Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MVFD 2.27%
2 PSP 1.92%
3 PXMV 1.80%
4 XMVM 1.80%
5 RFV 1.64%
6 GRPM 1.53%
7 SFLO 1.30%
8 JPSV 1.12%
9 XMLV 1.06%
10 PEZ 1.04%
11 RNMC 1.04%
12 RNSC 1.01%
13 FSGS 1.01%
14 FSCS 1.01%
15 SDVD 0.89%
16 SDVY 0.89%
17 QIDX 0.80%
18 PXMG 0.57%
19 FYT 0.57%
20 SCDS 0.54%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 415.64K (14.23%) 2.42K
Increased by +0.58%
Mar 31, 26
2 Vanguard Group Inc 340.84K (11.67%) 10.89K
Increased by +3.19%
Dec 31, 25
3 Madison Avenue Partners, LP 245.83K (8.42%) 0.00
Increased by 0.00%
Mar 31, 26
4 Dimensional Fund Advisors, Inc. 235.04K (8.05%) -2.57K
Decreased by -1.10%
Mar 31, 26
5 Vanguard Portfolio Management, LLC 173.94K (5.96%) 173.94K
Increased by +100.00%
Mar 31, 26
6 Wallace Capital Management, INC. 155.07K (5.31%) -2.00K
Decreased by -1.29%
Mar 31, 26
7 Vanguard Capital Management, LLC 145.63K (4.99%) 145.63K
Increased by +100.00%
Mar 31, 26
8 State Street Corporation 128.84K (4.41%) -321.00
Decreased by -0.25%
Mar 31, 24
9 State Street Corp 124.56K (4.26%) -2.39K
Decreased by -1.92%
Mar 31, 26
10 First Trust Advisors L.P. 92.50K (3.17%) 7.58K
Increased by +8.20%
Mar 31, 26
11 AQR Capital Management LLC 92.24K (3.16%) 6.16K
Increased by +6.68%
Mar 31, 26
12 Geode Capital Management, LLC 87.77K (3.01%) 598.00
Increased by +0.68%
Mar 31, 26
13 Charles Schwab Investment Management Inc 44.15K (1.51%) -1.58K
Decreased by -3.59%
Mar 31, 26
14 Northern Trust Corp 40.82K (1.40%) 1.30K
Increased by +3.17%
Mar 31, 26
15 Southeastern Asset Management Inc 37.76K (1.29%) 2.04K
Increased by +5.40%
Mar 31, 26
16 Goldman Sachs Group Inc 36.68K (1.26%) 9.52K
Increased by +25.94%
Jun 30, 25
17 Morgan Stanley - Brokerage Accounts 36.54K (1.25%) 6.70K
Increased by +18.34%
Mar 31, 26
18 The Goldman Sachs Group Inc 31.20K (1.07%) -4.68K
Decreased by -14.99%
Mar 31, 26
19 Raymond James Finl Svs Advisors, Inc. 30.63K (1.05%) 297.00
Increased by +0.97%
Sep 30, 24
20 Bank of New York Mellon Corp 29.47K (1.01%) -13.99K
Decreased by -47.48%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Public Indonesia Select 324.00K (11.09%) 323.60K
Increased by +99.88%
Aug 31, 24
2 iShares Core S&P Mid-Cap ETF 115.47K (3.95%) 24.00
Increased by +0.02%
May 29, 26
3 Vanguard US Total Market Shares ETF 103.55K (3.55%) 6.53K
Increased by +6.31%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 102.37K (3.51%) 294.00
Increased by +0.29%
Apr 30, 26
5 DFA US Small Cap Value I 89.92K (3.08%) 0.00
Increased by 0.00%
Apr 30, 26
6 First Trust SMID Cp Rising Div Achv ETF 84.41K (2.89%) -208.00
Decreased by -0.25%
May 31, 26
7 iShares Russell 2000 ETF 76.86K (2.63%) 728.00
Increased by +0.95%
May 29, 26
8 Vanguard Small Cap Index 74.37K (2.55%) -155.00
Decreased by -0.21%
Apr 30, 26
9 Spiltan Globalfond Investmentbolag 62.29K (2.13%) -876.00
Decreased by -1.41%
May 31, 26
10 Vanguard Small Cap Value Index Inv 47.73K (1.63%) 303.00
Increased by +0.63%
Apr 30, 26
11 Vanguard Institutional Extnd Mkt Idx Tr 38.34K (1.31%) 391.00
Increased by +1.02%
Apr 30, 26
12 Fidelity® Small Cap Index 34.44K (1.18%) 942.00
Increased by +2.74%
Oct 31, 23
13 Longleaf Partners Small-Cap 31.61K (1.08%) 1.63K
Increased by +5.15%
Mar 31, 26
14 Fidelity Small Cap Index 31.49K (1.08%) 42.00
Increased by +0.13%
Mar 31, 26
15 iShares Russell 2000 Value ETF 27.98K (0.96%) 222.00
Increased by +0.79%
May 29, 26
16 DFA US Targeted Value I 27.81K (0.95%) 0.00
Increased by 0.00%
Jul 31, 25
17 SPDR® S&P MIDCAP 400 ETF Trust 26.01K (0.89%) -664.00
Decreased by -2.55%
Jul 31, 25
18 State Street® SPDR® S&P MIDCAP 400® ETF 25.71K (0.88%) 100.00
Increased by +0.39%
Apr 30, 26
19 DFA US Small Cap I 25.44K (0.87%) 0.00
Increased by 0.00%
Apr 30, 26
20 Schwab Fundamental US Small Company ETF 22.84K (0.78%) 0.00
Increased by 0.00%
Mar 29, 24