Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IDGT 2.70%
2 IWC 0.48%
3 MADE 0.12%
4 IWO 0.09%
5 JKL 0.09%
6 ISCV 0.09%
7 IWMW 0.08%
8 IWM 0.08%
9 IWN 0.06%
10 ESML 0.05%
11 TEXN 0.05%
12 JKJ 0.04%
13 ISCB 0.04%
14 JKK 0.04%
15 ISCG 0.04%
16 SMMD 0.03%
17 WSML 0.03%
18 IGM 0.01%
19 IWV 0.00%
20 ITOT 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 20.13M (9.37%) 1.23M
Increased by +6.10%
Mar 31, 26
2 Vanguard Group Inc 19.24M (8.95%) -216.53K
Decreased by -1.13%
Dec 31, 25
3 Monarch Alternative Capital LP 10.21M (4.75%) 398.44K
Increased by +3.90%
Mar 31, 26
4 Vanguard Capital Management, LLC 9.56M (4.45%) 9.56M
Increased by +100.00%
Mar 31, 26
5 The Goldman Sachs Group Inc 9.31M (4.33%) 311.76K
Increased by +3.35%
Mar 31, 26
6 Carronade Capital Management LP 7.65M (3.56%) 7.56M
Increased by +98.84%
Mar 31, 26
7 Vanguard Portfolio Management, LLC 6.58M (3.06%) 6.58M
Increased by +100.00%
Mar 31, 26
8 Geode Capital Management, LLC 6.02M (2.80%) 526.66K
Increased by +8.75%
Mar 31, 26
9 State Street Corp 5.95M (2.77%) 473.50K
Increased by +7.95%
Mar 31, 26
10 Balyasny Asset Management LLC 5.85M (2.72%) 4.94M
Increased by +84.37%
Mar 31, 26
11 Fuller & Thaler Asset Management Inc 5.19M (2.41%) -4.60M
Decreased by -88.71%
Mar 31, 26
12 Bank of America Corp 5.18M (2.41%) 666.63K
Increased by +12.86%
Mar 31, 26
13 Hudson Bay Capital Management LP 4.28M (1.99%) 2.05M
Increased by +47.76%
Mar 31, 26
14 Morgan Stanley - Brokerage Accounts 3.98M (1.85%) 101.51K
Increased by +2.55%
Mar 31, 26
15 Dimensional Fund Advisors, Inc. 3.87M (1.80%) 651.82K
Increased by +16.83%
Mar 31, 26
16 Charles Schwab Investment Management Inc 3.82M (1.78%) -653.79K
Decreased by -17.10%
Mar 31, 26
17 Newtyn Management LLC 3.76M (1.75%) 1.54M
Increased by +41.03%
Mar 31, 26
18 Empyrean Capital Partners, LP 3.73M (1.74%) 1.67M
Increased by +44.80%
Mar 31, 26
19 Nuveen, LLC 3.33M (1.55%) 30.69K
Increased by +0.92%
Mar 31, 26
20 Two Sigma Investments LLC 3.13M (1.46%) 393.20K
Increased by +12.57%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 6.88M (3.20%) 16.60K
Increased by +0.24%
Apr 30, 26
2 iShares Russell 2000 ETF 5.23M (2.43%) 48.31K
Increased by +0.92%
May 29, 26
3 Vanguard Information Technology ETF 5.09M (2.37%) 27.24K
Increased by +0.54%
Apr 30, 26
4 FullerThaler Behavioral Small-Cap Growth 3.42M (1.59%) 121.20K
Increased by +3.55%
Mar 31, 26
5 FullerThaler Behavioral Sm-Cp Gr R6 3.31M (1.54%) 290.20K
Increased by +8.75%
Mar 31, 26
6 Vanguard Institutional Extnd Mkt Idx Tr 2.50M (1.16%) 25.63K
Increased by +1.02%
Apr 30, 26
7 Hennessy Cornerstone Mid Cap 30 Inv 2.24M (1.04%) -234.00K
Decreased by -10.45%
Mar 31, 26
8 Fidelity Small Cap Index 2.14M (1.00%) 4.52K
Increased by +0.21%
Mar 31, 26
9 PIMCO RAE US Small Instl 2.04M (0.95%) 287.59K
Increased by +14.10%
Mar 31, 26
10 PIMCO RAE US Small 1.75M (0.82%) 713.13K
Increased by +40.69%
Dec 31, 25
11 Allspring Special Small Cap Value A 1.59M (0.74%) -14.10K
Decreased by -0.88%
Apr 30, 26
12 Schwab Fundamental U.S. Small CompanyETF 1.38M (0.64%) -558.00
Decreased by -0.04%
May 30, 26
13 Russell 2000 Equity Index Fund B 1.35M (0.63%) -20.40K
Decreased by -1.51%
Dec 31, 25
14 State Street® SPDR® S&P® Telecom ETF 1.34M (0.62%) 0.00
Increased by 0.00%
May 31, 26
15 State St Russell Sm/Mid Cp® Indx SL Cl I 1.30M (0.60%) 0.00
Increased by 0.00%
May 31, 26
16 Fidelity Extended Market Index 1.17M (0.54%) -17.29K
Decreased by -1.48%
Apr 30, 26
17 Nuveen Quant Small Cap Equity R6 1.16M (0.54%) 0.00
Increased by 0.00%
Mar 31, 26
18 Vanguard Russell 2000 ETF 1.10M (0.51%) 28.57K
Increased by +2.59%
Apr 30, 26
19 iShares Russell 2000 Growth ETF 1.10M (0.51%) -7.14K
Decreased by -0.65%
May 29, 26
20 Schwab US Small-Cap ETF™ 1.07M (0.50%) 711.00
Increased by +0.07%
May 30, 26