Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WCEO 0.97%
2 FDM 0.82%
3 FSCC 0.61%
4 EHLS 0.52%
5 QABA 0.50%
6 ETHO 0.47%
7 DWAS 0.39%
8 VFMF 0.32%
9 BSVO 0.27%
10 SCDS 0.26%
11 BFOR 0.25%
12 SEIS 0.21%
13 IWC 0.21%
14 CSML 0.20%
15 KRE 0.20%
16 DPST 0.18%
17 TMSL 0.15%
18 FESM 0.15%
19 EES 0.13%
20 EBIT 0.10%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.17M (14.79%) -325.15K
Decreased by -10.25%
Mar 31, 25
2 Dimensional Fund Advisors, Inc. 1.32M (6.14%) 97.58K
Increased by +7.41%
Mar 31, 25
3 Vanguard Group Inc 1.26M (5.85%) 48.80K
Increased by +3.89%
Mar 31, 25
4 Macquarie Group Ltd 928.79K (4.33%) 928.79K
Increased by +100.00%
Mar 31, 25
5 Brown Advisory Holdings Inc 845.17K (3.94%) 11.94K
Increased by +1.41%
Sep 30, 24
6 State Street Corp 785.10K (3.66%) -57.45K
Decreased by -7.32%
Mar 31, 25
7 AllianceBernstein L.P. 767.44K (3.58%) 725.70K
Increased by +94.56%
Mar 31, 25
8 Adage Capital Partners Gp LLC 740.64K (3.45%) 192.58K
Increased by +26.00%
Mar 31, 25
9 State Street Corporation 709.66K (3.31%) 267.98K
Increased by +37.76%
Mar 31, 24
10 American Century Companies Inc 526.14K (2.45%) 23.29K
Increased by +4.43%
Mar 31, 25
11 Geode Capital Management, LLC 506.34K (2.36%) 25.49K
Increased by +5.03%
Mar 31, 25
12 First Manhattan Co. LLC 423.68K (1.98%) -28.20K
Decreased by -6.66%
Mar 31, 25
13 Allianz Asset Management AG 348.54K (1.63%) 86.71K
Increased by +24.88%
Mar 31, 25
14 LSV Asset Management 288.95K (1.35%) 180.11K
Increased by +62.33%
Mar 31, 25
15 Bridgeway Capital Management, LLC 283.71K (1.32%) -39.12K
Decreased by -13.79%
Mar 31, 25
16 Qube Research & Technologies 262.32K (1.22%) 127.42K
Increased by +48.58%
Mar 31, 25
17 JPMorgan Chase & Co 244.69K (1.14%) -301.19K
Decreased by -123.09%
Mar 31, 25
18 Federated Hermes Inc 242.58K (1.13%) -238.00
Decreased by -0.10%
Mar 31, 25
19 Neumeier Investment Counsel LLC 242.16K (1.13%) -149.04K
Decreased by -61.55%
Mar 31, 25
20 Charles Schwab Investment Management Inc 238.90K (1.11%) -3.63K
Decreased by -1.52%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 689.50K (3.22%) 0.00
Increased by 0.00%
Sep 30, 24
2 Macquarie Small Cap Value A 656.75K (3.06%) 0.00
Increased by 0.00%
Apr 30, 25
3 Vanguard Total Stock Mkt Idx Inv 533.42K (2.49%) 0.00
Increased by 0.00%
May 31, 25
4 Avantis US Small Cap Value ETF 449.53K (2.10%) 425.00
Increased by +0.09%
May 31, 25
5 iShares Russell 2000 ETF 442.45K (2.06%) 0.00
Increased by 0.00%
May 31, 25
6 BlackRock Advantage Small Cap Core Instl 413.54K (1.93%) 0.00
Increased by 0.00%
May 31, 25
7 Deka-Nachhaltigkeit Impact Aktien CF 380.00K (1.77%) 125.81K
Increased by +33.11%
May 31, 23
8 Vanguard Institutional Extnd Mkt Idx Tr 330.20K (1.54%) 2.38K
Increased by +0.72%
May 31, 25
9 Macquarie VIP Small Cap Value Series Std 264.35K (1.23%) 5.40K
Increased by +2.04%
Apr 30, 25
10 SPDR® S&P Regional Banking ETF 263.75K (1.23%) 0.00
Increased by 0.00%
May 31, 25
11 Neumeier Poma Small Cap Value 231.94K (1.08%) -96.09K
Decreased by -41.43%
Mar 31, 25
12 J39 Schroder ISF US Smlr Coms Impct USD 223.13K (1.04%) 0.00
Increased by 0.00%
Jan 31, 24
13 Deka-Nachhaltigkeit Aktien CF (A) 222.00K (1.04%) 0.00
Increased by 0.00%
Oct 31, 23
14 DFA US Targeted Value I 215.08K (1.00%) 0.00
Increased by 0.00%
Apr 30, 25
15 Federated Hermes MDT SCC Institutional 206.92K (0.96%) 0.00
Increased by 0.00%
Mar 31, 25
16 Federated Hermes MDT Small Cap Core IS 206.92K (0.96%) 0.00
Increased by 0.00%
Mar 31, 25
17 Dimensional US Targeted Value ETF 181.62K (0.85%) -105.00
Decreased by -0.06%
May 30, 25
18 Fidelity Small Cap Index 178.29K (0.83%) 828.00
Increased by +0.46%
Mar 31, 25
19 Fidelity® Small Cap Index 173.65K (0.81%) 5.24K
Increased by +3.02%
Oct 31, 23
20 iShares Russell 2000 Value ETF 170.68K (0.80%) 0.00
Increased by 0.00%
May 31, 25