Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 HYP 2.79%
2 SQLV 0.21%
3 FDM 0.17%
4 IWC 0.16%
5 BSVO 0.07%
6 DES 0.05%
7 IWO 0.05%
8 IWN 0.03%
9 QSML 0.03%
10 VTWV 0.03%
11 IWM 0.02%
12 IWMW 0.02%
13 RTLA 0.02%
14 VTWO 0.02%
15 ROSC 0.02%
16 AVSC 0.01%
17 FCOM 0.01%
18 PRFZ 0.01%
19 DFAT 0.01%
20 VTWG 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Gate City Capital Management, LLC 10.56M (15.14%) -534.26K
Decreased by -5.06%
Mar 31, 26
2 American Century Companies Inc 9.16M (13.14%) -556.18K
Decreased by -6.07%
Mar 31, 26
3 BlackRock Inc 6.03M (8.65%) -51.36K
Decreased by -0.85%
Mar 31, 26
4 Vanguard Group Inc 3.37M (4.83%) 33.51K
Increased by +0.99%
Dec 31, 25
5 Vanguard Capital Management, LLC 2.59M (3.71%) 2.59M
Increased by +100.00%
Mar 31, 26
6 Renaissance Technologies Corp 2.22M (3.18%) -53.29K
Decreased by -2.40%
Mar 31, 26
7 Dimensional Fund Advisors, Inc. 2.07M (2.97%) -298.74K
Decreased by -14.42%
Mar 31, 26
8 Geode Capital Management, LLC 1.47M (2.11%) 26.40K
Increased by +1.80%
Mar 31, 26
9 State Street Corp 1.44M (2.06%) 26.16K
Increased by +1.82%
Mar 31, 26
10 State Street Corporation 1.29M (1.85%) 34.47K
Increased by +2.67%
Mar 31, 24
11 JPMorgan Chase & Co 1.15M (1.66%) 85.22K
Increased by +7.38%
Dec 31, 23
12 SEI Investments Co 1.15M (1.65%) 104.19K
Increased by +9.07%
Mar 31, 25
13 Boston Partners Global Investors, Inc 1.00M (1.44%) 1.00M
Increased by +100.00%
Dec 31, 24
14 Bridgeway Capital Management, LLC 950.27K (1.36%) 45.18K
Increased by +4.75%
Mar 31, 26
15 The Goldman Sachs Group Inc 800.06K (1.15%) 24.50K
Increased by +3.06%
Mar 31, 26
16 Foundry Partners, LLC 727.64K (1.04%) -13.07K
Decreased by -1.80%
Dec 31, 23
17 Northern Trust Corp 695.21K (1.00%) 24.79K
Increased by +3.57%
Mar 31, 26
18 Franklin Resources Inc 661.62K (0.95%) -7.53K
Decreased by -1.14%
Dec 31, 23
19 Bank of New York Mellon Corp 624.04K (0.89%) -16.25K
Decreased by -2.60%
Mar 31, 26
20 D. E. Shaw & Co LP 610.85K (0.88%) 27.20K
Increased by +4.45%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Century Small Cap Value Inv 5.77M (8.28%) -675.47K
Decreased by -11.70%
Mar 31, 26
2 American Century U.S. Small Cap Value 5.77M (8.28%) -675.47K
Decreased by -11.70%
Mar 31, 26
3 Vanguard US Total Market Shares ETF 1.85M (2.66%) 0.00
Increased by 0.00%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 1.81M (2.59%) 0.00
Increased by 0.00%
Apr 30, 26
5 iShares Russell 2000 ETF 1.49M (2.14%) 13.83K
Increased by +0.93%
May 29, 26
6 American Cent US Sm Cap Val Eq Tr CL R2 1.40M (2.01%) 255.55K
Increased by +18.21%
May 31, 26
7 Royce Small-Cap Opportunity Invmt 1.25M (1.79%) 36.38K
Increased by +2.91%
Dec 31, 23
8 American Century US Small Cap Val Eq Tr 1.15M (1.65%) 104.19K
Increased by +9.08%
Mar 31, 25
9 American Century US Small Cp Val Eq Tr R 1.15M (1.65%) 104.19K
Increased by +9.08%
Mar 31, 25
10 Bridge Builder Small/Mid Cap Value 1.11M (1.59%) 295.30K
Increased by +26.62%
May 31, 26
11 Foundry Partners Micro Cap Value 1.06M (1.52%) 0.00
Increased by 0.00%
Dec 31, 23
12 Boston Partners Small Cap Value II Inv 806.73K (1.16%) 5.00K
Increased by +0.62%
Jan 31, 25
13 Monarch Volume Factor Dividend Tree ETF 784.64K (1.13%) 0.00
Increased by 0.00%
Feb 28, 25
14 Vanguard Institutional Extnd Mkt Idx Tr 703.40K (1.01%) 0.00
Increased by 0.00%
Apr 30, 26
15 FTGF RY US SmCp Opp A USD Dis(A) 694.52K (1.00%) 84.89K
Increased by +12.22%
Dec 31, 23
16 DFA US Micro Cap I 673.97K (0.97%) -32.22K
Decreased by -4.78%
Apr 30, 26
17 Franklin MicroCap Value A 661.47K (0.95%) 55.53K
Increased by +8.39%
Dec 31, 23
18 Goldman Sachs Small Cap Value A 615.20K (0.88%) -62.81K
Decreased by -10.21%
Dec 31, 23
19 Fidelity Small Cap Index 614.64K (0.88%) 6.00K
Increased by +0.98%
Mar 31, 26
20 Royce Capital Small-Cap Inv 606.62K (0.87%) 271.00K
Increased by +44.67%
Sep 30, 23