Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EHLS 1.81%
2 DVP 1.06%
3 DEEP 1.01%
4 BOAT 0.50%
5 BSVO 0.13%
6 VFVA 0.10%
7 SFLO 0.09%
8 IWC 0.09%
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 The Goldman Sachs Group Inc 5.13M (10.04%) 2.47M
Increased by +48.28%
Mar 31, 26
2 Renaissance Technologies Corp 3.56M (6.97%) 68.16K
Increased by +1.92%
Mar 31, 26
3 BlackRock Inc 3.06M (5.99%) -95.47K
Decreased by -3.12%
Mar 31, 26
4 Two Sigma Investments LLC 1.97M (3.85%) 1.43M
Increased by +72.89%
Mar 31, 26
5 LSV Asset Management 1.96M (3.84%) -800.00
Decreased by -0.04%
Mar 31, 26
6 Fearnley Asset Management AS 1.88M (3.68%) 818.70K
Increased by +43.56%
Mar 31, 26
7 Goldman Sachs Group Inc 1.77M (3.46%) 138.12K
Increased by +7.81%
Jun 30, 25
8 Arrowstreet Capital Limited Partnership 1.71M (3.35%) -52.85K
Decreased by -3.09%
Mar 31, 26
9 State Street Corp 1.59M (3.12%) -30.19K
Decreased by -1.90%
Mar 31, 26
10 State Street Corporation 1.42M (2.78%) 4.89K
Increased by +0.34%
Mar 31, 24
11 Ameriprise Financial Inc 1.27M (2.49%) 11.53K
Increased by +0.91%
Mar 31, 26
12 American Century Companies Inc 1.26M (2.47%) -530.21K
Decreased by -42.03%
Mar 31, 26
13 Bridgeway Capital Management, LLC 1.21M (2.36%) 17.90K
Increased by +1.48%
Mar 31, 26
14 UBS Group AG 1.09M (2.14%) 287.33K
Increased by +26.27%
Mar 31, 26
15 JPMorgan Chase & Co 801.79K (1.57%) 298.88K
Increased by +37.28%
Mar 31, 26
16 Morgan Stanley - Brokerage Accounts 764.42K (1.50%) -122.76K
Decreased by -16.06%
Mar 31, 26
17 Vanguard Group Inc 702.66K (1.38%) -62.93K
Decreased by -8.96%
Dec 31, 25
18 Empowered Funds, LLC 663.73K (1.30%) 17.90K
Increased by +2.70%
Mar 31, 26
19 Connor Clark & Lunn Inv Mgmt Ltd 644.88K (1.26%) 427.17K
Increased by +66.24%
Mar 31, 26
20 Oceanic Investment Management LTD 643.21K (1.26%) 643.21K
Increased by +100.00%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Russell 2000 ETF 1.23M (2.41%) 11.34K
Increased by +0.92%
May 29, 26
2 Acadian Emerging Markets Small-Cap Comp 988.04K (1.93%) 988.04K
Increased by +100.00%
Mar 31, 24
3 Avantis US Small Cap Value ETF 963.04K (1.89%) 0.00
Increased by 0.00%
May 30, 26
4 Columbia Small Cap Value Discovery Fund 946.70K (1.85%) 42.70K
Increased by +4.51%
Mar 31, 26
5 Columbia Small Cap Value Discv A 946.70K (1.85%) 0.00
Increased by 0.00%
Apr 30, 26
6 Columbia Small Cap Value I A 882.70K (1.73%) 24.20K
Increased by +2.74%
Jul 31, 25
7 Columbia Small Cap Value I 858.50K (1.68%) 181.00
Increased by +0.02%
Jun 30, 25
8 EA Bridgeway Omni Small-Cap Value ETF 663.73K (1.30%) 0.00
Increased by 0.00%
May 29, 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 (1.17%) 0.00
Increased by 0.00%
Jan 31, 26
11 CREF Total Global Stock Account R3 591.97K (1.16%) 92.80K
Increased by +15.68%
Apr 30, 26
12 GS EM CORE Eq I Acc USD Close 556.27K (1.09%) 556.27K
Increased by +100.00%
Mar 31, 26
13 Bridgeway Omni Small-Cap Value 542.10K (1.06%) 0.00
Increased by 0.00%
Mar 31, 26
14 Bridgeway Omni Small-Cap Value N 542.10K (1.06%) 0.00
Increased by 0.00%
Mar 31, 26
15 Fidelity Small Cap Index 500.58K (0.98%) 720.00
Increased by +0.14%
Mar 31, 26
16 State St Russell Sm/Mid Cp® Indx NL Cl C 470.26K (0.92%) 0.00
Increased by 0.00%
Apr 30, 25
17 State St Russell Sm/Mid Cp® Indx SL Cl I 470.26K (0.92%) 0.00
Increased by 0.00%
May 31, 26
18 iShares Russell 2000 Value ETF 443.25K (0.87%) 0.00
Increased by 0.00%
May 29, 26
19 Russell 2000 Equity Index Fund B 380.12K (0.74%) -453.00
Decreased by -0.12%
Dec 31, 25
20 LSV Small Cap Value Institutional 373.97K (0.73%) 0.00
Increased by 0.00%
Mar 31, 26