Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SLY 0.10%
2 VIOO 0.09%
3 VTWG 0.08%
4 DMRS 0.06%
5 RTLA 0.05%
6 SMD 0.05%
7 VFH 0.02%
8 PSM 0.01%
9 VT 0.00%
10 VTI 0.00%
11 THRK 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 7.57M (16.05%) 72.87K
Increased by +0.96%
Dec 31, 22
2 Vanguard Group Inc 4.56M (9.68%) -728.16K
Decreased by -15.95%
Mar 31, 23
3 Engine Capital Management LP 2.37M (5.03%) 583.93K
Increased by +24.63%
Dec 31, 22
4 P2 Capital Partners, LLC 2.30M (4.88%) 0.00
Increased by 0.00%
Mar 31, 23
5 Amvescap Plc. 1.83M (3.89%) 558.25K
Increased by +30.44%
Dec 31, 22
6 Van Berkom and Associates Inc 1.79M (3.79%) -617.19K
Decreased by -34.52%
Mar 31, 23
7 Dimensional Fund Advisors, Inc. 1.78M (3.77%) -13.26K
Decreased by -0.75%
Mar 31, 23
8 Simcoe Capital Management, LLC 1.71M (3.63%) 0.00
Increased by 0.00%
Mar 31, 23
9 State Street Corporation 1.57M (3.32%) -24.79K
Decreased by -1.58%
Mar 31, 23
10 Newtyn Management LLC 1.30M (2.76%) -276.30K
Decreased by -21.25%
Dec 31, 22
11 No Street GP LP 1.14M (2.41%) -65.00K
Decreased by -5.73%
Mar 31, 23
12 Renaissance Technologies Corp 1.05M (2.22%) 112.00K
Increased by +10.68%
Mar 31, 23
13 Geode Capital Management, LLC 876.91K (1.86%) 31.61K
Increased by +3.60%
Dec 31, 22
14 JPMorgan Chase & Co 804.45K (1.71%) 27.50K
Increased by +3.42%
Dec 31, 22
15 Boston Partners Global Investors, Inc 581.90K (1.23%) 480.68K
Increased by +82.61%
Dec 31, 22
16 Jacobs Levy Equity Management, Inc. 538.00K (1.14%) -10.78K
Decreased by -2.00%
Dec 31, 22
17 Northern Trust Corp 489.11K (1.04%) -27.54K
Decreased by -5.63%
Mar 31, 23
18 Bank of New York Mellon Corp 428.97K (0.91%) -7.24K
Decreased by -1.69%
Dec 31, 22
19 NORGES BANK 404.94K (0.86%) -30.20K
Decreased by -7.46%
Dec 31, 22
20 Portolan Capital Management, LLC 376.12K (0.80%) -23.52K
Decreased by -6.25%
Dec 31, 22

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.90M (6.15%) -2.18K
Decreased by -0.08%
Apr 28, 23
2 Vanguard Instl Ttl Stck Mkt Idx Tr 1.16M (2.46%) -199.29K
Decreased by -17.17%
Mar 31, 23
3 Vanguard Total Stock Mkt Idx Inv 1.16M (2.46%) 0.00
Increased by 0.00%
Apr 30, 23
4 iShares Russell 2000 ETF 1.02M (2.16%) -11.78K
Decreased by -1.16%
Apr 28, 23
5 Vanguard Small Cap Index 985.24K (2.09%) -240.00
Decreased by -0.02%
Apr 30, 23
6 Vanguard Small Cap Value Index Inv 690.88K (1.46%) -826.00
Decreased by -0.12%
Apr 30, 23
7 Vanguard Extended Market Index Investor 543.20K (1.15%) 378.00
Increased by +0.07%
Apr 30, 23
8 Invesco Small Cap Equity A 537.31K (1.14%) 0.00
Increased by 0.00%
Mar 31, 23
9 Invesco Small Cap Equity Composite 537.31K (1.14%) 0.00
Increased by 0.00%
Mar 31, 23
10 iShares S&P Small-Cap 600 Growth ETF 424.74K (0.90%) -473.00
Decreased by -0.11%
Apr 28, 23
11 Fidelity® Small Cap Index 396.08K (0.84%) 5.27K
Increased by +1.33%
Feb 28, 23
12 Portolan Equity 376.12K (0.80%) 376.12K
Increased by +100.00%
Dec 31, 22
13 iShares Russell 2000 Growth ETF 372.69K (0.79%) 0.00
Increased by 0.00%
Apr 28, 23
14 Vanguard Tax-Managed Small Cap Adm 357.06K (0.76%) 0.00
Increased by 0.00%
Apr 30, 23
15 Invesco Small Cap Growth A 319.70K (0.68%) 161.46K
Increased by +50.51%
Mar 31, 23
16 DFA US Small Cap I 302.06K (0.64%) 0.00
Increased by 0.00%
Mar 31, 23
17 DFA US Small Cap Value I 287.10K (0.61%) 0.00
Increased by 0.00%
Mar 31, 23
18 DFA US Targeted Value I 283.94K (0.60%) 0.00
Increased by 0.00%
Mar 31, 23
19 DFA US Micro Cap I 277.01K (0.59%) 0.00
Increased by 0.00%
Mar 31, 23
20 State St Russell Sm/Mid Cp® Indx NL Cl C 246.83K (0.52%) 7.50K
Increased by +3.04%
Apr 30, 23