Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SVAL 0.67%
2 SMMV 0.13%
3 IWN 0.07%
4 IWO 0.04%
5 IWMW 0.03%
6 IWM 0.03%
7 SMLF 0.03%
8 JKK 0.03%
9 ISCG 0.03%
10 JKL 0.02%
11 ISCV 0.02%
12 SMMD 0.01%
13 WSML 0.01%
14 JKJ 0.01%
15 ISCB 0.01%
16 ITOT 0.00%
17 ITDI 0.00%
18 ITDJ 0.00%
19 IWV 0.00%
20 ITDH 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 7.68M (9.90%) 252.88K
Increased by +3.29%
Dec 31, 25
2 BlackRock Inc 5.65M (7.27%) 33.75K
Increased by +0.60%
Mar 31, 26
3 Neuberger Berman Group LLC 4.18M (5.39%) 112.21K
Increased by +2.68%
Dec 31, 24
4 JPMorgan Chase & Co 4.10M (5.28%) -1.40M
Decreased by -34.05%
Mar 31, 26
5 Copeland Capital Management, LLC 4.06M (5.24%) 613.70K
Increased by +15.10%
Mar 31, 26
6 Vanguard Portfolio Management, LLC 4.03M (5.19%) 4.03M
Increased by +100.00%
Mar 31, 26
7 BAMCO Inc 3.25M (4.19%) 0.00
Increased by 0.00%
Mar 31, 25
8 Vanguard Capital Management, LLC 3.16M (4.07%) 3.16M
Increased by +100.00%
Mar 31, 26
9 Champlain Investment Partners, LLC 2.95M (3.80%) -832.68K
Decreased by -28.27%
Sep 30, 25
10 Balyasny Asset Management LLC 2.62M (3.38%) 462.56K
Increased by +17.63%
Mar 31, 26
11 Alyeska Investment Group, L.P. 2.56M (3.30%) 143.51K
Increased by +5.61%
Mar 31, 26
12 Millennium Management LLC 2.54M (3.28%) -1.83M
Decreased by -72.00%
Dec 31, 25
13 Citadel Advisors Llc 2.30M (2.97%) 585.04K
Increased by +25.42%
Sep 30, 25
14 Dimensional Fund Advisors, Inc. 2.00M (2.57%) 355.46K
Increased by +17.79%
Mar 31, 26
15 The Colony Group LLC 1.99M (2.57%) 1.34M
Increased by +67.09%
Mar 31, 26
16 Geode Capital Management, LLC 1.81M (2.33%) 3.06K
Increased by +0.17%
Mar 31, 26
17 State Street Corp 1.76M (2.27%) 72.75K
Increased by +4.14%
Mar 31, 26
18 The Goldman Sachs Group Inc 1.75M (2.26%) 475.63K
Increased by +27.17%
Dec 31, 25
19 Two Sigma Investments LLC 1.73M (2.22%) 1.25M
Increased by +72.28%
Mar 31, 26
20 Woodline Partners LP 1.64M (2.12%) 1.64M
Increased by +100.00%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Baron Opp. Small Cap Growth Strategy 3.25M (4.19%) 0.00
Increased by 0.00%
Mar 31, 25
2 Baron Small Cap Retail 3.25M (4.19%) 0.00
Increased by 0.00%
Mar 31, 25
3 Neuberger Berman Genesis Inv 2.57M (3.31%) 0.00
Increased by 0.00%
Dec 31, 24
4 Vanguard Total Stock Mkt Idx Inv 2.28M (2.93%) 63.60K
Increased by +2.80%
Jun 30, 26
5 Vanguard US Total Market Shares ETF 2.19M (2.82%) 0.00
Increased by 0.00%
Sep 30, 24
6 Champlain Small Company Fund, LLC 1.94M (2.50%) -6.10K
Decreased by -0.31%
Aug 31, 25
7 iShares Russell 2000 ETF 1.94M (2.50%) 11.52K
Increased by +0.59%
Jun 30, 26
8 JPMorgan Small Cap Equity A 1.83M (2.35%) -386.56K
Decreased by -21.17%
May 31, 26
9 JPM Small Cap Equity-MA 1.81M (2.33%) -482.16K
Decreased by -26.65%
Jun 30, 26
10 JPM US Small Cap Core-Composite 1.81M (2.33%) -482.16K
Decreased by -26.65%
Jun 30, 26
11 T. Rowe Price US Small-Cap Core Equity 1.66M (2.15%) -41.13K
Decreased by -2.47%
Dec 31, 24
12 T. Rowe Price Small-Cap Stock 1.66M (2.14%) -1.25K
Decreased by -0.07%
Jan 31, 25
13 Vanguard Small Cap Index 1.64M (2.11%) 2.86K
Increased by +0.17%
Jun 30, 26
14 Diamond Hill Small Cap Equity 1.59M (2.05%) 39.62K
Increased by +2.49%
Jun 30, 26
15 JPMorgan Small Cap Growth A 1.52M (1.96%) -16.40K
Decreased by -1.08%
Jul 31, 25
16 CT American Smaller Coms(US) InstAccGBP 1.49M (1.92%) 52.90K
Increased by +3.56%
Jan 31, 26
17 CT (Lux) Glb Smlr Coms IU 1.43M (1.84%) 371.58K
Increased by +26.01%
Apr 30, 25
18 Diamond Hill Small Cap Inv 1.38M (1.78%) 47.30K
Increased by +3.43%
Jun 30, 26
19 DF Dent Mid Cap Growth 1.24M (1.59%) -15.44K
Decreased by -1.25%
Jun 30, 24
20 First Eagle Small Cap Opportunity I 1.16M (1.49%) 0.00
Increased by 0.00%
Jun 30, 26