Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SMMV 0.08%
2 IWN 0.05%
3 IWM 0.02%
4 ISCG 0.02%
5 JKK 0.02%
6 ISCB 0.01%
7 JKJ 0.01%
8 ISCV 0.01%
9 JKL 0.01%
10 IWO 0.01%
11 ITOT 0.00%
12 IWV 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.65M (8.66%) 276.00K
Increased by +7.56%
Mar 31, 25
2 Vanguard Group Inc 2.92M (6.93%) 85.98K
Increased by +2.94%
Mar 31, 25
3 Dimensional Fund Advisors, Inc. 2.12M (5.04%) 335.62K
Increased by +15.81%
Mar 31, 25
4 Mariner Value Strategies, LLC 1.94M (4.61%) -15.73K
Decreased by -0.81%
Mar 31, 25
5 State Street Corp 1.07M (2.54%) 30.79K
Increased by +2.87%
Mar 31, 25
6 Geode Capital Management, LLC 1.06M (2.52%) -14.53K
Decreased by -1.37%
Mar 31, 25
7 State Street Corporation 1.01M (2.40%) 46.79K
Increased by +4.63%
Mar 31, 24
8 Walnut Level Capital LLC 999.92K (2.37%) 411.95K
Increased by +41.20%
Mar 31, 25
9 Integrated Advisors Network LLC 841.00K (2.00%) 0.00
Increased by 0.00%
Mar 31, 25
10 American Century Companies Inc 669.73K (1.59%) 184.64K
Increased by +27.57%
Mar 31, 25
11 Morgan Stanley - Brokerage Accounts 477.06K (1.13%) -19.18K
Decreased by -4.02%
Mar 31, 25
12 Millennium Management LLC 453.76K (1.08%) 274.59K
Increased by +60.51%
Dec 31, 24
13 Ameriprise Financial Inc 450.18K (1.07%) -235.40K
Decreased by -52.29%
Sep 30, 24
14 Northern Trust Corp 427.63K (1.02%) -7.68K
Decreased by -1.80%
Mar 31, 25
15 Goldman Sachs Group Inc 427.36K (1.01%) -124.25K
Decreased by -29.07%
Mar 31, 25
16 Marshall Wace Asset Management Ltd 418.30K (0.99%) 80.16K
Increased by +19.16%
Dec 31, 24
17 Arrowstreet Capital Limited Partnership 415.13K (0.99%) 78.11K
Increased by +18.81%
Dec 31, 24
18 Qube Research & Technologies 408.10K (0.97%) 102.93K
Increased by +25.22%
Mar 31, 25
19 Buckingham Strategic Partners 391.63K (0.93%) 391.63K
Increased by +100.00%
Dec 31, 23
20 Charles Schwab Investment Management Inc 375.14K (0.89%) -76.52K
Decreased by -20.40%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 1.35M (3.21%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 1.34M (3.18%) 1.80K
Increased by +0.13%
May 31, 25
3 Nuance Mid Cap Value Separate Account 1.30M (3.10%) -323.39K
Decreased by -24.79%
Mar 31, 25
4 iShares Russell 2000 ETF 1.08M (2.56%) 0.00
Increased by 0.00%
May 31, 25
5 Nuance Mid Cap Value Institutional 979.28K (2.33%) -301.96K
Decreased by -30.83%
Jan 31, 25
6 Vanguard Institutional Extnd Mkt Idx Tr 679.50K (1.61%) 6.88K
Increased by +1.01%
May 31, 25
7 Avantis US Small Cap Value ETF 627.56K (1.49%) 3.89K
Increased by +0.62%
May 31, 25
8 Vanguard Consumer Staples ETF 518.10K (1.23%) -3.87K
Decreased by -0.75%
May 31, 25
9 Fidelity® Small Cap Index 467.97K (1.11%) 15.96K
Increased by +3.41%
Oct 31, 23
10 Fidelity Small Cap Index 429.90K (1.02%) -133.00
Decreased by -0.03%
Mar 31, 25
11 DFA US Targeted Value I 353.98K (0.84%) 27.81K
Increased by +7.86%
Apr 30, 25
12 iShares Russell 2000 Value ETF 339.85K (0.81%) 0.00
Increased by 0.00%
May 31, 25
13 Dimensional US Targeted Value ETF 317.73K (0.75%) 0.00
Increased by 0.00%
May 30, 25
14 Columbia Small Cap Value I A 302.01K (0.72%) 3.60K
Increased by +1.19%
Nov 30, 24
15 DFA US Small Cap Value I 301.08K (0.71%) 2.82K
Increased by +0.94%
Apr 30, 25
16 Columbia Small Cap Value I 298.41K (0.71%) -149.20K
Decreased by -50.00%
Sep 30, 24
17 Schwab Fundamental US Small Company ETF 286.57K (0.68%) 192.00
Increased by +0.07%
May 30, 24
18 State St Russell Sm/Mid Cp® Indx NL Cl C 282.45K (0.67%) 1.21K
Increased by +0.43%
Apr 30, 25
19 State St Russell Sm/Mid Cp® Indx SL Cl I 282.45K (0.67%) 0.00
Increased by 0.00%
May 31, 25
20 Dimensional US Small Cap Value ETF 278.09K (0.66%) 0.00
Increased by 0.00%
May 30, 25