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 0.09%
8 IWC 0.09%
9 JSML 0.08%
10 JSMD 0.05%
11 DFAT 0.04%
12 IWN 0.03%
13 DFAS 0.02%
14 VTWV 0.02%
15 IWM 0.01%
16 AVUV 0.01%
17 GSSC 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. 611.36K (11.61%) -6.77K
Decreased by -1.11%
Dec 31, 24
2 BlackRock Inc 428.01K (8.12%) -10.90K
Decreased by -2.55%
Dec 31, 24
3 Vanguard Group Inc 270.27K (5.13%) -2.95K
Decreased by -1.09%
Dec 31, 24
4 Renaissance Technologies Corp 125.56K (2.38%) 20.80K
Increased by +16.57%
Dec 31, 24
5 Geode Capital Management, LLC 122.41K (2.32%) -90.00
Decreased by -0.07%
Dec 31, 24
6 Wellington Management Company LLP 122.22K (2.32%) 75.07K
Increased by +61.42%
Dec 31, 24
7 State Street Corporation 100.11K (1.90%) 875.00
Increased by +0.87%
Mar 31, 24
8 State Street Corp 96.36K (1.83%) 2.93K
Increased by +3.04%
Dec 31, 24
9 Arrowstreet Capital Limited Partnership 68.63K (1.30%) 68.63K
Increased by +100.00%
Dec 31, 24
10 American Century Companies Inc 52.33K (0.99%) 19.78K
Increased by +37.79%
Dec 31, 24
11 Kennedy Capital Management Inc 47.42K (0.90%) -29.68K
Decreased by -62.59%
Dec 31, 24
12 Northern Trust Corp 46.53K (0.88%) -500.00
Decreased by -1.07%
Dec 31, 24
13 Bank of New York Mellon Corp 29.61K (0.56%) -3.37K
Decreased by -11.37%
Dec 31, 24
14 Bridgeway Capital Management, LLC 27.61K (0.52%) 9.03K
Increased by +32.69%
Dec 31, 24
15 Denali Advisors LLC 26.04K (0.49%) 1.28K
Increased by +4.93%
Mar 31, 24
16 Empowered Funds, LLC 26.00K (0.49%) 9.03K
Increased by +34.71%
Dec 31, 24
17 Los Angeles Capital Management LLC 24.38K (0.46%) -4.00K
Decreased by -16.41%
Dec 31, 24
18 CWM Advisors, LLC 22.18K (0.42%) 8.30K
Increased by +37.45%
Sep 30, 23
19 Hudson Bay Capital Management LP 20.05K (0.38%) 20.05K
Increased by +100.00%
Dec 31, 24
20 Goldman Sachs Group Inc 19.38K (0.37%) 8.21K
Increased by +42.37%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 160.28K (3.04%) 0.00
Increased by 0.00%
Feb 28, 25
2 Vanguard US Total Market Shares ETF 160.28K (3.04%) 0.00
Increased by 0.00%
Sep 30, 24
3 iShares Russell 2000 ETF 159.75K (3.03%) -1.38K
Decreased by -0.86%
Mar 31, 25
4 DFA US Micro Cap I 105.57K (2.00%) -5.19K
Decreased by -4.92%
Feb 28, 25
5 DFA US Targeted Value I 95.88K (1.82%) 0.00
Increased by 0.00%
Feb 28, 25
6 Dimensional US Targeted Value ETF 80.30K (1.52%) 0.00
Increased by 0.00%
Mar 31, 25
7 Avantis US Small Cap Value ETF 74.11K (1.41%) 330.00
Increased by +0.45%
Mar 29, 25
8 DFA US Small Cap I 72.35K (1.37%) -5.03K
Decreased by -6.96%
Feb 28, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 70.01K (1.33%) 0.00
Increased by 0.00%
Feb 28, 25
10 Fidelity Small Cap Index 53.64K (1.02%) -1.00K
Decreased by -1.87%
Jan 31, 25
11 iShares Russell 2000 Value ETF 49.40K (0.94%) 0.00
Increased by 0.00%
Mar 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 38.31K (0.73%) 39.00
Increased by +0.10%
Mar 31, 25
14 DFA US Core Equity 2 I 35.84K (0.68%) -276.00
Decreased by -0.77%
Feb 28, 25
15 Dimensional US Small Cap ETF 35.37K (0.67%) 0.00
Increased by 0.00%
Mar 31, 25
16 Dimensional US Core Equity 2 ETF 33.22K (0.63%) 418.00
Increased by +1.26%
Mar 31, 25
17 Kennedy Micro Cap 30.95K (0.59%) -168.00
Decreased by -0.54%
Mar 31, 25
18 Wellington CIF Micro Cap Equity 29.80K (0.57%) 19.18K
Increased by +64.37%
Dec 31, 24
19 State St Russell Sm/Mid Cp® Indx NL Cl C 26.94K (0.51%) 0.00
Increased by 0.00%
Feb 28, 25
20 Fidelity Extended Market Index 25.60K (0.49%) 1.34K
Increased by +5.25%
Feb 28, 25