Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XITK 0.69%
2 XSW 0.68%
3 IWC 0.13%
4 AVSC 0.09%
5 SMMV 0.06%
6 GSSC 0.05%
7 FCOM 0.05%
8 PSC 0.04%
9 EES 0.03%
10 VTWG 0.03%
11 IWO 0.03%
12 RSSL 0.03%
13 UWM 0.02%
14 DFAT 0.02%
15 VTWO 0.02%
16 RYLD 0.02%
17 IWM 0.02%
18 DFAS 0.02%
19 FTEC 0.02%
20 URTY 0.02%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 RWWM Inc 325.42K (26.12%) 8.71K
Increased by +2.68%
Mar 31, 25
2 BlackRock Inc 103.41K (8.30%) 1.37K
Increased by +1.33%
Mar 31, 25
3 Vanguard Group Inc 71.06K (5.70%) -849.00
Decreased by -1.19%
Mar 31, 25
4 Dimensional Fund Advisors, Inc. 42.32K (3.40%) 4.54K
Increased by +10.73%
Mar 31, 25
5 AltraVue Capital, LLC 41.90K (3.36%) -4.19K
Decreased by -10.00%
Mar 31, 25
6 HighTower Advisors, LLC 41.34K (3.32%) 0.00
Increased by 0.00%
Mar 31, 25
7 State Street Corp 39.04K (3.13%) 2.40K
Increased by +6.15%
Mar 31, 25
8 Advisory Research Inc 34.77K (2.79%) 34.77K
Increased by +100.00%
Mar 31, 25
9 Geode Capital Management, LLC 31.13K (2.50%) 3.65K
Increased by +11.74%
Mar 31, 25
10 State Street Corporation 26.16K (2.10%) 1.04K
Increased by +3.99%
Mar 31, 24
11 Northern Trust Corp 12.02K (0.96%) -629.00
Decreased by -5.23%
Mar 31, 25
12 Aquamarine Zurich AG 11.50K (0.92%) 0.00
Increased by 0.00%
Mar 31, 25
13 Morgan Stanley - Brokerage Accounts 10.18K (0.82%) 4.35K
Increased by +42.72%
Mar 31, 25
14 Legato Capital Management LLC 9.30K (0.75%) 0.00
Increased by 0.00%
Mar 31, 25
15 GAMMA Investing LLC 9.15K (0.73%) 9.14K
Increased by +99.91%
Mar 31, 25
16 New York State Common Retirement Fund 9.06K (0.73%) 0.00
Increased by 0.00%
Mar 31, 25
17 Charles Schwab Investment Management Inc 8.53K (0.68%) -254.00
Decreased by -2.98%
Mar 31, 25
18 Arrowstreet Capital Limited Partnership 8.00K (0.64%) 1.13K
Increased by +14.14%
Dec 31, 24
19 Marshall Wace Asset Management Ltd 7.94K (0.64%) 7.94K
Increased by +100.00%
Mar 31, 25
20 Bank of America Corp 7.68K (0.62%) -444.00
Decreased by -5.78%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 43.56K (3.50%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard US Total Market Shares ETF 43.50K (3.49%) 0.00
Increased by 0.00%
Sep 30, 24
3 iShares Russell 2000 ETF 35.14K (2.82%) 0.00
Increased by 0.00%
May 31, 25
4 Vanguard Information Technology ETF 30.89K (2.48%) 29.55K
Increased by +95.65%
May 31, 25
5 Advisory Research Partners 25.50K (2.05%) 5.50K
Increased by +21.57%
Mar 31, 25
6 Vanguard Institutional Extnd Mkt Idx Tr 14.22K (1.14%) 0.00
Increased by 0.00%
May 31, 25
7 Fidelity Small Cap Index 13.97K (1.12%) 82.00
Increased by +0.59%
Mar 31, 25
8 Fidelity® Small Cap Index 12.63K (1.01%) 181.00
Increased by +1.43%
Oct 31, 23
9 SPDR® S&P Software & Services ETF 8.91K (0.71%) 0.00
Increased by 0.00%
May 30, 25
10 DFA US Targeted Value I 8.49K (0.68%) 206.00
Increased by +2.43%
Apr 30, 25
11 iShares Russell 2000 Growth ETF 8.46K (0.68%) 0.00
Increased by 0.00%
May 31, 25
12 State St Russell Sm/Mid Cp® Indx NL Cl C 8.27K (0.66%) 25.00
Increased by +0.30%
Apr 30, 25
13 State St Russell Sm/Mid Cp® Indx SL Cl I 8.27K (0.66%) 0.00
Increased by 0.00%
May 31, 25
14 Vanguard Russell 2000 ETF 7.04K (0.57%) 126.00
Increased by +1.79%
May 31, 25
15 Dimensional US Targeted Value ETF 6.00K (0.48%) 0.00
Increased by 0.00%
May 30, 25
16 DFA US Small Cap I 5.58K (0.45%) 0.00
Increased by 0.00%
Apr 30, 25
17 Fidelity Extended Market Index 5.47K (0.44%) -52.00
Decreased by -0.95%
Apr 30, 25
18 DFA US Micro Cap I 5.10K (0.41%) 0.00
Increased by 0.00%
Apr 30, 25
19 Fidelity® Extended Market Index 5.07K (0.41%) 147.00
Increased by +2.90%
Nov 30, 23
20 State St Russell Sm Cap® Indx SL Cl I 4.99K (0.40%) 0.00
Increased by 0.00%
May 31, 25