Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FDLS 0.85%
2 LQPE 0.27%
3 WMCR 0.26%
4 SCDS 0.17%
5 IWC 0.12%
6 GSSC 0.06%
7 IWO 0.03%
8 EES 0.02%
9 IWN 0.02%
10 VTWV 0.02%
11 VTWG 0.02%
12 IWMW 0.02%
13 IWM 0.02%
14 RSSL 0.01%
15 UWM 0.01%
16 VTWO 0.01%
17 VXF 0.01%
18 RTLA 0.01%
19 DFAS 0.01%
20 URTY 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.75M (15.67%) -3.44K
Decreased by -0.09%
Mar 31, 26
2 Vanguard Group Inc 1.51M (6.32%) 9.86K
Increased by +0.65%
Dec 31, 25
3 Wellington Management Company LLP 1.25M (5.21%) 60.50K
Increased by +4.85%
Dec 31, 23
4 Vanguard Capital Management, LLC 1.09M (4.56%) 1.09M
Increased by +100.00%
Mar 31, 26
5 Acadian Asset Management LLC 1.05M (4.37%) 836.00K
Increased by +79.90%
Mar 31, 26
6 Trigran Investments Inc 923.26K (3.86%) -1.02M
Decreased by -111.00%
Mar 31, 26
7 Renaissance Technologies Corp 912.20K (3.81%) 99.10K
Increased by +10.86%
Mar 31, 26
8 Geode Capital Management, LLC 625.31K (2.61%) 34.04K
Increased by +5.44%
Mar 31, 26
9 Morgan Stanley - Brokerage Accounts 591.87K (2.47%) 65.94K
Increased by +11.14%
Mar 31, 26
10 JPMorgan Chase & Co 567.21K (2.37%) -8.84K
Decreased by -1.56%
Mar 31, 26
11 State Street Corp 541.56K (2.26%) 18.15K
Increased by +3.35%
Mar 31, 26
12 Arrowstreet Capital Limited Partnership 513.82K (2.15%) 0.00
Increased by 0.00%
Mar 31, 26
13 Marshall Wace Asset Management Ltd 455.99K (1.91%) 207.50K
Increased by +45.51%
Mar 31, 26
14 State Street Corporation 448.86K (1.88%) 3.76K
Increased by +0.84%
Mar 31, 24
15 Awm Investment Company Inc 411.11K (1.72%) -88.59K
Decreased by -21.55%
Mar 31, 26
16 Hillsdale Investment Management Inc. 401.89K (1.68%) 401.89K
Increased by +100.00%
Mar 31, 26
17 Royce & Associates, LP 396.90K (1.66%) -363.15K
Decreased by -91.50%
Jun 30, 24
18 The Goldman Sachs Group Inc 387.48K (1.62%) 99.30K
Increased by +25.63%
Mar 31, 26
19 Dimensional Fund Advisors, Inc. 379.01K (1.58%) 44.10K
Increased by +11.63%
Mar 31, 26
20 Wasatch Advisors Inc. 358.98K (1.50%) -8.10K
Decreased by -2.26%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 779.87K (3.26%) 0.00
Increased by 0.00%
Apr 30, 26
2 Vanguard US Total Market Shares ETF 734.22K (3.07%) 0.00
Increased by 0.00%
Sep 30, 24
3 iShares Russell 2000 ETF 597.41K (2.50%) 5.51K
Increased by +0.92%
May 29, 26
4 BlackRock Advantage Small Cap Core Instl 403.66K (1.69%) 0.00
Increased by 0.00%
Apr 30, 26
5 Vanguard Institutional Extnd Mkt Idx Tr 286.86K (1.20%) 2.44K
Increased by +0.85%
Apr 30, 26
6 Herald Ord 260.00K (1.09%) 0.00
Increased by 0.00%
Dec 31, 25
7 Fidelity Small Cap Index 248.70K (1.04%) -158.00
Decreased by -0.06%
Mar 31, 26
8 CREF Total Global Stock Account R3 247.11K (1.03%) 0.00
Increased by 0.00%
Apr 30, 26
9 Royce Small-Cap Opportunity Invmt 242.55K (1.01%) -230.07K
Decreased by -94.86%
Jun 30, 24
10 Fidelity® Small Cap Index 228.81K (0.96%) 5.11K
Increased by +2.23%
Oct 31, 23
11 iShares Russell 2000 Growth ETF 205.37K (0.86%) -1.33K
Decreased by -0.65%
May 29, 26
12 CREF Stock R3 199.11K (0.83%) -24.78K
Decreased by -12.45%
Jul 31, 25
13 CREF Stock R1 198.58K (0.83%) 0.00
Increased by 0.00%
Feb 28, 25
14 iShares Russell 2000 Value ETF 193.06K (0.81%) 0.00
Increased by 0.00%
May 31, 25
15 Wasatch Micro Cap Value 167.33K (0.70%) -4.47K
Decreased by -2.67%
Sep 30, 23
16 Russell 2000 Equity Index Fund B 157.29K (0.66%) -81.00
Decreased by -0.05%
Dec 31, 25
17 Fidelity Extended Market Index 154.38K (0.65%) -564.00
Decreased by -0.37%
Apr 30, 26
18 Vanguard VIF Small Co Gr 149.80K (0.63%) 54.18K
Increased by +36.17%
Mar 31, 26
19 Mackenzie Quantitative US Small Cap 149.23K (0.62%) 117.98K
Increased by +79.06%
Mar 31, 26
20 State St Russell Sm/Mid Cp® Indx SL Cl I 148.03K (0.62%) 0.00
Increased by 0.00%
May 31, 26