Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 QINC 3.88%
2 DIVC 3.33%
3 ACTX_old 1.90%
4 WBIY 1.34%
5 RZV 0.87%
6 PSCD 0.74%
7 NIXT 0.72%
8 EQWM 0.62%
9 WCEO 0.61%
10 PAPI 0.54%
11 PXMG 0.51%
12 CSB 0.47%
13 FYT 0.40%
14 RWJ 0.33%
15 RNSC 0.33%
16 FYX 0.28%
17 VWI 0.28%
18 DES 0.27%
19 FNDA 0.25%
20 SLY 0.22%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.42M (19.03%) -175.98K
Decreased by -5.15%
Mar 31, 25
2 Vanguard Group Inc 2.57M (14.33%) -40.12K
Decreased by -1.56%
Mar 31, 25
3 GMT Capital Corp 2.03M (11.30%) 2.03M
Increased by +100.00%
Mar 31, 25
4 Biglari Capital Corp. 2.00M (11.14%) 0.00
Increased by 0.00%
Mar 31, 25
5 State Street Corporation 871.24K (4.85%) 11.19K
Increased by +1.28%
Mar 31, 24
6 State Street Corp 865.20K (4.82%) -27.84K
Decreased by -3.22%
Mar 31, 25
7 Earnest Partners LLC 838.03K (4.67%) -13.13K
Decreased by -1.57%
Mar 31, 25
8 American Century Companies Inc 775.54K (4.32%) 118.69K
Increased by +15.30%
Mar 31, 25
9 Marshall Wace Asset Management Ltd 767.01K (4.27%) 462.54K
Increased by +60.30%
Dec 31, 24
10 Bank of America Corp 673.98K (3.75%) -108.06K
Decreased by -16.03%
Jun 30, 24
11 Charles Schwab Investment Management Inc 665.95K (3.71%) -515.50K
Decreased by -77.41%
Mar 31, 25
12 SEI Investments Co 588.81K (3.28%) -13.04K
Decreased by -2.22%
Jun 30, 24
13 Dimensional Fund Advisors, Inc. 560.05K (3.12%) 208.51K
Increased by +37.23%
Mar 31, 25
14 William Blair Investment Management, LLC 544.68K (3.03%) 241.13K
Increased by +44.27%
Mar 31, 25
15 Geode Capital Management, LLC 534.60K (2.98%) 10.46K
Increased by +1.96%
Mar 31, 25
16 Arrowstreet Capital Limited Partnership 480.38K (2.68%) -167.96K
Decreased by -34.96%
Mar 31, 25
17 Morgan Stanley - Brokerage Accounts 420.65K (2.34%) 76.73K
Increased by +18.24%
Mar 31, 25
18 Wellington Management Company LLP 354.77K (1.98%) 38.55K
Increased by +10.87%
Mar 31, 25
19 Woodline Partners LP 332.79K (1.85%) 257.30K
Increased by +77.32%
Mar 31, 25
20 Verition Fund Managegment, LLC 326.57K (1.82%) -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 1.35M (7.53%) -1.43K
Decreased by -0.11%
Apr 30, 25
2 Vanguard Total Stock Mkt Idx Inv 719.14K (4.01%) 20.20K
Increased by +2.81%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 714.11K (3.98%) 0.00
Increased by 0.00%
Sep 30, 24
4 Avantis US Small Cap Value ETF 645.51K (3.60%) 0.00
Increased by 0.00%
Apr 30, 25
5 Schwab US Dividend Equity ETF™ 583.21K (3.25%) 451.00
Increased by +0.08%
Feb 28, 25
6 Vanguard Small Cap Index 559.01K (3.11%) 4.13K
Increased by +0.74%
Apr 30, 25
7 iShares Russell 2000 ETF 547.97K (3.05%) 93.00
Increased by +0.02%
Apr 30, 25
8 EARNEST Small Cap Value 448.18K (2.50%) 447.51K
Increased by +99.85%
Dec 31, 23
9 BlackRock Global Equity Mkt Netrl Instl 380.22K (2.12%) 122.26K
Increased by +32.16%
Apr 30, 25
10 Schwab Fundamental U.S. Small CompanyETF 366.30K (2.04%) 0.00
Increased by 0.00%
Apr 30, 25
11 Vanguard Small Cap Value Index Inv 361.24K (2.01%) 1.12K
Increased by +0.31%
Apr 30, 25
12 Harbor Small Cap Value Instl 347.32K (1.93%) -2.44K
Decreased by -0.70%
Mar 31, 25
13 Vanguard Institutional Extnd Mkt Idx Tr 345.77K (1.93%) 483.00
Increased by +0.14%
Apr 30, 25
14 EARNEST Small/Mid Cap Value 284.15K (1.58%) 283.72K
Increased by +99.85%
Dec 31, 23
15 EARNEST Partners Smid Cap Core Founders 275.86K (1.54%) -303.88K
Decreased by -110.16%
Aug 31, 24
16 Fidelity Small Cap Index 220.98K (1.23%) 2.30K
Increased by +1.04%
Feb 28, 25
17 iShares S&P Small-Cap 600 Value ETF 218.87K (1.22%) 211.00
Increased by +0.10%
Apr 30, 25
18 Fidelity® Small Cap Index 213.11K (1.19%) 5.71K
Increased by +2.68%
Oct 31, 23
19 William Blair Small Cap Value I 197.78K (1.10%) -9.74K
Decreased by -4.92%
Apr 30, 25
20 SPDR® Portfolio S&P 600 Sm Cap ETF 195.35K (1.09%) -280.00
Decreased by -0.14%
May 30, 24