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 3.49M (5.08%) -86.05K
Decreased by -2.47%
Dec 31, 24
2 Hotchkis & Wiley Capital Management LLC 3.41M (4.96%) 300.32K
Increased by +8.81%
Jun 30, 24
3 BlackRock Inc 2.13M (3.10%) 20.28K
Increased by +0.95%
Dec 31, 24
4 D. E. Shaw & Co LP 1.60M (2.33%) 274.92K
Increased by +17.17%
Dec 31, 24
5 Renaissance Technologies Corp 1.43M (2.07%) -243.40K
Decreased by -17.08%
Dec 31, 24
6 HighTower Advisors, LLC 1.39M (2.02%) 87.40K
Increased by +6.30%
Dec 31, 23
7 Dimensional Fund Advisors, Inc. 1.27M (1.84%) -275.53K
Decreased by -21.73%
Dec 31, 24
8 Lodestone Wealth Management LLC 1.20M (1.75%) 1.20M
Increased by +100.00%
Sep 30, 23
9 Creative Financial Designs Inc 981.82K (1.43%) -2.29K
Decreased by -0.23%
Mar 31, 25
10 Peapod Lane Capital LLC 942.42K (1.37%) 3.33K
Increased by +0.35%
Mar 31, 25
11 MAVEN SECURITIES Ltd 900.00K (1.31%) 600.00K
Increased by +66.67%
Dec 31, 23
12 Geode Capital Management, LLC 893.95K (1.30%) 8.44K
Increased by +0.94%
Dec 31, 24
13 Susquehanna International Group, LLP 885.59K (1.29%) 364.48K
Increased by +41.16%
Dec 31, 24
14 Clear Sky Advisers, LLC 778.68K (1.13%) 320.63K
Increased by +41.18%
Dec 31, 23
15 Charles Schwab Investment Management Inc 730.88K (1.06%) -684.57K
Decreased by -93.66%
Dec 31, 24
16 Goldman Sachs Group Inc 674.41K (0.98%) -870.65K
Decreased by -129.10%
Dec 31, 24
17 LAURION CAPITAL MANAGEMENT LP 653.46K (0.95%) 653.46K
Increased by +100.00%
Mar 31, 24
18 Acadian Asset Management LLC 585.85K (0.85%) 46.45K
Increased by +7.93%
Mar 31, 24
19 Qube Research & Technologies 532.26K (0.77%) 110.80K
Increased by +20.82%
Dec 31, 24
20 Citigroup Inc 508.76K (0.74%) 336.00K
Increased by +66.04%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 DOMO Concentrated All Cap Value 3.58M (5.21%) 95.76K
Increased by +2.68%
Dec 31, 23
2 Vanguard US Total Market Shares ETF 2.44M (3.55%) 0.00
Increased by 0.00%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 2.29M (3.33%) 0.00
Increased by 0.00%
Mar 31, 25
4 Schwab Fundamental US Small Company ETF 2.18M (3.17%) 0.00
Increased by 0.00%
Apr 30, 24
5 iShares Global Agriculture ETF Comm 1.28M (1.86%) 0.00
Increased by 0.00%
Apr 30, 25
6 Vanguard Institutional Extnd Mkt Idx Tr 1.11M (1.61%) 62.55K
Increased by +5.66%
Mar 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 (0.85%) -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 (0.64%) 0.00
Increased by 0.00%
Feb 27, 25
11 Fidelity Extended Market Index 402.78K (0.59%) 30.88K
Increased by +7.67%
Mar 31, 25
12 Fidelity® Extended Market Index 372.42K (0.54%) 0.00
Increased by 0.00%
Nov 30, 23
13 Hotchkis & Wiley Small Cap Div Val CL F 322.70K (0.47%) 171.70K
Increased by +53.21%
Jun 30, 24
14 Invesco RAFI US 1500 Small-Mid ETF 320.19K (0.47%) -715.00
Decreased by -0.22%
Apr 30, 25
15 EA Bridgeway Omni Small-Cap Value ETF 278.43K (0.41%) 4.24K
Increased by +1.52%
Apr 30, 25
16 Multi-Manager Small Cap Eq Strat Inst 266.50K (0.39%) -125.60K
Decreased by -47.13%
Jul 31, 24
17 Empower Small Cap Value Inv 261.50K (0.38%) 75.40K
Increased by +28.83%
Jun 30, 24
18 DFA US Targeted Value I 249.28K (0.36%) 0.00
Increased by 0.00%
Mar 31, 25
19 Invesco DW Basic Materials Momt ETF 235.47K (0.34%) 0.00
Increased by 0.00%
Dec 31, 23
20 DFA US Micro Cap I 219.65K (0.32%) -6.60K
Decreased by -3.00%
Mar 31, 24