Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWN 0.09%
2 IFRA 0.08%
3 IWM 0.04%
4 IWMW 0.04%
5 ESML 0.04%
6 TEXN 0.04%
7 ISCV 0.02%
8 JKL 0.02%
9 ISCG 0.02%
10 ISCB 0.02%
11 JKJ 0.02%
12 JKK 0.02%
13 IWO 0.02%
14 SMMD 0.02%
15 WSML 0.01%
16 EAOA 0.00%
17 ITOT 0.00%
18 IWV 0.00%
19 EAOR 0.00%
20 ITDH 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Viking Global Investors LP 35.82M (36.95%) 1.46M
Increased by +4.09%
Mar 31, 26
2 Permian Investment Partners 21.95M (22.64%) 2.78M
Increased by +12.65%
Mar 31, 26
3 Gates Capital Management Inc 21.85M (22.54%) 7.01M
Increased by +32.10%
Mar 31, 26
4 Alyeska Investment Group, L.P. 18.76M (19.35%) 1.05M
Increased by +5.62%
Mar 31, 26
5 Progeny 3, Inc. 15.32M (15.81%) 92.02K
Increased by +0.60%
Mar 31, 26
6 Vanguard Group Inc 9.71M (10.02%) 1.18M
Increased by +12.20%
Dec 31, 25
7 Vanguard Capital Management, LLC 8.21M (8.46%) 8.21M
Increased by +100.00%
Mar 31, 26
8 Bank of New York Mellon Corp 5.39M (5.56%) 406.25K
Increased by +7.54%
Mar 31, 26
9 Jefferies Financial Group Inc 5.00M (5.16%) 0.00
Increased by 0.00%
Mar 31, 26
10 Geode Capital Management, LLC 4.49M (4.63%) 145.91K
Increased by +3.25%
Mar 31, 26
11 Swedbank AB 4.38M (4.52%) 286.00K
Increased by +6.53%
Mar 31, 26
12 State Street Corp 4.26M (4.39%) 235.04K
Increased by +5.52%
Mar 31, 26
13 Clearline Capital LP 4.23M (4.36%) 951.13K
Increased by +22.50%
Mar 31, 26
14 Long Focus Capital Management, LLC 4.10M (4.23%) 1.03M
Increased by +25.02%
Mar 31, 26
15 Dimensional Fund Advisors, Inc. 3.57M (3.69%) 308.84K
Increased by +8.64%
Mar 31, 26
16 Reaves W H & Co Inc 3.08M (3.17%) 926.18K
Increased by +30.11%
Mar 31, 26
17 Cercano Management LLC 2.90M (2.99%) 0.00
Increased by 0.00%
Mar 31, 26
18 Charles Schwab Investment Management Inc 1.79M (1.84%) 231.53K
Increased by +12.95%
Mar 31, 26
19 Northern Trust Corp 1.61M (1.66%) 75.93K
Increased by +4.72%
Mar 31, 26
20 The Goldman Sachs Group Inc 1.47M (1.51%) -218.52K
Decreased by -14.89%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 5.98M (6.17%) 0.00
Increased by 0.00%
Apr 30, 26
2 iShares Russell 2000 ETF 4.82M (4.98%) 44.56K
Increased by +0.92%
May 29, 26
3 SMDS Newton Power Innovation Mother Fund 3.35M (3.46%) 3.35M
Increased by +100.00%
Oct 21, 25
4 Swedbank Robur Small Cap USA A 2.70M (2.78%) 0.00
Increased by 0.00%
Apr 30, 26
5 Reaves Utility Income 2.60M (2.69%) 935.00K
Increased by +35.90%
Mar 31, 26
6 Vanguard Institutional Extnd Mkt Idx Tr 2.05M (2.11%) 18.10K
Increased by +0.88%
Apr 30, 26
7 Fidelity Small Cap Index 1.98M (2.05%) 28.04K
Increased by +1.41%
Mar 31, 26
8 Swedbank Robur Small Cap Global A 1.65M (1.70%) -33.00K
Decreased by -2.00%
Apr 30, 26
9 iShares Russell 2000 Value ETF 1.34M (1.38%) 0.00
Increased by 0.00%
May 29, 26
10 Russell 2000 Equity Index Fund B 1.25M (1.29%) 154.65K
Increased by +12.38%
Dec 31, 25
11 State St Russell Sm/Mid Cp® Indx SL Cl I 1.20M (1.24%) 3.40K
Increased by +0.28%
May 31, 26
12 Nuveen Quant Small Cap Equity R6 1.04M (1.07%) 1.04M
Increased by +100.00%
Apr 30, 26
13 Vanguard Russell 2000 ETF 1.02M (1.06%) 27.18K
Increased by +2.66%
Apr 30, 26
14 Fidelity Extended Market Index 972.27K (1.00%) -3.55K
Decreased by -0.37%
Apr 30, 26
15 Schwab US Small-Cap ETF™ 867.90K (0.90%) 576.00
Increased by +0.07%
May 30, 26
16 State St Russell Sm Cap® Idx SL Cl I 694.16K (0.72%) 0.00
Increased by 0.00%
May 31, 26
17 Dimensional US Small Cap ETF 588.17K (0.61%) 13.48K
Increased by +2.29%
May 29, 26
18 DFA US Targeted Value I 531.59K (0.55%) 0.00
Increased by 0.00%
Apr 30, 26
19 Blackrock Extended Mkt Fund CF 482.83K (0.50%) 0.00
Increased by 0.00%
Apr 30, 26
20 DFA US Small Cap I 460.96K (0.48%) 110.20K
Increased by +23.91%
Apr 30, 26