Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SVAL 0.40%
2 IWC 0.10%
3 IYT 0.07%
4 IWN 0.03%
5 ISCV 0.02%
6 JKL 0.02%
7 IWM 0.02%
8 ISCB 0.01%
9 JKJ 0.01%
10 IWO 0.01%
11 IWV 0.00%
12 ITOT 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 2.25M (13.99%) 19.23K
Increased by +0.86%
Mar 31, 25
2 Dimensional Fund Advisors, Inc. 1.50M (9.36%) -22.94K
Decreased by -1.52%
Mar 31, 25
3 Scopus Asset Management, LLC 1.04M (6.48%) -2.40K
Decreased by -0.23%
Mar 31, 25
4 Vanguard Group Inc 959.20K (5.97%) 30.45K
Increased by +3.17%
Mar 31, 25
5 Patton Albertson & Miller LLC 580.53K (3.61%) 4.28K
Increased by +0.74%
Jun 30, 25
6 American Century Companies Inc 480.72K (2.99%) 60.02K
Increased by +12.49%
Mar 31, 25
7 Foundry Partners, LLC 434.07K (2.70%) 1.91K
Increased by +0.44%
Mar 31, 25
8 LSV Asset Management 432.83K (2.69%) 96.42K
Increased by +22.28%
Mar 31, 25
9 State Street Corp 420.35K (2.62%) -7.30K
Decreased by -1.74%
Mar 31, 25
10 T. Rowe Price Investment Management,Inc. 387.48K (2.41%) 61.75K
Increased by +15.94%
Mar 31, 25
11 Geode Capital Management, LLC 374.92K (2.33%) 12.27K
Increased by +3.27%
Mar 31, 25
12 Bridgeway Capital Management, LLC 343.59K (2.14%) -205.04K
Decreased by -59.68%
Mar 31, 25
13 Royce & Associates, LP 260.59K (1.62%) 17.50K
Increased by +6.72%
Mar 31, 25
14 Next Century Growth Investors LLC 198.38K (1.23%) 198.38K
Increased by +100.00%
Mar 31, 25
15 State Street Corporation 198.21K (1.23%) 101.00
Increased by +0.05%
Mar 31, 24
16 Goldman Sachs Group Inc 179.30K (1.12%) 42.32K
Increased by +23.60%
Mar 31, 25
17 Jacobs Levy Equity Management, Inc. 176.14K (1.10%) -23.08K
Decreased by -13.10%
Mar 31, 25
18 Empowered Funds, LLC 172.79K (1.08%) -205.04K
Decreased by -118.67%
Mar 31, 25
19 Charles Schwab Investment Management Inc 168.94K (1.05%) -8.63K
Decreased by -5.11%
Mar 31, 25
20 Northern Trust Corp 166.58K (1.04%) -7.63K
Decreased by -4.58%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 489.32K (3.05%) 1.79K
Increased by +0.37%
May 31, 25
2 Avantis US Small Cap Value ETF 443.19K (2.76%) 627.00
Increased by +0.14%
Jun 28, 25
3 iShares Russell 2000 ETF 418.87K (2.61%) 2.91K
Increased by +0.69%
Jun 30, 25
4 Foundry Partners Micro Cap Value 367.30K (2.29%) 0.00
Increased by 0.00%
Jun 30, 25
5 DFA US Small Cap Value I 356.47K (2.22%) 0.00
Increased by 0.00%
May 31, 25
6 T. Rowe Price Small-Cap Value 301.94K (1.88%) -353.00
Decreased by -0.12%
Jun 30, 25
7 Fifth Third Asst Mgt All Cap Val 282.70K (1.76%) 0.00
Increased by 0.00%
Jun 30, 25
8 BlackRock Advantage Small Cap Core Instl 268.92K (1.67%) -2.87K
Decreased by -1.07%
Jun 30, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 265.67K (1.65%) 2.88K
Increased by +1.08%
May 31, 25
10 Vanguard US Total Market Shares ETF 227.79K (1.42%) 0.00
Increased by 0.00%
Sep 30, 24
11 DFA US Targeted Value I 178.16K (1.11%) 0.00
Increased by 0.00%
May 31, 25
12 EA Bridgeway Omni Small-Cap Value ETF 173.53K (1.08%) 0.00
Increased by 0.00%
Jun 30, 25
13 T. Rowe Price U.S. SC Value Eq Tr-D 171.86K (1.07%) 36.54K
Increased by +21.26%
Jun 30, 25
14 Bridgeway Omni Small-Cap Value 170.80K (1.06%) -170.80K
Decreased by -100.00%
Mar 31, 25
15 Bridgeway Omni Small-Cap Value N 170.80K (1.06%) 0.00
Increased by 0.00%
Mar 31, 25
16 Foundry Partners Micro Cap Value Plus 165.85K (1.03%) 0.00
Increased by 0.00%
Jun 30, 25
17 Fidelity Small Cap Index 159.71K (0.99%) 528.00
Increased by +0.33%
Apr 30, 25
18 Dimensional US Targeted Value ETF 157.89K (0.98%) 0.00
Increased by 0.00%
Jun 30, 25
19 Royce Micro Cap Trust 152.47K (0.95%) 15.00K
Increased by +9.84%
Jun 30, 25
20 Royce Micro-Cap Trust Inc 137.47K (0.86%) 17.50K
Increased by +12.73%
Mar 31, 25