Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWO 0.02%
2 IWMW 0.01%
3 IWM 0.01%
4 ISCV 0.01%
5 JKL 0.01%
6 ISCB 0.00%
7 SMMD 0.00%
8 JKJ 0.00%
9 WSML 0.00%
10 JKK 0.00%
11 ISCG 0.00%
12 IWV 0.00%
13 ITDI 0.00%
14 ITDH 0.00%
15 ITDJ 0.00%
16 ITDG 0.00%
17 ITDF 0.00%
18 ITDE 0.00%
19 ITDD 0.00%
20 ITDC 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 HF Capital LLC 12.75M (45.80%) 0.00
Increased by 0.00%
Mar 31, 26
2 HF Capital, LLC 12.75M (45.80%) 12.75M
Increased by +100.00%
Dec 31, 25
3 Stephens Group LLC 8.11M (29.13%) 0.00
Increased by 0.00%
Mar 31, 26
4 Silverleafe Capital Partners, LLC 4.72M (16.94%) -9.85K
Decreased by -0.21%
Mar 31, 26
5 Nfc Investments, LLC 3.53M (12.68%) -216.21K
Decreased by -6.13%
Mar 31, 26
6 Vanguard Group Inc 2.92M (10.49%) -63.05K
Decreased by -2.16%
Dec 31, 25
7 FMR Inc 2.80M (10.05%) 41.85K
Increased by +1.50%
Mar 31, 26
8 Southeastern Asset Management Inc 2.67M (9.59%) -2.21M
Decreased by -82.76%
Jun 30, 25
9 BlackRock Inc 2.55M (9.17%) 96.46K
Increased by +3.78%
Mar 31, 26
10 Vanguard Capital Management, LLC 2.09M (7.52%) 2.09M
Increased by +100.00%
Mar 31, 26
11 Brown Brothers Harriman & Co 1.88M (6.74%) 0.00
Increased by 0.00%
Mar 31, 26
12 Geode Capital Management, LLC 976.44K (3.51%) 81.78K
Increased by +8.38%
Mar 31, 26
13 Agman Capital LLC 838.85K (3.01%) 100.00K
Increased by +11.92%
Mar 31, 26
14 State Street Corp 765.50K (2.75%) 73.71K
Increased by +9.63%
Mar 31, 26
15 CastleKnight Management LP 718.80K (2.58%) 143.80K
Increased by +20.01%
Mar 31, 26
16 Goldman Sachs Group Inc 699.63K (2.51%) -128.97K
Decreased by -18.43%
Sep 30, 24
17 Millennium Management LLC 676.40K (2.43%) 356.12K
Increased by +52.65%
Dec 31, 25
18 State Street Corporation 629.35K (2.26%) 29.60K
Increased by +4.70%
Mar 31, 24
19 Vanguard Portfolio Management, LLC 608.84K (2.19%) 608.84K
Increased by +100.00%
Mar 31, 26
20 Zazove Associates LLC 593.73K (2.13%) -30.25K
Decreased by -5.09%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Longleaf Partners Small-Cap 2.61M (9.37%) -2.16M
Decreased by -82.85%
Jun 30, 25
2 Fidelity VIP Mid Cap Initial 2.29M (8.22%) 0.00
Increased by 0.00%
Apr 30, 26
3 Vanguard Total Stock Mkt Idx Inv 1.62M (5.83%) 0.00
Increased by 0.00%
Apr 30, 26
4 Vanguard US Total Market Shares ETF 1.47M (5.30%) 0.00
Increased by 0.00%
Sep 30, 24
5 iShares Russell 2000 ETF 849.43K (3.05%) 7.85K
Increased by +0.92%
May 29, 26
6 Fidelity Advisor Mid Cap II I 545.63K (1.96%) 81.40K
Increased by +14.92%
Apr 30, 26
7 Vanguard Institutional Extnd Mkt Idx Tr 423.62K (1.52%) 14.40K
Increased by +3.40%
Apr 30, 26
8 Vanguard Consumer Staples ETF 400.01K (1.44%) 8.26K
Increased by +2.07%
Apr 30, 26
9 Fidelity Small Cap Index 355.23K (1.28%) 6.45K
Increased by +1.82%
Mar 31, 26
10 iShares Russell 2000 Growth ETF 310.64K (1.12%) -2.02K
Decreased by -0.65%
May 29, 26
11 Fidelity Tactical High Income Sr F8 254.02K (0.91%) -391.88K
Decreased by -154.27%
Sep 30, 25
12 State St Russell Sm/Mid Cp® Indx SL Cl I 240.09K (0.86%) 0.00
Increased by 0.00%
Apr 30, 26
13 Russell 2000 Equity Index Fund B 236.07K (0.85%) -114.00
Decreased by -0.05%
Dec 31, 25
14 Fidelity Extended Market Index 219.29K (0.79%) -801.00
Decreased by -0.37%
Apr 30, 26
15 Vanguard Russell 2000 ETF 186.40K (0.67%) 6.25K
Increased by +3.36%
Apr 30, 26
16 Schwab US Small-Cap ETF™ 178.91K (0.64%) 117.00
Increased by +0.07%
May 30, 26
17 CREF Total Global Stock Account R3 175.79K (0.63%) 39.89K
Increased by +22.69%
Mar 31, 26
18 State St Russell Sm/Mid Cp® Indx NL Cl C 170.79K (0.61%) 982.00
Increased by +0.57%
Apr 30, 25
19 Inspire Small/Mid Cap ETF 130.55K (0.47%) 919.00
Increased by +0.70%
May 29, 26
20 State St Russell Sm Cap® Idx SL Cl I 117.50K (0.42%) 0.00
Increased by 0.00%
Apr 30, 26