Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EWI 3.28%
2 BIDD 3.23%
3 FDFF 3.07%
4 BPAY 1.44%
5 FSCC 1.10%
6 SMCP 0.98%
7 IQDY 0.81%
8 IQDF 0.78%
9 TDI 0.55%
10 AIVI 0.55%
11 SMCF 0.49%
12 DIM 0.49%
13 EUFN 0.48%
14 FEUZ 0.48%
15 PSCF 0.44%
16 JIRE 0.42%
17 BSVO 0.42%
18 HDEF 0.39%
19 AVIV 0.34%
20 XSMO 0.31%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 6.49M (18.62%) 90.51K
Increased by +1.40%
Dec 31, 24
2 T. Rowe Price Investment Management,Inc. 4.45M (12.78%) -41.25K
Decreased by -0.93%
Dec 31, 24
3 Vanguard Group Inc 2.48M (7.12%) -1.04K
Decreased by -0.04%
Dec 31, 24
4 Dimensional Fund Advisors, Inc. 1.92M (5.50%) 141.00
Increased by +0.01%
Dec 31, 24
5 State Street Corp 1.62M (4.65%) 119.93K
Increased by +7.40%
Dec 31, 24
6 State Street Corporation 1.57M (4.50%) -407.00
Decreased by -0.03%
Mar 31, 24
7 Wasatch Advisors LP 1.12M (3.21%) -108.13K
Decreased by -9.67%
Dec 31, 24
8 Wasatch Advisors Inc. 1.06M (3.04%) 220.84K
Increased by +20.83%
Dec 31, 23
9 Bank of America Corp 846.04K (2.43%) -125.77K
Decreased by -14.87%
Dec 31, 24
10 Geode Capital Management, LLC 804.37K (2.31%) -10.99K
Decreased by -1.37%
Dec 31, 24
11 HHG PLC 598.37K (1.72%) -108.27K
Decreased by -18.09%
Dec 31, 24
12 Goldman Sachs Group Inc 576.40K (1.65%) -28.19K
Decreased by -4.89%
Dec 31, 24
13 Northern Trust Corp 424.88K (1.22%) 56.47K
Increased by +13.29%
Dec 31, 24
14 Cardinal Capital Management Llc 408.44K (1.17%) -90.92K
Decreased by -22.26%
Mar 31, 24
15 Earnest Partners LLC 404.14K (1.16%) -43.20K
Decreased by -10.69%
Dec 31, 24
16 Bridgeway Capital Management, LLC 394.15K (1.13%) 7.04K
Increased by +1.79%
Dec 31, 24
17 Charles Schwab Investment Management Inc 376.29K (1.08%) 2.94K
Increased by +0.78%
Dec 31, 24
18 Federated Hermes Inc 339.94K (0.98%) 9.99K
Increased by +2.94%
Dec 31, 24
19 Morgan Stanley - Brokerage Accounts 327.87K (0.94%) -5.65K
Decreased by -1.72%
Dec 31, 24
20 Millennium Management LLC 316.77K (0.91%) 47.76K
Increased by +15.08%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.24M (6.43%) -555.00
Decreased by -0.02%
Feb 28, 25
2 T. Rowe Price Small-Cap Value 1.56M (4.47%) -1.13K
Decreased by -0.07%
Jan 31, 25
3 Vanguard Total Stock Mkt Idx Inv 1.12M (3.20%) 1.52K
Increased by +0.14%
Feb 28, 25
4 iShares Russell 2000 ETF 943.79K (2.71%) -11.10K
Decreased by -1.18%
Feb 28, 25
5 T. Rowe Price U.S. SC Value Eq Tr-Z 861.16K (2.47%) 41.81K
Increased by +4.85%
Dec 31, 24
6 T. Rowe Price US Small-Cap Core Equity 766.84K (2.20%) -43.88K
Decreased by -5.72%
Dec 31, 24
7 T. Rowe Price Small-Cap Stock 683.31K (1.96%) -83.53K
Decreased by -12.22%
Jan 31, 25
8 Wasatch Small Cap Value 560.43K (1.61%) -76.49K
Decreased by -13.65%
Dec 31, 24
9 Vanguard Institutional Extnd Mkt Idx Tr 538.59K (1.55%) 785.00
Increased by +0.15%
Feb 28, 25
10 Janus Henderson Small Cap Value L 498.67K (1.43%) 0.00
Increased by 0.00%
Jan 31, 25
11 DFA US Targeted Value I 433.24K (1.24%) -15.56K
Decreased by -3.59%
Jan 31, 25
12 T. Rowe Price Instl Small-Cap Stock 367.27K (1.05%) -34.63K
Decreased by -9.43%
Jan 31, 25
13 iShares S&P Small-Cap 600 Value ETF 357.70K (1.03%) 0.00
Increased by 0.00%
Nov 30, 24
14 Fidelity Small Cap Index 355.60K (1.02%) -3.47K
Decreased by -0.98%
Dec 31, 24
15 T. Rowe Price U.S. SC Core Eq Tr-Z 352.41K (1.01%) -54.07K
Decreased by -15.34%
Dec 31, 24
16 EARNEST Small Cap Core 347.15K (1.00%) 344.10K
Increased by +99.12%
Dec 31, 23
17 Fidelity® Small Cap Index 343.95K (0.99%) 9.61K
Increased by +2.79%
Oct 31, 23
18 iShares Russell 2000 Value ETF 323.12K (0.93%) -2.45K
Decreased by -0.76%
Feb 28, 25
19 SPDR® Portfolio S&P 600 Sm Cap ETF 315.13K (0.90%) 320.00
Increased by +0.10%
Mar 28, 24
20 SPDR® Portfolio S&P 600™ Sm Cap ETF 312.93K (0.90%) -348.00
Decreased by -0.11%
Feb 28, 25