Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XITK 0.83%
2 XSW 0.77%
3 IWC 0.16%
4 AVSC 0.09%
5 GSSC 0.05%
6 FCOM 0.05%
7 PSC 0.04%
8 EES 0.03%
9 IWO 0.03%
10 VTWG 0.03%
11 RSSL 0.03%
12 IWM 0.02%
13 UWM 0.02%
14 DFAT 0.02%
15 VTWO 0.02%
16 RYLD 0.02%
17 DFAS 0.02%
18 FTEC 0.02%
19 URTY 0.02%
20 JKK 0.02%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 RWWM Inc 316.71K (25.43%) -1.51K
Decreased by -0.48%
Dec 31, 24
2 BlackRock Inc 102.04K (8.19%) 788.00
Increased by +0.77%
Dec 31, 24
3 Vanguard Group Inc 71.91K (5.77%) 23.00
Increased by +0.03%
Dec 31, 24
4 AltraVue Capital, LLC 46.09K (3.70%) 0.00
Increased by 0.00%
Dec 31, 24
5 HighTower Advisors, LLC 41.34K (3.32%) 0.00
Increased by 0.00%
Dec 31, 24
6 Dimensional Fund Advisors, Inc. 37.78K (3.03%) 3.63K
Increased by +9.62%
Dec 31, 24
7 State Street Corp 36.64K (2.94%) 3.67K
Increased by +10.02%
Dec 31, 24
8 Geode Capital Management, LLC 27.47K (2.21%) -67.00
Decreased by -0.24%
Dec 31, 24
9 State Street Corporation 26.16K (2.10%) 1.04K
Increased by +3.99%
Mar 31, 24
10 Northern Trust Corp 12.64K (1.02%) -146.00
Decreased by -1.15%
Dec 31, 24
11 Aquamarine Zurich AG 11.50K (0.92%) 0.00
Increased by 0.00%
Dec 31, 24
12 Legato Capital Management LLC 9.30K (0.75%) 0.00
Increased by 0.00%
Dec 31, 24
13 New York State Common Retirement Fund 9.06K (0.73%) -100.00
Decreased by -1.10%
Dec 31, 24
14 Charles Schwab Investment Management Inc 8.79K (0.71%) 164.00
Increased by +1.87%
Dec 31, 24
15 Bank of America Corp 8.12K (0.65%) 391.00
Increased by +4.82%
Dec 31, 24
16 Arrowstreet Capital Limited Partnership 8.00K (0.64%) 1.13K
Increased by +14.14%
Dec 31, 24
17 Bryn Mawr Trust Company 6.40K (0.51%) 0.00
Increased by 0.00%
Dec 31, 24
18 Goldman Sachs Group Inc 6.01K (0.48%) 1.20K
Increased by +19.98%
Dec 31, 24
19 JPMorgan Chase & Co 5.93K (0.48%) 4.59K
Increased by +77.34%
Sep 30, 24
20 Morgan Stanley - Brokerage Accounts 5.83K (0.47%) 320.00
Increased by +5.49%
Dec 31, 24

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%
Feb 28, 25
2 iShares Russell 2000 ETF 36.59K (2.94%) -330.00
Decreased by -0.90%
Mar 31, 25
3 Vanguard Institutional Extnd Mkt Idx Tr 14.02K (1.13%) 32.00
Increased by +0.23%
Feb 28, 25
4 Fidelity Small Cap Index 13.89K (1.11%) -260.00
Decreased by -1.87%
Jan 31, 25
5 Fidelity® Small Cap Index 12.63K (1.01%) 181.00
Increased by +1.43%
Oct 31, 23
6 SPDR® S&P Software & Services ETF 8.78K (0.70%) 33.00
Increased by +0.38%
Mar 31, 25
7 iShares Russell 2000 Growth ETF 8.70K (0.70%) -40.00
Decreased by -0.46%
Mar 31, 25
8 State St Russell Sm/Mid Cp® Indx NL Cl C 8.55K (0.69%) 0.00
Increased by 0.00%
Feb 28, 25
9 Vanguard Russell 2000 ETF 6.38K (0.51%) 127.00
Increased by +1.99%
Feb 28, 25
10 DFA US Small Cap I 5.58K (0.45%) 0.00
Increased by 0.00%
Feb 28, 25
11 Fidelity Extended Market Index 5.48K (0.44%) 443.00
Increased by +8.08%
Feb 28, 25
12 DFA US Targeted Value I 5.34K (0.43%) 1.05K
Increased by +19.61%
Feb 28, 25
13 DFA US Micro Cap I 5.10K (0.41%) 0.00
Increased by 0.00%
Feb 28, 25
14 Fidelity® Extended Market Index 5.07K (0.41%) 147.00
Increased by +2.90%
Nov 30, 23
15 Dimensional US Targeted Value ETF 5.02K (0.40%) 0.00
Increased by 0.00%
Mar 31, 25
16 State St Russell Sm Cap® Indx SL Cl I 4.99K (0.40%) 0.00
Increased by 0.00%
Feb 28, 25
17 Schwab US Small-Cap ETF™ 4.28K (0.34%) 0.00
Increased by 0.00%
Mar 29, 25
18 Fidelity MSCI Information Tech ETF 4.07K (0.33%) 0.00
Increased by 0.00%
Mar 29, 25
19 iShares Russell 2000 Value ETF 3.75K (0.30%) 0.00
Increased by 0.00%
Mar 31, 25
20 Schwab Small Cap Index 3.36K (0.27%) 0.00
Increased by 0.00%
Feb 28, 25