Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EWI 3.28%
2 BIDD 3.21%
3 FDFF 3.20%
4 BPAY 1.44%
5 FSCC 1.04%
6 SMCP 0.98%
7 IQDF 0.77%
8 IQDY 0.76%
9 SVAL 0.62%
10 AIVI 0.61%
11 TDI 0.56%
12 PSCF 0.54%
13 SMCF 0.51%
14 FESM 0.50%
15 EUFN 0.48%
16 FEUZ 0.48%
17 DIM 0.47%
18 BSVO 0.42%
19 HDEF 0.41%
20 KRE 0.37%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 6.39M (16.06%) -92.56K
Decreased by -1.45%
Mar 31, 25
2 T. Rowe Price Investment Management,Inc. 4.32M (10.85%) -131.11K
Decreased by -3.04%
Mar 31, 25
3 Vanguard Group Inc 2.48M (6.24%) 3.37K
Increased by +0.14%
Mar 31, 25
4 Dimensional Fund Advisors, Inc. 1.93M (4.85%) 14.66K
Increased by +0.76%
Mar 31, 25
5 State Street Corporation 1.57M (3.93%) -407.00
Decreased by -0.03%
Mar 31, 24
6 State Street Corp 1.55M (3.88%) -76.06K
Decreased by -4.92%
Mar 31, 25
7 Wasatch Advisors LP 1.06M (2.67%) -55.91K
Decreased by -5.27%
Mar 31, 25
8 Wasatch Advisors Inc. 1.06M (2.66%) 220.84K
Increased by +20.83%
Dec 31, 23
9 Nuveen, LLC 847.18K (2.13%) 847.18K
Increased by +100.00%
Mar 31, 25
10 Bank of America Corp 832.56K (2.09%) -13.48K
Decreased by -1.62%
Mar 31, 25
11 Geode Capital Management, LLC 828.44K (2.08%) 24.07K
Increased by +2.91%
Mar 31, 25
12 Goldman Sachs Group Inc 549.84K (1.38%) -26.56K
Decreased by -4.83%
Mar 31, 25
13 HHG PLC 538.80K (1.35%) -59.57K
Decreased by -11.06%
Mar 31, 25
14 Northern Trust Corp 414.92K (1.04%) -9.97K
Decreased by -2.40%
Mar 31, 25
15 Cardinal Capital Management Llc 408.44K (1.03%) -90.92K
Decreased by -22.26%
Mar 31, 24
16 Bridgeway Capital Management, LLC 394.15K (0.99%) 7.04K
Increased by +1.79%
Dec 31, 24
17 Morgan Stanley - Brokerage Accounts 389.34K (0.98%) 61.47K
Increased by +15.79%
Mar 31, 25
18 Charles Schwab Investment Management Inc 367.46K (0.92%) -8.83K
Decreased by -2.40%
Mar 31, 25
19 Earnest Partners LLC 360.58K (0.91%) -43.56K
Decreased by -12.08%
Mar 31, 25
20 Millennium Management LLC 354.16K (0.89%) 37.38K
Increased by +10.56%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.07M (5.20%) 2.30K
Increased by +0.11%
Jun 30, 25
2 T. Rowe Price Small-Cap Value 1.55M (3.89%) -1.81K
Decreased by -0.12%
Jun 30, 25
3 Vanguard Total Stock Mkt Idx Inv 1.13M (2.84%) 1.40K
Increased by +0.12%
May 31, 25
4 Vanguard US Total Market Shares ETF 1.13M (2.83%) 1.58K
Increased by +0.14%
Sep 30, 24
5 T. Rowe Price U.S. SC Value Eq Tr-D 940.54K (2.36%) 41.88K
Increased by +4.45%
Jun 30, 25
6 iShares Russell 2000 ETF 902.83K (2.27%) 6.27K
Increased by +0.69%
Jun 30, 25
7 T. Rowe Price U.S. SC Value Eq Tr-Z 898.66K (2.26%) 37.50K
Increased by +4.17%
Mar 31, 25
8 T. Rowe Price Small-Cap Stock 681.93K (1.71%) -799.00
Decreased by -0.12%
Jun 30, 25
9 T. Rowe Price US Small-Cap Core Equity 681.93K (1.71%) -1.23K
Decreased by -0.18%
Jun 30, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 545.44K (1.37%) 13.48K
Increased by +2.47%
May 31, 25
11 Wasatch Small Cap Value 529.24K (1.33%) -31.19K
Decreased by -5.89%
Mar 31, 25
12 Janus Henderson Small Cap Value L 498.67K (1.25%) 0.00
Increased by 0.00%
Apr 30, 25
13 DFA US Targeted Value I 406.60K (1.02%) -12.88K
Decreased by -3.17%
May 31, 25
14 iShares S&P Small-Cap 600 Value ETF 357.70K (0.90%) 0.00
Increased by 0.00%
Nov 30, 24
15 Fidelity Small Cap Index 355.51K (0.89%) 2.52K
Increased by +0.71%
Apr 30, 25
16 EARNEST Small Cap Core 347.15K (0.87%) 344.10K
Increased by +99.12%
Dec 31, 23
17 Fidelity® Small Cap Index 343.95K (0.86%) 9.61K
Increased by +2.79%
Oct 31, 23
18 T. Rowe Price Instl Small-Cap Stock 340.93K (0.86%) -26.35K
Decreased by -7.73%
Jun 30, 25
19 T. Rowe Price U.S. SC Core Eq Tr-D 333.49K (0.84%) 1.23K
Increased by +0.37%
Jun 30, 25
20 T. Rowe Price U.S. SC Core Eq Tr-Z 332.26K (0.83%) -20.16K
Decreased by -6.07%
Mar 31, 25