Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EHLS 2.11%
2 IWC 0.13%
3 IWN 0.04%
4 IWMW 0.02%
5 IWM 0.02%
6 IWO 0.01%
7 JKK 0.01%
8 ISCG 0.01%
9 JKL 0.01%
10 ISCV 0.01%
11 SMMD 0.01%
12 JKJ 0.01%
13 ISCB 0.01%
14 WSML 0.01%
15 ITOT 0.00%
16 IWV 0.00%
17 ITDH 0.00%
18 ITDI 0.00%
19 ITDJ 0.00%
20 ITDG 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 1.27M (5.77%) -7.04K
Decreased by -0.55%
 Mar 31, 26
2 Vanguard Group Inc 1.24M (5.62%) 128.39K
Increased by +10.38%
 Dec 31, 25
3 Bond Capital Management, LP 1.20M (5.45%) 0.00
Increased by 0.00%
 Mar 31, 26
4 Vanguard Capital Management, LLC 862.41K (3.92%) 862.41K
Increased by +100.00%
 Mar 31, 26
5 Innovius Capital Management, LLC 694.77K (3.15%) 0.00
Increased by 0.00%
 Sep 30, 24
6 Hood River Capital Management LLC 608.26K (2.76%) 89.88K
Increased by +14.78%
 Mar 31, 26
7 Geode Capital Management, LLC 566.49K (2.57%) 9.42K
Increased by +1.66%
 Mar 31, 26
8 Westerly Capital Management LLC 500.00K (2.27%) 80.00K
Increased by +16.00%
 Mar 31, 26
9 Alyeska Investment Group, L.P. 459.37K (2.09%) 160.95K
Increased by +35.04%
 Sep 30, 23
10 Clal Insurance Enterprises Holdings Ltd 457.42K (2.08%) -95.74K
Decreased by -20.93%
 Mar 31, 25
11 State Street Corp 406.62K (1.85%) 4.36K
Increased by +1.07%
 Mar 31, 26
12 Banco Bilbao Vizcaya Argentaria SA 403.59K (1.83%) 0.00
Increased by 0.00%
 Mar 31, 26
13 Dimensional Fund Advisors, Inc. 394.91K (1.79%) 29.99K
Increased by +7.59%
 Mar 31, 26
14 Stoic Point Capital Management LLC 251.12K (1.14%) 2.10K
Increased by +0.84%
 Mar 31, 26
15 State Street Corporation 238.94K (1.08%) -12.17K
Decreased by -5.09%
 Dec 31, 23
16 Vanguard Portfolio Management, LLC 224.35K (1.02%) 224.35K
Increased by +100.00%
 Mar 31, 26
17 Jacobs Levy Equity Management, Inc. 223.35K (1.01%) -10.04K
Decreased by -4.50%
 Mar 31, 26
18 Morgan Stanley - Brokerage Accounts 220.07K (1.00%) -73.55K
Decreased by -33.42%
 Mar 31, 26
19 Lakewood Capital Management, LP 190.00K (0.86%) 0.00
Increased by 0.00%
 Mar 31, 26
20 RBF LLC 180.00K (0.82%) -180.00K
Decreased by -100.00%
 Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 644.41K (2.93%) 33.55K
Increased by +5.21%
 Apr 30, 26
2 iShares Russell 2000 ETF 435.09K (1.98%) 4.00K
Increased by +0.92%
 May 29, 26
3 Vanguard Institutional Extnd Mkt Idx Tr 237.12K (1.08%) 4.28K
Increased by +1.80%
 Apr 30, 26
4 Hood River New Opportunities Inst 192.49K (0.87%) 77.77K
Increased by +40.41%
 Mar 31, 26
5 Fidelity Small Cap Index 174.41K (0.79%) 462.00
Increased by +0.26%
 Mar 31, 26
6 State St Russell Sm/Mid Cp® Indx NL Cl C 119.44K (0.54%) 501.00
Increased by +0.42%
 Apr 30, 25
7 State St Russell Sm/Mid Cp® Indx SL Cl I 119.44K (0.54%) 0.00
Increased by 0.00%
 May 31, 26
8 Hood River New Opportunities 112.34K (0.51%) 9.37K
Increased by +8.34%
 Mar 31, 26
9 Hood River New Opportunities CIT Fdrs Cl 112.34K (0.51%) 0.00
Increased by 0.00%
 Mar 31, 26
10 Fidelity Extended Market Index 109.34K (0.50%) 9.48K
Increased by +8.67%
 Apr 30, 26
11 Russell 2000 Equity Index Fund B 106.70K (0.48%) -11.87K
Decreased by -11.12%
 Dec 31, 25
12 Hood River Small/Mid-Cap Growth 102.97K (0.47%) -6.54K
Decreased by -6.35%
 Dec 31, 25
13 Fidelity® Small Cap Index 101.64K (0.46%) 4.37K
Increased by +4.30%
 Oct 31, 23
14 Schwab US Small-Cap ETF™ 99.21K (0.45%) 63.00
Increased by +0.06%
 May 30, 26
15 Hood River Small/Mid Cap Gr CITFounder's 98.23K (0.45%) 98.23K
Increased by +100.00%
 Jun 30, 25
16 DFA US Small Cap I 94.70K (0.43%) 0.00
Increased by 0.00%
 Apr 30, 26
17 CREF Total Global Stock Account R3 93.39K (0.42%) 0.00
Increased by 0.00%
 Apr 30, 26
18 Invesco Dorsey Wright SmallCap Momt ETF 93.32K (0.42%) 0.00
Increased by 0.00%
 Jun 30, 25
19 Vanguard Russell 2000 ETF 90.43K (0.41%) 2.40K
Increased by +2.65%
 Apr 30, 26
20 Dimensional US Small Cap ETF 84.87K (0.39%) 0.00
Increased by 0.00%
 May 29, 26