Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RFV 1.72%
2 XMVM 1.68%
3 SFLO 1.30%
4 PSP 1.25%
5 PXMV 1.09%
6 XMLV 1.06%
7 FYT 0.68%
8 PXMG 0.57%
9 PAMC 0.54%
10 USVM 0.49%
11 ETHO 0.45%
12 AFMC 0.41%
13 FYX 0.33%
14 RNSC 0.33%
15 SMDY 0.32%
16 CSA 0.31%
17 CSF 0.31%
18 TPSC 0.30%
19 MILN 0.30%
20 DFSV 0.28%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 448.30K (14.88%) -14.80K
Decreased by -3.30%
Mar 31, 24
2 Vanguard Group Inc 371.24K (12.32%) 20.63K
Increased by +5.56%
Mar 31, 24
3 Dimensional Fund Advisors, Inc. 290.88K (9.65%) -3.02K
Decreased by -1.04%
Mar 31, 24
4 Madison Avenue Partners, LP 210.72K (6.99%) 1.32K
Increased by +0.62%
Mar 31, 24
5 Wallace Capital Management, INC. 170.31K (5.65%) -3.72K
Decreased by -2.19%
Mar 31, 24
6 State Street Corporation 128.84K (4.28%) -321.00
Decreased by -0.25%
Mar 31, 24
7 Geode Capital Management, LLC 88.01K (2.92%) 2.90K
Increased by +3.30%
Mar 31, 24
8 Southeastern Asset Management Inc 87.75K (2.91%) 439.00
Increased by +0.50%
Mar 31, 24
9 Charles Schwab Investment Management Inc 56.60K (1.88%) 975.00
Increased by +1.72%
Mar 31, 24
10 Bank of New York Mellon Corp 53.40K (1.77%) -5.43K
Decreased by -10.17%
Mar 31, 24
11 AQR Capital Management LLC 41.08K (1.36%) -391.00
Decreased by -0.95%
Mar 31, 24
12 Northern Trust Corp 39.40K (1.31%) -4.12K
Decreased by -10.45%
Mar 31, 24
13 Morgan Stanley - Brokerage Accounts 33.03K (1.10%) -398.00
Decreased by -1.20%
Mar 31, 24
14 Amvescap Plc. 31.86K (1.06%) -3.40K
Decreased by -10.67%
Mar 31, 24
15 London Company of Virginia 26.82K (0.89%) 3.46K
Increased by +12.90%
Mar 31, 24
16 Seizert Capital Partners, LLC 26.28K (0.87%) 301.00
Increased by +1.15%
Sep 30, 23
17 NORGES BANK 26.07K (0.87%) -12.56K
Decreased by -48.18%
Dec 31, 23
18 Thompson, Siegel & Walmsley LLC 24.33K (0.81%) -3.02K
Decreased by -12.41%
Mar 31, 24
19 Raymond James Finl Svs Advisors, Inc. 23.15K (0.77%) 126.00
Increased by +0.54%
Mar 31, 24
20 Bronte Capital Management Pty Ltd 22.41K (0.74%) -3.00
Decreased by -0.01%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 108.25K (3.59%) 188.00
Increased by +0.17%
Jun 28, 24
2 Vanguard Total Stock Mkt Idx Inv 97.06K (3.22%) -10.82K
Decreased by -11.15%
Jun 30, 24
3 DFA US Small Cap Value I 96.98K (3.22%) 0.00
Increased by 0.00%
May 31, 24
4 iShares Russell 2000 ETF 81.97K (2.72%) 28.00
Increased by +0.03%
Jun 28, 24
5 Vanguard Small Cap Index 78.58K (2.61%) -8.31K
Decreased by -10.57%
Jun 30, 24
6 Longleaf Partners Small-Cap 67.38K (2.24%) 0.00
Increased by 0.00%
Jun 30, 24
7 Spiltan Globalfond Investmentbolag 64.40K (2.14%) 2.92K
Increased by +4.54%
Jun 30, 24
8 Vanguard Small Cap Value Index Inv 52.90K (1.76%) -5.18K
Decreased by -9.80%
Jun 30, 24
9 Vanguard Institutional Extnd Mkt Idx Tr 51.61K (1.71%) -2.08K
Decreased by -4.03%
Jun 30, 24
10 DFA US Targeted Value I 37.20K (1.23%) 0.00
Increased by 0.00%
May 31, 24
11 Fidelity Small Cap Index 34.51K (1.15%) -233.00
Decreased by -0.68%
Apr 30, 24
12 Fidelity® Small Cap Index 34.44K (1.14%) 942.00
Increased by +2.74%
Oct 31, 23
13 iShares Russell 2000 Value ETF 31.16K (1.03%) 105.00
Increased by +0.34%
Jun 28, 24
14 Dimensional US Targeted Value ETF 30.32K (1.01%) 0.00
Increased by 0.00%
Jun 28, 24
15 SPDR® S&P MIDCAP 400 ETF Trust 27.89K (0.93%) -1.58K
Decreased by -5.66%
Jun 30, 24
16 DFA US Small Cap I 27.12K (0.90%) -715.00
Decreased by -2.64%
May 31, 24
17 State St Russell Sm/Mid Cp® Indx NL Cl C 23.11K (0.77%) 900.00
Increased by +3.89%
Jun 30, 24
18 Schwab Fundamental U.S. Small CompanyETF 23.04K (0.76%) -21.00
Decreased by -0.09%
Jun 29, 24
19 Schwab Fundamental US Small Company ETF 22.84K (0.76%) 0.00
Increased by 0.00%
Mar 29, 24
20 Fidelity Extended Market Index 20.29K (0.67%) 48.00
Increased by +0.24%
May 31, 24