Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RTLA 0.01%
2 IWC 0.01%
3 DFAT 0.00%
4 IWN 0.00%
5 DFSV 0.00%
6 DFAS 0.00%
7 IWMW 0.00%
8 IWM 0.00%
9 SMMD 0.00%
10 DFAC 0.00%
11 DFUS 0.00%
12 ITDJ 0.00%
13 ITDH 0.00%
14 ITDI 0.00%
15 ITDG 0.00%
16 ITDF 0.00%
17 ITDE 0.00%
18 AVUV 0.00%
19 ITDD 0.00%
20 ITDC 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Awm Investment Company Inc 1.25M (7.49%) 0.00
Increased by 0.00%
Mar 31, 26
2 BlackRock Inc 1.08M (6.46%) -12.56K
Decreased by -1.16%
Mar 31, 26
3 Ameriprise Financial Inc 928.33K (5.55%) 11.52K
Increased by +1.24%
Mar 31, 26
4 Nantahala Capital Management, LLC 914.62K (5.47%) 0.00
Increased by 0.00%
Mar 31, 26
5 Vanguard Group Inc 847.01K (5.06%) 11.07K
Increased by +1.31%
Dec 31, 25
6 S Squared Technology, LLC 723.30K (4.32%) 0.00
Increased by 0.00%
Mar 31, 26
7 Peapod Lane Capital LLC 630.79K (3.77%) -45.00
Decreased by -0.01%
Mar 31, 26
8 Vanguard Capital Management, LLC 624.01K (3.73%) 624.01K
Increased by +100.00%
Mar 31, 26
9 Acuitas Investments, LLC 523.10K (3.13%) 24.15K
Increased by +4.62%
Sep 30, 24
10 Geode Capital Management, LLC 439.42K (2.63%) 30.34K
Increased by +6.90%
Mar 31, 26
11 Dimensional Fund Advisors, Inc. 422.62K (2.53%) -16.46K
Decreased by -3.89%
Mar 31, 26
12 State Street Corp 182.55K (1.09%) 2.26K
Increased by +1.24%
Mar 31, 26
13 P.a.w. Capital Corp 150.00K (0.90%) 0.00
Increased by 0.00%
Mar 31, 26
14 Mariner Wealth Advisors, LLC 144.88K (0.87%) 0.00
Increased by 0.00%
Jun 30, 24
15 Northern Trust Corp 130.32K (0.78%) 3.79K
Increased by +2.91%
Mar 31, 26
16 Renaissance Technologies Corp 120.96K (0.72%) -7.30K
Decreased by -6.04%
Mar 31, 26
17 Vanguard Fiduciary Trust Co 114.50K (0.68%) 114.50K
Increased by +100.00%
Mar 31, 26
18 Vanguard Portfolio Management, LLC 96.71K (0.58%) 96.71K
Increased by +100.00%
Mar 31, 26
19 Marquette Asset Management Inc. 89.71K (0.54%) 0.00
Increased by 0.00%
Dec 31, 24
20 Susquehanna International Group, LLP 88.30K (0.53%) 12.92K
Increased by +14.63%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Columbia Small Cap Value Discovery Fund 689.75K (4.12%) 32.40K
Increased by +4.70%
Mar 31, 26
2 Columbia Small Cap Value Discv A 689.75K (4.12%) 0.00
Increased by 0.00%
Apr 30, 26
3 Columbia Small Cap Value I 641.75K (3.84%) -223.20K
Decreased by -34.78%
Jun 30, 25
4 Columbia Small Cap Value I A 641.75K (3.84%) 0.00
Increased by 0.00%
Jul 31, 25
5 Vanguard US Total Market Shares ETF 448.00K (2.68%) 0.00
Increased by 0.00%
Sep 30, 24
6 Vanguard Total Stock Mkt Idx Inv 431.32K (2.58%) 0.00
Increased by 0.00%
Apr 30, 26
7 iShares Russell 2000 ETF 331.41K (1.98%) 3.07K
Increased by +0.93%
May 29, 26
8 Vanguard Institutional Extnd Mkt Idx Tr 180.30K (1.08%) 0.00
Increased by 0.00%
Apr 30, 26
9 Fidelity Small Cap Index 165.82K (0.99%) -217.00
Decreased by -0.13%
Mar 31, 26
10 iShares Russell 2000 Value ETF 142.76K (0.85%) 0.00
Increased by 0.00%
May 29, 26
11 Columbia VP Small Cap Value 1 137.23K (0.82%) 0.00
Increased by 0.00%
Mar 31, 26
12 Columbia VP Small Cap Value Discovery 1 137.23K (0.82%) 0.00
Increased by 0.00%
Mar 31, 26
13 Fidelity Extended Market Index 119.82K (0.72%) -438.00
Decreased by -0.37%
Apr 30, 26
14 Russell 2000 Equity Index Fund B 93.78K (0.56%) -102.00
Decreased by -0.11%
Dec 31, 25
15 DFA US Targeted Value I 90.13K (0.54%) -15.49K
Decreased by -17.19%
Apr 30, 26
16 Fidelity® Extended Market Index 85.02K (0.51%) 0.00
Increased by 0.00%
Nov 30, 23
17 Vanguard Russell 2000 ETF 83.98K (0.50%) 1.72K
Increased by +2.05%
Apr 30, 26
18 Bridgeway Omni Small-Cap Value 77.00K (0.46%) 0.00
Increased by 0.00%
Dec 31, 25
19 Bridgeway Omni Small-Cap Value N 77.00K (0.46%) 0.00
Increased by 0.00%
Dec 31, 25
20 State St Russell Sm Cap® Idx SL Cl I 61.80K (0.37%) 0.00
Increased by 0.00%
Apr 30, 26