Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EATZ 4.48%
2 QINC 3.88%
3 DIVC 3.33%
4 PEJ 2.69%
5 ACTX_old 1.90%
6 WBIY 1.34%
7 RZV 0.87%
8 PSCD 0.77%
9 NIXT 0.72%
10 EQWM 0.62%
11 WCEO 0.61%
12 PAPI 0.54%
13 PXMG 0.51%
14 CSB 0.47%
15 FYT 0.40%
16 RNSC 0.33%
17 RWJ 0.28%
18 FYX 0.28%
19 VWI 0.28%
20 DES 0.27%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.42M (17.88%) -175.98K
Decreased by -5.15%
Mar 31, 25
2 Vanguard Group Inc 2.57M (13.47%) -40.12K
Decreased by -1.56%
Mar 31, 25
3 GMT Capital Corp 2.03M (10.62%) 2.03M
Increased by +100.00%
Mar 31, 25
4 Biglari Capital Corp. 2.00M (10.47%) 0.00
Increased by 0.00%
Mar 31, 25
5 State Street Corporation 871.24K (4.56%) 11.19K
Increased by +1.28%
Mar 31, 24
6 State Street Corp 865.20K (4.53%) -27.84K
Decreased by -3.22%
Mar 31, 25
7 Earnest Partners LLC 838.03K (4.39%) -13.13K
Decreased by -1.57%
Mar 31, 25
8 American Century Companies Inc 775.54K (4.06%) 118.69K
Increased by +15.30%
Mar 31, 25
9 Marshall Wace Asset Management Ltd 767.01K (4.01%) 462.54K
Increased by +60.30%
Dec 31, 24
10 Bank of America Corp 673.98K (3.53%) -108.06K
Decreased by -16.03%
Jun 30, 24
11 Charles Schwab Investment Management Inc 665.95K (3.48%) -515.50K
Decreased by -77.41%
Mar 31, 25
12 SEI Investments Co 588.81K (3.08%) -13.04K
Decreased by -2.22%
Jun 30, 24
13 Dimensional Fund Advisors, Inc. 560.05K (2.93%) 208.51K
Increased by +37.23%
Mar 31, 25
14 William Blair Investment Management, LLC 544.68K (2.85%) 241.13K
Increased by +44.27%
Mar 31, 25
15 Geode Capital Management, LLC 534.60K (2.80%) 10.46K
Increased by +1.96%
Mar 31, 25
16 Arrowstreet Capital Limited Partnership 480.38K (2.51%) -167.96K
Decreased by -34.96%
Mar 31, 25
17 Morgan Stanley - Brokerage Accounts 420.65K (2.20%) 76.73K
Increased by +18.24%
Mar 31, 25
18 Wellington Management Company LLP 354.77K (1.86%) 38.55K
Increased by +10.87%
Mar 31, 25
19 Woodline Partners LP 332.79K (1.74%) 257.30K
Increased by +77.32%
Mar 31, 25
20 Verition Fund Managegment, LLC 326.57K (1.71%) -104.39K
Decreased by -31.97%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.34M (6.99%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard Total Stock Mkt Idx Inv 719.14K (3.76%) 20.20K
Increased by +2.81%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 714.11K (3.74%) 0.00
Increased by 0.00%
Sep 30, 24
4 Avantis US Small Cap Value ETF 660.51K (3.46%) 1.16K
Increased by +0.18%
May 31, 25
5 Schwab US Dividend Equity ETF™ 583.21K (3.05%) 451.00
Increased by +0.08%
Feb 28, 25
6 iShares Russell 2000 ETF 559.42K (2.93%) 0.00
Increased by 0.00%
May 31, 25
7 Vanguard Small Cap Index 559.01K (2.93%) 4.13K
Increased by +0.74%
Apr 30, 25
8 EARNEST Small Cap Value 448.18K (2.35%) 447.51K
Increased by +99.85%
Dec 31, 23
9 BlackRock Global Equity Mkt Netrl Instl 380.22K (1.99%) 122.26K
Increased by +32.16%
Apr 30, 25
10 Vanguard Small Cap Value Index Inv 361.24K (1.89%) 1.12K
Increased by +0.31%
Apr 30, 25
11 Schwab Fundamental U.S. Small CompanyETF 358.16K (1.87%) -122.00
Decreased by -0.03%
May 31, 25
12 Harbor Small Cap Value Instl 347.32K (1.82%) -2.44K
Decreased by -0.70%
Mar 31, 25
13 Vanguard Institutional Extnd Mkt Idx Tr 345.77K (1.81%) 483.00
Increased by +0.14%
Apr 30, 25
14 EARNEST Small/Mid Cap Value 284.15K (1.49%) 283.72K
Increased by +99.85%
Dec 31, 23
15 EARNEST Partners Smid Cap Core Founders 275.86K (1.44%) -303.88K
Decreased by -110.16%
Aug 31, 24
16 Fidelity Small Cap Index 222.58K (1.16%) 1.60K
Increased by +0.72%
Mar 31, 25
17 iShares S&P Small-Cap 600 Value ETF 217.84K (1.14%) 0.00
Increased by 0.00%
May 31, 25
18 Fidelity® Small Cap Index 213.11K (1.12%) 5.71K
Increased by +2.68%
Oct 31, 23
19 William Blair Small Cap Value I 197.78K (1.04%) -9.74K
Decreased by -4.92%
Apr 30, 25
20 SPDR® Portfolio S&P 600 Sm Cap ETF 195.35K (1.02%) -280.00
Decreased by -0.14%
May 30, 24