Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WOOD 4.87%
2 BRF 2.25%
3 PSCM 1.76%
4 GLRY 1.68%
5 SIXS 1.08%
6 PYZ 1.06%
7 DEEP 1.06%
8 SMIZ 1.06%
9 VRAI 1.04%
10 SYLD 1.00%
11 XSHD 0.96%
12 DVP 0.95%
13 CUT 0.94%
14 DFRA 0.93%
15 MYLD 0.92%
16 SDVY 0.91%
17 DGRS 0.85%
18 CSB 0.80%
19 GRPZ 0.78%
20 ROSC 0.77%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Atlas FRM LLC 6.31M (20.63%) 0.00
Increased by 0.00%
Dec 31, 25
2 BlackRock Inc 5.30M (17.31%) -71.11K
Decreased by -1.34%
Sep 30, 25
3 Vanguard Group Inc 2.93M (9.57%) -64.89K
Decreased by -2.22%
Dec 31, 25
4 Millennium Management LLC 2.23M (7.30%) 1.92M
Increased by +85.83%
Dec 31, 25
5 Nomura Holdings Inc 2.15M (7.03%) 546.34K
Increased by +25.41%
Sep 30, 25
6 LSV Asset Management 1.61M (5.27%) -28.04K
Decreased by -1.74%
Dec 31, 25
7 State Street Corporation 1.41M (4.59%) 9.78K
Increased by +0.70%
Mar 31, 24
8 American Century Companies Inc 1.37M (4.48%) 81.10K
Increased by +5.91%
Dec 31, 25
9 State Street Corp 1.31M (4.27%) 4.14K
Increased by +0.32%
Sep 30, 25
10 Dimensional Fund Advisors, Inc. 1.29M (4.22%) -23.71K
Decreased by -1.84%
Dec 31, 25
11 SG Americas Securities, LLC 905.27K (2.96%) 905.27K
Increased by +100.00%
Jun 30, 24
12 Royal London Asset Management Ltd 857.89K (2.80%) 8.86K
Increased by +1.03%
Dec 31, 25
13 Geode Capital Management, LLC 841.35K (2.75%) -3.82K
Decreased by -0.45%
Dec 31, 25
14 Wasatch Advisors LP 837.22K (2.74%) 58.45K
Increased by +6.98%
Jun 30, 25
15 Jain Global LLC 811.47K (2.65%) 811.47K
Increased by +100.00%
Dec 31, 25
16 William Blair Investment Management, LLC 701.50K (2.29%) 701.50K
Increased by +100.00%
Dec 31, 25
17 Charles Schwab Investment Management Inc 645.13K (2.11%) 56.39K
Increased by +8.74%
Dec 31, 25
18 Morgan Stanley - Brokerage Accounts 563.03K (1.84%) 92.24K
Increased by +16.38%
Sep 30, 25
19 Fourth Sail Capital, LP 550.93K (1.80%) 388.33K
Increased by +70.49%
Sep 30, 25
20 Royce & Associates, LP 464.40K (1.52%) 36.69K
Increased by +7.90%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.01M (6.58%) -349.57K
Decreased by -17.37%
Feb 28, 26
2 Fidelity® Low-Priced Stock 1.35M (4.43%) -37.29K
Decreased by -2.75%
Oct 31, 23
3 Avantis US Small Cap Value ETF 1.29M (4.21%) 3.24K
Increased by +0.25%
Feb 28, 26
4 Vanguard US Total Market Shares ETF 1.12M (3.67%) 6.57K
Increased by +0.59%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 1.08M (3.53%) 0.00
Increased by 0.00%
Feb 28, 26
6 iShares Russell 2000 ETF 840.85K (2.75%) 72.16K
Increased by +8.58%
Feb 28, 26
7 Royal London Global Equity Divers R Acc 717.07K (2.34%) 106.97K
Increased by +14.92%
Nov 30, 25
8 Fidelity Low-Priced Stock 606.47K (1.98%) -747.89K
Decreased by -123.32%
Nov 30, 23
9 Wasatch Small Cap Value 441.38K (1.44%) 25.96K
Increased by +5.88%
Jun 30, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 360.90K (1.18%) 2.44K
Increased by +0.68%
Feb 28, 26
11 Fidelity® Small Cap Index 351.01K (1.15%) 9.67K
Increased by +2.75%
Oct 31, 23
12 Royce Small-Cap Special Equity Invmt 346.00K (1.13%) 25.00K
Increased by +7.23%
Dec 31, 25
13 Fidelity Small Cap Index 338.30K (1.11%) -10.13K
Decreased by -2.99%
Dec 31, 25
14 Schwab Fundamental US Small Company ETF 334.61K (1.09%) 0.00
Increased by 0.00%
Apr 30, 24
15 iShares S&P Small-Cap 600 Value ETF 322.93K (1.06%) -86.00K
Decreased by -26.63%
Feb 28, 26
16 iShares Global Timber & Forestry ETF 321.67K (1.05%) 248.49K
Increased by +77.25%
Feb 28, 26
17 Strategic Advisers® Small-Mid Cap 320.84K (1.05%) 67.00
Increased by +0.02%
Oct 31, 23
18 SPDR® Portfolio S&P 600 Sm Cap ETF 312.91K (1.02%) 0.00
Increased by 0.00%
Apr 30, 24
19 State Street SPDR Port S&P 600 Sm CpETF 308.69K (1.01%) 848.00
Increased by +0.27%
Feb 27, 26
20 iShares Russell 2000 Growth ETF 302.45K (0.99%) -724.00
Decreased by -0.24%
Apr 30, 24