Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IEZ 0.70%
2 RUSC 0.46%
3 IWC 0.27%
4 IWN 0.08%
5 IWO 0.07%
6 ESML 0.05%
7 IWMW 0.04%
8 IWM 0.04%
9 SQLT 0.04%
10 JKK 0.04%
11 ISCG 0.04%
12 TEXN 0.02%
13 JKJ 0.02%
14 ISCB 0.02%
15 SMMD 0.02%
16 WSML 0.01%
17 EAOA 0.00%
18 IWV 0.00%
19 ITOT 0.00%
20 EAOR 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 7.20M (8.97%) 283.09K
Increased by +3.93%
Mar 31, 26
2 Ameriprise Financial Inc 5.62M (7.01%) 458.34K
Increased by +8.15%
Mar 31, 26
3 Vanguard Group Inc 4.71M (5.86%) -44.25K
Decreased by -0.94%
Dec 31, 25
4 Dimensional Fund Advisors, Inc. 3.98M (4.96%) -482.89K
Decreased by -12.12%
Mar 31, 26
5 Vanguard Capital Management, LLC 3.42M (4.27%) 3.42M
Increased by +100.00%
Mar 31, 26
6 American Century Companies Inc 3.04M (3.79%) -27.88K
Decreased by -0.92%
Mar 31, 26
7 Wasatch Advisors LP 2.90M (3.61%) 683.12K
Increased by +23.56%
Mar 31, 26
8 Geode Capital Management, LLC 2.24M (2.80%) 266.41K
Increased by +11.87%
Mar 31, 26
9 Royce & Associates, LP 2.07M (2.58%) -114.60K
Decreased by -5.53%
Mar 31, 26
10 State Street Corp 1.96M (2.44%) -21.68K
Decreased by -1.11%
Mar 31, 26
11 Morgan Stanley - Brokerage Accounts 1.82M (2.27%) 130.00K
Increased by +7.13%
Mar 31, 26
12 Punch & Associates Inv Mgmt Inc 1.82M (2.27%) -34.01K
Decreased by -1.87%
Mar 31, 26
13 Prudential Financial Inc 1.69M (2.10%) -232.28K
Decreased by -13.77%
Mar 31, 26
14 Thrivent Financial For Lutherans 1.67M (2.08%) 77.89K
Increased by +4.68%
Mar 31, 26
15 Arrowstreet Capital Limited Partnership 1.54M (1.92%) 486.85K
Increased by +31.63%
Mar 31, 26
16 Loomis, Sayles & Company LP 1.18M (1.47%) -109.04K
Decreased by -9.26%
Mar 31, 26
17 Allianz Asset Management AG 1.16M (1.44%) 655.23K
Increased by +56.65%
Mar 31, 26
18 Qube Research & Technologies 1.14M (1.42%) 369.14K
Increased by +32.36%
Mar 31, 26
19 Electron Capital Partners, LLC 1.10M (1.37%) 1.10M
Increased by +100.00%
Mar 31, 26
20 Charles Schwab Investment Management Inc 1.10M (1.37%) -68.17K
Decreased by -6.22%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 CT (Lux) American Smaller Com 9U USD 3.27M (4.08%) -169.93K
Decreased by -5.19%
Apr 30, 26
2 Avantis US Small Cap Value ETF 2.59M (3.23%) 0.00
Increased by 0.00%
May 30, 26
3 Vanguard Total Stock Mkt Idx Inv 2.40M (2.99%) 0.00
Increased by 0.00%
Apr 30, 26
4 iShares Russell 2000 ETF 1.96M (2.45%) 18.15K
Increased by +0.92%
May 29, 26
5 CT American Smaller Coms(US) InstAccGBP 1.90M (2.36%) 58.55K
Increased by +3.09%
Apr 30, 26
6 Wasatch Micro Cap 1.37M (1.70%) 245.41K
Increased by +17.96%
Mar 31, 26
7 Calamos Timpani Small Cap Growth I 1.17M (1.45%) 38.80K
Increased by +3.33%
Apr 30, 26
8 Timpani Small Cap Growth Equity 1.13M (1.40%) 4.48K
Increased by +0.40%
Mar 31, 26
9 Thrivent Small-Mid Cap Equity ETF 1.08M (1.35%) -98.44K
Decreased by -9.09%
Apr 30, 26
10 Thrivent Small-Mid Cap Equity SMA 1.08M (1.35%) -97.87K
Decreased by -9.05%
Apr 30, 26
11 Vanguard Institutional Extnd Mkt Idx Tr 951.37K (1.19%) 11.16K
Increased by +1.17%
Apr 30, 26
12 Tieton Small Cap Value 835.92K (1.04%) 35.36K
Increased by +4.23%
Mar 31, 26
13 Fidelity Small Cap Index 802.93K (1.00%) 2.93K
Increased by +0.37%
Mar 31, 26
14 Wasatch Micro Cap Value 768.54K (0.96%) 172.30K
Increased by +22.42%
Mar 31, 26
15 Wasatch Micro Cap Value Composite 768.54K (0.96%) 0.00
Increased by 0.00%
Mar 31, 26
16 iShares Russell 2000 Value ETF 709.26K (0.88%) 0.00
Increased by 0.00%
May 29, 26
17 DFA US Targeted Value I 638.05K (0.80%) 0.00
Increased by 0.00%
Apr 30, 26
18 Royce Micro-Cap Trust 624.84K (0.78%) -602.00
Decreased by -0.10%
Mar 31, 26
19 Nuveen Quant Small Cap Equity R6 567.42K (0.71%) 0.00
Increased by 0.00%
Apr 30, 26
20 Royce Small-Cap Opportunity Invmt 559.90K (0.70%) -80.48K
Decreased by -14.37%
Mar 31, 26