Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.04%
2 ISCG 0.02%
3 JKK 0.02%
4 IWN 0.01%
5 ISCB 0.01%
6 JKJ 0.01%
7 IWM 0.01%
8 IWMW 0.01%
9 SMMD 0.00%
10 ITOT 0.00%
11 ITDJ 0.00%
12 ITDI 0.00%
13 ITDG 0.00%
14 ITDH 0.00%
15 ITDF 0.00%
16 ITDE 0.00%
17 ITDD 0.00%
18 ITDC 0.00%
19 ITDB 0.00%
20 IRTR 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Citigroup Inc 15.89M (9.30%) 215.77K
Increased by +1.36%
Mar 31, 26
2 Vanguard Group Inc 12.14M (7.10%) -264.61K
Decreased by -2.18%
Dec 31, 25
3 Oaktree Capital Management LLC 7.51M (4.39%) 0.00
Increased by 0.00%
Mar 31, 26
4 Vanguard Capital Management, LLC 6.97M (4.08%) 6.97M
Increased by +100.00%
Mar 31, 26
5 UBS Group AG 6.71M (3.93%) 1.10M
Increased by +16.40%
Mar 31, 26
6 Blue Door Asset Management, LLC 5.93M (3.47%) 296.42K
Increased by +5.00%
Mar 31, 26
7 Marshall Wace Asset Management Ltd 5.61M (3.28%) 1.65M
Increased by +29.35%
Mar 31, 26
8 Long Pond Capital, LP 5.61M (3.28%) 0.00
Increased by 0.00%
Mar 31, 26
9 Bank of America Corp 5.39M (3.15%) 5.12M
Increased by +95.00%
Mar 31, 26
10 Punch & Associates Inv Mgmt Inc 5.03M (2.95%) 3.13M
Increased by +62.10%
Mar 31, 26
11 Becker Drapkin Management, L.P. 4.99M (2.92%) 1.51M
Increased by +30.21%
Mar 31, 26
12 Old West Investment Management, LLC 4.68M (2.74%) 220.54K
Increased by +4.72%
Jun 30, 24
13 Vanguard Portfolio Management, LLC 4.23M (2.48%) 4.23M
Increased by +100.00%
Mar 31, 26
14 Simcoe Capital Management, LLC 4.20M (2.46%) 4.20M
Increased by +100.00%
Mar 31, 24
15 ACK Asset Management LLC 4.17M (2.44%) -1.91M
Decreased by -45.81%
Mar 31, 24
16 State Street Corporation 4.15M (2.43%) 65.81K
Increased by +1.59%
Mar 31, 24
17 Land & Buildings Investment Mgmt, LLC 4.08M (2.39%) 86.47K
Increased by +2.12%
Mar 31, 25
18 State Street Corp 4.02M (2.35%) -9.24K
Decreased by -0.23%
Mar 31, 25
19 Goldman Sachs Group Inc 3.87M (2.27%) 3.25M
Increased by +83.83%
Jun 30, 25
20 Mak Capital One LLC 3.58M (2.09%) 714.05K
Increased by +19.96%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 4.76M (2.78%) 0.00
Increased by 0.00%
Apr 30, 26
2 iShares Russell 2000 ETF 4.71M (2.76%) 0.00
Increased by 0.00%
May 31, 25
3 Vulcan Value Partners Small Cap 4.35M (2.55%) -357.13K
Decreased by -8.21%
Jun 30, 24
4 Vanguard Information Technology ETF 4.28M (2.50%) 43.67K
Increased by +1.02%
Apr 30, 26
5 Vanguard Small Cap Index 2.17M (1.27%) 5.18K
Increased by +0.24%
Aug 31, 24
6 Vanguard Institutional Extnd Mkt Idx Tr 2.06M (1.21%) 14.26K
Increased by +0.69%
Apr 30, 26
7 Fidelity Small Cap Index 1.88M (1.10%) 0.00
Increased by 0.00%
May 31, 25
8 Columbia Small Cap Value I 1.87M (1.09%) 105.80K
Increased by +5.66%
Mar 31, 25
9 Columbia Small Cap Value I A 1.87M (1.09%) 0.00
Increased by 0.00%
Apr 30, 25
10 Kennedy Micro Cap 1.77M (1.04%) 218.04K
Increased by +12.33%
Mar 31, 26
11 iShares Russell 2000 Value ETF 1.76M (1.03%) 0.00
Increased by 0.00%
May 31, 25
12 Baron Discovery Institutional 1.75M (1.02%) 0.00
Increased by 0.00%
Mar 31, 24
13 Baron Discovery Strategy 1.75M (1.02%) 0.00
Increased by 0.00%
Mar 31, 24
14 Fidelity® Small Cap Index 1.73M (1.01%) 34.14K
Increased by +1.98%
Sep 30, 23
15 Vulcan Value Partners Small Cap Stra 1.67M (0.98%) -2.97M
Decreased by -177.44%
Sep 30, 24
16 Ancora/Thelen Small Mid Cap Core 1.34M (0.78%) 1.34M
Increased by +100.00%
Mar 31, 26
17 First Eagle Small Cap Opportunity I 1.28M (0.75%) 0.00
Increased by 0.00%
Jul 31, 24
18 First Eagle US Small Cap Strategy 1.28M (0.75%) 0.00
Increased by 0.00%
Jun 30, 24
19 Old West All Cap Opportunity 1.25M (0.73%) 184.55K
Increased by +14.82%
Jun 30, 24
20 Vanguard Small Cap Growth Index Inv 1.20M (0.71%) -5.33K
Decreased by -0.44%
Aug 31, 24