Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BUYN 3.14%
2 TPMN 2.56%
3 DEEP 1.02%
4 DVP 0.98%
5 MYLD 0.76%
6 SIXS 0.65%
7 PZI 0.26%
8 FDM 0.23%
9 CSML 0.15%
10 SILJ 0.12%
11 FSMD 0.09%
12 BSVO 0.07%
13 ROSC 0.06%
14 DES 0.05%
15 VFVA 0.05%
16 SFLO 0.05%
17 EES 0.03%
18 PRFZ 0.03%
19 CCSO 0.03%
20 SLY 0.03%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Dimensional Fund Advisors, Inc. 2.26M (8.74%) 7.24K
Increased by +0.32%
Jun 30, 25
2 Renaissance Technologies Corp 2.08M (8.02%) 86.90K
Increased by +4.18%
Jun 30, 25
3 BlackRock Inc 1.89M (7.29%) -48.16K
Decreased by -2.55%
Jun 30, 25
4 Vanguard Group Inc 1.42M (5.49%) -135.45K
Decreased by -9.53%
Jun 30, 25
5 Geode Capital Management, LLC 958.50K (3.70%) 92.48K
Increased by +9.65%
Jun 30, 25
6 American Century Companies Inc 685.62K (2.65%) 25.29K
Increased by +3.69%
Jun 30, 25
7 Penn Mutual Asset Management LLC 650.49K (2.51%) 18.80K
Increased by +2.89%
Dec 31, 23
8 State Street Corp 615.23K (2.38%) -10.71K
Decreased by -1.74%
Jun 30, 25
9 State Street Corporation 602.05K (2.33%) -14.11K
Decreased by -2.34%
Mar 31, 24
10 AQR Capital Management LLC 542.76K (2.10%) -594.05K
Decreased by -109.45%
Jun 30, 25
11 Bank of New York Mellon Corp 497.66K (1.92%) 19.35K
Increased by +3.89%
Jun 30, 25
12 Nuveen, LLC 475.29K (1.84%) 169.87K
Increased by +35.74%
Jun 30, 25
13 Gate City Capital Management, LLC 475.28K (1.84%) -376.56K
Decreased by -79.23%
Jun 30, 25
14 Arrowstreet Capital Limited Partnership 448.23K (1.73%) -43.05K
Decreased by -9.60%
Mar 31, 24
15 Bridgeway Capital Management, LLC 433.00K (1.67%) -85.20K
Decreased by -19.68%
Jun 30, 25
16 Millennium Management LLC 399.78K (1.54%) 278.10K
Increased by +69.56%
Jun 30, 25
17 Royal Bank of Canada 372.41K (1.44%) 295.76K
Increased by +79.42%
Jun 30, 25
18 Two Sigma Advisers, LLC 368.40K (1.42%) 63.80K
Increased by +17.32%
Sep 30, 24
19 Morgan Stanley - Brokerage Accounts 364.71K (1.41%) 97.80K
Increased by +26.82%
Jun 30, 25
20 Marshall Wace Asset Management Ltd 336.59K (1.30%) 116.80K
Increased by +34.70%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 827.34K (3.20%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 809.49K (3.13%) -17.85K
Decreased by -2.21%
Jul 31, 25
3 Avantis US Small Cap Value ETF 610.94K (2.36%) 1.68K
Increased by +0.27%
Aug 30, 25
4 iShares Russell 2000 ETF 607.01K (2.35%) 0.00
Increased by 0.00%
Aug 31, 25
5 DFA US Small Cap Value I 568.45K (2.20%) -12.31K
Decreased by -2.17%
Jul 31, 25
6 CREF Stock R1 439.83K (1.70%) 0.00
Increased by 0.00%
Feb 28, 25
7 CREF Stock R3 399.99K (1.55%) -26.36K
Decreased by -6.59%
Jul 31, 25
8 Fidelity Small-Mid Multifactor ETF 337.00K (1.30%) 876.00
Increased by +0.26%
Jul 31, 25
9 DFA US Targeted Value I 316.92K (1.22%) 0.00
Increased by 0.00%
Jul 31, 25
10 EA Bridgeway Omni Small-Cap Value ETF 286.38K (1.11%) 202.00
Increased by +0.07%
Aug 29, 25
11 Dimensional US Targeted Value ETF 284.14K (1.10%) 0.00
Increased by 0.00%
Aug 29, 25
12 Vanguard Institutional Extnd Mkt Idx Tr 270.29K (1.04%) -123.16K
Decreased by -45.57%
Jul 31, 25
13 Fidelity Small Cap Index 261.47K (1.01%) -10.69K
Decreased by -4.09%
Jun 30, 25
14 Fidelity® Small Cap Index 252.81K (0.98%) 6.09K
Increased by +2.41%
Oct 31, 23
15 iShares Russell 2000 Value ETF 228.21K (0.88%) 0.00
Increased by 0.00%
Aug 31, 25
16 WisdomTree US SmallCap Dividend ETF 227.17K (0.88%) 0.00
Increased by 0.00%
Aug 29, 25
17 DFA US Micro Cap I 184.22K (0.71%) 0.00
Increased by 0.00%
Jun 30, 24
18 State St Russell Sm/Mid Cp® Indx NL Cl C 178.45K (0.69%) 0.00
Increased by 0.00%
Apr 30, 25
19 State St Russell Sm/Mid Cp® Indx SL Cl I 178.45K (0.69%) 0.00
Increased by 0.00%
Jul 31, 25
20 Invesco FTSE RAFI US 1500 Small-Mid ETF 166.74K (0.64%) 0.00
Increased by 0.00%
Feb 28, 25