Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RZV 1.18%
2 SVAL 0.36%
3 IPAY 0.31%
4 SSLY 0.20%
5 CSML 0.20%
6 KOMP 0.20%
7 VFVA 0.16%
8 PSCF 0.15%
9 RTLA 0.14%
10 FSCC 0.14%
11 BSVO 0.13%
12 LEND 0.12%
13 PRFZ 0.12%
14 RWJ 0.10%
15 EES 0.10%
16 SMD 0.10%
17 GBUY_old 0.10%
18 SLY 0.10%
19 DMRS 0.09%
20 SLYV 0.08%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Topline Capital Management LLC 4.63M (10.42%) -743.32K
Decreased by -16.04%
Mar 31, 25
2 Starboard Value LP 4.60M (10.36%) 0.00
Increased by 0.00%
Mar 31, 25
3 T. Rowe Price Investment Management,Inc. 3.96M (8.90%) 36.73K
Increased by +0.93%
Dec 31, 23
4 BlackRock Inc 3.43M (7.71%) -2.48M
Decreased by -72.31%
Mar 31, 25
5 Vanguard Group Inc 3.09M (6.96%) -489.91K
Decreased by -15.83%
Mar 31, 25
6 State Street Corporation 2.33M (5.25%) 37.19K
Increased by +1.59%
Mar 31, 24
7 UBS Group AG 2.29M (5.15%) -304.37K
Decreased by -13.28%
Mar 31, 25
8 Dimensional Fund Advisors, Inc. 2.20M (4.96%) 89.84K
Increased by +4.08%
Mar 31, 25
9 State Street Corp 1.91M (4.29%) -833.75K
Decreased by -43.76%
Mar 31, 25
10 Federated Hermes Inc 1.38M (3.09%) -553.29K
Decreased by -40.23%
Sep 30, 23
11 D. E. Shaw & Co LP 1.33M (2.99%) -163.70K
Decreased by -12.32%
Mar 31, 25
12 BMO Capital Markets Corp. 1.29M (2.91%) 1.16M
Increased by +89.83%
Mar 31, 24
13 Bank of Montreal 1.29M (2.91%) 1.16M
Increased by +89.83%
Mar 31, 24
14 Goldman Sachs Group Inc 1.29M (2.91%) 59.72K
Increased by +4.62%
Dec 31, 24
15 Geode Capital Management, LLC 1.28M (2.87%) 37.26K
Increased by +2.92%
Mar 31, 25
16 American Century Companies Inc 1.23M (2.78%) 193.02K
Increased by +15.64%
Mar 31, 25
17 Prudential Financial Inc 1.16M (2.61%) 501.42K
Increased by +43.14%
Mar 31, 25
18 Divisar Capital Management, LLC 1.04M (2.35%) 228.35K
Increased by +21.87%
Sep 30, 23
19 Morgan Stanley - Brokerage Accounts 1.02M (2.28%) -201.03K
Decreased by -19.80%
Mar 31, 25
20 Two Sigma Advisers, LLC 908.71K (2.04%) 17.80K
Increased by +1.96%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.48M (7.82%) 0.00
Increased by 0.00%
Feb 28, 25
2 T. Rowe Price Small-Cap Value 2.43M (5.46%) -10.10K
Decreased by -0.42%
Dec 31, 23
3 Vanguard Total Stock Mkt Idx Inv 1.64M (3.69%) 41.80K
Increased by +2.55%
May 31, 25
4 Vanguard US Total Market Shares ETF 1.45M (3.26%) 0.00
Increased by 0.00%
Sep 30, 24
5 iShares Russell 2000 ETF 1.37M (3.08%) 9.51K
Increased by +0.69%
Jun 30, 25
6 T. Rowe Price U.S. SC Value Eq Tr-Z 1.12M (2.52%) 42.70K
Increased by +3.81%
Dec 31, 23
7 Avantis US Small Cap Value ETF 1.09M (2.44%) 2.72K
Increased by +0.25%
Jun 28, 25
8 Strategic Advisers U.S. Total Stock 1.08M (2.42%) 70.88K
Increased by +6.58%
May 31, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 843.50K (1.90%) 6.47K
Increased by +0.77%
May 31, 25
10 Federated Hermes MDT SCC Institutional 767.71K (1.73%) -359.11K
Decreased by -46.78%
Sep 30, 23
11 Federated Hermes MDT Small Cap Core IS 767.71K (1.73%) -359.11K
Decreased by -46.78%
Sep 30, 23
12 iShares S&P Small-Cap 600 Value ETF 601.15K (1.35%) 0.00
Increased by 0.00%
Feb 28, 25
13 Vanguard Small Cap Index 569.84K (1.28%) 1.59K
Increased by +0.28%
Jan 31, 24
14 SPDR® S&P Kensho New Economies Comps ETF 542.49K (1.22%) 0.00
Increased by 0.00%
May 30, 25
15 DFA US Small Cap Value I 507.41K (1.14%) 36.42K
Increased by +7.18%
May 31, 25
16 SPDR® Portfolio S&P 600™ Sm Cap ETF 485.22K (1.09%) -534.00
Decreased by -0.11%
Feb 28, 25
17 iShares Russell 2000 Value ETF 484.80K (1.09%) 1.75K
Increased by +0.36%
Jun 30, 25
18 Nuveen Quant Small Cap Equity R6 477.98K (1.08%) 4.82K
Increased by +1.01%
May 31, 25
19 TIAA-CREF Quant Small-Cap Equity Instl 475.35K (1.07%) 9.58K
Increased by +2.02%
Feb 29, 24
20 Fidelity Small Cap Index 472.34K (1.06%) -66.49K
Decreased by -14.08%
Apr 30, 25