Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XMVM 1.81%
2 RFV 1.51%
3 PEZ 1.41%
4 PSP 1.39%
5 GRPM 1.37%
6 SFLO 1.30%
7 PXMV 1.09%
8 XMLV 1.06%
9 JPSV 0.95%
10 FYT 0.62%
11 SVAL 0.57%
12 PXMG 0.57%
13 PAMC 0.54%
14 AFMC 0.50%
15 CALF 0.49%
16 ETHO 0.45%
17 SDVY 0.43%
18 USVM 0.41%
19 GVLU 0.41%
20 QSML 0.40%

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 (3.37%) 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 First Trust Advisors L.P. 22.77K (0.93%) 18.20K
Increased by +79.94%
Mar 31, 25
20 JPMorgan Chase & Co 22.23K (0.91%) -2.39K
Decreased by -10.76%
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 110.88K (4.55%) 8.00
Increased by +0.01%
Jul 30, 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 97.73K (4.01%) 384.00
Increased by +0.39%
Jun 30, 25
5 DFA US Small Cap Value I 89.92K (3.69%) 0.00
Increased by 0.00%
Jun 30, 25
6 iShares Russell 2000 ETF 77.38K (3.18%) -1.27K
Decreased by -1.65%
Jul 30, 25
7 Spiltan Globalfond Investmentbolag 76.89K (3.16%) 4.01K
Increased by +5.21%
Jul 31, 25
8 Vanguard Small Cap Index 74.68K (3.07%) -2.03K
Decreased by -2.72%
Jun 30, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 52.06K (2.14%) 8.00
Increased by +0.02%
Jun 30, 25
10 Vanguard Small Cap Value Index Inv 47.65K (1.96%) -1.60K
Decreased by -3.36%
Jun 30, 25
11 Longleaf Partners Small-Cap 44.19K (1.81%) -2.51K
Decreased by -5.68%
Mar 31, 25
12 First Trust SMID Cp Rising Div Achv ETF 35.64K (1.46%) -72.00
Decreased by -0.20%
Jul 31, 25
13 Fidelity® Small Cap Index 34.44K (1.41%) 942.00
Increased by +2.74%
Oct 31, 23
14 Fidelity Small Cap Index 32.30K (1.33%) 123.00
Increased by +0.38%
May 31, 25
15 iShares Russell 2000 Value ETF 28.03K (1.15%) 0.00
Increased by 0.00%
Jul 30, 25
16 DFA US Targeted Value I 27.81K (1.14%) 0.00
Increased by 0.00%
Jun 30, 25
17 SPDR® S&P MIDCAP 400 ETF Trust 26.67K (1.09%) 648.00
Increased by +2.43%
Jun 30, 25
18 DFA US Small Cap I 25.64K (1.05%) 0.00
Increased by 0.00%
Jun 30, 25
19 Dimensional US Targeted Value ETF 23.79K (0.98%) 60.00
Increased by +0.25%
Jul 31, 25
20 Schwab Fundamental US Small Company ETF 22.84K (0.94%) 0.00
Increased by 0.00%
Mar 29, 24