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 1.12M (14.27%) 10.70K
Increased by +0.96%
Jun 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%) -923.00
Decreased by -0.18%
Jun 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 Corporation 198.21K (2.53%) 101.00
Increased by +0.05%
Mar 31, 24
8 LSV Asset Management 197.80K (2.53%) -119.53K
Decreased by -60.43%
Sep 30, 24
9 State Street Corp 196.38K (2.51%) -1.83K
Decreased by -0.93%
Jun 30, 24
10 Foundry Partners, LLC 196.30K (2.51%) 11.46K
Increased by +5.84%
Sep 30, 24
11 Geode Capital Management, LLC 187.62K (2.40%) 3.29K
Increased by +1.76%
Jun 30, 24
12 American Century Companies Inc 172.85K (2.21%) 58.73K
Increased by +33.98%
Sep 30, 24
13 Bridgeway Capital Management, LLC 170.73K (2.18%) 6.12K
Increased by +3.58%
Jun 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. 101.93K (1.30%) 3.74K
Increased by +3.67%
Jun 30, 24
19 Empowered Funds, LLC 85.33K (1.09%) -73.09K
Decreased by -85.66%
Jun 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%
Oct 31, 24
2 iShares Russell 2000 ETF 211.14K (2.70%) -476.00
Decreased by -0.23%
Oct 31, 24
3 DFA US Small Cap Value I 191.40K (2.45%) 0.00
Increased by 0.00%
Sep 30, 24
4 Foundry Partners Micro Cap Value 170.15K (2.17%) 25.90K
Increased by +15.22%
Sep 30, 24
5 Avantis US Small Cap Value ETF 147.83K (1.89%) 0.00
Increased by 0.00%
Oct 31, 24
6 BlackRock Advantage Small Cap Core Instl 134.15K (1.71%) 5.77K
Increased by +4.30%
Sep 30, 24
7 Vanguard Institutional Extnd Mkt Idx Tr 120.97K (1.55%) 2.26K
Increased by +1.86%
Sep 30, 24
8 DFA US Targeted Value I 91.48K (1.17%) 0.00
Increased by 0.00%
Sep 30, 24
9 EA Bridgeway Omni Small-Cap Value ETF 90.94K (1.16%) 0.00
Increased by 0.00%
Oct 31, 24
10 Bridgeway Omni Small-Cap Value 85.40K (1.09%) 0.00
Increased by 0.00%
Sep 30, 24
11 Bridgeway Omni Small-Cap Value N 85.40K (1.09%) 0.00
Increased by 0.00%
Jun 30, 24
12 Fidelity Small Cap Index 82.75K (1.06%) -2.22K
Decreased by -2.69%
Aug 31, 24
13 Fidelity® Small Cap Index 80.63K (1.03%) 2.49K
Increased by +3.09%
Oct 31, 23
14 Foundry Partners Micro Cap Value Plus 77.97K (1.00%) 20.45K
Increased by +26.23%
Sep 30, 24
15 Dimensional US Targeted Value ETF 77.31K (0.99%) 0.00
Increased by 0.00%
Oct 31, 24
16 Invesco Dorsey Wright SmallCap Momt ETF 77.09K (0.98%) 0.00
Increased by 0.00%
Dec 31, 23
17 Schwab Fundamental US Small Company ETF 70.75K (0.90%) 0.00
Increased by 0.00%
Apr 30, 24
18 State St Russell Sm/Mid Cp® Indx NL Cl C 64.67K (0.83%) -1.70K
Decreased by -2.63%
Oct 31, 24
19 iShares Russell 2000 Value ETF 63.98K (0.82%) 0.00
Increased by 0.00%
Oct 31, 24
20 DFA US Small Cap I 61.30K (0.78%) 0.00
Increased by 0.00%
Sep 30, 24