Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EWL 15.13%
2 EWL 15.13%
3 FLSW 12.47%
4 HDEF 5.28%
5 THNR 5.15%
6 PBPH 4.83%
7 XEML 4.81%
8 XEML 4.81%
9 VIGI 4.79%
10 EUDG 4.62%
11 HDAW 4.34%
12 DNL 4.32%
13 IDNA 4.20%
14 BKCI 4.19%
15 TLCI 4.18%
16 IDHQ 4.14%
17 IXJ 4.05%
18 OZEM 3.97%
19 IVSI 3.92%
20 SCHY 3.84%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.31M (20.12%) -65.41K
Decreased by -1.97%
Mar 31, 26
2 Vanguard Group Inc 2.24M (13.58%) -69.77K
Decreased by -3.12%
Dec 31, 25
3 Capital Research Global Investors 1.52M (9.23%) 0.00
Increased by 0.00%
Mar 31, 26
4 Vanguard Portfolio Management, LLC 1.35M (8.19%) 1.35M
Increased by +100.00%
Mar 31, 26
5 NORGES BANK 1.30M (7.91%) 0.00
Increased by 0.00%
Dec 31, 25
6 Vanguard Capital Management, LLC 798.20K (4.85%) 798.20K
Increased by +100.00%
Mar 31, 26
7 Dimensional Fund Advisors, Inc. 720.80K (4.38%) -72.18K
Decreased by -10.01%
Mar 31, 26
8 State Street Corp 704.97K (4.28%) -27.69K
Decreased by -3.93%
Mar 31, 26
9 State Street Corporation 670.81K (4.08%) 6.67K
Increased by +0.99%
Mar 31, 24
10 Starboard Value LP 584.33K (3.55%) -619.13K
Decreased by -105.96%
Mar 31, 26
11 Victory Capital Management Inc. 523.91K (3.18%) -150.56K
Decreased by -28.74%
Jun 30, 25
12 ACK Asset Management LLC 475.00K (2.89%) 38.29K
Increased by +8.06%
Mar 31, 26
13 Clearline Capital LP 468.42K (2.85%) -4.42K
Decreased by -0.94%
Mar 31, 26
14 Geode Capital Management, LLC 423.77K (2.57%) 10.94K
Increased by +2.58%
Mar 31, 26
15 Mariner Value Strategies, LLC 403.57K (2.45%) -213.78K
Decreased by -52.97%
Jun 30, 25
16 Federated Hermes Inc 363.89K (2.21%) -36.09K
Decreased by -9.92%
Sep 30, 23
17 Bank of America Corp 356.88K (2.17%) 35.54K
Increased by +9.96%
Mar 31, 25
18 Schroder Investment Management Group 340.68K (2.07%) -31.22K
Decreased by -9.17%
Dec 31, 24
19 Morgan Stanley - Brokerage Accounts 321.74K (1.95%) 29.28K
Increased by +9.10%
Mar 31, 26
20 Ameriprise Financial Inc 307.13K (1.87%) 108.31K
Increased by +35.27%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 1.37M (8.33%) 0.00
Increased by 0.00%
Mar 31, 26
2 iShares Core S&P Small-Cap ETF 1.01M (6.16%) 375.00
Increased by +0.04%
May 29, 26
3 Victory Small Cap Value CIT (Net 75) 640.00K (3.89%) -10.00K
Decreased by -1.56%
Sep 30, 24
4 Neuberger Berman Genesis Inv 621.63K (3.78%) -6.20K
Decreased by -1.00%
Mar 31, 25
5 Vanguard US Total Market Shares ETF 584.44K (3.55%) 603.00
Increased by +0.10%
Sep 30, 24
6 Vanguard Total Stock Mkt Idx Inv 581.65K (3.53%) 2.34K
Increased by +0.40%
Apr 30, 26
7 BGF Sustainable Energy A2 553.92K (3.37%) -2.53K
Decreased by -0.46%
Feb 28, 26
8 iShares Russell 2000 ETF 430.97K (2.62%) 4.00K
Increased by +0.93%
May 29, 26
9 BGF Sustainable Energy A2 USD 412.59K (2.51%) 0.00
Increased by 0.00%
Feb 28, 25
10 Vanguard Small Cap Index 410.68K (2.50%) -335.00
Decreased by -0.08%
Apr 30, 26
11 Victory Sycamore Small Company Opp R 385.00K (2.34%) -115.00K
Decreased by -29.87%
Jun 30, 25
12 Vanguard Information Technology ETF 381.66K (2.32%) 2.06K
Increased by +0.54%
Apr 30, 26
13 Nuance Mid Cap Value Institutional 347.34K (2.11%) 37.01K
Increased by +10.65%
Jan 31, 25
14 CT (Lux) American Smaller Com 9U USD 259.07K (1.57%) 0.00
Increased by 0.00%
Jun 30, 25
15 Nuance Mid Cap Value Separate Account 229.85K (1.40%) -199.89K
Decreased by -86.97%
Jun 30, 25
16 Royce Premier Invmt 229.64K (1.40%) 0.00
Increased by 0.00%
Sep 30, 24
17 Federated Hermes Kaufmann Small Cap A 193.50K (1.18%) -31.50K
Decreased by -16.28%
Sep 30, 23
18 Federated Hermes Kaufmann Small Cap Grow 193.50K (1.18%) -31.50K
Decreased by -16.28%
Sep 30, 23
19 DFA US Small Cap Value I 191.45K (1.16%) 6.46K
Increased by +3.37%
Apr 30, 26
20 Vanguard Institutional Extnd Mkt Idx Tr 188.79K (1.15%) 1.63K
Increased by +0.86%
Apr 30, 26