Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BSVO 0.03%
2 RFLR 0.02%
3 IWC 0.02%
4 AVSC 0.01%
5 FDIS 0.01%
6 VCR 0.01%
7 PRFZ 0.01%
8 SCHA 0.00%
9 IWN 0.00%
10 RSSL 0.00%
11 UWM 0.00%
12 IWM 0.00%
13 URTY 0.00%
14 DFAT 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 (31.68%) 0.00
Increased by 0.00%
Dec 31, 24
2 Capital World Investors 6.50M (8.34%) 0.00
Increased by 0.00%
Dec 31, 24
3 FMR Inc 3.97M (5.09%) -4.16M
Decreased by -104.81%
Sep 30, 23
4 Vanguard Group Inc 2.87M (3.68%) 43.58K
Increased by +1.52%
Dec 31, 24
5 BlackRock Inc 2.74M (3.52%) 22.34K
Increased by +0.82%
Dec 31, 24
6 Glendon Capital Management LP 1.17M (1.50%) 0.00
Increased by 0.00%
Dec 31, 24
7 Geode Capital Management, LLC 1.08M (1.39%) 4.45K
Increased by +0.41%
Dec 31, 24
8 State Street Corp 816.56K (1.05%) 26.64K
Increased by +3.26%
Dec 31, 24
9 State Street Corporation 789.21K (1.01%) -52.65K
Decreased by -6.67%
Mar 31, 24
10 Bridgeway Capital Management, LLC 650.73K (0.83%) 7.66K
Increased by +1.18%
Dec 31, 24
11 Dimensional Fund Advisors, Inc. 475.41K (0.61%) 217.77K
Increased by +45.81%
Dec 31, 24
12 Charles Schwab Investment Management Inc 446.94K (0.57%) 4.25K
Increased by +0.95%
Dec 31, 24
13 Ameriprise Financial Inc 443.01K (0.57%) -753.00
Decreased by -0.17%
Dec 31, 24
14 Millennium Management LLC 407.26K (0.52%) 4.43K
Increased by +1.09%
Dec 31, 24
15 STRS OHIO 400.00K (0.51%) 0.00
Increased by 0.00%
Sep 30, 24
16 Northern Trust Corp 335.96K (0.43%) 1.56K
Increased by +0.46%
Dec 31, 24
17 Jacobs Levy Equity Management, Inc. 307.88K (0.39%) 49.82K
Increased by +16.18%
Dec 31, 24
18 Nuveen Asset Management, LLC 301.64K (0.39%) -581.10K
Decreased by -192.65%
Dec 31, 24
19 Renaissance Technologies Corp 248.20K (0.32%) 38.56K
Increased by +15.54%
Dec 31, 24
20 EAM Investors, LLC 233.11K (0.30%) 233.11K
Increased by +100.00%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 6.50M (8.34%) 0.00
Increased by 0.00%
Dec 31, 24
2 Fidelity® Small Cap Value 3.00M (3.85%) 0.00
Increased by 0.00%
Oct 31, 23
3 Vanguard Total Stock Mkt Idx Inv 1.61M (2.07%) 172.37K
Increased by +10.69%
Feb 28, 25
4 Fidelity Small Cap Value Fund 1.23M (1.58%) -1.78M
Decreased by -144.70%
Nov 30, 23
5 Vanguard Institutional Extnd Mkt Idx Tr 983.33K (1.26%) 0.00
Increased by 0.00%
Feb 28, 25
6 Fidelity® Small Cap Stock 914.38K (1.17%) 0.00
Increased by 0.00%
Oct 31, 23
7 iShares Russell 2000 ETF 892.67K (1.15%) -7.75K
Decreased by -0.87%
Mar 31, 25
8 CREF Stock R1 521.05K (0.67%) 0.00
Increased by 0.00%
Aug 31, 24
9 Bridgeway Omni Small-Cap Value 497.30K (0.64%) 0.00
Increased by 0.00%
Dec 31, 24
10 Bridgeway Omni Small-Cap Value N 497.30K (0.64%) 0.00
Increased by 0.00%
Dec 31, 24
11 Fidelity Small Cap Stock 352.42K (0.45%) -561.96K
Decreased by -159.46%
Nov 30, 23
12 Fidelity Small Cap Index 347.51K (0.45%) -6.51K
Decreased by -1.87%
Jan 31, 25
13 Fidelity Extended Market Index 347.31K (0.45%) -2.21K
Decreased by -0.64%
Feb 28, 25
14 Fidelity® Extended Market Index 344.92K (0.44%) 18.24K
Increased by +5.29%
Nov 30, 23
15 Fidelity® Small Cap Index 340.14K (0.44%) 13.71K
Increased by +4.03%
Oct 31, 23
16 iShares Russell 2000 Value ETF 314.68K (0.40%) 0.00
Increased by 0.00%
Mar 31, 25
17 Schwab US Small-Cap ETF™ 293.74K (0.38%) 1.05K
Increased by +0.36%
Mar 29, 25
18 Vanguard Consumer Discretionary ETF 260.18K (0.33%) -798.00
Decreased by -0.31%
Feb 28, 25
19 CREF Global Equities R1 259.01K (0.33%) 0.00
Increased by 0.00%
Sep 30, 24
20 State St Russell Sm/Mid Cp® Indx NL Cl C 224.22K (0.29%) 0.00
Increased by 0.00%
Feb 28, 25