Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DEEP 0.87%
2 DVP 0.87%
3 FDM 0.24%
4 EBIT 0.22%
5 EES 0.10%
6 BSVO 0.10%
7 PFF 0.08%
8 IWC 0.08%
9 JSML 0.08%
10 JSMD 0.05%
11 DFAT 0.04%
12 IWN 0.02%
13 DFAS 0.02%
14 VTWV 0.02%
15 AVUV 0.01%
16 GSSC 0.01%
17 IWM 0.01%
18 RSSL 0.01%
19 PRFZ 0.01%
20 VTWO 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Dimensional Fund Advisors, Inc. 596.07K (11.28%) -15.29K
Decreased by -2.57%
Mar 31, 25
2 BlackRock Inc 445.68K (8.44%) 17.68K
Increased by +3.97%
Mar 31, 25
3 Wellington Management Company LLP 365.28K (6.91%) 243.05K
Increased by +66.54%
Mar 31, 25
4 Vanguard Group Inc 277.01K (5.24%) 6.74K
Increased by +2.43%
Mar 31, 25
5 Geode Capital Management, LLC 124.03K (2.35%) 1.62K
Increased by +1.30%
Mar 31, 25
6 Renaissance Technologies Corp 121.66K (2.30%) -3.90K
Decreased by -3.21%
Mar 31, 25
7 State Street Corporation 100.11K (1.89%) 875.00
Increased by +0.87%
Mar 31, 24
8 State Street Corp 98.44K (1.86%) 2.07K
Increased by +2.11%
Mar 31, 25
9 American Century Companies Inc 95.48K (1.81%) 43.14K
Increased by +45.19%
Mar 31, 25
10 Arrowstreet Capital Limited Partnership 81.65K (1.55%) 13.02K
Increased by +15.94%
Mar 31, 25
11 Kennedy Capital Management Inc 55.48K (1.05%) 8.07K
Increased by +14.54%
Mar 31, 25
12 Janney Montgomery Scott LLC 50.61K (0.96%) 50.61K
Increased by +100.00%
Mar 31, 25
13 Northern Trust Corp 47.37K (0.90%) 839.00
Increased by +1.77%
Mar 31, 25
14 Bridgeway Capital Management, LLC 39.92K (0.76%) 12.31K
Increased by +30.83%
Mar 31, 25
15 Empowered Funds, LLC 38.31K (0.73%) 12.31K
Increased by +32.13%
Mar 31, 25
16 Jacobs Levy Equity Management, Inc. 32.56K (0.62%) 32.56K
Increased by +100.00%
Mar 31, 25
17 Bank of New York Mellon Corp 29.78K (0.56%) 175.00
Increased by +0.59%
Mar 31, 25
18 Los Angeles Capital Management LLC 26.86K (0.51%) 2.48K
Increased by +9.23%
Mar 31, 25
19 State Of Wisconsin Investment Board 26.83K (0.51%) 16.03K
Increased by +59.75%
Mar 31, 25
20 Denali Advisors LLC 26.04K (0.49%) 1.28K
Increased by +4.93%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 160.28K (3.03%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard US Total Market Shares ETF 160.28K (3.03%) 0.00
Increased by 0.00%
Sep 30, 24
3 iShares Russell 2000 ETF 145.50K (2.75%) 0.00
Increased by 0.00%
May 31, 25
4 DFA US Micro Cap I 99.98K (1.89%) 0.00
Increased by 0.00%
Apr 30, 25
5 DFA US Targeted Value I 95.88K (1.81%) 0.00
Increased by 0.00%
Apr 30, 25
6 Avantis US Small Cap Value ETF 87.81K (1.66%) 493.00
Increased by +0.56%
May 31, 25
7 Dimensional US Targeted Value ETF 81.99K (1.55%) 0.00
Increased by 0.00%
May 30, 25
8 DFA US Small Cap I 72.35K (1.37%) 0.00
Increased by 0.00%
Apr 30, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 71.70K (1.36%) 0.00
Increased by 0.00%
May 31, 25
10 Fidelity Small Cap Index 54.14K (1.02%) 498.00
Increased by +0.92%
Mar 31, 25
11 iShares Russell 2000 Value ETF 48.45K (0.92%) 0.00
Increased by 0.00%
May 31, 25
12 Fidelity® Small Cap Index 44.65K (0.85%) 1.52K
Increased by +3.41%
Oct 31, 23
13 EA Bridgeway Omni Small-Cap Value ETF 43.15K (0.82%) 0.00
Increased by 0.00%
May 30, 25
14 Wellington Emerging Companies 38.75K (0.73%) 38.75K
Increased by +100.00%
Mar 31, 25
15 Wellington CIF Micro Cap Equity 38.00K (0.72%) 8.20K
Increased by +21.58%
Mar 31, 25
16 Dimensional US Small Cap ETF 37.67K (0.71%) 0.00
Increased by 0.00%
May 30, 25
17 DFA US Core Equity 2 I 35.84K (0.68%) 0.00
Increased by 0.00%
Apr 30, 25
18 Dimensional US Core Equity 2 ETF 35.23K (0.67%) 0.00
Increased by 0.00%
May 30, 25
19 Kennedy Micro Cap 30.95K (0.59%) -168.00
Decreased by -0.54%
Mar 31, 25
20 Vanguard Russell 2000 ETF 28.06K (0.53%) 265.00
Increased by +0.94%
May 31, 25