Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LMLB 9.99%
2 LBO 2.49%
3 GABF 1.26%
4 SMHB 0.72%
5 PEX 0.56%
6 PSP 0.55%
7 FYT 0.49%
8 HEJD 0.43%
9 FESM 0.32%
10 GPZ 0.30%
11 ISMD 0.28%
12 CSML 0.20%
13 FSGS 0.19%
14 RNSC 0.19%
15 PRFZ 0.10%
16 BBSC 0.09%
17 PFF 0.08%
18 FYX 0.07%
19 RSSL 0.05%
20 FNDA 0.05%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 American Century Companies Inc 5.20M (7.80%) 242.91K
Increased by +4.67%
Dec 31, 25
2 Allspring Global Investments Holdings, LLC 4.35M (6.52%) 49.42K
Increased by +1.14%
Dec 31, 25
3 BlackRock Inc 4.19M (6.28%) 141.15K
Increased by +3.37%
Sep 30, 25
4 Mangrove Partners 3.68M (5.53%) 0.00
Increased by 0.00%
Dec 31, 25
5 D. E. Shaw & Co LP 3.65M (5.47%) -17.15K
Decreased by -0.47%
Dec 31, 25
6 Vanguard Group Inc 2.81M (4.22%) -19.89K
Decreased by -0.71%
Dec 31, 25
7 Jacobs Levy Equity Management, Inc. 1.97M (2.95%) 843.97K
Increased by +42.92%
Dec 31, 25
8 William Blair Investment Management, LLC 1.79M (2.68%) -80.20K
Decreased by -4.49%
Mar 31, 25
9 Lord, Abbett & Co LLC 1.61M (2.41%) 49.28K
Increased by +3.06%
Mar 31, 25
10 SG Capital Management, LLC 1.59M (2.38%) 1.59M
Increased by +100.00%
Dec 31, 25
11 GW&K Investment Management, LLC 1.48M (2.22%) 33.82K
Increased by +2.29%
Mar 31, 25
12 CenterBook Partners LP 1.37M (2.06%) 1.37M
Increased by +100.00%
Dec 31, 25
13 Essex Financial Services, Inc. 1.25M (1.88%) -7.93K
Decreased by -0.63%
Dec 31, 25
14 State Street Corp 1.21M (1.82%) 48.47K
Increased by +4.00%
Sep 30, 25
15 Schroder Investment Management Group 1.19M (1.79%) 89.66K
Increased by +7.51%
Mar 31, 25
16 Western Standard LLC 1.17M (1.75%) 1.17M
Increased by +100.00%
Dec 31, 25
17 Millennium Management LLC 1.16M (1.74%) 509.04K
Increased by +43.99%
Sep 30, 25
18 State Street Corporation 1.16M (1.73%) 25.40K
Increased by +2.20%
Mar 31, 24
19 Morgan Stanley - Brokerage Accounts 1.06M (1.58%) 41.42K
Increased by +3.92%
Sep 30, 25
20 Jane Street Group LLC 995.07K (1.49%) 359.42K
Increased by +36.12%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Century Small Cap Value Inv 3.23M (4.85%) -30.00K
Decreased by -0.93%
Dec 31, 25
2 American Century U.S. Small Cap Value 3.23M (4.85%) -30.00K
Decreased by -0.93%
Dec 31, 25
3 Allspring Special Small Cap Value A 3.05M (4.57%) -110.60K
Decreased by -3.63%
Feb 28, 26
4 Vanguard Total Stock Mkt Idx Inv 2.11M (3.16%) 0.00
Increased by 0.00%
Feb 28, 26
5 Vanguard US Total Market Shares ETF 2.10M (3.15%) 238.74K
Increased by +11.36%
Sep 30, 24
6 iShares Russell 2000 ETF 1.62M (2.44%) 328.09K
Increased by +20.19%
Feb 28, 26
7 Lord Abbett & Co. Small to Mid Value 893.42K (1.34%) -15.28K
Decreased by -1.71%
Mar 31, 25
8 Lord Abbett Smid-Cap Equity SMA 893.42K (1.34%) -15.28K
Decreased by -1.71%
Mar 31, 25
9 Lord Abbett Value Opportunities I 847.67K (1.27%) -45.75K
Decreased by -5.40%
Apr 30, 25
10 Vanguard Small Cap Index 821.58K (1.23%) -5.47K
Decreased by -0.67%
Jul 31, 25
11 American Cent US Sm Cap Val Eq Tr CL R2 812.20K (1.22%) 16.46K
Increased by +2.03%
Feb 28, 26
12 American Century US Small Cap Val Eq Tr 702.18K (1.05%) 55.28K
Increased by +7.87%
Mar 31, 25
13 American Century US Small Cp Val Eq Tr R 702.18K (1.05%) 55.28K
Increased by +7.87%
Mar 31, 25
14 Fidelity Small Cap Index 670.30K (1.01%) -28.49K
Decreased by -4.25%
Dec 31, 25
15 UWS Schroder US Smaller Companies S4 658.41K (0.99%) 0.00
Increased by 0.00%
Feb 28, 25
16 William Blair Small Cap Value I 644.83K (0.97%) -35.15K
Decreased by -5.45%
Apr 30, 25
17 Brighthouse Small Cap Value A 639.27K (0.96%) 62.05K
Increased by +9.71%
Dec 31, 25
18 Fidelity® Small Cap Index 615.35K (0.92%) 17.02K
Increased by +2.77%
Oct 31, 23
19 Bridge Builder Small/Mid Cap Value 610.26K (0.92%) 29.15K
Increased by +4.78%
Feb 28, 26
20 Royce Small-Cap Quality Value Composite 608.16K (0.91%) 0.00
Increased by 0.00%
Mar 31, 25