Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MVPA 4.05%
2 SQLV 0.82%
3 BSVO 0.79%
4 SVAL 0.38%
5 ITB 0.38%
6 IJS 0.20%
7 IWN 0.12%
8 XJR 0.12%
9 IJR 0.10%
10 SMAX 0.10%
11 IWMW 0.06%
12 IWM 0.06%
13 ISCV 0.06%
14 JKL 0.06%
15 ISCB 0.03%
16 JKJ 0.03%
17 SMMD 0.02%
18 WSML 0.02%
19 SMLF 0.01%
20 IWV 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 19.35M (17.22%) -9.45K
Decreased by -0.05%
Mar 31, 26
2 Coliseum Capital Management LLC 12.69M (11.30%) 1.92M
Increased by +15.14%
Mar 31, 26
3 Gates Capital Management Inc 10.35M (9.21%) 1.12M
Increased by +10.84%
Mar 31, 26
4 Vanguard Group Inc 9.08M (8.08%) -3.28K
Decreased by -0.04%
Dec 31, 25
5 Dimensional Fund Advisors, Inc. 7.01M (6.24%) 447.35K
Increased by +6.38%
Mar 31, 26
6 Boston Partners Global Investors, Inc 6.73M (5.99%) -1.97M
Decreased by -29.27%
Mar 31, 26
7 Vanguard Capital Management, LLC 5.73M (5.10%) 5.73M
Increased by +100.00%
Mar 31, 26
8 Pertento Partners LLP 4.96M (4.42%) 1.08M
Increased by +21.85%
Mar 31, 26
9 Sixth Street Partners Management Company, L.P. 4.91M (4.37%) 0.00
Increased by 0.00%
Mar 31, 26
10 State Street Corp 4.89M (4.35%) -66.11K
Decreased by -1.35%
Mar 31, 26
11 FMR Inc 4.34M (3.86%) 619.73K
Increased by +14.28%
Mar 31, 26
12 Pzena Investment Management, LLC 3.81M (3.39%) 28.09K
Increased by +0.74%
Mar 31, 26
13 ACK Asset Management LLC 3.70M (3.29%) 1.40M
Increased by +37.84%
Mar 31, 26
14 Cooke & Bieler LP 3.59M (3.20%) 763.51K
Increased by +21.24%
Mar 31, 26
15 UBS Asset Mgmt Americas Inc 3.13M (2.79%) 9.85K
Increased by +0.31%
Mar 31, 26
16 Geode Capital Management, LLC 3.10M (2.76%) 88.07K
Increased by +2.84%
Mar 31, 26
17 The Goldman Sachs Group Inc 3.06M (2.73%) 446.22K
Increased by +14.57%
Mar 31, 26
18 Apollo Management Holdings LP 2.64M (2.35%) 2.64M
Increased by +100.00%
Mar 31, 26
19 Charles Schwab Investment Management Inc 2.54M (2.26%) 31.11K
Increased by +1.22%
Mar 31, 26
20 Vanguard Portfolio Management, LLC 2.46M (2.19%) 2.46M
Increased by +100.00%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 12.32M (10.97%) 2.09K
Increased by +0.02%
Jun 30, 26
2 Vanguard Total Stock Mkt Idx Inv 6.15M (5.47%) 0.00
Increased by 0.00%
Jun 30, 26
3 iShares Russell 2000 ETF 5.30M (4.72%) 31.48K
Increased by +0.59%
Jun 30, 26
4 JHancock Disciplined Value Mid Cap I 4.57M (4.06%) 0.00
Increased by 0.00%
Apr 30, 26
5 Fidelity Value 3.36M (2.99%) 0.00
Increased by 0.00%
May 31, 26
6 Vanguard Institutional Extnd Mkt Idx Tr 2.33M (2.07%) 37.24K
Increased by +1.60%
Jun 30, 26
7 DFA US Small Cap Value I 2.23M (1.99%) -804.30K
Decreased by -35.99%
May 31, 26
8 iShares Russell 2000 Value ETF 1.90M (1.69%) -13.10K
Decreased by -0.69%
Jun 30, 26
9 State Street SPDR Port S&P 600 Sm CpETF 1.87M (1.66%) -1.28K
Decreased by -0.07%
Jun 30, 26
10 iShares S&P Small-Cap 600 Value ETF 1.80M (1.60%) 0.00
Increased by 0.00%
Jun 30, 26
11 Schwab Fundamental U.S. Small CompanyETF 1.69M (1.50%) 726.43K
Increased by +43.11%
May 30, 26
12 Vanguard Tax-Managed Small Cap Adm 1.36M (1.21%) 0.00
Increased by 0.00%
Jun 30, 26
13 Franklin Small Cap Value A 1.36M (1.21%) -223.99K
Decreased by -16.51%
Jun 30, 26
14 Franklin US Small Cap Value Equity 1.36M (1.21%) -223.99K
Decreased by -16.51%
Jun 30, 26
15 Fidelity Small Cap Index 1.26M (1.12%) 11.14K
Increased by +0.89%
Apr 30, 26
16 State St Russell Sm/Mid Cp® Indx SL Cl I 1.20M (1.07%) 0.00
Increased by 0.00%
Jun 30, 26
17 Vanguard Russell 2000 ETF 1.17M (1.04%) 136.57K
Increased by +11.67%
Jun 30, 26
18 State Street® SPDR® S&P 600™ Sm CpValETF 1.08M (0.96%) 11.92K
Increased by +1.10%
Jun 30, 26
19 Fidelity Extended Market Index 1.07M (0.95%) -15.84K
Decreased by -1.48%
May 31, 26
20 iShares US Home Construction ETF 1.05M (0.94%) 79.99K
Increased by +7.61%
Jun 30, 26