Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DVP 0.72%
2 DEEP 0.72%
3 FDM 0.40%
4 SQLV 0.34%
5 BFOR 0.22%
6 FCG 0.07%
7 SFLO 0.06%
8 BSVO 0.06%
9 EES 0.06%
10 TXSS 0.05%
11 QSML 0.04%
12 AVUV 0.03%
13 FSCC 0.03%
14 EBIT 0.03%
15 AVSC 0.03%
16 IWC 0.03%
17 DFSV 0.03%
18 GSSC 0.02%
19 DFAT 0.01%
20 VTWO 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 2.70M (7.48%) -60.50K
Decreased by -2.24%
Dec 31, 24
2 Vanguard Group Inc 2.55M (7.05%) 14.81K
Increased by +0.58%
Dec 31, 24
3 Dimensional Fund Advisors, Inc. 2.46M (6.81%) 88.71K
Increased by +3.60%
Dec 31, 24
4 Bridgeway Capital Management, LLC 1.35M (3.72%) 5.92K
Increased by +0.44%
Dec 31, 24
5 American Century Companies Inc 1.09M (3.00%) 229.61K
Increased by +21.15%
Dec 31, 24
6 Geode Capital Management, LLC 864.21K (2.39%) -19.47K
Decreased by -2.25%
Dec 31, 24
7 State Street Corp 828.40K (2.29%) 23.19K
Increased by +2.80%
Dec 31, 24
8 State Street Corporation 745.51K (2.06%) 9.23K
Increased by +1.24%
Mar 31, 24
9 Foundry Partners, LLC 624.73K (1.73%) 53.96K
Increased by +8.64%
Dec 31, 24
10 Prudential Financial Inc 545.55K (1.51%) -52.90K
Decreased by -9.70%
Dec 31, 24
11 Morgan Stanley - Brokerage Accounts 449.53K (1.24%) -53.65K
Decreased by -11.93%
Dec 31, 24
12 Bank of New York Mellon Corp 405.50K (1.12%) -12.67K
Decreased by -3.13%
Dec 31, 24
13 Northern Trust Corp 363.65K (1.01%) 11.62K
Increased by +3.20%
Dec 31, 24
14 AQR Capital Management LLC 284.30K (0.79%) -71.80K
Decreased by -25.25%
Dec 31, 24
15 Arrowstreet Capital Limited Partnership 256.97K (0.71%) 172.26K
Increased by +67.03%
Sep 30, 23
16 Panagora Asset Management Inc 236.86K (0.66%) -6.90K
Decreased by -2.91%
Dec 31, 24
17 Acadian Asset Management LLC 223.38K (0.62%) -349.91K
Decreased by -156.64%
Mar 31, 24
18 SIMPLEX TRADING, LLC 207.74K (0.57%) 106.72K
Increased by +51.37%
Dec 31, 23
19 Susquehanna International Group, LLP 205.50K (0.57%) 68.41K
Increased by +33.29%
Sep 30, 24
20 Yacktman Asset Management Co 190.00K (0.53%) -15.00K
Decreased by -7.89%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.17M (3.23%) 0.00
Increased by 0.00%
Mar 31, 25
2 Vanguard US Total Market Shares ETF 1.17M (3.23%) 0.00
Increased by 0.00%
Sep 30, 24
3 Foundry Partners Micro Cap Value 1.05M (2.91%) 123.28K
Increased by +11.73%
Mar 31, 25
4 Avantis US Small Cap Value ETF 1.04M (2.87%) 0.00
Increased by 0.00%
Apr 30, 25
5 iShares Russell 2000 ETF 941.60K (2.60%) -7.63K
Decreased by -0.81%
Apr 29, 25
6 Bridgeway Small Cap Value 645.10K (1.78%) 0.00
Increased by 0.00%
Dec 31, 24
7 Bridgeway Small-Cap Value 645.10K (1.78%) 0.00
Increased by 0.00%
Dec 31, 24
8 DFA US Small Cap Value I 639.01K (1.77%) -15.91K
Decreased by -2.49%
Mar 31, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 577.21K (1.60%) 19.09K
Increased by +3.31%
Mar 31, 25
10 Fidelity Small Cap Index 380.24K (1.05%) 0.00
Increased by 0.00%
Feb 28, 25
11 iShares Russell 2000 Value ETF 371.87K (1.03%) -1.26K
Decreased by -0.34%
Apr 30, 25
12 DFA US Targeted Value I 367.71K (1.02%) 0.00
Increased by 0.00%
Mar 31, 25
13 Vanguard Explorer Inv 363.16K (1.00%) 0.00
Increased by 0.00%
Mar 31, 25
14 Fidelity® Small Cap Index 350.07K (0.97%) 9.96K
Increased by +2.84%
Oct 31, 23
15 Dimensional US Targeted Value ETF 267.74K (0.74%) 0.00
Increased by 0.00%
Apr 30, 25
16 State St Russell Sm/Mid Cp® Indx NL Cl C 264.46K (0.73%) -17.30K
Decreased by -6.54%
Mar 31, 25
17 State St Russell Sm/Mid Cp® Indx SL Cl I 264.46K (0.73%) -17.30K
Decreased by -6.54%
Mar 31, 25
18 Bridgeway Ultra-Small Company 217.40K (0.60%) 0.00
Increased by 0.00%
Dec 31, 24
19 First Trust Natural Gas ETF 207.12K (0.57%) -684.00
Decreased by -0.33%
Aug 29, 24
20 Fidelity Extended Market Index 202.38K (0.56%) -2.01K
Decreased by -0.99%
Mar 31, 25