Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EHLS 1.81%
2 DVP 1.06%
3 DEEP 1.01%
4 BOAT 0.48%
5 BSVO 0.13%
6 VFVA 0.10%
7 SFLO 0.09%
8 IWC 0.06%
9 VFMF 0.06%
10 EWX 0.04%
11 AVUV 0.04%
12 GSSC 0.04%
13 PSC 0.03%
14 PRFZ 0.03%
15 RFLR 0.03%
16 VFMO 0.03%
17 AVSC 0.03%
18 IWN 0.02%
19 VTWV 0.02%
20 IWMW 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Renaissance Technologies Corp 3.56M (6.93%) 68.16K
Increased by +1.92%
Mar 31, 26
2 BlackRock Inc 3.15M (6.14%) -201.39K
Decreased by -6.39%
Dec 31, 25
3 The Goldman Sachs Group Inc 2.65M (5.16%) 617.71K
Increased by +23.30%
Dec 31, 25
4 LSV Asset Management 1.96M (3.82%) -800.00
Decreased by -0.04%
Mar 31, 26
5 American Century Companies Inc 1.79M (3.49%) 156.43K
Increased by +8.73%
Dec 31, 25
6 Goldman Sachs Group Inc 1.77M (3.45%) 138.12K
Increased by +7.81%
Jun 30, 25
7 Arrowstreet Capital Limited Partnership 1.76M (3.44%) 0.00
Increased by 0.00%
Dec 31, 25
8 State Street Corp 1.62M (3.16%) -37.29K
Decreased by -2.30%
Dec 31, 25
9 State Street Corporation 1.42M (2.76%) 4.89K
Increased by +0.34%
Mar 31, 24
10 Ameriprise Financial Inc 1.26M (2.46%) -35.34K
Decreased by -2.80%
Dec 31, 25
11 Bridgeway Capital Management, LLC 1.19M (2.31%) 36.36K
Increased by +3.06%
Dec 31, 25
12 UBS Group AG 1.09M (2.13%) 287.33K
Increased by +26.27%
Mar 31, 26
13 Fearnley Asset Management AS 1.06M (2.07%) 1.06M
Increased by +100.00%
Dec 31, 25
14 Denali Advisors LLC 953.07K (1.86%) -2.40K
Decreased by -0.25%
Dec 31, 25
15 Morgan Stanley - Brokerage Accounts 887.18K (1.73%) 115.47K
Increased by +13.02%
Dec 31, 25
16 JPMorgan Chase & Co 801.79K (1.56%) 298.88K
Increased by +37.28%
Mar 31, 26
17 Vanguard Group Inc 702.66K (1.37%) -62.93K
Decreased by -8.96%
Dec 31, 25
18 Empowered Funds, LLC 645.83K (1.26%) 36.36K
Increased by +5.63%
Dec 31, 25
19 Oceanic Investment Management LTD 643.21K (1.25%) 643.21K
Increased by +100.00%
Dec 31, 25
20 Geode Capital Management, LLC 621.54K (1.21%) -83.59K
Decreased by -13.45%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Russell 2000 ETF 1.22M (2.37%) 10.25K
Increased by +0.84%
Apr 30, 26
2 Avantis US Small Cap Value ETF 1.12M (2.17%) 0.00
Increased by 0.00%
Apr 30, 26
3 Acadian Emerging Markets Small-Cap Comp 988.04K (1.92%) 988.04K
Increased by +100.00%
Mar 31, 24
4 Columbia Small Cap Value Discovery Fund 946.70K (1.84%) 42.70K
Increased by +4.51%
Mar 31, 26
5 Columbia Small Cap Value Discv A 946.70K (1.84%) 0.00
Increased by 0.00%
Apr 30, 26
6 Columbia Small Cap Value I A 882.70K (1.72%) 24.20K
Increased by +2.74%
Jul 31, 25
7 Columbia Small Cap Value I 858.50K (1.67%) 181.00
Increased by +0.02%
Jun 30, 25
8 EA Bridgeway Omni Small-Cap Value ETF 663.73K (1.29%) 0.00
Increased by 0.00%
Apr 30, 26
9 Fidelity® Small Cap Index 645.45K (1.26%) 0.00
Increased by 0.00%
Sep 30, 23
10 Goldman Sachs Small Cp Val Insghts Instl 597.08K (1.16%) 0.00
Increased by 0.00%
Jan 31, 26
11 Bridgeway Omni Small-Cap Value 542.10K (1.06%) 0.00
Increased by 0.00%
Dec 31, 25
12 Bridgeway Omni Small-Cap Value N 542.10K (1.06%) 0.00
Increased by 0.00%
Dec 31, 25
13 Fidelity Small Cap Index 499.86K (0.97%) 553.00
Increased by +0.11%
Feb 28, 26
14 CREF Total Global Stock Account R3 499.17K (0.97%) 378.54K
Increased by +75.83%
Mar 31, 26
15 State St Russell Sm/Mid Cp® Indx NL Cl C 470.26K (0.92%) 0.00
Increased by 0.00%
Apr 30, 25
16 State St Russell Sm/Mid Cp® Indx SL Cl I 470.26K (0.92%) 0.00
Increased by 0.00%
Apr 30, 26
17 iShares Russell 2000 Value ETF 439.53K (0.86%) 2.37K
Increased by +0.54%
Apr 30, 26
18 Russell 2000 Equity Index Fund B 380.12K (0.74%) -453.00
Decreased by -0.12%
Dec 31, 25
19 LSV Small Cap Value Institutional 373.97K (0.73%) 0.00
Increased by 0.00%
Mar 31, 26
20 Masira Inversión SICAV 368.25K (0.72%) 288.00
Increased by +0.08%
Dec 31, 23