Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BIDD 3.38%
2 EWI 3.28%
3 FDFF 3.12%
4 BPAY 1.47%
5 SMCP 0.98%
6 FSCC 0.97%
7 IQDY 0.79%
8 IQDF 0.79%
9 TDI 0.59%
10 AIVI 0.57%
11 SMCF 0.54%
12 DIM 0.51%
13 EUFN 0.48%
14 FEUZ 0.48%
15 PSCF 0.45%
16 BSVO 0.42%
17 HDEF 0.42%
18 FESM 0.38%
19 JIRE 0.37%
20 AVIV 0.34%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 6.39M (18.77%) -92.56K
Decreased by -1.45%
Mar 31, 25
2 T. Rowe Price Investment Management,Inc. 4.32M (12.68%) -131.11K
Decreased by -3.04%
Mar 31, 25
3 Vanguard Group Inc 2.48M (7.29%) 3.37K
Increased by +0.14%
Mar 31, 25
4 Dimensional Fund Advisors, Inc. 1.93M (5.67%) 14.66K
Increased by +0.76%
Mar 31, 25
5 State Street Corporation 1.57M (4.60%) -407.00
Decreased by -0.03%
Mar 31, 24
6 State Street Corp 1.55M (4.54%) -76.06K
Decreased by -4.92%
Mar 31, 25
7 Wasatch Advisors LP 1.06M (3.12%) -55.91K
Decreased by -5.27%
Mar 31, 25
8 Wasatch Advisors Inc. 1.06M (3.11%) 220.84K
Increased by +20.83%
Dec 31, 23
9 Bank of America Corp 832.56K (2.44%) -13.48K
Decreased by -1.62%
Mar 31, 25
10 Geode Capital Management, LLC 828.44K (2.43%) 24.07K
Increased by +2.91%
Mar 31, 25
11 Goldman Sachs Group Inc 549.84K (1.61%) -26.56K
Decreased by -4.83%
Mar 31, 25
12 HHG PLC 538.80K (1.58%) -59.57K
Decreased by -11.06%
Mar 31, 25
13 Northern Trust Corp 424.88K (1.25%) 56.47K
Increased by +13.29%
Dec 31, 24
14 Cardinal Capital Management Llc 408.44K (1.20%) -90.92K
Decreased by -22.26%
Mar 31, 24
15 Bridgeway Capital Management, LLC 394.15K (1.16%) 7.04K
Increased by +1.79%
Dec 31, 24
16 Morgan Stanley - Brokerage Accounts 389.34K (1.14%) 61.47K
Increased by +15.79%
Mar 31, 25
17 Charles Schwab Investment Management Inc 367.46K (1.08%) -8.83K
Decreased by -2.40%
Mar 31, 25
18 Earnest Partners LLC 360.58K (1.06%) -43.56K
Decreased by -12.08%
Mar 31, 25
19 Federated Hermes Inc 340.45K (1.00%) 514.00
Increased by +0.15%
Mar 31, 25
20 Millennium Management LLC 316.77K (0.93%) 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 2.12M (6.23%) -2.04K
Decreased by -0.10%
Apr 30, 25
2 T. Rowe Price Small-Cap Value 1.56M (4.57%) -334.00
Decreased by -0.02%
Mar 31, 25
3 Vanguard Total Stock Mkt Idx Inv 1.13M (3.32%) 6.91K
Increased by +0.61%
Apr 30, 25
4 Vanguard US Total Market Shares ETF 1.13M (3.31%) 1.58K
Increased by +0.14%
Sep 30, 24
5 T. Rowe Price U.S. SC Value Eq Tr-D 898.66K (2.64%) 37.50K
Increased by +4.17%
Mar 31, 25
6 T. Rowe Price U.S. SC Value Eq Tr-Z 898.66K (2.64%) 37.50K
Increased by +4.17%
Mar 31, 25
7 iShares Russell 2000 ETF 886.07K (2.60%) 150.00
Increased by +0.02%
Apr 30, 25
8 T. Rowe Price Small-Cap Stock 683.16K (2.01%) -148.00
Decreased by -0.02%
Mar 31, 25
9 T. Rowe Price US Small-Cap Core Equity 683.16K (2.01%) -83.68K
Decreased by -12.25%
Mar 31, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 531.96K (1.56%) 733.00
Increased by +0.14%
Apr 30, 25
11 Wasatch Small Cap Value 529.24K (1.55%) -31.19K
Decreased by -5.89%
Mar 31, 25
12 Janus Henderson Small Cap Value L 498.67K (1.46%) 0.00
Increased by 0.00%
Mar 31, 25
13 DFA US Targeted Value I 426.16K (1.25%) -7.08K
Decreased by -1.66%
Mar 31, 25
14 T. Rowe Price Instl Small-Cap Stock 367.27K (1.08%) 0.00
Increased by 0.00%
Mar 31, 25
15 iShares S&P Small-Cap 600 Value ETF 357.70K (1.05%) 0.00
Increased by 0.00%
Nov 30, 24
16 Fidelity Small Cap Index 349.06K (1.02%) 0.00
Increased by 0.00%
Feb 28, 25
17 EARNEST Small Cap Core 347.15K (1.02%) 344.10K
Increased by +99.12%
Dec 31, 23
18 iShares Russell 2000 Value ETF 344.48K (1.01%) -1.17K
Decreased by -0.34%
Apr 30, 25
19 Fidelity® Small Cap Index 343.95K (1.01%) 9.61K
Increased by +2.79%
Oct 31, 23
20 T. Rowe Price U.S. SC Core Eq Tr-D 332.26K (0.98%) -20.16K
Decreased by -6.07%
Mar 31, 25