Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XMVM 1.86%
2 PSP 1.53%
3 RFV 1.50%
4 GRPM 1.49%
5 PEZ 1.46%
6 SFLO 1.30%
7 PXMV 1.09%
8 XMLV 1.06%
9 JPSV 0.95%
10 FYT 0.64%
11 SVAL 0.61%
12 PXMG 0.57%
13 PAMC 0.54%
14 AFMC 0.52%
15 CALF 0.51%
16 ETHO 0.45%
17 SDVY 0.43%
18 QSML 0.42%
19 USVM 0.42%
20 GVLU 0.37%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 422.25K (17.33%) -4.06K
Decreased by -0.96%
Mar 31, 25
2 Vanguard Group Inc 331.85K (13.62%) -3.79K
Decreased by -1.14%
Mar 31, 25
3 Dimensional Fund Advisors, Inc. 270.61K (11.11%) -7.39K
Decreased by -2.73%
Mar 31, 25
4 Madison Avenue Partners, LP 245.27K (10.07%) 10.00K
Increased by +4.08%
Mar 31, 25
5 Wallace Capital Management, INC. 164.79K (6.76%) -489.00
Decreased by -0.30%
Mar 31, 25
6 State Street Corp 129.15K (5.30%) 4.17K
Increased by +3.23%
Mar 31, 25
7 State Street Corporation 128.84K (5.29%) -321.00
Decreased by -0.25%
Mar 31, 24
8 Geode Capital Management, LLC 81.98K (3.36%) 2.89K
Increased by +3.53%
Mar 31, 25
9 AQR Capital Management LLC 58.73K (2.41%) 19.69K
Increased by +33.53%
Mar 31, 25
10 Southeastern Asset Management Inc 55.16K (2.26%) -3.90K
Decreased by -7.07%
Mar 31, 25
11 Charles Schwab Investment Management Inc 52.41K (2.15%) -2.83K
Decreased by -5.40%
Mar 31, 25
12 Northern Trust Corp 43.23K (1.77%) -1.24K
Decreased by -2.87%
Mar 31, 25
13 Bank of New York Mellon Corp 42.64K (1.75%) -411.00
Decreased by -0.96%
Mar 31, 25
14 Morgan Stanley - Brokerage Accounts 33.38K (1.37%) 605.00
Increased by +1.81%
Mar 31, 25
15 Raymond James Finl Svs Advisors, Inc. 30.63K (1.26%) 297.00
Increased by +0.97%
Sep 30, 24
16 London Company of Virginia 27.19K (1.12%) -40.00
Decreased by -0.15%
Mar 31, 25
17 Goldman Sachs Group Inc 27.17K (1.12%) 1.45K
Increased by +5.33%
Mar 31, 25
18 NORGES BANK 26.07K (1.07%) -12.56K
Decreased by -48.18%
Dec 31, 23
19 JPMorgan Chase & Co 22.23K (0.91%) -2.39K
Decreased by -10.76%
Mar 31, 25
20 Amvescap Plc. 21.68K (0.89%) 1.85K
Increased by +8.53%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Public Indonesia Select 324.00K (13.30%) 323.60K
Increased by +99.88%
Aug 31, 24
2 iShares Core S&P Mid-Cap ETF 109.51K (4.49%) 0.00
Increased by 0.00%
May 31, 25
3 Vanguard US Total Market Shares ETF 103.55K (4.25%) 6.53K
Increased by +6.31%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 97.27K (3.99%) 2.41K
Increased by +2.47%
Apr 30, 25
5 DFA US Small Cap Value I 89.92K (3.69%) 0.00
Increased by 0.00%
Apr 30, 25
6 iShares Russell 2000 ETF 80.98K (3.32%) 0.00
Increased by 0.00%
May 31, 25
7 Vanguard Small Cap Index 76.27K (3.13%) 375.00
Increased by +0.49%
Apr 30, 25
8 Spiltan Globalfond Investmentbolag 69.88K (2.87%) 0.00
Increased by 0.00%
May 31, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 51.73K (2.12%) 368.00
Increased by +0.71%
Apr 30, 25
10 Vanguard Small Cap Value Index Inv 49.31K (2.02%) 155.00
Increased by +0.31%
Apr 30, 25
11 Longleaf Partners Small-Cap 46.70K (1.92%) -11.19K
Decreased by -23.95%
Dec 31, 24
12 Fidelity® Small Cap Index 34.44K (1.41%) 942.00
Increased by +2.74%
Oct 31, 23
13 Fidelity Small Cap Index 31.86K (1.31%) 371.00
Increased by +1.16%
Mar 31, 25
14 iShares Russell 2000 Value ETF 29.03K (1.19%) 0.00
Increased by 0.00%
May 31, 25
15 DFA US Targeted Value I 27.81K (1.14%) 0.00
Increased by 0.00%
Apr 30, 25
16 SPDR® S&P MIDCAP 400 ETF Trust 26.62K (1.09%) -288.00
Decreased by -1.08%
Apr 30, 25
17 DFA US Small Cap I 25.64K (1.05%) 0.00
Increased by 0.00%
Apr 30, 25
18 Dimensional US Targeted Value ETF 24.63K (1.01%) -21.00
Decreased by -0.09%
May 30, 25
19 Schwab Fundamental US Small Company ETF 22.84K (0.94%) 0.00
Increased by 0.00%
Mar 29, 24
20 Schwab Fundamental U.S. Small CompanyETF 20.09K (0.82%) -6.00
Decreased by -0.03%
May 31, 25