Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EWI 3.28%
2 BIDD 2.99%
3 FDFF 2.66%
4 BPAY 1.32%
5 FSCC 1.16%
6 IQDY 0.76%
7 IQDF 0.75%
8 BSVO 0.51%
9 PSCF 0.50%
10 TDI 0.49%
11 EUFN 0.48%
12 FEUZ 0.43%
13 DIM 0.42%
14 JIRE 0.36%
15 HDEF 0.34%
16 SLYV 0.27%
17 BFOR 0.26%
18 IJS 0.26%
19 VIOV 0.25%
20 AVSC 0.24%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 6.50M (18.71%) 107.13K
Increased by +1.65%
Jun 30, 24
2 T. Rowe Price Investment Management,Inc. 4.49M (12.94%) -193.43K
Decreased by -4.31%
Sep 30, 24
3 Vanguard Group Inc 2.48M (7.15%) 22.05K
Increased by +0.89%
Sep 30, 24
4 Dimensional Fund Advisors, Inc. 1.92M (5.52%) -21.77K
Decreased by -1.14%
Sep 30, 24
5 State Street Corporation 1.57M (4.51%) -407.00
Decreased by -0.03%
Mar 31, 24
6 State Street Corp 1.52M (4.37%) -47.47K
Decreased by -3.13%
Jun 30, 24
7 Wasatch Advisors LP 1.17M (3.37%) -28.69K
Decreased by -2.45%
Jun 30, 24
8 HHG PLC 1.13M (3.25%) -6.86K
Decreased by -0.61%
Jun 30, 24
9 Wasatch Advisors Inc. 1.06M (3.05%) 220.84K
Increased by +20.83%
Dec 31, 23
10 Bank of America Corp 935.56K (2.69%) 68.88K
Increased by +7.36%
Jun 30, 24
11 Geode Capital Management, LLC 808.34K (2.33%) 27.86K
Increased by +3.45%
Jun 30, 24
12 Goldman Sachs Group Inc 614.32K (1.77%) 46.19K
Increased by +7.52%
Jun 30, 24
13 Morgan Stanley - Brokerage Accounts 488.23K (1.41%) -9.56K
Decreased by -1.96%
Jun 30, 24
14 Earnest Partners LLC 460.27K (1.33%) -8.14K
Decreased by -1.77%
Jun 30, 24
15 Cardinal Capital Management Llc 408.44K (1.18%) -90.92K
Decreased by -22.26%
Mar 31, 24
16 Charles Schwab Investment Management Inc 373.35K (1.08%) 14.80K
Increased by +3.96%
Sep 30, 24
17 Northern Trust Corp 368.41K (1.06%) 11.45K
Increased by +3.11%
Sep 30, 24
18 Bridgeway Capital Management, LLC 347.75K (1.00%) 9.36K
Increased by +2.69%
Jun 30, 24
19 Bank of New York Mellon Corp 332.65K (0.96%) -20.47K
Decreased by -6.15%
Jun 30, 24
20 Federated Hermes Inc 329.94K (0.95%) 329.94K
Increased by +100.00%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.24M (6.44%) 2.23K
Increased by +0.10%
Oct 31, 24
2 T. Rowe Price Small-Cap Value 1.54M (4.43%) 0.00
Increased by 0.00%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 1.12M (3.21%) -11.53K
Decreased by -1.03%
Oct 31, 24
4 iShares Russell 2000 ETF 967.86K (2.79%) -2.17K
Decreased by -0.22%
Oct 31, 24
5 T. Rowe Price U.S. SC Value Eq Tr-Z 819.35K (2.36%) 33.10K
Increased by +4.04%
Sep 30, 24
6 T. Rowe Price Small-Cap Stock 810.72K (2.33%) -18.90K
Decreased by -2.33%
Sep 30, 24
7 T. Rowe Price US Small-Cap Core Equity 810.72K (2.33%) -81.89K
Decreased by -10.10%
Sep 30, 24
8 Wasatch Small Cap Value 636.92K (1.83%) 35.28K
Increased by +5.54%
Sep 30, 24
9 Janus Henderson Small Cap Value L 555.29K (1.60%) 0.00
Increased by 0.00%
Sep 30, 24
10 Vanguard Institutional Extnd Mkt Idx Tr 525.32K (1.51%) -24.34K
Decreased by -4.63%
Sep 30, 24
11 DFA US Targeted Value I 461.19K (1.33%) -8.45K
Decreased by -1.83%
Sep 30, 24
12 T. Rowe Price U.S. SC Core Eq Tr-Z 406.48K (1.17%) -61.03K
Decreased by -15.01%
Sep 30, 24
13 T. Rowe Price Instl Small-Cap Stock 401.90K (1.16%) -22.00K
Decreased by -5.47%
Sep 30, 24
14 Fidelity Small Cap Index 363.33K (1.05%) -10.10K
Decreased by -2.78%
Aug 31, 24
15 iShares S&P Small-Cap 600 Value ETF 359.10K (1.03%) 323.00
Increased by +0.09%
Oct 31, 24
16 iShares Russell 2000 Value ETF 348.84K (1.00%) 0.00
Increased by 0.00%
Oct 31, 24
17 EARNEST Small Cap Core 347.15K (1.00%) 344.10K
Increased by +99.12%
Dec 31, 23
18 Fidelity® Small Cap Index 343.95K (0.99%) 9.61K
Increased by +2.79%
Oct 31, 23
19 SPDR® Portfolio S&P 600 Sm Cap ETF 315.13K (0.91%) 320.00
Increased by +0.10%
Mar 28, 24
20 SPDR® Portfolio S&P 600™ Sm Cap ETF 310.02K (0.89%) 2.32K
Increased by +0.75%
Oct 31, 24