Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SQLV 0.33%
2 BSVO 0.06%
3 IWC 0.04%
4 RFLR 0.03%
5 GSSC 0.03%
6 EES 0.02%
7 DFSV 0.01%
8 IWN 0.01%
9 AVUV 0.01%
10 PRFZ 0.01%
11 DFAT 0.01%
12 VTWV 0.01%
13 RTLA 0.01%
14 VTWO 0.01%
15 AVSC 0.01%
16 IWM 0.01%
17 RSSL 0.01%
18 DFAS 0.01%
19 ONEQ 0.01%
20 UWM 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 1.06M (7.12%) 53.91K
Increased by +5.10%
Jun 30, 24
2 Dimensional Fund Advisors, Inc. 928.72K (6.25%) -1.41K
Decreased by -0.15%
Jun 30, 24
3 Vanguard Group Inc 774.51K (5.21%) -564.00
Decreased by -0.07%
Jun 30, 24
4 Geode Capital Management, LLC 359.77K (2.42%) 5.37K
Increased by +1.49%
Jun 30, 24
5 Renaissance Technologies Corp 348.78K (2.35%) -14.72K
Decreased by -4.22%
Jun 30, 24
6 State Street Corp 284.30K (1.91%) 4.64K
Increased by +1.63%
Jun 30, 24
7 ING Investment Management LLC 283.11K (1.91%) 787.00
Increased by +0.28%
Jun 30, 24
8 State Street Corporation 279.66K (1.88%) -4.41K
Decreased by -1.58%
Mar 31, 24
9 Bridgeway Capital Management, LLC 225.52K (1.52%) 4.86K
Increased by +2.16%
Jun 30, 24
10 Hotchkis & Wiley Capital Management LLC 219.88K (1.48%) 2.70K
Increased by +1.23%
Jun 30, 24
11 Morgan Stanley - Brokerage Accounts 181.84K (1.22%) 26.35K
Increased by +14.49%
Jun 30, 24
12 LSV Asset Management 176.89K (1.19%) -300.00
Decreased by -0.17%
Jun 30, 24
13 American Century Companies Inc 162.26K (1.09%) 0.00
Increased by 0.00%
Jun 30, 24
14 Northern Trust Corp 130.44K (0.88%) -2.60K
Decreased by -1.99%
Jun 30, 24
15 Acadian Asset Management LLC 95.46K (0.64%) -17.40K
Decreased by -18.22%
Mar 31, 24
16 Bank of New York Mellon Corp 86.78K (0.58%) -3.35K
Decreased by -3.86%
Jun 30, 24
17 Banc Funds Co LLC 83.15K (0.56%) 1.25K
Increased by +1.50%
Jun 30, 24
18 Susquehanna International Group, LLP 75.32K (0.51%) 42.30K
Increased by +56.16%
Mar 31, 24
19 Empowered Funds, LLC 69.50K (0.47%) -59.78K
Decreased by -86.01%
Jun 30, 24
20 Crédit Agricole S.A. 69.40K (0.47%) 69.40K
Increased by +100.00%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Russell 2000 ETF 461.62K (3.11%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 450.68K (3.03%) 0.00
Increased by 0.00%
Aug 31, 24
3 DFA US Small Cap Value I 228.26K (1.54%) 0.00
Increased by 0.00%
Aug 31, 24
4 Vanguard Institutional Extnd Mkt Idx Tr 227.75K (1.53%) 0.00
Increased by 0.00%
Aug 31, 24
5 Avantis US Small Cap Value ETF 161.97K (1.09%) 0.00
Increased by 0.00%
Sep 28, 24
6 Fidelity Small Cap Index 154.47K (1.04%) 4.44K
Increased by +2.88%
Jul 31, 24
7 iShares Russell 2000 Value ETF 148.76K (1.00%) 0.00
Increased by 0.00%
Sep 30, 24
8 Fidelity® Small Cap Index 144.13K (0.97%) 3.15K
Increased by +2.18%
Oct 31, 23
9 DFA US Micro Cap I 112.20K (0.76%) 0.00
Increased by 0.00%
Aug 31, 24
10 DFA US Targeted Value I 111.46K (0.75%) 14.13K
Increased by +12.68%
Aug 31, 24
11 Bridgeway Small Cap Value 104.30K (0.70%) 0.00
Increased by 0.00%
Dec 31, 23
12 Bridgeway Small-Cap Value 104.30K (0.70%) 0.00
Increased by 0.00%
Dec 31, 23
13 Voya Small Company Port I 96.45K (0.65%) -11.38K
Decreased by -11.79%
Aug 31, 24
14 Dimensional US Targeted Value ETF 92.56K (0.62%) 0.00
Increased by 0.00%
Sep 30, 24
15 Fidelity Extended Market Index 88.56K (0.60%) 2.21K
Increased by +2.50%
Aug 31, 24
16 Fidelity® Extended Market Index 78.92K (0.53%) 1.83K
Increased by +2.32%
Nov 30, 23
17 Voya MI Dynamic Small Cap 74.09K (0.50%) -9.90K
Decreased by -13.37%
Sep 30, 24
18 Voya Small Cap Core Trust 74.09K (0.50%) -9.90K
Decreased by -13.37%
Sep 30, 24
19 DFA US Small Cap I 73.49K (0.49%) 0.00
Increased by 0.00%
May 31, 24
20 EA Bridgeway Omni Small-Cap Value ETF 72.99K (0.49%) 135.00
Increased by +0.18%
Sep 30, 24