Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FFTY 2.93%
2 EHLS 1.92%
3 BOAT 1.23%
4 DEEP 0.79%
5 DVP 0.79%
6 BSVO 0.40%
7 FSCC 0.35%
8 CVY 0.30%
9 EBIT 0.24%
10 HEJD 0.19%
11 DFSV 0.14%
12 JPSE 0.14%
13 VFVA 0.11%
14 PSC 0.11%
15 DFAT 0.09%
16 PRFZ 0.08%
17 AVUV 0.07%
18 EWX 0.07%
19 SHPP 0.06%
20 AVSC 0.06%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Nuveen, LLC 10.11M (21.48%) 10.11M
Increased by +100.00%
Mar 31, 25
2 Dimensional Fund Advisors, Inc. 7.33M (15.59%) -46.72K
Decreased by -0.64%
Mar 31, 25
3 BlackRock Inc 3.41M (7.24%) 580.83K
Increased by +17.05%
Mar 31, 25
4 Acadian Asset Management LLC 1.86M (3.95%) 1.66M
Increased by +89.23%
Mar 31, 25
5 Bridgeway Capital Management, LLC 1.48M (3.15%) -65.18K
Decreased by -4.40%
Mar 31, 25
6 American Century Companies Inc 1.20M (2.54%) 119.11K
Increased by +9.95%
Mar 31, 25
7 Renaissance Technologies Corp 1.12M (2.38%) -68.10K
Decreased by -6.07%
Mar 31, 25
8 Morgan Stanley - Brokerage Accounts 1.00M (2.13%) 104.62K
Increased by +10.45%
Mar 31, 25
9 State Street Corp 984.46K (2.09%) -266.35K
Decreased by -27.06%
Mar 31, 25
10 State Street Corporation 859.35K (1.83%) -136.82K
Decreased by -15.92%
Mar 31, 24
11 Vanguard Group Inc 843.80K (1.79%) -1.96K
Decreased by -0.23%
Mar 31, 25
12 Ameriprise Financial Inc 809.93K (1.72%) 29.27K
Increased by +3.61%
Mar 31, 25
13 Arrowstreet Capital Limited Partnership 661.61K (1.41%) -348.67K
Decreased by -52.70%
Mar 31, 25
14 Millennium Management LLC 617.40K (1.31%) 617.40K
Increased by +100.00%
Mar 31, 25
15 Empowered Funds, LLC 614.48K (1.31%) 12.42K
Increased by +2.02%
Mar 31, 25
16 Robeco Institutional Asset Management BV 607.94K (1.29%) 57.64K
Increased by +9.48%
Mar 31, 25
17 JPMorgan Chase & Co 567.61K (1.21%) 115.11K
Increased by +20.28%
Mar 31, 25
18 Denali Advisors LLC 555.07K (1.18%) 46.88K
Increased by +8.45%
Mar 31, 25
19 Geode Capital Management, LLC 523.80K (1.11%) 9.39K
Increased by +1.79%
Mar 31, 25
20 Nuveen Asset Management, LLC 500.76K (1.06%) -131.25K
Decreased by -26.21%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 DFA US Small Cap Value I 1.77M (3.75%) 0.00
Increased by 0.00%
Apr 30, 25
2 iShares Russell 2000 ETF 1.10M (2.34%) 0.00
Increased by 0.00%
May 31, 25
3 Avantis US Small Cap Value ETF 1.05M (2.23%) 2.13K
Increased by +0.20%
May 31, 25
4 DFA US Targeted Value I 878.70K (1.87%) 16.41K
Increased by +1.87%
Apr 30, 25
5 Dimensional US Targeted Value ETF 757.74K (1.61%) 0.00
Increased by 0.00%
May 30, 25
6 DFA US Micro Cap I 647.70K (1.38%) -17.54K
Decreased by -2.71%
Apr 30, 25
7 EA Bridgeway Omni Small-Cap Value ETF 626.41K (1.33%) -221.00
Decreased by -0.04%
May 30, 25
8 Bridgeway Omni Small-Cap Value 570.40K (1.21%) 0.00
Increased by 0.00%
Mar 31, 25
9 Bridgeway Omni Small-Cap Value N 570.40K (1.21%) 0.00
Increased by 0.00%
Mar 31, 25
10 Columbia Small Cap Value I 550.27K (1.17%) 33.98K
Increased by +6.18%
Mar 31, 25
11 Columbia Small Cap Value I A 550.27K (1.17%) 0.00
Increased by 0.00%
Apr 30, 25
12 DFA US Small Cap I 535.14K (1.14%) 0.00
Increased by 0.00%
Apr 30, 25
13 Dimensional US Small Cap Value ETF 534.65K (1.14%) 0.00
Increased by 0.00%
May 30, 25
14 GlobeFlex Frontier All Cap Equity Cmpst 474.38K (1.01%) 0.00
Increased by 0.00%
Apr 30, 25
15 Fidelity® Small Cap Index 466.81K (0.99%) 15.63K
Increased by +3.35%
Oct 31, 23
16 Bridgeway Small Cap Value 466.53K (0.99%) 193.50K
Increased by +41.48%
Mar 31, 24
17 Federated Hermes MDT SCC Institutional 450.94K (0.96%) 28.36K
Increased by +6.29%
Dec 31, 24
18 Federated Hermes MDT Small Cap Core IS 450.94K (0.96%) 28.36K
Increased by +6.29%
Dec 31, 24
19 TIAA-CREF Quant Small-Cap Equity Instl 442.87K (0.94%) 8.93K
Increased by +2.02%
Feb 29, 24
20 Fidelity Small Cap Index 428.36K (0.91%) 3.93K
Increased by +0.92%
Mar 31, 25