Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWO 0.01%
2 VTWG 0.01%
3 VTWV 0.01%
4 VTWO 0.01%
5 VBR 0.01%
6 ISCV 0.01%
7 JKL 0.01%
8 IWMW 0.01%
9 IWM 0.01%
10 IWN 0.00%
11 JKJ 0.00%
12 ISCB 0.00%
13 SMMD 0.00%
14 ITDI 0.00%
15 ITDH 0.00%
16 ITDJ 0.00%
17 ITDG 0.00%
18 ITDF 0.00%
19 ITDE 0.00%
20 ITDD 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Platinum Equity Advisors, LLC/DE 165.16M (659.39%) 0.00
Increased by 0.00%
 Mar 31, 26
2 T. Rowe Price Investment Management,Inc. 7.19M (28.72%) -4.64M
Decreased by -64.52%
 Mar 31, 26
3 American Century Companies Inc 4.18M (16.68%) 804.00K
Increased by +19.24%
 Mar 31, 26
4 Vanguard Group Inc 2.69M (10.73%) 65.41K
Increased by +2.43%
 Dec 31, 25
5 BlackBarn Capital Partners LP 2.09M (8.34%) 688.49K
Increased by +32.97%
 Mar 31, 26
6 BlackRock Inc 1.84M (7.34%) -23.33K
Decreased by -1.27%
 Mar 31, 26
7 Alyeska Investment Group, L.P. 1.74M (6.94%) -3.59K
Decreased by -0.21%
 Mar 31, 26
8 JPMorgan Chase & Co 1.50M (5.98%) 334.76K
Increased by +22.35%
 Mar 31, 26
9 Vanguard Portfolio Management, LLC 1.32M (5.27%) 1.32M
Increased by +100.00%
 Mar 31, 26
10 Vanguard Capital Management, LLC 1.21M (4.84%) 1.21M
Increased by +100.00%
 Mar 31, 26
11 NORGES BANK 1.12M (4.47%) 1.12M
Increased by +100.00%
 Dec 31, 25
12 HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 950.00K (3.79%) 0.00
Increased by 0.00%
 Mar 31, 26
13 Schroder Investment Management Group 887.91K (3.54%) -13.00K
Decreased by -1.46%
 Mar 31, 26
14 UBS Group AG 739.19K (2.95%) 546.53K
Increased by +73.94%
 Mar 31, 26
15 Geode Capital Management, LLC 625.62K (2.50%) 18.74K
Increased by +3.00%
 Mar 31, 26
16 Teacher Retirement System Of Texas 600.00K (2.40%) 0.00
Increased by 0.00%
 Dec 31, 25
17 State Street Corp 537.99K (2.15%) 76.49K
Increased by +14.22%
 Mar 31, 26
18 Freestone Grove Partners LP 520.00K (2.08%) -130.36K
Decreased by -25.07%
 Dec 31, 25
19 Alberta Investment Management Corp 476.05K (1.90%) -373.95K
Decreased by -78.55%
 Mar 31, 26
20 Arrowstreet Capital Limited Partnership 469.50K (1.87%) 246.23K
Increased by +52.45%
 Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 T. Rowe Price US Mid-Cap Growth Equity 3.13M (12.51%) -2.60K
Decreased by -0.08%
 Mar 31, 26
2 American Century Small Cap Value Inv 2.42M (9.64%) 20.00K
Increased by +0.83%
 Jun 30, 26
3 American Century U.S. Small Cap Value 2.42M (9.64%) 20.00K
Increased by +0.83%
 Jun 30, 26
4 Vanguard Total Stock Mkt Idx Inv 897.54K (3.58%) 0.00
Increased by 0.00%
 Jun 30, 26
5 American Cent US Sm Cap Val Eq Tr CL R2 754.21K (3.01%) 35.16K
Increased by +4.66%
 Jun 30, 26
6 T. Rowe Price Mid-Cap Growth 689.43K (2.75%) -2.44M
Decreased by -354.21%
 Jun 30, 26
7 Schroder US Smaller Companies Acc 682.54K (2.72%) 196.33K
Increased by +28.76%
 May 31, 26
8 iShares Russell 2000 ETF 670.18K (2.68%) 3.99K
Increased by +0.60%
 Jun 30, 26
9 Vanguard Small Cap Index 655.28K (2.62%) 239.00
Increased by +0.04%
 Jun 30, 26
10 Bridge Builder Small/Mid Cap Value 597.79K (2.39%) 44.75K
Increased by +7.49%
 Jun 30, 26
11 JNL/T. Rowe Price Mid-Cap Growth A 550.13K (2.20%) 0.00
Increased by 0.00%
 Mar 31, 26
12 Vanguard Small Cap Value Index Inv 416.52K (1.66%) -8.49K
Decreased by -2.04%
 Jun 30, 26
13 T. Rowe Price Instl Mid-Cap Equity Gr 402.71K (1.61%) 0.00
Increased by 0.00%
 Apr 30, 26
14 JPMorgan Small Cap Value I 391.92K (1.56%) 36.31K
Increased by +9.26%
 May 31, 26
15 T. Rowe Price Small-Cap Value 387.77K (1.55%) 0.00
Increased by 0.00%
 Mar 31, 26
16 JPMorgan US Small Company L 317.83K (1.27%) 37.42K
Increased by +11.77%
 May 31, 26
17 Vanguard Institutional Extnd Mkt Idx Tr 295.01K (1.18%) 13.99K
Increased by +4.74%
 Jun 30, 26
18 MassMutual Mid Cap Growth R5 288.51K (1.15%) -33.98K
Decreased by -11.78%
 Mar 31, 26
19 Fidelity Small Cap Index 287.56K (1.15%) 2.80K
Increased by +0.97%
 Apr 30, 26
20 J39 Schroder ISF US Smlr Coms Impct USD 285.67K (1.14%) 77.56K
Increased by +27.15%
 May 31, 26