Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SQLV 0.33%
2 BSVO 0.05%
3 IWC 0.04%
4 RFLR 0.04%
5 GSSC 0.03%
6 EES 0.03%
7 DFSV 0.02%
8 AVUV 0.01%
9 IWN 0.01%
10 PRFZ 0.01%
11 DFAT 0.01%
12 VTWV 0.01%
13 RTLA 0.01%
14 AVSC 0.01%
15 RSSL 0.01%
16 IWM 0.01%
17 DFAS 0.01%
18 ONEQ 0.01%
19 UWM 0.01%
20 URTY 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 1.41M (9.20%) 236.95K
Increased by +16.83%
Mar 31, 25
2 Dimensional Fund Advisors, Inc. 985.65K (6.44%) 10.70K
Increased by +1.09%
Mar 31, 25
3 Vanguard Group Inc 789.13K (5.16%) -1.37K
Decreased by -0.17%
Mar 31, 25
4 ING Investment Management LLC 545.82K (3.57%) 224.72K
Increased by +41.17%
Mar 31, 25
5 Geode Capital Management, LLC 386.32K (2.52%) 17.00K
Increased by +4.40%
Mar 31, 25
6 Renaissance Technologies Corp 341.89K (2.23%) 10.52K
Increased by +3.08%
Mar 31, 25
7 State Street Corporation 279.66K (1.83%) -4.41K
Decreased by -1.58%
Mar 31, 24
8 State Street Corp 268.47K (1.75%) -770.00
Decreased by -0.29%
Mar 31, 25
9 Hotchkis & Wiley Capital Management LLC 203.73K (1.33%) -2.40K
Decreased by -1.18%
Dec 31, 24
10 American Century Companies Inc 183.99K (1.20%) 0.00
Increased by 0.00%
Mar 31, 25
11 Morgan Stanley - Brokerage Accounts 165.50K (1.08%) 34.57K
Increased by +20.89%
Mar 31, 25
12 LSV Asset Management 149.99K (0.98%) -4.70K
Decreased by -3.13%
Mar 31, 25
13 Bridgeway Capital Management, LLC 131.31K (0.86%) -1.03K
Decreased by -0.79%
Mar 31, 25
14 Northern Trust Corp 118.43K (0.77%) -8.40K
Decreased by -7.09%
Mar 31, 25
15 Segall Bryant & Hamill 116.87K (0.76%) -661.00
Decreased by -0.57%
Dec 31, 24
16 Acadian Asset Management LLC 95.46K (0.62%) -17.40K
Decreased by -18.22%
Mar 31, 24
17 BlackBarn Capital Partners LP 94.29K (0.62%) 94.29K
Increased by +100.00%
Sep 30, 24
18 Bank of New York Mellon Corp 85.05K (0.56%) 2.90K
Increased by +3.41%
Mar 31, 25
19 Crédit Agricole S.A. 84.90K (0.55%) 0.00
Increased by 0.00%
Mar 31, 25
20 Banc Funds Co LLC 83.15K (0.54%) 1.25K
Increased by +1.50%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Russell 2000 ETF 464.82K (3.04%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard Total Stock Mkt Idx Inv 450.68K (2.95%) 0.00
Increased by 0.00%
May 31, 25
3 Vanguard US Total Market Shares ETF 450.68K (2.95%) 0.00
Increased by 0.00%
Sep 30, 24
4 DFA US Small Cap Value I 229.22K (1.50%) 0.00
Increased by 0.00%
Apr 30, 25
5 Vanguard Institutional Extnd Mkt Idx Tr 227.75K (1.49%) 0.00
Increased by 0.00%
May 31, 25
6 Avantis US Small Cap Value ETF 161.97K (1.06%) 0.00
Increased by 0.00%
May 31, 25
7 Fidelity Small Cap Index 152.30K (1.00%) 4.94K
Increased by +3.24%
Mar 31, 25
8 iShares Russell 2000 Value ETF 150.23K (0.98%) 0.00
Increased by 0.00%
May 31, 25
9 Fidelity® Small Cap Index 144.13K (0.94%) 3.15K
Increased by +2.18%
Oct 31, 23
10 DFA US Targeted Value I 117.65K (0.77%) 1.45K
Increased by +1.23%
Apr 30, 25
11 DFA US Micro Cap I 107.19K (0.70%) 0.00
Increased by 0.00%
Apr 30, 25
12 Bridgeway Small Cap Value 104.30K (0.68%) 0.00
Increased by 0.00%
Dec 31, 23
13 Bridgeway Small-Cap Value 104.30K (0.68%) 0.00
Increased by 0.00%
Dec 31, 23
14 Dimensional US Targeted Value ETF 100.29K (0.66%) 0.00
Increased by 0.00%
May 30, 25
15 Voya Small Company Port I 98.83K (0.65%) -1.17K
Decreased by -1.19%
May 31, 25
16 Voya MI Dynamic Small Cap 97.52K (0.64%) -8.68K
Decreased by -8.90%
Mar 31, 25
17 Voya Small Cap Core Trust 97.52K (0.64%) -8.68K
Decreased by -8.90%
Mar 31, 25
18 State St Russell Sm/Mid Cp® Indx SL Cl I 86.12K (0.56%) 18.00K
Increased by +20.90%
May 31, 25
19 PV BUYBACK USA Classe B USD 84.90K (0.55%) 0.00
Increased by 0.00%
Mar 31, 25
20 Fidelity Extended Market Index 83.40K (0.55%) -797.00
Decreased by -0.96%
Apr 30, 25