Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BSVO 0.03%
2 RFLR 0.02%
3 IWC 0.01%
4 AVSC 0.01%
5 FDIS 0.01%
6 VCR 0.01%
7 PRFZ 0.01%
8 SCHA 0.00%
9 RSSL 0.00%
10 IWN 0.00%
11 UWM 0.00%
12 URTY 0.00%
13 DFAT 0.00%
14 IWM 0.00%
15 DFAS 0.00%
16 DFSU 0.00%
17 DFSV 0.00%
18 HDG 0.00%
19 SPGM 0.00%
20 SCHB 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Ontario Teachers Pension Plan Board 24.69M (30.29%) 0.00
Increased by 0.00%
Mar 31, 25
2 Capital World Investors 5.58M (6.84%) -920.55K
Decreased by -16.50%
Jun 30, 25
3 FMR Inc 3.97M (4.87%) -4.16M
Decreased by -104.81%
Sep 30, 23
4 Vanguard Group Inc 3.30M (4.05%) 132.16K
Increased by +4.01%
Jun 30, 25
5 BlackRock Inc 2.71M (3.32%) -33.97K
Decreased by -1.26%
Mar 31, 25
6 Glendon Capital Management LP 1.15M (1.41%) 0.00
Increased by 0.00%
Jun 30, 25
7 Geode Capital Management, LLC 1.08M (1.32%) -4.35K
Decreased by -0.40%
Mar 31, 25
8 State Street Corp 808.91K (0.99%) -7.64K
Decreased by -0.95%
Mar 31, 25
9 State Street Corporation 789.21K (0.97%) -52.65K
Decreased by -6.67%
Mar 31, 24
10 Bridgeway Capital Management, LLC 681.75K (0.84%) 16.75K
Increased by +2.46%
Jun 30, 25
11 Dimensional Fund Advisors, Inc. 483.92K (0.59%) -109.71K
Decreased by -22.67%
Jun 30, 25
12 Charles Schwab Investment Management Inc 435.84K (0.53%) 2.25K
Increased by +0.52%
Jun 30, 25
13 Millennium Management LLC 407.26K (0.50%) 4.43K
Increased by +1.09%
Dec 31, 24
14 STRS OHIO 400.00K (0.49%) 0.00
Increased by 0.00%
Mar 31, 25
15 Northern Trust Corp 327.99K (0.40%) -7.97K
Decreased by -2.43%
Mar 31, 25
16 GSA Capital Partners LLP 307.69K (0.38%) 74.95K
Increased by +24.36%
Mar 31, 25
17 Nuveen Asset Management, LLC 301.64K (0.37%) -581.10K
Decreased by -192.65%
Dec 31, 24
18 Ameriprise Financial Inc 244.66K (0.30%) -198.35K
Decreased by -81.07%
Mar 31, 25
19 EAM Investors, LLC 233.11K (0.29%) 233.11K
Increased by +100.00%
Sep 30, 24
20 DRIVE WEALTH MANAGEMENT, LLC 227.66K (0.28%) 227.66K
Increased by +100.00%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 5.58M (6.84%) -920.55K
Decreased by -16.50%
Jun 30, 25
2 Fidelity® Small Cap Value 3.00M (3.69%) 0.00
Increased by 0.00%
Oct 31, 23
3 Vanguard Total Stock Mkt Idx Inv 1.73M (2.12%) -38.17K
Decreased by -2.21%
Jul 31, 25
4 Fidelity Small Cap Value Fund 1.23M (1.51%) -1.78M
Decreased by -144.70%
Nov 30, 23
5 Fidelity® Small Cap Stock 914.38K (1.12%) 0.00
Increased by 0.00%
Oct 31, 23
6 iShares Russell 2000 ETF 776.48K (0.95%) -14.80K
Decreased by -1.91%
Jul 31, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 701.85K (0.86%) -281.48K
Decreased by -40.11%
Jul 31, 25
8 CREF Stock R1 521.05K (0.64%) 0.00
Increased by 0.00%
Aug 31, 24
9 Bridgeway Omni Small-Cap Value 497.30K (0.61%) 0.00
Increased by 0.00%
Jun 30, 25
10 Bridgeway Omni Small-Cap Value N 497.30K (0.61%) 0.00
Increased by 0.00%
Jun 30, 25
11 Fidelity Small Cap Stock 352.42K (0.43%) -561.96K
Decreased by -159.46%
Nov 30, 23
12 Fidelity® Extended Market Index 344.92K (0.42%) 18.24K
Increased by +5.29%
Nov 30, 23
13 Fidelity Extended Market Index 342.76K (0.42%) -895.00
Decreased by -0.26%
Jun 30, 25
14 Fidelity® Small Cap Index 340.14K (0.42%) 13.71K
Increased by +4.03%
Oct 31, 23
15 Fidelity Small Cap Index 332.43K (0.41%) 0.00
Increased by 0.00%
May 31, 25
16 Schwab US Small-Cap ETF™ 294.05K (0.36%) -147.00
Decreased by -0.05%
Jul 31, 25
17 iShares Russell 2000 Value ETF 292.55K (0.36%) 217.00
Increased by +0.07%
Jul 31, 25
18 CREF Global Equities R1 259.01K (0.32%) 0.00
Increased by 0.00%
Sep 30, 24
19 Vanguard Consumer Discretionary ETF 249.51K (0.31%) -1.07K
Decreased by -0.43%
Jul 31, 25
20 State St Russell Sm/Mid Cp® Indx NL Cl C 224.22K (0.28%) 0.00
Increased by 0.00%
Apr 30, 25