokerage Accounts 1.43M (3.64%) -422.78K
Decreased by -29.46%
Jun 30, 24
19 Schroder Investment Management Group 1.18M (2.99%) -252.56K
Decreased by -21.43%
Jun 30, 24
20 Geode Capital Management, LLC 1.14M (2.90%) 5.34K
Increased by +0.47%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.32M (8.42%) 2.93K
Increased by +0.09%
Jul 29, 24
2 Vanguard US Total Market Shares ETF 1.61M (4.08%) 17.86K
Increased by +1.11%
Sep 30, 24
3 LOYS Sicav - LOYS Global P 1.60M (4.06%) 0.00
Increased by 0.00%
Feb 28, 25
4 Vanguard Total Stock Mkt Idx Inv 1.55M (3.93%) 0.00
Increased by 0.00%
Feb 28, 25
5 Kempen (Lux) Global Small-Cap I 1.47M (3.72%) -459.50K
Decreased by -31.31%
Apr 30, 24
6 Janus Henderson Small Cap Value L 1.37M (3.48%) -279.39K
Decreased by -20.36%
Sep 30, 23
7 iShares Russell 2000 ETF 1.29M (3.29%) 7.02K
Increased by +0.54%
Mar 31, 25
8 Paradice Global Small Mid Cap Strategy 1.17M (2.97%) 0.00
Increased by 0.00%
Dec 31, 24
9 Schroder US Smaller Companies Acc 766.38K (1.95%) 116.78K
Increased by +15.24%
Jul 31, 24
10 Vanguard Institutional Extnd Mkt Idx Tr 742.84K (1.89%) 19.86K
Increased by +2.67%
Feb 28, 25
11 Schwab Fundamental US Small Company ETF 720.07K (1.83%) 0.00
Increased by 0.00%
Apr 30, 24
12 JPM Multi-Manager Alt C (acc) USD 643.79K (1.63%) 0.00
Increased by 0.00%
Nov 30, 23
13 Vanguard Small Cap Index 638.31K (1.62%) -653.79K
Decreased by -102.43%
Mar 31, 24
14 Columbia Small Cap Value I 599.06K (1.52%) 168.45K
Increased by +28.12%
Jan 31, 25
15 Columbia Small Cap Value I A 595.86K (1.51%) -3.20K
Decreased by -0.54%
Feb 28, 25
16 Orchard Small Cap Value ESG 582.59K (1.48%) 0.00
Increased by 0.00%
Mar 31, 24
17 Orchard US Small Cap Value USD Instl 1 582.59K (1.48%) 0.00
Increased by 0.00%
Mar 31, 24
18 iShares S&P Small-Cap 600 Value ETF 544.97K (1.38%) 1.07K
Increased by +0.20%
Jul 29, 24
19 LOYS FCP Aktien Europa Fund I 526.50K (1.34%) 0.00
Increased by 0.00%
Feb 28, 25
20 Fidelity Small Cap Index 495.24K (1.26%) -9.27K
Decreased by -1.87%
Jan 31, 25