Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FDM 0.46%
2 SMLV 0.20%
3 BSVO 0.10%
4 IWC 0.08%
5 EES 0.04%
6 DES 0.03%
7 GSSC 0.03%
8 IWN 0.02%
9 AVUV 0.02%
10 VTWV 0.02%
11 DFSV 0.01%
12 PRFZ 0.01%
13 DFAT 0.01%
14 IWM 0.01%
15 AVSC 0.01%
16 RSSL 0.01%
17 VTWO 0.01%
18 DFAS 0.01%
19 UWM 0.01%
20 AVSU 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 T. Rowe Price Investment Management,Inc. 1.02M (16.28%) -1.70K
Decreased by -0.17%
Mar 31, 25
2 BlackRock Inc 515.08K (8.18%) -15.36K
Decreased by -2.98%
Mar 31, 25
3 Dimensional Fund Advisors, Inc. 411.18K (6.53%) 4.16K
Increased by +1.01%
Mar 31, 25
4 Vanguard Group Inc 386.94K (6.15%) -16.00
Decreased by -0.00%
Mar 31, 25
5 Nuveen, LLC 279.16K (4.43%) 279.16K
Increased by +100.00%
Mar 31, 25
6 AllianceBernstein L.P. 258.49K (4.11%) 3.00K
Increased by +1.16%
Mar 31, 25
7 JONES FINANCIAL COMPANIES LLLP 241.40K (3.83%) 240.90K
Increased by +99.79%
Mar 31, 25
8 Pacific Ridge Capital Partners, LLC 221.65K (3.52%) -2.25K
Decreased by -1.01%
Mar 31, 25
9 TCW Group Inc 165.03K (2.62%) -8.69K
Decreased by -5.26%
Mar 31, 25
10 Geode Capital Management, LLC 162.51K (2.58%) 6.88K
Increased by +4.23%
Mar 31, 25
11 State Street Corp 119.35K (1.90%) -541.00
Decreased by -0.45%
Mar 31, 25
12 Renaissance Technologies Corp 113.78K (1.81%) -4.60K
Decreased by -4.04%
Mar 31, 25
13 State Street Corporation 100.93K (1.60%) 9.80K
Increased by +9.71%
Mar 31, 24
14 Bridgeway Capital Management, LLC 87.69K (1.39%) 2.61K
Increased by +2.98%
Mar 31, 25
15 Acadian Asset Management LLC 81.40K (1.29%) 81.38K
Increased by +99.97%
Mar 31, 25
16 American Century Companies Inc 80.32K (1.28%) 32.00
Increased by +0.04%
Mar 31, 25
17 Stilwell Value LLC 78.00K (1.24%) 0.00
Increased by 0.00%
Mar 31, 25
18 BHZ Capital Management, LP. 71.87K (1.14%) -53.27K
Decreased by -74.12%
Sep 30, 23
19 Northern Trust Corp 62.25K (0.99%) -4.28K
Decreased by -6.88%
Mar 31, 25
20 Hotchkis & Wiley Capital Management LLC 58.41K (0.93%) -5.50K
Decreased by -9.42%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 T. Rowe Price Small-Cap Value 654.88K (10.40%) -141.00
Decreased by -0.02%
Mar 31, 25
2 T. Rowe Price U.S. SC Value Eq Tr-D 342.32K (5.44%) 616.00
Increased by +0.18%
Mar 31, 25
3 T. Rowe Price U.S. SC Value Eq Tr-Z 342.32K (5.44%) 616.00
Increased by +0.18%
Mar 31, 25
4 VT De Lisle America B USD 303.99K (4.83%) 0.00
Increased by 0.00%
May 31, 25
5 Vanguard Total Stock Mkt Idx Inv 243.03K (3.86%) 1.37K
Increased by +0.56%
May 31, 25
6 Vanguard US Total Market Shares ETF 235.93K (3.75%) 0.00
Increased by 0.00%
Sep 30, 24
7 Pacific Ridge Capital Ptnrs Micro Cp Val 225.99K (3.59%) -13.20K
Decreased by -5.84%
Mar 31, 24
8 iShares Russell 2000 ETF 194.47K (3.09%) 0.00
Increased by 0.00%
May 31, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 104.29K (1.66%) 2.25K
Increased by +2.15%
May 31, 25
10 Adara Smaller Companies 88.47K (1.41%) 0.00
Increased by 0.00%
May 31, 25
11 Avantis US Small Cap Value ETF 74.56K (1.18%) 0.00
Increased by 0.00%
May 31, 25
12 DFA US Targeted Value I 67.18K (1.07%) 0.00
Increased by 0.00%
Apr 30, 25
13 Fidelity Small Cap Index 66.60K (1.06%) 1.17K
Increased by +1.76%
Mar 31, 25
14 iShares Russell 2000 Value ETF 63.78K (1.01%) 0.00
Increased by 0.00%
May 31, 25
15 Fidelity® Small Cap Index 61.66K (0.98%) 1.66K
Increased by +2.70%
Oct 31, 23
16 DFA US Small Cap Value I 59.71K (0.95%) 0.00
Increased by 0.00%
Apr 30, 25
17 Acuitas US Microcap Strategy 59.40K (0.94%) -490.00
Decreased by -0.82%
Mar 31, 24
18 DFA US Small Cap I 43.58K (0.69%) 0.00
Increased by 0.00%
Apr 30, 25
19 DFA US Micro Cap I 41.32K (0.66%) 0.00
Increased by 0.00%
Apr 30, 25
20 EA Bridgeway Omni Small-Cap Value ETF 40.78K (0.65%) -15.00
Decreased by -0.04%
May 30, 25