Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ZIG 2.95%
2 IZRL 1.47%
3 DVP 1.04%
4 DEEP 1.03%
5 FSCC 0.73%
6 JPSV 0.69%
7 ITEQ 0.64%
8 AFSM 0.48%
9 SCDS 0.43%
10 ISRA 0.25%
11 ILDR 0.24%
12 PSC 0.23%
13 EIS 0.19%
14 VIDI 0.19%
15 GWX 0.13%
16 EBIT 0.10%
17 GSSC 0.09%
18 IWN 0.09%
19 VFMF 0.07%
20 VTWV 0.07%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Doma Perpetual Capital Management LLC 3.07M (5.69%) 229.00K
Increased by +7.47%
Mar 31, 26
2 Acadian Asset Management LLC 2.59M (4.81%) 2.58M
Increased by +99.46%
Mar 31, 26
3 Renaissance Technologies Corp 2.59M (4.80%) 149.80K
Increased by +5.79%
Mar 31, 26
4 BlackRock Inc 2.25M (4.18%) 158.40K
Increased by +7.03%
Mar 31, 26
5 MENORA MIVTACHIM HOLDINGS LIMITED 2.04M (3.79%) 2.04M
Increased by +100.00%
Mar 31, 26
6 LSV Asset Management 1.94M (3.60%) -71.30K
Decreased by -3.68%
Jun 30, 25
7 State Street Corporation 1.89M (3.50%) 51.65K
Increased by +2.74%
Mar 31, 24
8 Steel Partners Holdings LP 1.80M (3.33%) 1.09M
Increased by +60.75%
Mar 31, 26
9 UBS Group AG 1.67M (3.10%) -198.79K
Decreased by -11.90%
Mar 31, 25
10 Deerfield Management Co 1.58M (2.93%) 0.00
Increased by 0.00%
Mar 31, 25
11 William Blair Investment Management, LLC 1.44M (2.68%) -18.46K
Decreased by -1.28%
Sep 30, 23
12 Morgan Stanley - Brokerage Accounts 1.32M (2.46%) 364.78K
Increased by +27.56%
Mar 31, 26
13 BTIM Corp 1.32M (2.45%) -46.44K
Decreased by -3.52%
Jun 30, 25
14 Macquarie Group Ltd 1.20M (2.23%) 1.20M
Increased by +100.00%
Sep 30, 23
15 Millennium Management LLC 1.16M (2.16%) -616.90K
Decreased by -53.10%
Mar 31, 26
16 Systematic Financial Management LP 1.15M (2.14%) 72.04K
Increased by +6.24%
Mar 31, 26
17 Goldman Sachs Group Inc 1.12M (2.09%) 788.16K
Increased by +70.14%
Mar 31, 25
18 Manufacturers Life Insurance Co 1.11M (2.06%) 748.41K
Increased by +67.57%
Mar 31, 24
19 Clark Capital Management Group Inc 1.02M (1.89%) 132.13K
Increased by +12.98%
Sep 30, 23
20 The Goldman Sachs Group Inc 1.01M (1.87%) -412.89K
Decreased by -40.89%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Russell 2000 ETF 1.65M (3.07%) 0.00
Increased by 0.00%
May 31, 25
2 Quantex Global Value CHF R 1.60M (2.97%) 0.00
Increased by 0.00%
Jan 31, 24
3 JHancock Small Cap Core NAV 1.01M (1.88%) 20.86K
Increased by +2.06%
May 31, 24
4 Janus Henderson Small Cap Value L 932.04K (1.73%) 44.57K
Increased by +4.78%
Mar 31, 26
5 Neumeier Poma Small Cap Value 831.84K (1.54%) 1.25K
Increased by +0.15%
Sep 30, 23
6 Delaware Ivy Small Cap Growth C 778.48K (1.44%) 0.00
Increased by 0.00%
Sep 30, 23
7 Fidelity® Small Cap Index 726.59K (1.35%) 15.73K
Increased by +2.17%
Sep 30, 23
8 Fidelity Small Cap Index 667.20K (1.24%) 1.59K
Increased by +0.24%
May 31, 25
9 iShares Russell 2000 Growth ETF 655.12K (1.22%) 0.00
Increased by 0.00%
May 29, 24
10 North Growth US Equity 606.17K (1.12%) 0.00
Increased by 0.00%
Mar 31, 26
11 iShares Core MSCI EAFE ETF 589.94K (1.09%) 58.10K
Increased by +9.85%
May 29, 26
12 Merchfondo FI 577.50K (1.07%) 377.50K
Increased by +65.37%
Jan 31, 26
13 Boston Trust Walden Small Cap 545.18K (1.01%) -1.22K
Decreased by -0.22%
Jul 31, 25
14 Federated Hermes MDT SCC Institutional 523.20K (0.97%) -121.25K
Decreased by -23.17%
Sep 30, 24
15 Federated Hermes MDT Small Cap Core IS 523.20K (0.97%) -121.25K
Decreased by -23.17%
Sep 30, 24
16 iShares Russell 2000 Value ETF 515.43K (0.96%) 0.00
Increased by 0.00%
May 31, 25
17 CREF Stock R1 485.94K (0.90%) 0.00
Increased by 0.00%
May 31, 24
18 Fidelity CanAm Opps F5 485.12K (0.90%) -2.13K
Decreased by -0.44%
Jun 30, 24
19 CPR Invest Global Silver Age I EUR Acc 464.22K (0.86%) 61.27K
Increased by +13.20%
Sep 30, 23
20 Putnam Small Cap Growth A 456.20K (0.85%) -32.80K
Decreased by -7.19%
Dec 31, 23