Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FDLS 0.90%
2 QQQS 0.57%
3 CSML 0.16%
4 TXSS 0.12%
5 FSCC 0.09%
6 EES 0.05%
7 VCLO 0.05%
8 IWC 0.04%
9 GSSC 0.04%
10 RFLR 0.04%
11 ESML 0.03%
12 DFAT 0.03%
13 GINN 0.03%
14 PRFZ 0.02%
15 DFSV 0.02%
16 AVSC 0.02%
17 VTWV 0.02%
18 VFQY 0.02%
19 VFVA 0.02%
20 DFAS 0.02%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 JPMorgan Chase & Co 52.04M (57.92%) 5.46K
Increased by +0.01%
Mar 31, 26
2 Neuberger Berman Group LLC 17.36M (19.32%) -69.11K
Decreased by -0.40%
Mar 31, 26
3 Paradigm Capital Management, Inc. 8.04M (8.94%) -286.96K
Decreased by -3.57%
Mar 31, 26
4 Vanguard Group Inc 7.83M (8.72%) 141.94K
Increased by +1.81%
Dec 31, 25
5 BlackRock Inc 6.72M (7.48%) -941.92K
Decreased by -14.01%
Mar 31, 26
6 Dimensional Fund Advisors, Inc. 6.35M (7.07%) -124.02K
Decreased by -1.95%
Mar 31, 26
7 Royce & Associates, LP 4.88M (5.43%) 265.00K
Increased by +5.43%
Mar 31, 26
8 Vanguard Capital Management, LLC 4.22M (4.69%) 4.22M
Increased by +100.00%
Mar 31, 26
9 Vanguard Portfolio Management, LLC 3.34M (3.71%) 3.34M
Increased by +100.00%
Mar 31, 26
10 Geode Capital Management, LLC 2.41M (2.69%) 111.99K
Increased by +4.64%
Mar 31, 26
11 Connor Clark & Lunn Inv Mgmt Ltd 2.09M (2.33%) 93.88K
Increased by +4.49%
Mar 31, 26
12 Putnam Investments LLC 1.99M (2.22%) 612.00
Increased by +0.03%
Dec 31, 23
13 Putnam Investments, LLC., a Franklin Templeton company 1.99M (2.22%) 612.00
Increased by +0.03%
Dec 31, 23
14 State Street Corp 1.91M (2.13%) -189.77K
Decreased by -9.94%
Mar 31, 26
15 State Street Corporation 1.89M (2.10%) 127.76K
Increased by +6.78%
Mar 31, 24
16 D. E. Shaw & Co LP 1.54M (1.71%) 558.63K
Increased by +36.31%
Mar 31, 26
17 Acadian Asset Management LLC 1.44M (1.60%) 1.35M
Increased by +93.92%
Mar 31, 26
18 First Wilshire Securities Mgmt Inc (CA) 1.41M (1.57%) 139.59K
Increased by +9.92%
Mar 31, 26
19 AQR Capital Management LLC 1.26M (1.40%) 765.88K
Increased by +60.91%
Mar 31, 26
20 Arrowstreet Capital Limited Partnership 1.22M (1.35%) 187.16K
Increased by +15.38%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Neuberger Berman Intrinsic Value I 4.37M (4.86%) 0.00
Increased by 0.00%
Jul 31, 25
2 Neuberger Intrinsic Value I 4.18M (4.65%) 0.00
Increased by 0.00%
Apr 30, 26
3 Vanguard Total Stock Mkt Idx Inv 3.07M (3.41%) 0.00
Increased by 0.00%
Apr 30, 26
4 Vanguard US Total Market Shares ETF 2.70M (3.01%) 0.00
Increased by 0.00%
Sep 30, 24
5 Vanguard Information Technology ETF 2.45M (2.73%) 24.04K
Increased by +0.98%
Apr 30, 26
6 iShares Russell 2000 ETF 2.33M (2.59%) 21.53K
Increased by +0.92%
May 29, 26
7 Royce Small-Cap Opportunity Invmt 1.75M (1.94%) 27.37K
Increased by +1.57%
Mar 31, 26
8 FTGF RY US SmCp Opp A USD Dis(A) 1.56M (1.74%) 0.00
Increased by 0.00%
Mar 31, 26
9 Neuberger Berman US SCp Intrs Val $I Acc 1.43M (1.59%) 0.00
Increased by 0.00%
Feb 28, 26
10 First Wilshire US SCV Equities SMA 1.20M (1.34%) 139.59K
Increased by +11.60%
Mar 31, 26
11 Neuberger Berman Small Cap Intrinsic Val 1.08M (1.20%) 0.00
Increased by 0.00%
Mar 31, 26
12 Vanguard Institutional Extnd Mkt Idx Tr 1.03M (1.15%) 27.67K
Increased by +2.68%
Apr 30, 26
13 Paradigm Micro-Cap 1.00M (1.11%) 0.00
Increased by 0.00%
May 31, 25
14 DFA US Small Cap Value I 996.02K (1.11%) 8.18K
Increased by +0.82%
Apr 30, 26
15 Fidelity Small Cap Index 924.95K (1.03%) 11.26K
Increased by +1.22%
Mar 31, 26
16 Royce Micro-Cap Trust 916.55K (1.02%) 27.01K
Increased by +2.95%
Mar 31, 26
17 Column Small Cap Select 890.46K (0.99%) 0.00
Increased by 0.00%
Mar 31, 26
18 Fidelity® Small Cap Index 851.45K (0.95%) 18.28K
Increased by +2.15%
Oct 31, 23
19 iShares Russell 2000 Value ETF 811.64K (0.90%) 0.00
Increased by 0.00%
May 29, 26
20 Herald Ord 800.00K (0.89%) -112.87K
Decreased by -14.11%
Dec 31, 25