Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XMVM 1.71%
2 PEZ 1.54%
3 RFV 1.53%
4 PSP 1.32%
5 SFLO 1.30%
6 PXMV 1.09%
7 XMLV 1.06%
8 JPSV 0.94%
9 FYT 0.66%
10 PXMG 0.57%
11 SHRT 0.57%
12 PAMC 0.54%
13 ETHO 0.45%
14 USVM 0.40%
15 GVLU 0.38%
16 SMDY 0.35%
17 FSGS 0.35%
18 RNSC 0.35%
19 EES 0.33%
20 TPSC 0.33%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 426.30K (17.43%) -5.69K
Decreased by -1.33%
Dec 31, 24
2 Vanguard Group Inc 335.63K (13.72%) -20.50K
Decreased by -6.11%
Dec 31, 24
3 Dimensional Fund Advisors, Inc. 278.00K (11.36%) -6.25K
Decreased by -2.25%
Dec 31, 24
4 Madison Avenue Partners, LP 235.27K (9.62%) 0.00
Increased by 0.00%
Dec 31, 24
5 Wallace Capital Management, INC. 165.28K (6.76%) -2.24K
Decreased by -1.35%
Dec 31, 24
6 State Street Corporation 128.84K (5.27%) -321.00
Decreased by -0.25%
Mar 31, 24
7 State Street Corp 124.98K (5.11%) 262.00
Increased by +0.21%
Dec 31, 24
8 Geode Capital Management, LLC 79.09K (3.23%) -1.69K
Decreased by -2.14%
Dec 31, 24
9 Southeastern Asset Management Inc 59.06K (2.41%) -13.75K
Decreased by -23.28%
Dec 31, 24
10 Charles Schwab Investment Management Inc 55.24K (2.26%) -1.05K
Decreased by -1.91%
Dec 31, 24
11 Northern Trust Corp 44.47K (1.82%) 4.99K
Increased by +11.22%
Dec 31, 24
12 Bank of New York Mellon Corp 43.05K (1.76%) -1.68K
Decreased by -3.91%
Dec 31, 24
13 AQR Capital Management LLC 39.04K (1.60%) -2.28K
Decreased by -5.83%
Dec 31, 24
14 Morgan Stanley - Brokerage Accounts 32.77K (1.34%) 26.00
Increased by +0.08%
Dec 31, 24
15 Raymond James Finl Svs Advisors, Inc. 30.63K (1.25%) 297.00
Increased by +0.97%
Sep 30, 24
16 London Company of Virginia 27.23K (1.11%) -153.00
Decreased by -0.56%
Dec 31, 24
17 NORGES BANK 26.07K (1.07%) -12.56K
Decreased by -48.18%
Dec 31, 23
18 Goldman Sachs Group Inc 25.72K (1.05%) 866.00
Increased by +3.37%
Dec 31, 24
19 JPMorgan Chase & Co 24.62K (1.01%) -17.63K
Decreased by -71.61%
Dec 31, 24
20 Thompson, Siegel & Walmsley LLC 21.89K (0.89%) -939.00
Decreased by -4.29%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Public Indonesia Select 324.00K (13.24%) 323.60K
Increased by +99.88%
Aug 31, 24
2 iShares Core S&P Mid-Cap ETF 109.11K (4.46%) -351.00
Decreased by -0.32%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 103.55K (4.23%) 6.53K
Increased by +6.31%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 94.86K (3.88%) 347.00
Increased by +0.37%
Mar 31, 25
5 DFA US Small Cap Value I 89.92K (3.68%) -566.00
Decreased by -0.63%
Mar 31, 25
6 iShares Russell 2000 ETF 79.39K (3.25%) 13.00
Increased by +0.02%
Apr 30, 25
7 Vanguard Small Cap Index 75.89K (3.10%) -1.53K
Decreased by -2.02%
Mar 31, 25
8 Spiltan Globalfond Investmentbolag 69.88K (2.86%) 0.00
Increased by 0.00%
Apr 30, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 51.36K (2.10%) 36.00
Increased by +0.07%
Mar 31, 25
10 Vanguard Small Cap Value Index Inv 49.16K (2.01%) -1.85K
Decreased by -3.76%
Mar 31, 25
11 Longleaf Partners Small-Cap 46.70K (1.91%) -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 31.49K (1.29%) 94.00
Increased by +0.30%
Feb 28, 25
14 iShares Russell 2000 Value ETF 30.07K (1.23%) -100.00
Decreased by -0.33%
Apr 30, 25
15 DFA US Targeted Value I 27.81K (1.14%) -3.11K
Decreased by -11.19%
Mar 31, 25
16 SPDR® S&P MIDCAP 400 ETF Trust 26.91K (1.10%) -310.00
Decreased by -1.15%
Mar 31, 25
17 DFA US Small Cap I 25.64K (1.05%) 0.00
Increased by 0.00%
Mar 31, 25
18 Dimensional US Targeted Value ETF 24.66K (1.01%) 0.00
Increased by 0.00%
Apr 30, 25
19 Schwab Fundamental US Small Company ETF 22.84K (0.93%) 0.00
Increased by 0.00%
Mar 29, 24
20 Schwab Fundamental U.S. Small CompanyETF 20.55K (0.84%) 0.00
Increased by 0.00%
Apr 30, 25