Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CGMM 1.45%
2 FXL 1.21%
3 GURU 1.21%
4 JPSV 1.15%
5 FPX 0.65%
6 EZM 0.39%
7 DFVE 0.23%
8 VFMF 0.14%
9 TDIV 0.08%
10 TDVI 0.08%
11 VBR 0.03%
12 VB 0.02%
13 SMMD 0.01%
14 IWS 0.01%
15 IWR 0.01%
16 IYW 0.00%
17 IWP 0.00%
18 IWD 0.00%
19 IWV 0.00%
20 IWB 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Platinum Equity Advisors, LLC/DE 197.10M (430.57%) -13.85M
Decreased by -7.03%
 Mar 31, 26
2 Victory Capital Management Inc. 3.48M (7.61%) 356.39K
Increased by +10.23%
 Mar 31, 26
3 Capital World Investors 3.31M (7.23%) 670.00K
Increased by +20.23%
 Mar 31, 26
4 American Century Companies Inc 2.10M (4.59%) -581.35K
Decreased by -27.67%
 Mar 31, 26
5 River Road Asset Management, LLC 1.76M (3.84%) 425.37K
Increased by +24.20%
 Mar 31, 26
6 Vanguard Portfolio Management, LLC 1.40M (3.05%) 1.40M
Increased by +100.00%
 Mar 31, 26
7 Invenomic Capital Management, LP 1.38M (3.01%) 288.44K
Increased by +20.92%
 Mar 31, 26
8 The Goldman Sachs Group Inc 1.29M (2.81%) 498.75K
Increased by +38.72%
 Mar 31, 26
9 Wellington Management Company LLP 1.28M (2.79%) -1.39M
Decreased by -108.36%
 Mar 31, 26
10 Millennium Management LLC 1.23M (2.68%) 669.19K
Increased by +54.59%
 Mar 31, 26
11 Vanguard Capital Management, LLC 1.16M (2.53%) 1.16M
Increased by +100.00%
 Mar 31, 26
12 Morgan Stanley - Brokerage Accounts 1.10M (2.40%) 603.09K
Increased by +54.85%
 Mar 31, 26
13 Bank of America Corp 1.04M (2.27%) 718.97K
Increased by +69.24%
 Mar 31, 26
14 Allspring Global Investments Holdings, LLC 1.01M (2.21%) 25.27K
Increased by +2.49%
 Mar 31, 26
15 BlackRock Inc 734.16K (1.60%) 6.90K
Increased by +0.94%
 Mar 31, 26
16 D. E. Shaw & Co LP 662.47K (1.45%) 619.91K
Increased by +93.58%
 Mar 31, 26
17 AQR Capital Management LLC 585.48K (1.28%) 539.19K
Increased by +92.09%
 Mar 31, 26
18 UBS Group AG 493.01K (1.08%) 455.28K
Increased by +92.35%
 Mar 31, 26
19 First Trust Advisors L.P. 490.83K (1.07%) 291.73K
Increased by +59.44%
 Mar 31, 26
20 Hotchkis & Wiley Capital Management LLC 461.25K (1.01%) 146.85K
Increased by +31.84%
 Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Victory Sycamore Small Company Opp R 2.56M (5.58%) 250.00K
Increased by +9.78%
 Mar 31, 26
2 American Funds SMALLCAP World A 1.62M (3.53%) 0.00
Increased by 0.00%
 Mar 31, 26
3 Capital Group U.S. Small and Mid Cap ETF 1.52M (3.32%) 110.61K
Increased by +7.27%
 Apr 30, 26
4 Vanguard Total Stock Mkt Idx Inv 1.13M (2.46%) 0.00
Increased by 0.00%
 Apr 30, 26
5 American Century Small Cap Value Inv 865.00K (1.89%) -440.00K
Decreased by -50.87%
 Mar 31, 26
6 American Century U.S. Small Cap Value 865.00K (1.89%) -440.00K
Decreased by -50.87%
 Mar 31, 26
7 Vanguard Small Cap Index 812.77K (1.78%) -3.48K
Decreased by -0.43%
 Apr 30, 26
8 Avantis US Small Cap Value ETF 778.93K (1.70%) 4.52K
Increased by +0.58%
 May 30, 26
9 First Trust Technology AlphaDEX® ETF 700.36K (1.53%) 0.00
Increased by 0.00%
 May 31, 26
10 AMG River Road Small Cap Value N 645.38K (1.41%) -28.89K
Decreased by -4.48%
 Apr 30, 26
11 Allspring Special Small Cap Value A 631.80K (1.38%) -65.80K
Decreased by -10.41%
 Apr 30, 26
12 Vanguard Small Cap Value Index Inv 522.27K (1.14%) 4.09K
Increased by +0.78%
 Apr 30, 26
13 American Cent US Sm Cap Val Eq Tr CL R2 518.89K (1.13%) 118.61K
Increased by +22.86%
 May 31, 26
14 Invenomic Institutional 460.66K (1.01%) 26.79K
Increased by +5.82%
 Jan 31, 26
15 Goldman Sachs Mid-Cap Value MA 418.31K (0.91%) 122.00K
Increased by +29.16%
 Mar 31, 26
16 Bridge Builder Small/Mid Cap Value 401.59K (0.88%) 99.51K
Increased by +24.78%
 May 31, 26
17 JPM US Small Cap Value-Composite 374.14K (0.82%) 28.95K
Increased by +7.74%
 Mar 31, 26
18 JPMorgan Small Cap Blend A 374.14K (0.82%) 0.00
Increased by 0.00%
 Apr 30, 26
19 Goldman Sachs Mid Cap Value Instl 353.88K (0.77%) 57.57K
Increased by +16.27%
 Mar 31, 26
20 First Trust US Equity Opportunities ETF 323.29K (0.71%) 2.11K
Increased by +0.65%
 May 31, 26