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 0.86%
6 SIXS 0.65%
7 PZI 0.26%
8 FDM 0.23%
9 CSML 0.15%
10 FSMD 0.09%
11 SILJ 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 (8.70%) 7.24K
Increased by +0.32%
Jun 30, 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 1.42M (5.46%) -135.45K
Decreased by -9.53%
Jun 30, 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 American Century Companies Inc 685.62K (2.64%) 25.29K
Increased by +3.69%
Jun 30, 25
8 Penn Mutual Asset Management LLC 650.49K (2.50%) 18.80K
Increased by +2.89%
Dec 31, 23
9 State Street Corp 625.94K (2.41%) -7.90K
Decreased by -1.26%
Mar 31, 25
10 State Street Corporation 602.05K (2.32%) -14.11K
Decreased by -2.34%
Mar 31, 24
11 Bridgeway Capital Management, LLC 518.20K (1.99%) -11.61K
Decreased by -2.24%
Mar 31, 25
12 Bank of New York Mellon Corp 478.31K (1.84%) -1.72K
Decreased by -0.36%
Mar 31, 25
13 Gate City Capital Management, LLC 475.28K (1.83%) -376.56K
Decreased by -79.23%
Jun 30, 25
14 Royal Bank of Canada 470.67K (1.81%) -5.92K
Decreased by -1.26%
Mar 31, 24
15 Arrowstreet Capital Limited Partnership 448.23K (1.72%) -43.05K
Decreased by -9.60%
Mar 31, 24
16 Two Sigma Advisers, LLC 368.40K (1.42%) 63.80K
Increased by +17.32%
Sep 30, 24
17 Millennium Management LLC 353.23K (1.36%) -31.83K
Decreased by -9.01%
Sep 30, 24
18 Marshall Wace Asset Management Ltd 336.59K (1.29%) 116.80K
Increased by +34.70%
Sep 30, 24
19 Commonwealth Equity Services Inc 334.17K (1.29%) 6.00
Increased by +0.00%
Mar 31, 25
20 Nuveen, LLC 305.43K (1.17%) 305.43K
Increased by +100.00%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 827.34K (3.18%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 809.49K (3.11%) -17.85K
Decreased by -2.21%
Jul 31, 25
3 iShares Russell 2000 ETF 593.80K (2.28%) -11.34K
Decreased by -1.91%
Jul 31, 25
4 Avantis US Small Cap Value ETF 592.87K (2.28%) 576.00
Increased by +0.10%
Jul 31, 25
5 DFA US Small Cap Value I 580.76K (2.23%) -3.41K
Decreased by -0.59%
Jun 30, 25
6 CREF Stock R1 439.83K (1.69%) 0.00
Increased by 0.00%
Feb 28, 25
7 CREF Stock R3 426.36K (1.64%) 177.25K
Increased by +41.57%
Jun 30, 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%
Jun 30, 25
10 Dimensional US Targeted Value ETF 283.93K (1.09%) 0.00
Increased by 0.00%
Jul 31, 25
11 EA Bridgeway Omni Small-Cap Value ETF 273.32K (1.05%) 0.00
Increased by 0.00%
Jul 31, 25
12 Fidelity Small Cap Index 272.15K (1.05%) 0.00
Increased by 0.00%
May 31, 25
13 Vanguard Institutional Extnd Mkt Idx Tr 270.29K (1.04%) -123.16K
Decreased by -45.57%
Jul 31, 25
14 Fidelity® Small Cap Index 252.81K (0.97%) 6.09K
Increased by +2.41%
Oct 31, 23
15 WisdomTree US SmallCap Dividend ETF 230.62K (0.89%) -812.00
Decreased by -0.35%
Jul 31, 25
16 iShares Russell 2000 Value ETF 226.86K (0.87%) 168.00
Increased by +0.07%
Jul 31, 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 Small Cap I 186.03K (0.72%) 6.20K
Increased by +3.33%
Jun 30, 25
20 DFA US Micro Cap I 184.22K (0.71%) 0.00
Increased by 0.00%
Jun 30, 24