Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IYZ 1.54%
2 EQAL 0.51%
3 SMMV 0.08%
4 IWN 0.05%
5 SQLT 0.04%
6 JKL 0.03%
7 ISCV 0.03%
8 IWMW 0.02%
9 IWM 0.02%
10 ISCB 0.01%
11 JKJ 0.01%
12 IMCG 0.01%
13 JKH 0.01%
14 SMMD 0.01%
15 ESML 0.01%
16 WSML 0.01%
17 IMCB 0.01%
18 JKG 0.01%
19 IWS 0.00%
20 IWR 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 UBS Group AG 3.85M (10.48%) 615.83K
Increased by +16.00%
Mar 31, 26
2 Vanguard Group Inc 3.06M (8.32%) 876.90K
Increased by +28.68%
Dec 31, 25
3 BlackRock Inc 2.14M (5.83%) 13.36K
Increased by +0.62%
Mar 31, 26
4 Kontiki Capital Management (HK) Ltd. 1.96M (5.34%) 1.26M
Increased by +64.42%
Mar 31, 26
5 Dimensional Fund Advisors, Inc. 1.50M (4.10%) 398.77K
Increased by +26.50%
Mar 31, 26
6 Vanguard Capital Management, LLC 1.48M (4.02%) 1.48M
Increased by +100.00%
Mar 31, 26
7 Vanguard Portfolio Management, LLC 1.43M (3.89%) 1.43M
Increased by +100.00%
Mar 31, 26
8 Southeastern Asset Management Inc 1.32M (3.60%) 0.00
Increased by 0.00%
Mar 31, 26
9 American Century Companies Inc 1.14M (3.09%) 696.19K
Increased by +61.23%
Mar 31, 26
10 Alberta Investment Management Corp 1.04M (2.84%) 0.00
Increased by 0.00%
Mar 31, 26
11 State Street Corp 945.13K (2.57%) 236.09K
Increased by +24.98%
Mar 31, 26
12 Point72 Asset Management, L.P. 858.49K (2.34%) 139.11K
Increased by +16.20%
Mar 31, 26
13 Brookfield Corp 726.40K (1.98%) 0.00
Increased by 0.00%
Mar 31, 26
14 BAMCO Inc 688.39K (1.87%) 6.95K
Increased by +1.01%
Mar 31, 26
15 Elliott Investment Management LP 659.93K (1.80%) 0.00
Increased by 0.00%
Mar 31, 26
16 Two Sigma Investments LLC 624.36K (1.70%) 306.94K
Increased by +49.16%
Mar 31, 26
17 Geode Capital Management, LLC 553.65K (1.51%) 186.32K
Increased by +33.65%
Mar 31, 26
18 Swiss Life Asset Management Ltd 525.34K (1.43%) 525.34K
Increased by +100.00%
Mar 31, 26
19 Wallace Capital Management, INC. 519.00K (1.41%) 13.02K
Increased by +2.51%
Mar 31, 26
20 AQR Capital Management LLC 517.95K (1.41%) 162.66K
Increased by +31.41%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Avantis US Small Cap Value ETF 1.40M (3.80%) 1.01K
Increased by +0.07%
Jun 30, 26
2 Longleaf Partners Small-Cap 1.32M (3.59%) 0.00
Increased by 0.00%
Mar 31, 26
3 Vanguard Total Stock Mkt Idx Inv 1.10M (3.00%) 20.00K
Increased by +1.81%
Jun 30, 26
4 iShares Russell 2000 ETF 824.38K (2.24%) 4.88K
Increased by +0.59%
Jun 30, 26
5 iShares US Telecommunications ETF 805.18K (2.19%) 0.00
Increased by 0.00%
May 29, 26
6 Vanguard Small Cap Index 778.55K (2.12%) -3.54K
Decreased by -0.45%
Jun 30, 26
7 Baron Discovery Institutional 575.00K (1.57%) 0.00
Increased by 0.00%
Mar 31, 26
8 Baron Discovery Strategy 575.00K (1.57%) 0.00
Increased by 0.00%
Mar 31, 26
9 State Street® SPDR® S&P® Telecom ETF 531.24K (1.45%) -21.27K
Decreased by -4.00%
Jun 30, 26
10 Arca Equilibrio P 455.70K (1.24%) 0.00
Increased by 0.00%
Mar 31, 26
11 Vanguard Institutional Extnd Mkt Idx Tr 372.58K (1.01%) 3.99K
Increased by +1.07%
Jun 30, 26
12 DFA US Small Cap Value I 314.28K (0.86%) 75.52K
Increased by +24.03%
May 31, 26
13 iShares Russell 2000 Value ETF 297.14K (0.81%) -2.05K
Decreased by -0.69%
Jun 30, 26
14 Vanguard Tax-Managed Capital App Adm 269.58K (0.73%) 253.47K
Increased by +94.02%
Jun 30, 26
15 DFA US Targeted Value I 250.72K (0.68%) 22.31K
Increased by +8.90%
May 31, 26
16 Vanguard Small Cap Value Index Inv 246.90K (0.67%) -2.98K
Decreased by -1.21%
Jun 30, 26
17 VictoryShares US Sm Md Cp Val Momt ETF 236.05K (0.64%) 0.00
Increased by 0.00%
Jun 30, 26
18 Vanguard Small Cap Growth Index Inv 224.29K (0.61%) 7.38K
Increased by +3.29%
Jun 30, 26
19 Dimensional US Targeted Value ETF 219.54K (0.60%) 0.00
Increased by 0.00%
Jun 30, 26
20 Ancora/Thelen Small Mid Cap Core 215.91K (0.59%) -162.82K
Decreased by -75.41%
Mar 31, 26