Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.05%
2 PRFZ 0.03%
3 FNDA 0.02%
4 SLY 0.02%
5 GSSC 0.02%
6 VTWV 0.01%
7 IWN 0.01%
8 AVSC 0.01%
9 IWM 0.00%
10 JPSE 0.00%
11 UWM 0.00%
12 DFAT 0.00%
13 URTY 0.00%
14 FNDB 0.00%
15 DFAS 0.00%
16 HDG 0.00%
17 DFSV 0.00%
18 AVUS 0.00%
19 IWV 0.00%
20 DFUS 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Capital Research Global Investors 4.22M (5.94%) 0.00
Increased by 0.00%
Dec 31, 23
2 Renaissance Technologies Corp 3.99M (5.62%) -371.80K
Decreased by -9.32%
Mar 31, 25
3 Clearline Capital LP 3.95M (5.56%) 0.00
Increased by 0.00%
Mar 31, 25
4 Vanguard Group Inc 3.63M (5.11%) 0.00
Increased by 0.00%
Mar 31, 25
5 Ameriprise Financial Inc 3.15M (4.44%) 155.61K
Increased by +4.94%
Mar 31, 25
6 Moerus Capital Management LLC 2.95M (4.15%) 786.28K
Increased by +26.66%
Mar 31, 25
7 Portolan Capital Management, LLC 2.91M (4.10%) 2.91M
Increased by +100.00%
Sep 30, 24
8 Truffle Hound Capital, LLC 2.30M (3.24%) 300.00K
Increased by +13.04%
Mar 31, 25
9 D. E. Shaw & Co LP 2.13M (2.99%) -426.36K
Decreased by -20.06%
Dec 31, 24
10 Bank of New York Mellon Corp 1.85M (2.61%) 14.82K
Increased by +0.80%
Mar 31, 24
11 State Street Corporation 1.69M (2.38%) 98.72K
Increased by +5.84%
Mar 31, 24
12 Hotchkis & Wiley Capital Management LLC 1.62M (2.28%) 1.62M
Increased by +100.00%
Mar 31, 25
13 Charles Schwab Investment Management Inc 1.61M (2.26%) 535.57K
Increased by +33.37%
Dec 31, 23
14 Whetstone Capital Advisors, LLC 1.51M (2.13%) 28.60K
Increased by +1.89%
Dec 31, 24
15 Hudson Bay Capital Management LP 1.49M (2.09%) 584.15K
Increased by +39.31%
Sep 30, 23
16 Arnhold & S. Bleichroeder Advisers, LLC 1.47M (2.08%) 348.00K
Increased by +23.60%
Mar 31, 25
17 BlackRock Inc 1.26M (1.78%) -1.79K
Decreased by -0.14%
Mar 31, 25
18 Bridgeway Capital Management, LLC 1.24M (1.74%) 160.30K
Increased by +12.95%
Mar 31, 25
19 Dimensional Fund Advisors, Inc. 1.03M (1.44%) -18.03K
Decreased by -1.76%
Mar 31, 25
20 Susquehanna International Group, LLP 923.26K (1.30%) 561.54K
Increased by +60.82%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 4.22M (5.94%) 0.00
Increased by 0.00%
Dec 31, 23
2 Vanguard Total Stock Mkt Idx Inv 2.47M (3.49%) 0.00
Increased by 0.00%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 2.40M (3.39%) -103.03K
Decreased by -4.29%
Sep 30, 24
4 Moerus Worldwide Value Institutional 2.19M (3.09%) 0.00
Increased by 0.00%
Mar 31, 25
5 Columbia Small Cap Value I 2.00M (2.82%) 118.50K
Increased by +5.92%
Mar 31, 25
6 Columbia Small Cap Value I A 2.00M (2.82%) 0.00
Increased by 0.00%
Apr 30, 25
7 iShares Russell 2000 ETF 1.99M (2.80%) -15.84K
Decreased by -0.80%
Apr 30, 24
8 Strategic Advisers U.S. Total Stock{mg} 1.85M (2.61%) 645.95K
Increased by +34.87%
Sep 30, 24
9 Strategic Advisers Small-Mid Cap 1.40M (1.97%) 138.00K
Increased by +9.85%
Feb 29, 24
10 First Eagle Small Cap Opportunity I 1.39M (1.96%) 118.40K
Increased by +8.52%
Apr 30, 25
11 First Eagle US Small Cap Strategy 1.27M (1.79%) 268.43K
Increased by +21.12%
Mar 31, 25
12 Schwab Fundamental US Small Company ETF 1.11M (1.56%) 1.17K
Increased by +0.11%
Jan 31, 24
13 Vanguard Institutional Extnd Mkt Idx Tr 1.03M (1.45%) 0.00
Increased by 0.00%
Apr 30, 25
14 Bridgeway Ultra-Small Company 986.72K (1.39%) 150.00K
Increased by +15.20%
Mar 31, 25
15 Vanguard Real Estate Index Investor 852.17K (1.20%) -2.26M
Decreased by -264.82%
Nov 30, 23
16 Fidelity Small Cap Index 835.36K (1.18%) 31.83K
Increased by +3.81%
Jun 30, 24
17 iShares Russell 2000 Value ETF 793.85K (1.12%) 0.00
Increased by 0.00%
Apr 30, 24
18 Fidelity® Small Cap Index 787.43K (1.11%) 12.26K
Increased by +1.56%
Oct 31, 23
19 CREF Stock R1 668.11K (0.94%) 118.80K
Increased by +17.78%
Feb 29, 24
20 American Beacon Small Cp Val R5 546.21K (0.77%) -82.44K
Decreased by -15.09%
May 31, 24