Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EHLS 2.11%
2 IWC 0.10%
3 IWO 0.02%
4 IWM 0.02%
5 IWN 0.02%
6 JKK 0.01%
7 ISCG 0.01%
8 JKJ 0.01%
9 ISCB 0.01%
10 JKL 0.01%
11 ISCV 0.01%
12 ITOT 0.00%
13 IWV 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 1.24M (5.64%) -9.89K
Decreased by -0.80%
Sep 30, 25
2 Vanguard Group Inc 1.24M (5.62%) 128.39K
Increased by +10.38%
Dec 31, 25
3 Bond Capital Management, LP 1.20M (5.45%) 0.00
Increased by 0.00%
Dec 31, 25
4 Innovius Capital Management, LLC 694.77K (3.16%) 0.00
Increased by 0.00%
Sep 30, 24
5 Geode Capital Management, LLC 557.07K (2.53%) 108.36K
Increased by +19.45%
Dec 31, 25
6 Hood River Capital Management LLC 518.38K (2.35%) -5.66K
Decreased by -1.09%
Dec 31, 25
7 Alyeska Investment Group, L.P. 459.37K (2.09%) 160.95K
Increased by +35.04%
Sep 30, 23
8 Clal Insurance Enterprises Holdings Ltd 457.42K (2.08%) -95.74K
Decreased by -20.93%
Mar 31, 25
9 JPMorgan Chase & Co 427.32K (1.94%) 218.84K
Increased by +51.21%
Sep 30, 25
10 Westerly Capital Management LLC 420.00K (1.91%) 82.00K
Increased by +19.52%
Dec 31, 25
11 State Street Corp 405.08K (1.84%) -7.32K
Decreased by -1.81%
Sep 30, 25
12 Banco Bilbao Vizcaya Argentaria SA 403.59K (1.83%) 0.00
Increased by 0.00%
Sep 30, 25
13 Dimensional Fund Advisors, Inc. 364.91K (1.66%) 53.17K
Increased by +14.57%
Dec 31, 25
14 RBF LLC 360.00K (1.64%) 180.00K
Increased by +50.00%
Dec 31, 25
15 Morgan Stanley - Brokerage Accounts 282.57K (1.28%) -20.18K
Decreased by -7.14%
Sep 30, 25
16 Stoic Point Capital Management LLC 249.02K (1.13%) 249.02K
Increased by +100.00%
Dec 31, 25
17 State Street Corporation 238.94K (1.09%) -12.17K
Decreased by -5.09%
Dec 31, 23
18 Jacobs Levy Equity Management, Inc. 233.39K (1.06%) 71.82K
Increased by +30.77%
Dec 31, 25
19 Renaissance Technologies Corp 206.62K (0.94%) 67.82K
Increased by +32.82%
Dec 31, 25
20 Lakewood Capital Management, LP 190.00K (0.86%) 0.00
Increased by 0.00%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 610.86K (2.77%) 0.00
Increased by 0.00%
Feb 28, 26
2 iShares Russell 2000 ETF 432.59K (1.97%) 228.74K
Increased by +52.88%
Feb 28, 26
3 Vanguard Institutional Extnd Mkt Idx Tr 231.52K (1.05%) 575.00
Increased by +0.25%
Feb 28, 26
4 Fidelity Small Cap Index 175.35K (0.80%) -5.33K
Decreased by -3.04%
Dec 31, 25
5 State St Russell Sm/Mid Cp® Indx NL Cl C 119.44K (0.54%) 501.00
Increased by +0.42%
Apr 30, 25
6 State St Russell Sm/Mid Cp® Indx SL Cl I 119.44K (0.54%) 0.00
Increased by 0.00%
Feb 28, 26
7 Hood River New Opportunities Inst 114.71K (0.52%) 114.71K
Increased by +100.00%
Dec 31, 25
8 Fidelity Extended Market Index 111.23K (0.51%) -461.00
Decreased by -0.41%
Jan 31, 26
9 Hood River New Opportunities CIT Fdrs Cl 102.97K (0.47%) 0.00
Increased by 0.00%
Dec 31, 25
10 Hood River Small/Mid-Cap Growth 102.97K (0.47%) -6.54K
Decreased by -6.35%
Dec 31, 25
11 Fidelity® Small Cap Index 101.64K (0.46%) 4.37K
Increased by +4.30%
Oct 31, 23
12 Schwab US Small-Cap ETF™ 100.74K (0.46%) 84.00
Increased by +0.08%
Feb 28, 26
13 CREF Total Global Stock Account R3 99.02K (0.45%) 0.00
Increased by 0.00%
Jan 31, 26
14 Hood River Small/Mid Cap Gr CITFounder's 98.23K (0.45%) 98.23K
Increased by +100.00%
Jun 30, 25
15 Invesco Dorsey Wright SmallCap Momt ETF 93.32K (0.42%) 0.00
Increased by 0.00%
Jun 30, 25
16 Vanguard Russell 2000 ETF 88.73K (0.40%) 3.48K
Increased by +3.92%
Feb 28, 26
17 DFA US Small Cap I 88.67K (0.40%) 0.00
Increased by 0.00%
Jan 31, 26
18 iShares Russell 2000 Growth ETF 82.01K (0.37%) 82.01K
Increased by +100.00%
Feb 28, 26
19 Dimensional US Small Cap ETF 80.71K (0.37%) 0.00
Increased by 0.00%
Feb 27, 26
20 Fidelity® Extended Market Index 73.66K (0.33%) 0.00
Increased by 0.00%
Nov 30, 23