Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.04%
2 IWN 0.01%
3 IWMW 0.01%
4 IWM 0.01%
5 IWO 0.00%
6 SMMD 0.00%
7 IWV 0.00%
8 ITDI 0.00%
9 ITDH 0.00%
10 ITDJ 0.00%
11 ITDG 0.00%
12 ITDF 0.00%
13 ITDE 0.00%
14 ITDD 0.00%
15 ITDC 0.00%
16 IRTR 0.00%
17 ITDB 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Allspring Global Investments Holdings, LLC 9.82M (12.26%) 122.33K
Increased by +1.25%
Mar 31, 26
2 Boston Partners Global Investors, Inc 6.61M (8.25%) 285.82K
Increased by +4.32%
Mar 31, 26
3 Kayne Anderson Rudnick Investment Management LLC 5.66M (7.06%) -2.42M
Decreased by -42.80%
Jun 30, 25
4 BlackRock Inc 4.87M (6.08%) -8.83K
Decreased by -0.18%
Mar 31, 26
5 Vanguard Group Inc 4.26M (5.32%) 587.33K
Increased by +13.77%
Dec 31, 25
6 Blue Owl Capital Holdings LP 4.24M (5.29%) 90.25K
Increased by +2.13%
Mar 31, 26
7 Wasatch Advisors LP 3.62M (4.51%) -61.73K
Decreased by -1.71%
Mar 31, 26
8 BAMCO Inc 3.25M (4.05%) 0.00
Increased by 0.00%
Mar 31, 26
9 Vanguard Capital Management, LLC 3.12M (3.90%) 3.12M
Increased by +100.00%
Mar 31, 26
10 CLEARLAKE CAPITAL GROUP, L.P. 2.75M (3.43%) 0.00
Increased by 0.00%
Jun 30, 24
11 Clearlake Capital Group LP 2.75M (3.43%) 0.00
Increased by 0.00%
Mar 31, 26
12 Dimensional Fund Advisors, Inc. 2.45M (3.05%) 495.92K
Increased by +20.26%
Mar 31, 26
13 Advisory Research Inc 1.93M (2.41%) -319.24K
Decreased by -16.53%
Dec 31, 25
14 Hillsdale Investment Management Inc. 1.93M (2.41%) 18.90K
Increased by +0.98%
Mar 31, 26
15 Bank of America Corp 1.88M (2.35%) -131.46K
Decreased by -6.98%
Mar 31, 26
16 Acadian Asset Management LLC 1.67M (2.09%) 1.67M
Increased by +100.00%
Dec 31, 25
17 Arrowstreet Capital Limited Partnership 1.65M (2.05%) 84.84K
Increased by +5.15%
Mar 31, 26
18 Geode Capital Management, LLC 1.55M (1.93%) 30.51K
Increased by +1.97%
Mar 31, 26
19 Franklin Resources Inc 1.37M (1.70%) -339.17K
Decreased by -24.82%
Mar 31, 26
20 State Street Corp 1.37M (1.70%) 224.11K
Increased by +16.41%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Allspring Special Small Cap Value A 7.16M (8.93%) 0.00
Increased by 0.00%
Apr 30, 26
2 Virtus KAR Small-Cap Growth I 3.69M (4.61%) -1.57M
Decreased by -42.52%
Jun 30, 25
3 Baron Opp. Small Cap Growth Strategy 3.25M (4.05%) -750.00K
Decreased by -23.08%
Jun 30, 25
4 Baron Small Cap Retail 3.25M (4.05%) 0.00
Increased by 0.00%
Mar 31, 26
5 Baron Small Cap Strategy 3.25M (4.05%) 0.00
Increased by 0.00%
Mar 31, 26
6 Vanguard Total Stock Mkt Idx Inv 2.42M (3.02%) 0.00
Increased by 0.00%
Apr 30, 26
7 Column Small Cap Select 2.27M (2.83%) 87.46K
Increased by +3.85%
Mar 31, 26
8 Wasatch Micro Cap 1.86M (2.33%) -10.20K
Decreased by -0.55%
Mar 31, 26
9 iShares Russell 2000 ETF 1.84M (2.30%) 17.00K
Increased by +0.92%
May 29, 26
10 Vanguard US Total Market Shares ETF 1.73M (2.16%) 15.25K
Increased by +0.88%
Sep 30, 24
11 Advisory Research Partners 1.60M (2.00%) 0.00
Increased by 0.00%
Dec 31, 25
12 Brighthouse Small Cap Value A 1.45M (1.81%) 85.23K
Increased by +5.88%
Mar 31, 26
13 Putnam Small Cap Value Managed Account 1.22M (1.52%) 192.06K
Increased by +15.78%
Dec 31, 25
14 Wasatch Micro Cap Value 957.58K (1.19%) -45.12K
Decreased by -4.71%
Mar 31, 26
15 Wasatch Micro Cap Value Composite 957.58K (1.19%) 0.00
Increased by 0.00%
Mar 31, 26
16 Putnam U.S. Small Cap Value Equity 947.66K (1.18%) -269.40K
Decreased by -28.43%
Mar 31, 26
17 Putnam Small Cap Value A 904.56K (1.13%) -43.10K
Decreased by -4.76%
Apr 30, 26
18 WPG Partners Select Small Cap Value Ins 895.04K (1.12%) 95.43K
Increased by +10.66%
Mar 31, 26
19 DFA US Small Cap Value I 759.13K (0.95%) 82.12K
Increased by +10.82%
Apr 30, 26
20 Fidelity Small Cap Index 745.56K (0.93%) -1.08K
Decreased by -0.14%
Mar 31, 26