Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WCEO 1.24%
2 DVP 1.00%
3 DEEP 1.00%
4 FDM 0.66%
5 OUSM 0.50%
6 SQLV 0.41%
7 SMLV 0.31%
8 KCE 0.28%
9 CSML 0.21%
10 DGRS 0.21%
11 ISMD 0.19%
12 VFQY 0.10%
13 IWC 0.09%
14 GSSC 0.07%
15 QSML 0.07%
16 AVSC 0.05%
17 VFMF 0.05%
18 PRFZ 0.04%
19 DES 0.03%
20 AVUV 0.03%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 241.14K (9.57%) -13.47K
Decreased by -5.58%
Mar 31, 25
2 Vanguard Group Inc 171.38K (6.80%) 5.83K
Increased by +3.40%
Mar 31, 25
3 Royce & Associates, LP 169.26K (6.72%) 2.56K
Increased by +1.51%
Mar 31, 25
4 Touchstone Capital, Inc. 114.41K (4.54%) -4.60K
Decreased by -4.02%
Dec 31, 23
5 Renaissance Technologies Corp 96.35K (3.83%) 1.20K
Increased by +1.25%
Mar 31, 25
6 Davenport & Company LLC 91.99K (3.65%) -23.41K
Decreased by -25.45%
Mar 31, 24
7 Dimensional Fund Advisors, Inc. 78.31K (3.11%) -1.33K
Decreased by -1.70%
Mar 31, 25
8 State Street Corporation 77.51K (3.08%) 850.00
Increased by +1.10%
Mar 31, 24
9 Geode Capital Management, LLC 77.00K (3.06%) 2.53K
Increased by +3.28%
Mar 31, 25
10 State Street Corp 73.45K (2.92%) -8.65K
Decreased by -11.78%
Mar 31, 25
11 TD Global Investment Solutions – TD Epoch 68.87K (2.73%) -2.66K
Decreased by -3.86%
Sep 30, 23
12 Wells Fargo & Co 53.89K (2.14%) -13.01K
Decreased by -24.14%
Dec 31, 24
13 American Century Companies Inc 51.30K (2.04%) 9.77K
Increased by +19.05%
Mar 31, 25
14 Millennium Management LLC 48.74K (1.94%) 19.96K
Increased by +40.96%
Mar 31, 25
15 Hotchkis & Wiley Capital Management LLC 44.03K (1.75%) 1.42K
Increased by +3.22%
Mar 31, 25
16 Punch & Associates Inv Mgmt Inc 39.95K (1.59%) -28.98K
Decreased by -72.54%
Mar 31, 25
17 AQR Capital Management LLC 37.99K (1.51%) 8.68K
Increased by +22.83%
Mar 31, 25
18 Barr E S & Co 33.72K (1.34%) -13.58K
Decreased by -40.28%
Jun 30, 24
19 Arrowstreet Capital Limited Partnership 33.65K (1.34%) 13.68K
Increased by +40.66%
Mar 31, 25
20 ALPS Advisors Inc 31.92K (1.27%) 2.32K
Increased by +7.26%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Royce Small-Cap Special Equity Invmt 137.06K (5.44%) -2.44K
Decreased by -1.78%
Mar 31, 25
2 Vanguard Total Stock Mkt Idx Inv 87.65K (3.48%) 0.00
Increased by 0.00%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 87.65K (3.48%) 0.00
Increased by 0.00%
Sep 30, 24
4 iShares Russell 2000 ETF 71.69K (2.85%) 0.00
Increased by 0.00%
May 31, 25
5 Pullen Small Cap 49.47K (1.96%) 48.09K
Increased by +97.21%
Mar 31, 24
6 Avantis US Small Cap Value ETF 43.96K (1.75%) 153.00
Increased by +0.35%
May 31, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 42.82K (1.70%) 130.00
Increased by +0.30%
Apr 30, 25
8 United US Equity Small Cap Pool Class A 35.74K (1.42%) 0.00
Increased by 0.00%
Jun 30, 23
9 ALPS O'Shares US Sm-Cp Qul Div ETF 31.69K (1.26%) -38.00
Decreased by -0.12%
May 30, 25
10 Fidelity® Small Cap Index 27.61K (1.10%) 961.00
Increased by +3.48%
Oct 31, 23
11 Fidelity Small Cap Index 26.64K (1.06%) 414.00
Increased by +1.55%
Mar 31, 25
12 United US Equity Small Cap Corp Cl OF 26.20K (1.04%) 0.00
Increased by 0.00%
Jun 30, 23
13 iShares Russell 2000 Growth ETF 22.89K (0.91%) 0.00
Increased by 0.00%
May 31, 25
14 Argenta-Fund Longer Life Dynamic R Dis 21.13K (0.84%) -8.20K
Decreased by -38.81%
May 31, 24
15 DFA US Small Cap I 20.83K (0.83%) -709.00
Decreased by -3.40%
Apr 30, 25
16 Schwab Fundamental US Small Company ETF 18.19K (0.72%) 0.00
Increased by 0.00%
Apr 30, 24
17 Boston Partners Small Cap Value II Inv 16.69K (0.66%) 5.20K
Increased by +31.15%
Mar 31, 25
18 Fidelity® Extended Market Index 16.41K (0.65%) 331.00
Increased by +2.02%
Nov 30, 23
19 State St Russell Sm/Mid Cp® Indx NL Cl C 16.32K (0.65%) 74.00
Increased by +0.45%
Apr 30, 25
20 State St Russell Sm/Mid Cp® Indx SL Cl I 16.32K (0.65%) 0.00
Increased by 0.00%
May 31, 25