Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SMLV 0.24%
2 QABA 0.24%
3 IWC 0.16%
4 BSVO 0.14%
5 IWN 0.05%
6 VTWV 0.04%
7 EES 0.03%
8 PRFZ 0.02%
9 IWMW 0.02%
10 IWM 0.02%
11 AVUV 0.02%
12 VTWO 0.02%
13 AVSC 0.02%
14 RSSL 0.01%
15 DFAT 0.01%
16 UWM 0.01%
17 VXF 0.01%
18 RTLA 0.01%
19 SMMD 0.01%
20 DFSV 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 622.58K (6.38%) 13.86K
Increased by +2.23%
Mar 31, 26
2 Vanguard Group Inc 544.26K (5.58%) 14.49K
Increased by +2.66%
Dec 31, 25
3 Vanguard Capital Management, LLC 427.66K (4.38%) 427.66K
Increased by +100.00%
Mar 31, 26
4 FMR Inc 363.66K (3.73%) -231.80K
Decreased by -63.74%
Mar 31, 26
5 Private Capital Management, LLC 359.74K (3.69%) -11.00K
Decreased by -3.06%
Mar 31, 26
6 Dimensional Fund Advisors, Inc. 334.84K (3.43%) 14.79K
Increased by +4.42%
Mar 31, 26
7 Geode Capital Management, LLC 246.38K (2.52%) 5.36K
Increased by +2.17%
Mar 31, 26
8 State Street Corp 195.58K (2.00%) 14.05K
Increased by +7.18%
Mar 31, 26
9 American Century Companies Inc 183.62K (1.88%) 51.61K
Increased by +28.11%
Mar 31, 26
10 Manufacturers Life Insurance Co 162.98K (1.67%) 17.34K
Increased by +10.64%
Mar 31, 26
11 State Street Corporation 138.99K (1.42%) 18.15K
Increased by +13.06%
Mar 31, 24
12 Bridgeway Capital Management, LLC 106.16K (1.09%) 252.00
Increased by +0.24%
Mar 31, 26
13 Northern Trust Corp 92.57K (0.95%) 1.87K
Increased by +2.02%
Mar 31, 26
14 Maltese Capital Management LLC 85.60K (0.88%) 19.44K
Increased by +22.71%
Mar 31, 26
15 Vanguard Fiduciary Trust Co 67.45K (0.69%) 67.45K
Increased by +100.00%
Mar 31, 26
16 Empowered Funds, LLC 59.76K (0.61%) 59.76K
Increased by +100.00%
Mar 31, 26
17 Vanguard Portfolio Management, LLC 58.21K (0.60%) 58.21K
Increased by +100.00%
Mar 31, 26
18 AllianceBernstein L.P. 58.00K (0.59%) -21.87K
Decreased by -37.71%
Dec 31, 25
19 Morgan Stanley - Brokerage Accounts 51.38K (0.53%) 20.03K
Increased by +38.98%
Mar 31, 26
20 Citadel Advisors Llc 45.48K (0.47%) 25.49K
Increased by +56.05%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity® Low-Priced Stock 376.77K (3.86%) -391.00
Decreased by -0.10%
Oct 31, 23
2 Vanguard Total Stock Mkt Idx Inv 305.40K (3.13%) -7.90K
Decreased by -2.59%
Jun 30, 26
3 iShares Russell 2000 ETF 283.72K (2.91%) 1.68K
Increased by +0.59%
Jun 30, 26
4 Vanguard US Total Market Shares ETF 250.66K (2.57%) 0.00
Increased by 0.00%
Sep 30, 24
5 Avantis US Small Cap Value ETF 210.96K (2.16%) 270.00
Increased by +0.13%
Jun 30, 26
6 Fidelity Low-Priced Stock 209.10K (2.14%) -120.14K
Decreased by -57.45%
Mar 31, 26
7 Vanguard Institutional Extnd Mkt Idx Tr 119.13K (1.22%) 415.00
Increased by +0.35%
Jun 30, 26
8 iShares Russell 2000 Value ETF 101.45K (1.04%) -702.00
Decreased by -0.69%
Jun 30, 26
9 Fidelity Small Cap Index 101.08K (1.04%) 885.00
Increased by +0.88%
Apr 30, 26
10 Fidelity® Small Cap Index 80.17K (0.82%) 681.00
Increased by +0.85%
Oct 31, 23
11 JHancock Regional Bank A 77.59K (0.80%) 0.00
Increased by 0.00%
May 31, 26
12 JH Financial Opportunities 71.32K (0.73%) 0.00
Increased by 0.00%
May 31, 26
13 Russell 2000 Equity Index Fund B 66.91K (0.69%) 837.00
Increased by +1.25%
Jun 30, 26
14 Russell 2000 Index Non-Lendable Fund 66.91K (0.69%) 837.00
Increased by +1.25%
Jun 30, 26
15 EA Bridgeway Omni Small-Cap Value ETF 64.32K (0.66%) -171.00
Decreased by -0.27%
Jun 30, 26
16 John Hancock Financial Opportunities Fund 62.23K (0.64%) 0.00
Increased by 0.00%
Mar 31, 25
17 Vanguard Russell 2000 ETF 59.10K (0.61%) 7.02K
Increased by +11.88%
Jun 30, 26
18 State St Russell Sm/Mid Cp® Indx SL Cl I 58.57K (0.60%) 17.70K
Increased by +30.22%
Jun 30, 26
19 Fidelity Low-Priced Stock K6 57.91K (0.59%) 266.00
Increased by +0.46%
Feb 28, 26
20 Private Capital Management Value Focus 57.13K (0.59%) 843.00
Increased by +1.48%
Mar 31, 26