Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWN 0.03%
2 IWM 0.02%
3 ISCG 0.01%
4 JKK 0.01%
5 JKJ 0.01%
6 ISCB 0.01%
7 JKL 0.01%
8 ISCV 0.01%
9 IWO 0.00%
10 ITOT 0.00%
11 IWV 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.37M (7.05%) 52.87K
Increased by +1.57%
Dec 31, 24
2 Vanguard Group Inc 2.83M (5.92%) -48.87K
Decreased by -1.72%
Dec 31, 24
3 Mariner Value Strategies, LLC 1.95M (4.08%) -967.99K
Decreased by -49.51%
Dec 31, 24
4 Dimensional Fund Advisors, Inc. 1.79M (3.74%) 257.34K
Increased by +14.39%
Dec 31, 24
5 Geode Capital Management, LLC 1.07M (2.24%) -1.95K
Decreased by -0.18%
Dec 31, 24
6 State Street Corp 1.04M (2.17%) 52.20K
Increased by +5.02%
Dec 31, 24
7 State Street Corporation 1.01M (2.11%) 46.79K
Increased by +4.63%
Mar 31, 24
8 Integrated Advisors Network LLC 841.00K (1.76%) 0.00
Increased by 0.00%
Mar 31, 25
9 Walnut Level Capital LLC 587.97K (1.23%) 211.06K
Increased by +35.90%
Dec 31, 24
10 Goldman Sachs Group Inc 551.61K (1.15%) 164.09K
Increased by +29.75%
Dec 31, 24
11 Morgan Stanley - Brokerage Accounts 496.24K (1.04%) 35.14K
Increased by +7.08%
Dec 31, 24
12 American Century Companies Inc 485.10K (1.01%) 371.81K
Increased by +76.65%
Dec 31, 24
13 Millennium Management LLC 453.76K (0.95%) 274.59K
Increased by +60.51%
Dec 31, 24
14 Charles Schwab Investment Management Inc 451.66K (0.94%) -83.47K
Decreased by -18.48%
Dec 31, 24
15 Ameriprise Financial Inc 450.18K (0.94%) -235.40K
Decreased by -52.29%
Sep 30, 24
16 Northern Trust Corp 435.31K (0.91%) 46.75K
Increased by +10.74%
Dec 31, 24
17 Marshall Wace Asset Management Ltd 418.30K (0.87%) 80.16K
Increased by +19.16%
Dec 31, 24
18 Arrowstreet Capital Limited Partnership 415.13K (0.87%) 78.11K
Increased by +18.81%
Dec 31, 24
19 Buckingham Strategic Partners 391.63K (0.82%) 391.63K
Increased by +100.00%
Dec 31, 23
20 Lido Advisors, LLC 349.71K (0.73%) 1.00
Increased by +0.00%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Nuance Mid Cap Value Separate Account 1.63M (3.40%) -307.02K
Decreased by -18.86%
Dec 31, 24
2 Vanguard US Total Market Shares ETF 1.35M (2.83%) 0.00
Increased by 0.00%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 1.34M (2.80%) 0.00
Increased by 0.00%
Mar 31, 25
4 iShares Russell 2000 ETF 1.12M (2.33%) -9.68K
Decreased by -0.87%
Mar 31, 25
5 Nuance Mid Cap Value Institutional 979.28K (2.05%) -301.96K
Decreased by -30.83%
Jan 31, 25
6 Vanguard Institutional Extnd Mkt Idx Tr 671.18K (1.40%) 19.63K
Increased by +2.92%
Mar 31, 25
7 Vanguard Consumer Staples ETF 519.61K (1.09%) 8.96K
Increased by +1.72%
Mar 31, 25
8 Avantis US Small Cap Value ETF 512.53K (1.07%) -1.04K
Decreased by -0.20%
Mar 29, 25
9 Fidelity® Small Cap Index 467.97K (0.98%) 15.96K
Increased by +3.41%
Oct 31, 23
10 Fidelity Small Cap Index 430.04K (0.90%) -8.05K
Decreased by -1.87%
Jan 31, 25
11 Nuance Concentrated Value 372.94K (0.78%) -39.26K
Decreased by -10.53%
Sep 30, 24
12 iShares Russell 2000 Value ETF 346.54K (0.72%) 0.00
Increased by 0.00%
Mar 31, 25
13 Columbia Small Cap Value I A 302.01K (0.63%) 3.60K
Increased by +1.19%
Nov 30, 24
14 Columbia Small Cap Value I 298.41K (0.62%) -149.20K
Decreased by -50.00%
Sep 30, 24
15 DFA US Small Cap Value I 293.45K (0.61%) 13.77K
Increased by +4.69%
Feb 28, 25
16 Schwab Fundamental US Small Company ETF 286.57K (0.60%) 192.00
Increased by +0.07%
May 30, 24
17 State St Russell Sm/Mid Cp® Indx NL Cl C 281.24K (0.59%) 0.00
Increased by 0.00%
Mar 31, 25
18 State St Russell Sm/Mid Cp® Indx SL Cl I 281.24K (0.59%) 0.00
Increased by 0.00%
Mar 31, 25
19 Dimensional US Targeted Value ETF 280.41K (0.59%) 4.24K
Increased by +1.51%
Mar 31, 25
20 Stephens Small Cap Growth 277.86K (0.58%) -214.60K
Decreased by -77.23%
Sep 30, 23