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 0.94%
6 SIXS 0.65%
7 PZI 0.26%
8 FDM 0.23%
9 CSML 0.15%
10 FSMD 0.09%
11 SILJ 0.08%
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 IWC 0.03%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Dimensional Fund Advisors, Inc. 2.25M (8.67%) 35.61K
Increased by +1.58%
Mar 31, 25
2 Renaissance Technologies Corp 1.99M (7.65%) 170.31K
Increased by +8.56%
Mar 31, 25
3 BlackRock Inc 1.93M (7.44%) -47.71K
Decreased by -2.47%
Mar 31, 25
4 Vanguard Group Inc 1.56M (5.99%) -64.44K
Decreased by -4.14%
Mar 31, 25
5 AQR Capital Management LLC 1.14M (4.37%) -385.94K
Decreased by -33.95%
Mar 31, 25
6 Geode Capital Management, LLC 866.02K (3.33%) 129.50K
Increased by +14.95%
Mar 31, 25
7 Gate City Capital Management, LLC 851.84K (3.28%) -59.00
Decreased by -0.01%
Mar 31, 25
8 American Century Companies Inc 660.33K (2.54%) 88.58K
Increased by +13.41%
Mar 31, 25
9 Penn Mutual Asset Management LLC 650.49K (2.50%) 18.80K
Increased by +2.89%
Dec 31, 23
10 State Street Corp 625.94K (2.41%) -7.90K
Decreased by -1.26%
Mar 31, 25
11 State Street Corporation 602.05K (2.32%) -14.11K
Decreased by -2.34%
Mar 31, 24
12 Bridgeway Capital Management, LLC 518.20K (1.99%) -11.61K
Decreased by -2.24%
Mar 31, 25
13 Bank of New York Mellon Corp 478.31K (1.84%) -1.72K
Decreased by -0.36%
Mar 31, 25
14 Segall Bryant & Hamill 475.44K (1.83%) 249.54K
Increased by +52.49%
Mar 31, 25
15 Royal Bank of Canada 470.67K (1.81%) -5.92K
Decreased by -1.26%
Mar 31, 24
16 Arrowstreet Capital Limited Partnership 448.23K (1.72%) -43.05K
Decreased by -9.60%
Mar 31, 24
17 D. E. Shaw & Co LP 406.48K (1.56%) 144.13K
Increased by +35.46%
Mar 31, 25
18 Two Sigma Advisers, LLC 368.40K (1.42%) 63.80K
Increased by +17.32%
Sep 30, 24
19 Millennium Management LLC 353.23K (1.36%) -31.83K
Decreased by -9.01%
Sep 30, 24
20 Marshall Wace Asset Management Ltd 336.59K (1.29%) 116.80K
Increased by +34.70%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 827.34K (3.18%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard US Total Market Shares ETF 827.34K (3.18%) 0.00
Increased by 0.00%
Sep 30, 24
3 iShares Russell 2000 ETF 634.73K (2.44%) 4.43K
Increased by +0.70%
Jun 30, 25
4 DFA US Small Cap Value I 584.17K (2.25%) 0.00
Increased by 0.00%
May 31, 25
5 Avantis US Small Cap Value ETF 570.69K (2.19%) 770.00
Increased by +0.13%
Jun 28, 25
6 CREF Stock R1 439.83K (1.69%) 0.00
Increased by 0.00%
Feb 28, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 393.44K (1.51%) 0.00
Increased by 0.00%
May 31, 25
8 Fidelity Small-Mid Multifactor ETF 327.17K (1.26%) 0.00
Increased by 0.00%
Jun 30, 25
9 DFA US Targeted Value I 316.92K (1.22%) 0.00
Increased by 0.00%
May 31, 25
10 Dimensional US Targeted Value ETF 283.63K (1.09%) 0.00
Increased by 0.00%
Jun 30, 25
11 Fidelity Small Cap Index 272.15K (1.05%) 8.17K
Increased by +3.00%
Apr 30, 25
12 EA Bridgeway Omni Small-Cap Value ETF 265.43K (1.02%) 0.00
Increased by 0.00%
Jun 30, 25
13 Fidelity® Small Cap Index 252.81K (0.97%) 6.09K
Increased by +2.41%
Oct 31, 23
14 CREF Stock R3 249.11K (0.96%) 40.02K
Increased by +16.07%
May 31, 25
15 WisdomTree US SmallCap Dividend ETF 234.68K (0.90%) -1.01K
Decreased by -0.43%
Jun 30, 25
16 iShares Russell 2000 Value ETF 233.92K (0.90%) 840.00
Increased by +0.36%
Jun 30, 25
17 Bridgeway Omni Small-Cap Value 195.30K (0.75%) 0.00
Increased by 0.00%
Mar 31, 25
18 Bridgeway Omni Small-Cap Value N 195.30K (0.75%) 0.00
Increased by 0.00%
Mar 31, 25
19 DFA US Micro Cap I 184.22K (0.71%) 0.00
Increased by 0.00%
Jun 30, 24
20 Dimensional US Small Cap Value ETF 181.77K (0.70%) 0.00
Increased by 0.00%
Jun 30, 25