Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PRFZ 0.02%
2 BSVO 0.02%
3 IWC 0.02%
4 FNDA 0.02%
5 DFAT 0.00%
6 AVSC 0.00%
7 ONEQ 0.00%
8 DFAS 0.00%
9 FNDB 0.00%
10 DFSV 0.00%
11 DFAC 0.00%
12 DFUS 0.00%
13 AVUV 0.00%
14 AVUS 0.00%
15 VTI 0.00%
16 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 3.51M (5.06%) -42.73K
Decreased by -1.22%
Jun 30, 25
2 Hotchkis & Wiley Capital Management LLC 3.41M (4.92%) 300.32K
Increased by +8.81%
Jun 30, 24
3 BlackRock Inc 2.80M (4.05%) 675.70K
Increased by +24.09%
Mar 31, 25
4 Renaissance Technologies Corp 1.41M (2.03%) -15.52K
Decreased by -1.10%
Mar 31, 25
5 HighTower Advisors, LLC 1.39M (2.00%) 87.40K
Increased by +6.30%
Dec 31, 23
6 Peapod Lane Capital LLC 1.22M (1.76%) 279.42K
Increased by +22.87%
Jun 30, 25
7 Lodestone Wealth Management LLC 1.20M (1.73%) 1.20M
Increased by +100.00%
Sep 30, 23
8 D. E. Shaw & Co LP 1.07M (1.54%) -528.49K
Decreased by -49.54%
Jun 30, 25
9 Creative Financial Designs Inc 1.02M (1.47%) 35.49K
Increased by +3.49%
Jun 30, 25
10 Geode Capital Management, LLC 963.91K (1.39%) 69.96K
Increased by +7.26%
Mar 31, 25
11 MAVEN SECURITIES Ltd 900.00K (1.30%) 600.00K
Increased by +66.67%
Dec 31, 23
12 Dimensional Fund Advisors, Inc. 899.03K (1.30%) -147.20K
Decreased by -16.37%
Jun 30, 25
13 Clear Sky Advisers, LLC 778.68K (1.12%) 320.63K
Increased by +41.18%
Dec 31, 23
14 Charles Schwab Investment Management Inc 730.88K (1.05%) -684.57K
Decreased by -93.66%
Dec 31, 24
15 GSA Capital Partners LLP 688.57K (0.99%) 173.23K
Increased by +25.16%
Jun 30, 25
16 LAURION CAPITAL MANAGEMENT LP 653.46K (0.94%) 653.46K
Increased by +100.00%
Mar 31, 24
17 Acadian Asset Management LLC 585.85K (0.85%) 46.45K
Increased by +7.93%
Mar 31, 24
18 Citigroup Inc 508.76K (0.73%) 336.00K
Increased by +66.04%
Mar 31, 24
19 Susquehanna International Group, LLP 503.63K (0.73%) -381.96K
Decreased by -75.84%
Mar 31, 25
20 JANE STREET GROUP, LLC 496.67K (0.72%) 433.96K
Increased by +87.37%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 DOMO Concentrated All Cap Value 3.58M (5.16%) 95.76K
Increased by +2.68%
Dec 31, 23
2 Vanguard US Total Market Shares ETF 2.44M (3.52%) 0.00
Increased by 0.00%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 2.24M (3.23%) -49.35K
Decreased by -2.21%
Jul 31, 25
4 Schwab Fundamental US Small Company ETF 2.18M (3.14%) 0.00
Increased by 0.00%
Apr 30, 24
5 iShares Global Agriculture ETF Comm 1.13M (1.63%) 4.84K
Increased by +0.43%
Aug 29, 25
6 Vanguard Institutional Extnd Mkt Idx Tr 759.40K (1.10%) -346.04K
Decreased by -45.57%
Jul 31, 25
7 Schwab Fundamental U.S. Small CompanyETF 586.36K (0.85%) 0.00
Increased by 0.00%
Feb 28, 25
8 Hotchkis & Wiley Sm Cp Divers Val I 581.40K (0.84%) -361.00K
Decreased by -62.09%
Jul 31, 24
9 Principal SmallCap Value II Instl 476.80K (0.69%) -185.40K
Decreased by -38.88%
Jul 31, 24
10 Invesco FTSE RAFI US 1500 Small-Mid ETF 438.81K (0.63%) 0.00
Increased by 0.00%
Feb 27, 25
11 Fidelity Extended Market Index 392.93K (0.57%) -3.23K
Decreased by -0.82%
Jul 31, 25
12 Fidelity® Extended Market Index 372.42K (0.54%) 0.00
Increased by 0.00%
Nov 30, 23
13 EA Bridgeway Omni Small-Cap Value ETF 324.05K (0.47%) 214.00
Increased by +0.07%
Aug 29, 25
14 Hotchkis & Wiley Small Cap Div Val CL F 322.70K (0.47%) 171.70K
Increased by +53.21%
Jun 30, 24
15 Multi-Manager Small Cap Eq Strat Inst 266.50K (0.38%) -125.60K
Decreased by -47.13%
Jul 31, 24
16 Empower Small Cap Value Inv 261.50K (0.38%) 75.40K
Increased by +28.83%
Jun 30, 24
17 DFA US Targeted Value I 249.28K (0.36%) 0.00
Increased by 0.00%
Jul 31, 25
18 Invesco DW Basic Materials Momt ETF 235.47K (0.34%) 0.00
Increased by 0.00%
Dec 31, 23
19 DFA US Micro Cap I 219.65K (0.32%) -6.60K
Decreased by -3.00%
Mar 31, 24
20 Invesco RAFI US 1500 Small-Mid ETF 210.15K (0.30%) 0.00
Increased by 0.00%
Aug 29, 25