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 (20.11%) -65.41K
Decreased by -1.97%
Mar 31, 26
2 Vanguard Group Inc 2.24M (13.57%) -69.77K
Decreased by -3.12%
Dec 31, 25
3 Capital Research Global Investors 1.52M (9.22%) 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 (7.90%) 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 (4.07%) 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 (2.88%) 38.29K
Increased by +8.06%
Mar 31, 26
13 Clearline Capital LP 468.42K (2.84%) -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 (1.86%) 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 1.08M (6.59%) -286.86K
Decreased by -26.45%
Jun 30, 26
2 iShares Core S&P Small-Cap ETF 1.00M (6.07%) 160.00
Increased by +0.02%
Jun 30, 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 (3.77%) -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 567.85K (3.45%) -528.00
Decreased by -0.09%
Jun 30, 26
7 BGF Sustainable Energy A2 513.81K (3.12%) -40.11K
Decreased by -7.81%
Mar 31, 26
8 iShares Russell 2000 ETF 468.17K (2.84%) 2.77K
Increased by +0.59%
Jun 30, 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 409.44K (2.49%) -1.07K
Decreased by -0.26%
Jun 30, 26
11 Vanguard Information Technology ETF 387.36K (2.35%) 2.98K
Increased by +0.77%
Jun 30, 26
12 Victory Sycamore Small Company Opp R 385.00K (2.34%) -115.00K
Decreased by -29.87%
Jun 30, 25
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 Vanguard Small Cap Growth Index Inv 236.17K (1.43%) 120.27K
Increased by +50.93%
Jun 30, 26
16 Nuance Mid Cap Value Separate Account 229.85K (1.40%) -199.89K
Decreased by -86.97%
Jun 30, 25
17 Royce Premier Invmt 229.64K (1.39%) 0.00
Increased by 0.00%
Sep 30, 24
18 Thrivent Small Cap Stock A 226.12K (1.37%) 89.13K
Increased by +39.42%
May 31, 26
19 Federated Hermes Kaufmann Small Cap A 193.50K (1.17%) -31.50K
Decreased by -16.28%
Sep 30, 23
20 Federated Hermes Kaufmann Small Cap Grow 193.50K (1.17%) -31.50K
Decreased by -16.28%
Sep 30, 23