Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 QABA 0.21%
2 ROGS 0.20%
3 IWC 0.11%
4 BSVO 0.10%
5 EBIT 0.06%
6 EIDO 0.06%
7 AVSC 0.05%
8 RFLR 0.04%
9 AVUV 0.03%
10 VTWV 0.03%
11 ISCF 0.03%
12 IWN 0.03%
13 EES 0.02%
14 DFSV 0.02%
15 PRFZ 0.02%
16 VTWO 0.02%
17 DFAT 0.02%
18 IWM 0.02%
19 RSSL 0.01%
20 UWM 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 1.76M (7.90%) 17.13K
Increased by +0.97%
Mar 31, 25
2 Vanguard Group Inc 1.29M (5.79%) 15.22K
Increased by +1.18%
Mar 31, 25
3 Dimensional Fund Advisors, Inc. 1.06M (4.74%) 40.60K
Increased by +3.84%
Mar 31, 25
4 Nuveen, LLC 557.50K (2.50%) 557.50K
Increased by +100.00%
Mar 31, 25
5 Geode Capital Management, LLC 532.14K (2.38%) 9.89K
Increased by +1.86%
Mar 31, 25
6 State Street Corp 509.19K (2.28%) -5.41K
Decreased by -1.06%
Mar 31, 25
7 State Street Corporation 469.06K (2.10%) 3.91K
Increased by +0.83%
Dec 31, 23
8 Fourthstone LLC 443.93K (1.99%) -107.08K
Decreased by -24.12%
Mar 31, 25
9 Petiole USA ltd 386.87K (1.73%) 0.00
Increased by 0.00%
Mar 31, 25
10 Kennedy Capital Management Inc 368.24K (1.65%) 43.67K
Increased by +11.86%
Mar 31, 25
11 American Century Companies Inc 336.60K (1.51%) -6.59K
Decreased by -1.96%
Mar 31, 25
12 Maltese Capital Management LLC 288.46K (1.29%) 87.46K
Increased by +30.32%
Mar 31, 25
13 AllianceBernstein L.P. 217.66K (0.98%) -682.25K
Decreased by -313.44%
Dec 31, 24
14 Goldman Sachs Group Inc 209.61K (0.94%) -66.20K
Decreased by -31.58%
Mar 31, 25
15 Huber Capital Management LLC 202.47K (0.91%) 0.00
Increased by 0.00%
Mar 31, 25
16 Northern Trust Corp 189.03K (0.85%) -7.86K
Decreased by -4.16%
Mar 31, 25
17 Hotchkis & Wiley Capital Management LLC 181.64K (0.81%) -2.70K
Decreased by -1.49%
Mar 31, 25
18 Morgan Stanley - Brokerage Accounts 176.20K (0.79%) -2.79K
Decreased by -1.58%
Mar 31, 25
19 Arrowstreet Capital Limited Partnership 153.01K (0.69%) 40.60K
Increased by +26.54%
Sep 30, 23
20 Bridgeway Capital Management, LLC 151.21K (0.68%) 6.16K
Increased by +4.07%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 716.04K (3.21%) 2.96K
Increased by +0.41%
May 31, 25
2 Vanguard US Total Market Shares ETF 713.08K (3.20%) 0.00
Increased by 0.00%
Sep 30, 24
3 iShares Russell 2000 ETF 617.90K (2.77%) 0.00
Increased by 0.00%
May 31, 25
4 Vanguard Institutional Extnd Mkt Idx Tr 381.31K (1.71%) 5.44K
Increased by +1.43%
May 31, 25
5 Avantis US Small Cap Value ETF 265.69K (1.19%) 0.00
Increased by 0.00%
May 31, 25
6 Fidelity Small Cap Index 222.50K (1.00%) -1.52K
Decreased by -0.68%
Mar 31, 25
7 Fidelity® Small Cap Index 220.56K (0.99%) 3.99K
Increased by +1.81%
Oct 31, 23
8 DFA US Small Cap Value I 220.56K (0.99%) 2.13K
Increased by +0.97%
Apr 30, 25
9 AB Small Cap Value Advisor 216.82K (0.97%) -41.10K
Decreased by -18.96%
Sep 30, 24
10 iShares Russell 2000 Value ETF 214.44K (0.96%) 0.00
Increased by 0.00%
May 31, 25
11 Kennedy Micro Cap 198.32K (0.89%) -1.07K
Decreased by -0.54%
Mar 31, 25
12 DFA US Targeted Value I 159.29K (0.71%) 902.00
Increased by +0.57%
Apr 30, 25
13 State St Russell Sm/Mid Cp® Indx NL Cl C 148.05K (0.66%) 633.00
Increased by +0.43%
Apr 30, 25
14 State St Russell Sm/Mid Cp® Indx SL Cl I 148.05K (0.66%) 0.00
Increased by 0.00%
May 31, 25
15 Huber Select SMID Cap Value 145.10K (0.65%) 0.00
Increased by 0.00%
Sep 30, 23
16 Huber Small Cap Value 134.81K (0.60%) 0.00
Increased by 0.00%
Mar 31, 25
17 Huber Small Cap Value Inv 134.81K (0.60%) 0.00
Increased by 0.00%
Mar 31, 25
18 Dimensional US Targeted Value ETF 133.04K (0.60%) 0.00
Increased by 0.00%
May 30, 25
19 Fidelity Extended Market Index 124.61K (0.56%) -1.19K
Decreased by -0.96%
Apr 30, 25
20 Pacific Select Small-Cap Value I 122.47K (0.55%) 0.00
Increased by 0.00%
Mar 31, 24