Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ISCG 0.02%
2 JKK 0.02%
3 VBK 0.02%
4 JKJ 0.01%
5 ISCB 0.01%
6 VXF 0.01%
7 VB 0.01%
8 WSML 0.01%
9 ITOT 0.00%
10 VTI 0.00%
11 SMLF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Anchorage Advisors, LLC 17.77M (15.71%) 17.77M
Increased by +100.00%
Mar 31, 26
2 INSIGHT HOLDINGS GROUP, LLC 13.53M (11.96%) 13.53M
Increased by +100.00%
Mar 31, 26
3 BDT Capital Partners, LLC 10.55M (9.33%) 10.55M
Increased by +100.00%
Mar 31, 26
4 T. Rowe Price Associates, Inc. 5.43M (4.80%) 5.43M
Increased by +100.00%
Mar 31, 26
5 Wellington Management Company LLP 5.32M (4.70%) 5.32M
Increased by +100.00%
Mar 31, 26
6 Tiger Technology Management LLC 4.58M (4.05%) 4.58M
Increased by +100.00%
Mar 31, 26
7 American Century Companies Inc 2.91M (2.57%) 2.91M
Increased by +100.00%
Mar 31, 26
8 Fred Alger Management, LLC 2.47M (2.18%) 2.47M
Increased by +100.00%
Mar 31, 26
9 Capital World Investors 2.11M (1.86%) 2.11M
Increased by +100.00%
Mar 31, 26
10 Citadel Advisors Llc 1.96M (1.73%) 1.96M
Increased by +100.00%
Mar 31, 26
11 Federated Hermes Inc 1.55M (1.37%) 1.55M
Increased by +100.00%
Mar 31, 26
12 JPMorgan Chase & Co 1.39M (1.23%) 1.39M
Increased by +100.00%
Mar 31, 26
13 BlackRock Inc 1.38M (1.22%) 1.38M
Increased by +100.00%
Mar 31, 26
14 Vanguard Capital Management, LLC 1.38M (1.22%) 1.38M
Increased by +100.00%
Mar 31, 26
15 Morgan Stanley - Brokerage Accounts 1.23M (1.09%) 1.23M
Increased by +100.00%
Mar 31, 26
16 Vanguard Portfolio Management, LLC 1.16M (1.03%) 1.16M
Increased by +100.00%
Mar 31, 26
17 Millennium Management LLC 1.03M (0.91%) 1.03M
Increased by +100.00%
Mar 31, 26
18 Viking Global Investors LP 1.00M (0.88%) 1.00M
Increased by +100.00%
Mar 31, 26
19 Liberty Street Advisors Inc 975.29K (0.86%) 975.29K
Increased by +100.00%
Mar 31, 26
20 UBS Group AG 960.08K (0.85%) 960.08K
Increased by +100.00%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 T. Rowe Price Mid-Cap Value 3.07M (2.71%) 69.09K
Increased by +2.25%
Apr 30, 26
2 T. Rowe Price US Mid-Cap Value Equity 3.00M (2.65%) 3.00M
Increased by +100.00%
Mar 31, 26
3 American Funds SMALLCAP World A 2.08M (1.84%) 2.08M
Increased by +100.00%
Mar 31, 26
4 T. Rowe Price U.S. Mid-Cap Val Eq Tr-D 1.85M (1.63%) 1.85M
Increased by +100.00%
Mar 31, 26
5 American Century Small Cap Value Inv 1.63M (1.44%) 1.63M
Increased by +100.00%
Mar 31, 26
6 American Century U.S. Small Cap Value 1.63M (1.44%) 1.63M
Increased by +100.00%
Mar 31, 26
7 JPMorgan Large Cap Value I 1.41M (1.25%) 813.68K
Increased by +57.52%
Apr 30, 26
8 Vanguard Total Stock Mkt Idx Inv 1.01M (0.89%) 0.00
Increased by 0.00%
Apr 30, 26
9 Calvert Small-Cap A 963.21K (0.85%) 289.57K
Increased by +30.06%
Apr 30, 26
10 The Private Shares Fund A 925.29K (0.82%) 0.00
Increased by 0.00%
Mar 31, 26
11 Alger Spectra A 912.24K (0.81%) 385.20K
Increased by +42.23%
Mar 31, 26
12 Alger Spectra Composite 912.24K (0.81%) 385.20K
Increased by +42.23%
Mar 31, 26
13 Federated Hermes Kaufmann Growth 890.03K (0.79%) 890.03K
Increased by +100.00%
Mar 31, 26
14 Federated Hermes Kaufmann R 890.03K (0.79%) 890.03K
Increased by +100.00%
Mar 31, 26
15 JPMorgan Active Value ETF 880.47K (0.78%) -6.26K
Decreased by -0.71%
May 29, 26
16 ClearBridge SMID Cap Growth 806.00K (0.71%) 0.00
Increased by 0.00%
Apr 30, 26
17 Vanguard Explorer Inv 806.00K (0.71%) 806.00K
Increased by +100.00%
Mar 31, 26
18 Vanguard Small Cap Index 739.42K (0.65%) -3.16K
Decreased by -0.43%
Apr 30, 26
19 Wellington CIF II SMID Cap Research 681.31K (0.60%) 657.23K
Increased by +96.46%
Feb 28, 26
20 Calvert US Small-Cap Strategy 673.64K (0.60%) 673.64K
Increased by +100.00%
Mar 31, 26