Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BUYN 3.14%
2 TPMN 2.56%
3 DVP 0.96%
4 DEEP 0.95%
5 SIXS 0.65%
6 PZI 0.26%
7 FDM 0.23%
8 CSML 0.15%
9 SILJ 0.09%
10 FSMD 0.09%
11 BSVO 0.07%
12 ROSC 0.06%
13 DES 0.05%
14 SFLO 0.05%
15 EES 0.03%
16 PRFZ 0.03%
17 CCSO 0.03%
18 IWC 0.03%
19 SLY 0.03%
20 DFSV 0.02%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Dimensional Fund Advisors, Inc. 2.25M (5.23%) 35.61K
Increased by +1.58%
Mar 31, 25
2 Renaissance Technologies Corp 1.99M (4.62%) 170.31K
Increased by +8.56%
Mar 31, 25
3 BlackRock Inc 1.93M (4.49%) -47.71K
Decreased by -2.47%
Mar 31, 25
4 Vanguard Group Inc 1.56M (3.61%) -64.44K
Decreased by -4.14%
Mar 31, 25
5 AQR Capital Management LLC 1.14M (2.64%) -385.94K
Decreased by -33.95%
Mar 31, 25
6 Geode Capital Management, LLC 866.02K (2.01%) 129.50K
Increased by +14.95%
Mar 31, 25
7 Gate City Capital Management, LLC 851.84K (1.98%) -59.00
Decreased by -0.01%
Mar 31, 25
8 American Century Companies Inc 660.33K (1.53%) 88.58K
Increased by +13.41%
Mar 31, 25
9 Penn Mutual Asset Management LLC 650.49K (1.51%) 18.80K
Increased by +2.89%
Dec 31, 23
10 State Street Corp 625.94K (1.45%) -7.90K
Decreased by -1.26%
Mar 31, 25
11 State Street Corporation 602.05K (1.40%) -14.11K
Decreased by -2.34%
Mar 31, 24
12 Bridgeway Capital Management, LLC 518.20K (1.20%) -11.61K
Decreased by -2.24%
Mar 31, 25
13 Bank of New York Mellon Corp 478.31K (1.11%) -1.72K
Decreased by -0.36%
Mar 31, 25
14 Segall Bryant & Hamill 475.44K (1.10%) 249.54K
Increased by +52.49%
Mar 31, 25
15 Royal Bank of Canada 470.67K (1.09%) -5.92K
Decreased by -1.26%
Mar 31, 24
16 Arrowstreet Capital Limited Partnership 448.23K (1.04%) -43.05K
Decreased by -9.60%
Mar 31, 24
17 Two Sigma Advisers, LLC 368.40K (0.85%) 63.80K
Increased by +17.32%
Sep 30, 24
18 Millennium Management LLC 353.23K (0.82%) -31.83K
Decreased by -9.01%
Sep 30, 24
19 Marshall Wace Asset Management Ltd 336.59K (0.78%) 116.80K
Increased by +34.70%
Sep 30, 24
20 Commonwealth Equity Services Inc 334.16K (0.78%) 5.00
Increased by +0.00%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 827.34K (1.92%) 0.00
Increased by 0.00%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 827.34K (1.92%) 0.00
Increased by 0.00%
Sep 30, 24
3 iShares Russell 2000 ETF 636.51K (1.48%) 107.00
Increased by +0.02%
Apr 30, 25
4 DFA US Small Cap Value I 584.17K (1.36%) -5.10K
Decreased by -0.87%
Mar 31, 25
5 Avantis US Small Cap Value ETF 546.28K (1.27%) 0.00
Increased by 0.00%
Apr 30, 25
6 CREF Stock R1 439.83K (1.02%) 0.00
Increased by 0.00%
Feb 28, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 393.44K (0.91%) 0.00
Increased by 0.00%
Apr 30, 25
8 Fidelity Small-Mid Multifactor ETF 328.90K (0.76%) 0.00
Increased by 0.00%
Apr 30, 25
9 DFA US Targeted Value I 316.92K (0.74%) 5.30K
Increased by +1.67%
Mar 31, 25
10 Dimensional US Targeted Value ETF 275.71K (0.64%) 0.00
Increased by 0.00%
Apr 30, 25
11 Fidelity Small Cap Index 260.47K (0.60%) 0.00
Increased by 0.00%
Feb 28, 25
12 Fidelity® Small Cap Index 252.81K (0.59%) 6.09K
Increased by +2.41%
Oct 31, 23
13 iShares Russell 2000 Value ETF 248.03K (0.58%) -840.00
Decreased by -0.34%
Apr 30, 25
14 EA Bridgeway Omni Small-Cap Value ETF 246.11K (0.57%) 0.00
Increased by 0.00%
Apr 30, 25
15 CREF Stock R3 238.67K (0.55%) -201.16K
Decreased by -84.28%
Mar 31, 25
16 WisdomTree US SmallCap Dividend ETF 237.93K (0.55%) 0.00
Increased by 0.00%
Apr 30, 25
17 Bridgeway Omni Small-Cap Value 195.30K (0.45%) 0.00
Increased by 0.00%
Mar 31, 25
18 Bridgeway Omni Small-Cap Value N 195.30K (0.45%) 0.00
Increased by 0.00%
Mar 31, 25
19 DFA US Micro Cap I 184.22K (0.43%) 0.00
Increased by 0.00%
Jun 30, 24
20 DFA US Small Cap I 179.83K (0.42%) 5.10K
Increased by +2.84%
Mar 31, 25