Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.05%
2 IWO 0.01%
3 ISCG 0.01%
4 JKK 0.01%
5 IWMW 0.01%
6 IWM 0.01%
7 ISCB 0.01%
8 JKJ 0.01%
9 SMMD 0.00%
10 IWV 0.00%
11 ITOT 0.00%
12 ITDJ 0.00%
13 ITDI 0.00%
14 ITDH 0.00%
15 ITDG 0.00%
16 ITDF 0.00%
17 ITDE 0.00%
18 ITDD 0.00%
19 ITDC 0.00%
20 ITDB 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.87M (6.50%) -204.09K
Decreased by -5.27%
Mar 31, 26
2 Steel Peak Wealth Management LLC 3.37M (5.66%) 3.37M
Increased by +100.00%
Mar 31, 26
3 Vanguard Group Inc 3.29M (5.51%) -735.15K
Decreased by -22.37%
Dec 31, 25
4 Arrowstreet Capital Limited Partnership 2.38M (3.99%) 761.68K
Increased by +32.02%
Mar 31, 26
5 Vanguard Capital Management, LLC 2.15M (3.61%) 2.15M
Increased by +100.00%
Mar 31, 26
6 Tieton Capital Management, LLC 2.03M (3.41%) 384.06K
Increased by +18.93%
Mar 31, 26
7 Qube Research & Technologies 1.71M (2.88%) 652.80K
Increased by +38.07%
Mar 31, 26
8 UBS Group AG 1.41M (2.36%) -6.21K
Decreased by -0.44%
Mar 31, 26
9 Geode Capital Management, LLC 1.34M (2.26%) 50.06K
Increased by +3.72%
Mar 31, 26
10 Renaissance Technologies Corp 1.33M (2.23%) 414.73K
Increased by +31.21%
Mar 31, 26
11 The Goldman Sachs Group Inc 1.25M (2.10%) 297.08K
Increased by +23.73%
Mar 31, 26
12 Vanguard Portfolio Management, LLC 1.22M (2.05%) 1.22M
Increased by +100.00%
Mar 31, 26
13 State Street Corp 1.08M (1.82%) -6.47K
Decreased by -0.60%
Mar 31, 26
14 Dimensional Fund Advisors, Inc. 1.07M (1.80%) 150.76K
Increased by +14.08%
Mar 31, 26
15 AQR Capital Management LLC 1.03M (1.73%) 425.38K
Increased by +41.25%
Mar 31, 26
16 SEI Investments Co 971.57K (1.63%) 591.50K
Increased by +60.88%
Mar 31, 26
17 Connor Clark & Lunn Inv Mgmt Ltd 582.45K (0.98%) -1.78K
Decreased by -0.31%
Mar 31, 26
18 Trexquant Investment LP 576.82K (0.97%) 140.48K
Increased by +24.36%
Mar 31, 26
19 Millennium Management LLC 551.35K (0.93%) -9.76K
Decreased by -1.77%
Mar 31, 26
20 Citadel Advisors Llc 530.48K (0.89%) 138.94K
Increased by +26.19%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Tieton Small Cap Value 2.03M (3.41%) 384.06K
Increased by +18.93%
Mar 31, 26
2 Vanguard Total Stock Mkt Idx Inv 1.47M (2.47%) 0.00
Increased by 0.00%
Apr 30, 26
3 iShares Russell 2000 ETF 1.29M (2.16%) 11.86K
Increased by +0.92%
May 29, 26
4 Vanguard Consumer Staples ETF 653.79K (1.10%) -954.00
Decreased by -0.15%
Apr 30, 26
5 Vanguard Institutional Extnd Mkt Idx Tr 631.67K (1.06%) 0.00
Increased by 0.00%
Apr 30, 26
6 Fidelity Small Cap Index 514.08K (0.86%) 763.00
Increased by +0.15%
Mar 31, 26
7 Pleiades Small Cap Equity A 479.64K (0.80%) 113.01K
Increased by +23.56%
Mar 31, 26
8 iShares Russell 2000 Growth ETF 434.92K (0.73%) -2.83K
Decreased by -0.65%
May 29, 26
9 DFA US Small Cap I 354.15K (0.59%) 0.00
Increased by 0.00%
Apr 30, 26
10 Russell 2000 Equity Index Fund B 342.49K (0.57%) -123.00
Decreased by -0.04%
Dec 31, 25
11 OP-Osakesalkku A 334.41K (0.56%) 106.55K
Increased by +31.86%
Mar 31, 26
12 Fidelity Extended Market Index 322.93K (0.54%) 19.80K
Increased by +6.13%
Apr 30, 26
13 State St Russell Sm/Mid Cp® Indx SL Cl I 320.84K (0.54%) 15.80K
Increased by +4.92%
May 31, 26
14 AB Small Cap Core Z 290.41K (0.49%) 0.00
Increased by 0.00%
Apr 30, 26
15 Victory Small Cap Stock 282.65K (0.47%) 4.39K
Increased by +1.55%
Mar 31, 26
16 Vanguard Russell 2000 ETF 266.90K (0.45%) 5.54K
Increased by +2.07%
Apr 30, 26
17 Schwab US Small-Cap ETF™ 265.99K (0.45%) 171.00
Increased by +0.06%
May 30, 26
18 Dimensional US Small Cap ETF 234.74K (0.39%) -12.44K
Decreased by -5.30%
May 29, 26
19 State St Russell Sm Cap® Idx SL Cl I 171.80K (0.29%) 0.00
Increased by 0.00%
May 31, 26
20 Vanguard Explorer Inv 168.65K (0.28%) 0.00
Increased by 0.00%
Mar 31, 26