Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XMVM 1.77%
2 PEZ 1.61%
3 RFV 1.57%
4 PSP 1.36%
5 SFLO 1.30%
6 PXMV 1.09%
7 XMLV 1.06%
8 JPSV 0.96%
9 FYT 0.68%
10 PXMG 0.57%
11 PAMC 0.54%
12 ETHO 0.45%
13 USVM 0.42%
14 DFSV 0.36%
15 SMDY 0.35%
16 RNSC 0.35%
17 FSGS 0.35%
18 MILN 0.35%
19 EES 0.35%
20 TPSC 0.33%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 426.30K (14.35%) -5.69K
Decreased by -1.33%
Dec 31, 24
2 Vanguard Group Inc 335.63K (11.30%) -20.50K
Decreased by -6.11%
Dec 31, 24
3 Dimensional Fund Advisors, Inc. 278.00K (9.36%) -6.25K
Decreased by -2.25%
Dec 31, 24
4 Madison Avenue Partners, LP 235.27K (7.92%) 0.00
Increased by 0.00%
Dec 31, 24
5 Wallace Capital Management, INC. 165.28K (5.56%) -2.24K
Decreased by -1.35%
Dec 31, 24
6 State Street Corporation 128.84K (4.34%) -321.00
Decreased by -0.25%
Mar 31, 24
7 State Street Corp 124.98K (4.21%) 262.00
Increased by +0.21%
Dec 31, 24
8 Geode Capital Management, LLC 79.09K (2.66%) -1.69K
Decreased by -2.14%
Dec 31, 24
9 Southeastern Asset Management Inc 59.06K (1.99%) -13.75K
Decreased by -23.28%
Dec 31, 24
10 Charles Schwab Investment Management Inc 55.24K (1.86%) -1.05K
Decreased by -1.91%
Dec 31, 24
11 Northern Trust Corp 44.47K (1.50%) 4.99K
Increased by +11.22%
Dec 31, 24
12 Bank of New York Mellon Corp 43.05K (1.45%) -1.68K
Decreased by -3.91%
Dec 31, 24
13 AQR Capital Management LLC 39.04K (1.31%) -2.28K
Decreased by -5.83%
Dec 31, 24
14 Morgan Stanley - Brokerage Accounts 32.77K (1.10%) 26.00
Increased by +0.08%
Dec 31, 24
15 Raymond James Finl Svs Advisors, Inc. 30.63K (1.03%) 297.00
Increased by +0.97%
Sep 30, 24
16 London Company of Virginia 27.23K (0.92%) -153.00
Decreased by -0.56%
Dec 31, 24
17 NORGES BANK 26.07K (0.88%) -12.56K
Decreased by -48.18%
Dec 31, 23
18 Goldman Sachs Group Inc 25.72K (0.87%) 866.00
Increased by +3.37%
Dec 31, 24
19 JPMorgan Chase & Co 24.62K (0.83%) -17.63K
Decreased by -71.61%
Dec 31, 24
20 Thompson, Siegel & Walmsley LLC 21.89K (0.74%) -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 (10.91%) 323.60K
Increased by +99.88%
Aug 31, 24
2 iShares Core S&P Mid-Cap ETF 109.95K (3.70%) 40.00
Increased by +0.04%
Mar 31, 25
3 Vanguard Total Stock Mkt Idx Inv 94.52K (3.18%) 99.00
Increased by +0.10%
Feb 28, 25
4 DFA US Small Cap Value I 90.49K (3.05%) -300.00
Decreased by -0.33%
Feb 28, 25
5 iShares Russell 2000 ETF 85.21K (2.87%) -715.00
Decreased by -0.84%
Mar 31, 25
6 Vanguard Small Cap Index 77.43K (2.61%) 63.00
Increased by +0.08%
Feb 28, 25
7 Spiltan Globalfond Investmentbolag 69.88K (2.35%) 0.00
Increased by 0.00%
Mar 31, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 51.33K (1.73%) 81.00
Increased by +0.16%
Feb 28, 25
9 Vanguard Small Cap Value Index Inv 51.00K (1.72%) -175.00
Decreased by -0.34%
Feb 28, 25
10 Longleaf Partners Small-Cap 46.70K (1.57%) -11.19K
Decreased by -23.95%
Dec 31, 24
11 Fidelity® Small Cap Index 34.44K (1.16%) 942.00
Increased by +2.74%
Oct 31, 23
12 Fidelity Small Cap Index 31.39K (1.06%) -588.00
Decreased by -1.87%
Jan 31, 25
13 DFA US Targeted Value I 30.92K (1.04%) -1.53K
Decreased by -4.96%
Feb 28, 25
14 iShares Russell 2000 Value ETF 29.24K (0.98%) 0.00
Increased by 0.00%
Mar 31, 25
15 SPDR® S&P MIDCAP 400 ETF Trust 27.22K (0.92%) 247.00
Increased by +0.91%
Feb 28, 25
16 Dimensional US Targeted Value ETF 26.34K (0.89%) 0.00
Increased by 0.00%
Mar 31, 25
17 DFA US Small Cap I 25.64K (0.86%) -1.48K
Decreased by -5.76%
Feb 28, 25
18 Schwab Fundamental US Small Company ETF 22.84K (0.77%) 0.00
Increased by 0.00%
Mar 29, 24
19 Schwab Fundamental U.S. Small CompanyETF 21.22K (0.71%) 15.00
Increased by +0.07%
Mar 29, 25
20 Fidelity® Extended Market Index 19.71K (0.66%) -271.00
Decreased by -1.37%
Nov 30, 23