Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.11%
2 IWN 0.03%
3 JKL 0.02%
4 ISCV 0.02%
5 IWM 0.02%
6 JKJ 0.01%
7 ISCB 0.01%
8 IWO 0.01%
9 IWV 0.00%
10 ITOT 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 1.16M (14.81%) 41.91K
Increased by +3.62%
Sep 30, 24
2 Dimensional Fund Advisors, Inc. 772.14K (9.86%) -3.71K
Decreased by -0.48%
Sep 30, 24
3 Scopus Asset Management, LLC 519.43K (6.64%) 0.00
Increased by 0.00%
Sep 30, 24
4 Vanguard Group Inc 463.15K (5.92%) 23.38K
Increased by +5.05%
Sep 30, 24
5 Patton Albertson & Miller LLC 288.13K (3.68%) 0.00
Increased by 0.00%
Sep 30, 24
6 Acadian Asset Management LLC 250.87K (3.20%) -12.24K
Decreased by -4.88%
Mar 31, 24
7 State Street Corp 208.52K (2.66%) 12.14K
Increased by +5.82%
Sep 30, 24
8 State Street Corporation 198.21K (2.53%) 101.00
Increased by +0.05%
Mar 31, 24
9 LSV Asset Management 197.80K (2.53%) -119.53K
Decreased by -60.43%
Sep 30, 24
10 Foundry Partners, LLC 196.30K (2.51%) 11.46K
Increased by +5.84%
Sep 30, 24
11 Geode Capital Management, LLC 183.55K (2.34%) -4.07K
Decreased by -2.22%
Sep 30, 24
12 Bridgeway Capital Management, LLC 175.29K (2.24%) 4.56K
Increased by +2.60%
Sep 30, 24
13 American Century Companies Inc 172.85K (2.21%) 58.73K
Increased by +33.98%
Sep 30, 24
14 Morgan Stanley - Brokerage Accounts 144.17K (1.84%) 35.10K
Increased by +24.35%
Jun 30, 24
15 Amvescap Plc. 143.87K (1.84%) 30.42K
Increased by +21.14%
Sep 30, 23
16 Millennium Management LLC 114.92K (1.47%) -22.52K
Decreased by -19.59%
Mar 31, 24
17 Charles Schwab Investment Management Inc 109.64K (1.40%) 21.40K
Increased by +19.52%
Sep 30, 24
18 Jacobs Levy Equity Management, Inc. 101.46K (1.30%) -473.00
Decreased by -0.47%
Sep 30, 24
19 Empowered Funds, LLC 89.89K (1.15%) 4.56K
Increased by +5.07%
Sep 30, 24
20 Royce & Associates, LP 84.54K (1.08%) 5.54K
Increased by +6.55%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 227.79K (2.91%) 0.00
Increased by 0.00%
Dec 31, 24
2 iShares Russell 2000 ETF 217.57K (2.78%) -825.00
Decreased by -0.38%
Dec 31, 24
3 DFA US Small Cap Value I 186.05K (2.38%) 0.00
Increased by 0.00%
Nov 30, 24
4 Foundry Partners Micro Cap Value 183.65K (2.35%) 13.50K
Increased by +7.35%
Dec 31, 24
5 Avantis US Small Cap Value ETF 172.46K (2.20%) 136.00
Increased by +0.08%
Dec 31, 24
6 Fifth Third Asst Mgt All Cap Val 141.35K (1.81%) 141.35K
Increased by +100.00%
Dec 31, 24
7 BlackRock Advantage Small Cap Core Instl 134.15K (1.71%) 0.00
Increased by 0.00%
Nov 30, 24
8 Vanguard Institutional Extnd Mkt Idx Tr 125.22K (1.60%) 3.81K
Increased by +3.04%
Dec 31, 24
9 EA Bridgeway Omni Small-Cap Value ETF 94.36K (1.21%) 136.00
Increased by +0.14%
Dec 31, 24
10 DFA US Targeted Value I 91.48K (1.17%) 0.00
Increased by 0.00%
Nov 30, 24
11 Bridgeway Omni Small-Cap Value 85.40K (1.09%) 0.00
Increased by 0.00%
Sep 30, 24
12 Bridgeway Omni Small-Cap Value N 85.40K (1.09%) 0.00
Increased by 0.00%
Sep 30, 24
13 Fidelity Small Cap Index 83.04K (1.06%) 840.00
Increased by +1.01%
Oct 31, 24
14 Foundry Partners Micro Cap Value Plus 82.92K (1.06%) 4.95K
Increased by +5.97%
Dec 31, 24
15 T. Rowe Price Small-Cap Value 82.50K (1.05%) -44.00
Decreased by -0.05%
Nov 30, 24
16 Fidelity® Small Cap Index 80.63K (1.03%) 2.49K
Increased by +3.09%
Oct 31, 23
17 BMC Global Small Cap Select I SEK 80.23K (1.02%) 45.95K
Increased by +57.27%
Dec 31, 24
18 Dimensional US Targeted Value ETF 78.06K (1.00%) 0.00
Increased by 0.00%
Dec 31, 24
19 Invesco Dorsey Wright SmallCap Momt ETF 77.09K (0.98%) 0.00
Increased by 0.00%
Dec 31, 23
20 Schwab Fundamental US Small Company ETF 70.75K (0.90%) 0.00
Increased by 0.00%
Apr 30, 24