Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MVPA 4.05%
2 SQLV 0.82%
3 BSVO 0.79%
4 ITB 0.38%
5 IWN 0.11%
6 ISCV 0.06%
7 IWMW 0.05%
8 JKL 0.05%
9 IWM 0.05%
10 ISCB 0.03%
11 JKJ 0.03%
12 SMMD 0.02%
13 WSML 0.02%
14 IWV 0.00%
15 ITOT 0.00%
16 ITDI 0.00%
17 ITDH 0.00%
18 ITDJ 0.00%
19 ITDG 0.00%
20 ITDF 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 12.27M (10.92%) 4.59M
Increased by +37.38%
May 29, 26
2 iShares Russell 2000 ETF 4.77M (4.24%) 1.78M
Increased by +37.44%
May 29, 26
3 JHancock Disciplined Value Mid Cap I 4.57M (4.06%) -370.46K
Decreased by -8.11%
Mar 31, 26
4 Vanguard Total Stock Mkt Idx Inv 4.03M (3.59%) 0.00
Increased by 0.00%
Apr 30, 26
5 Fidelity Value 3.36M (2.99%) 0.00
Increased by 0.00%
Apr 30, 26
6 iShares S&P Small-Cap 600 Value ETF 1.95M (1.74%) 727.79K
Increased by +37.27%
May 29, 26
7 State Street SPDR Port S&P 600 Sm CpETF 1.87M (1.66%) 693.68K
Increased by +37.15%
May 29, 26
8 DFA US Small Cap Value I 1.79M (1.59%) 0.00
Increased by 0.00%
Apr 30, 26
9 iShares Russell 2000 Value ETF 1.75M (1.55%) 661.83K
Increased by +37.89%
May 29, 26
10 Schwab Fundamental U.S. Small CompanyETF 1.69M (1.50%) 726.43K
Increased by +43.11%
May 30, 26
11 Vanguard Institutional Extnd Mkt Idx Tr 1.43M (1.27%) 6.84K
Increased by +0.48%
Apr 30, 26
12 Fidelity Small Cap Index 1.25M (1.11%) 813.00
Increased by +0.07%
Mar 31, 26
13 iShares US Home Construction ETF 1.14M (1.02%) 424.50K
Increased by +37.18%
May 29, 26
14 State Street® SPDR® S&P 600™ Sm CpValETF 1.11M (0.99%) 419.96K
Increased by +37.85%
May 29, 26
15 Dimensional US Targeted Value ETF 1.03M (0.92%) 346.64K
Increased by +33.65%
May 29, 26
16 Dimensional US Small Cap Value ETF 1.03M (0.92%) 361.55K
Increased by +35.14%
May 29, 26
17 Schwab US Small-Cap ETF™ 965.28K (0.86%) 356.67K
Increased by +36.95%
May 30, 26
18 VT De Lisle America B USD 893.42K (0.80%) -116.52K
Decreased by -13.04%
May 31, 26
19 DFA US Targeted Value I 878.43K (0.78%) 0.00
Increased by 0.00%
Mar 31, 26
20 Vanguard Tax-Managed Small Cap Adm 840.97K (0.75%) 0.00
Increased by 0.00%
Apr 30, 26