Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RZV 2.43%
2 UPGR 2.28%
3 CPAI 2.09%
4 BOON 1.43%
5 PRN 1.29%
6 XSVM 1.08%
7 RZG 0.86%
8 FYC 0.57%
9 PSCI 0.55%
10 MSSM 0.42%
11 RNEW 0.37%
12 ISMD 0.28%
13 RWJ 0.26%
14 SAGP 0.25%
15 XSMO 0.22%
16 VIOG 0.21%
17 IJS 0.20%
18 VIOV 0.20%
19 BSVO 0.20%
20 VFMO 0.17%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 11.71M (14.29%) 46.09K
Increased by +0.39%
Mar 31, 26
2 Neuberger Berman Group LLC 6.07M (7.41%) 21.07K
Increased by +0.35%
Mar 31, 26
3 Newtyn Management LLC 5.50M (6.72%) 902.81K
Increased by +16.41%
Mar 31, 26
4 Vanguard Group Inc 5.30M (6.47%) -78.35K
Decreased by -1.48%
Dec 31, 25
5 D. E. Shaw & Co LP 4.98M (6.08%) 583.96K
Increased by +11.72%
Mar 31, 26
6 Davidson Kempner Capital Management LP 4.67M (5.70%) 2.41M
Increased by +51.61%
Mar 31, 26
7 Barrow Hanley Mewhinney & Strauss LLC 4.56M (5.57%) -563.78K
Decreased by -12.36%
Jun 30, 25
8 Mason Capital Management LLC 4.49M (5.49%) 4.49M
Increased by +100.00%
Mar 31, 26
9 TPG GP A, LLC 3.61M (4.41%) 3.61M
Increased by +100.00%
Mar 31, 26
10 Angelo Gordon & Co LP 3.52M (4.30%) 2.34M
Increased by +66.50%
Dec 31, 25
11 Vanguard Capital Management, LLC 3.25M (3.97%) 3.25M
Increased by +100.00%
Mar 31, 26
12 Dimensional Fund Advisors, Inc. 3.22M (3.93%) -486.92K
Decreased by -15.12%
Mar 31, 26
13 State Street Corporation 3.09M (3.77%) 64.13K
Increased by +2.08%
Mar 31, 24
14 State Street Corp 2.94M (3.59%) 48.44K
Increased by +1.65%
Mar 31, 26
15 HG Vora Capital Management LLC 2.73M (3.33%) -775.00K
Decreased by -28.44%
Sep 30, 25
16 Hudson Bay Capital Management LP 2.50M (3.05%) 1.00M
Increased by +40.01%
Mar 31, 26
17 Diameter Capital Partners LP 2.46M (3.00%) 349.21K
Increased by +14.22%
Sep 30, 25
18 Aristotle Capital Boston, LLC 2.39M (2.92%) -181.91K
Decreased by -7.60%
Jun 30, 24
19 Federated Hermes Inc 2.27M (2.77%) -475.89K
Decreased by -20.97%
Jun 30, 23
20 Paradigm Capital Management, Inc. 2.23M (2.73%) -1.31M
Decreased by -58.79%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 4.92M (6.01%) 1.18K
Increased by +0.02%
Apr 30, 26
2 Vanguard Instl Ttl Stck Mkt Idx Tr 2.56M (3.13%) 0.00
Increased by 0.00%
Mar 31, 23
3 Vanguard US Total Market Shares ETF 2.51M (3.07%) 0.00
Increased by 0.00%
Sep 30, 24
4 iShares US Infrastructure ETF 2.40M (2.92%) -200.13K
Decreased by -8.36%
Feb 28, 25
5 Vanguard Total Stock Mkt Idx Inv 2.28M (2.78%) 0.00
Increased by 0.00%
Apr 30, 26
6 iShares Russell 2000 ETF 1.80M (2.20%) 0.00
Increased by 0.00%
May 29, 26
7 Neuberger Berman Intrinsic Value I 1.75M (2.14%) 0.00
Increased by 0.00%
Jul 31, 25
8 Neuberger Intrinsic Value I 1.68M (2.05%) 0.00
Increased by 0.00%
Apr 30, 26
9 American Beacon Small Cp Val R5 1.59M (1.94%) -129.21K
Decreased by -8.13%
Jul 31, 25
10 Vanguard Small Cap Index 1.01M (1.24%) 5.85K
Increased by +0.58%
Nov 30, 24
11 Federated Hermes MDT SCC Institutional 926.37K (1.13%) -872.07K
Decreased by -94.14%
Sep 30, 23
12 Federated Hermes MDT Small Cap Core IS 926.37K (1.13%) -872.07K
Decreased by -94.14%
Sep 30, 23
13 Vanguard Institutional Extnd Mkt Idx Tr 909.24K (1.11%) 8.50K
Increased by +0.94%
Apr 30, 26
14 Schwab Fundamental US Small Company ETF 873.81K (1.07%) 0.00
Increased by 0.00%
May 31, 24
15 Invesco S&P SmallCap Value with Momt ETF 753.18K (0.92%) 0.00
Increased by 0.00%
May 31, 25
16 iShares S&P Small-Cap 600 Value ETF 750.09K (0.92%) 0.00
Increased by 0.00%
Aug 31, 25
17 Fidelity Small Cap Index 741.73K (0.91%) 2.43K
Increased by +0.33%
Mar 31, 26
18 State Street SPDR Port S&P 600 Sm CpETF 739.62K (0.90%) 256.00
Increased by +0.03%
Apr 30, 26
19 Fidelity® Small Cap Index 720.62K (0.88%) 20.21K
Increased by +2.81%
Aug 31, 23
20 iShares S&P Small-Cap 600 Growth ETF 708.01K (0.86%) 0.00
Increased by 0.00%
Apr 30, 26