Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BSVO 0.08%
2 SEIS 0.07%
3 ESML 0.04%
4 PRFZ 0.03%
5 DFSV 0.03%
6 AVSC 0.03%
7 VFVA 0.02%
8 GSSC 0.02%
9 PSC 0.02%
10 DFAT 0.01%
11 FCOM 0.01%
12 BBSC 0.01%
13 IWO 0.01%
14 VFMO 0.01%
15 VOX 0.01%
16 VTWO 0.01%
17 VTWV 0.01%
18 IWMW 0.01%
19 RSSL 0.01%
20 JKL 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Ashe Capital Management, LLC 3.83M (2.98%) -419.07K
Decreased by -10.93%
Dec 31, 23
2 FMR Inc 3.80M (2.95%) 3.66K
Increased by +0.10%
Mar 31, 25
3 Fidelity Management and Research Company 3.80M (2.95%) 3.66K
Increased by +0.10%
Mar 31, 25
4 Rubric Capital Management LP 3.75M (2.92%) 1.81M
Increased by +48.18%
Mar 31, 26
5 BlackRock Inc 3.12M (2.42%) 109.11K
Increased by +3.50%
Mar 31, 26
6 Dimensional Fund Advisors, Inc. 2.44M (1.90%) -5.75K
Decreased by -0.24%
Mar 31, 26
7 Berkshire Hathaway Inc 2.40M (1.86%) -234.13K
Decreased by -9.77%
Dec 31, 25
8 State Of Wisconsin Investment Board 1.56M (1.21%) 26.74K
Increased by +1.71%
Mar 31, 26
9 River Road Asset Management, LLC 1.42M (1.11%) -128.48K
Decreased by -9.03%
Sep 30, 23
10 Vanguard Group Inc 1.24M (0.96%) -65.49K
Decreased by -5.29%
Dec 31, 25
11 Gamco Investors, Inc. Et Al 1.10M (0.86%) -58.67K
Decreased by -5.32%
Mar 31, 26
12 State Street Corporation 1.02M (0.79%) -22.33K
Decreased by -2.19%
Mar 31, 24
13 The Goldman Sachs Group Inc 1.01M (0.79%) 70.90K
Increased by +7.01%
Mar 31, 26
14 Fourth Sail Capital, LP 909.74K (0.71%) 0.00
Increased by 0.00%
Mar 31, 26
15 Geode Capital Management, LLC 905.49K (0.70%) 188.37K
Increased by +20.80%
Mar 31, 26
16 Renaissance Technologies Corp 864.56K (0.67%) 185.30K
Increased by +21.43%
Mar 31, 26
17 Gabelli Funds LLC 849.00K (0.66%) 0.00
Increased by 0.00%
Mar 31, 26
18 Oaktree Capital Management LLC 839.02K (0.65%) 0.00
Increased by 0.00%
Mar 31, 26
19 State Street Corp 672.77K (0.52%) 2.03K
Increased by +0.30%
Mar 31, 26
20 D. E. Shaw & Co LP 654.61K (0.51%) 86.67K
Increased by +13.24%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity International Discovery 2.08M (1.62%) 0.00
Increased by 0.00%
Mar 31, 25
2 Fidelity International Small Cap 1.36M (1.06%) 0.00
Increased by 0.00%
Apr 30, 25
3 BSF Emerging Markets Eq Strats Z2 USD 1.32M (1.02%) -335.24K
Decreased by -25.45%
Jun 30, 25
4 iShares Russell 2000 ETF 786.14K (0.61%) 7.28K
Increased by +0.93%
May 29, 26
5 1290 VT GAMCO Small Company Value IB 750.00K (0.58%) 0.00
Increased by 0.00%
Apr 30, 26
6 Vanguard Institutional Extnd Mkt Idx Tr 524.59K (0.41%) 0.00
Increased by 0.00%
Apr 30, 26
7 DFA US Small Cap Value I 502.60K (0.39%) 0.00
Increased by 0.00%
Apr 30, 26
8 iShares U.S. Small-Cap Eq Fac ETF 387.57K (0.30%) 6.34K
Increased by +1.64%
May 29, 26
9 Goldman Sachs Small Cp Val Insghts Instl 358.85K (0.28%) 253.90K
Increased by +70.75%
Jan 31, 26
10 Fidelity Select Telecommunications Port 297.90K (0.23%) 7.20K
Increased by +2.42%
Apr 30, 26
11 DFA US Targeted Value I 296.63K (0.23%) 5.33K
Increased by +1.80%
Apr 30, 26
12 EA Bridgeway Omni Small-Cap Value ETF 281.01K (0.22%) 261.00
Increased by +0.09%
May 29, 26
13 Fidelity Small Cap Index 266.91K (0.21%) 113.09K
Increased by +42.37%
Mar 31, 26
14 Dimensional US Small Cap Value ETF 261.12K (0.20%) 0.00
Increased by 0.00%
May 29, 26
15 iShares Russell 2000 Value ETF 255.08K (0.20%) 0.00
Increased by 0.00%
May 29, 26
16 Gabelli Utilities AAA 240.00K (0.19%) 0.00
Increased by 0.00%
Mar 31, 26
17 Genesis Investment Mgrs Glbl Emg Mkts CF 230.14K (0.18%) -280.73K
Decreased by -121.98%
Sep 30, 23
18 Dimensional US Targeted Value ETF 229.53K (0.18%) 0.00
Increased by 0.00%
May 29, 26
19 Strategic Advisers Small-Mid Cap 227.14K (0.18%) -22.63K
Decreased by -9.96%
Oct 31, 23
20 Strategic Advisers® Small-Mid Cap 227.14K (0.18%) -22.63K
Decreased by -9.96%
Oct 31, 23