Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FDM 0.76%
2 SMLV 0.41%
3 QABA 0.35%
4 FESM 0.23%
5 CSML 0.21%
6 IWC 0.13%
7 SEIS 0.12%
8 EES 0.08%
9 AVSC 0.07%
10 AVUV 0.07%
11 GSSC 0.06%
12 RFLR 0.05%
13 KRE 0.05%
14 DFAT 0.05%
15 IWN 0.04%
16 DPST 0.04%
17 VTWV 0.04%
18 DES 0.04%
19 PRFZ 0.03%
20 ROSC 0.03%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 791.08K (9.34%) -37.09K
Decreased by -4.69%
Mar 31, 25
2 Dimensional Fund Advisors, Inc. 716.17K (8.46%) -15.21K
Decreased by -2.12%
Mar 31, 25
3 Vanguard Group Inc 527.10K (6.23%) -35.55K
Decreased by -6.74%
Mar 31, 25
4 State Street Corp 293.32K (3.46%) 1.31K
Increased by +0.45%
Mar 31, 25
5 State Street Corporation 290.12K (3.43%) -564.00
Decreased by -0.19%
Mar 31, 24
6 American Century Companies Inc 228.46K (2.70%) 20.25K
Increased by +8.86%
Mar 31, 25
7 Geode Capital Management, LLC 213.78K (2.52%) 9.94K
Increased by +4.65%
Mar 31, 25
8 Renaissance Technologies Corp 210.70K (2.49%) -800.00
Decreased by -0.38%
Mar 31, 25
9 Allspring Global Investments Holdings, LLC 166.29K (1.96%) 14.33K
Increased by +8.62%
Mar 31, 25
10 Simmons Bank 150.27K (1.77%) -2.67K
Decreased by -1.78%
Mar 31, 25
11 BKB Wealth Advisors, LLC 130.99K (1.55%) -27.35K
Decreased by -20.88%
Dec 31, 24
12 Manufacturers Life Insurance Co 126.18K (1.49%) 32.00
Increased by +0.03%
Mar 31, 25
13 Morgan Stanley - Brokerage Accounts 120.53K (1.42%) -32.57K
Decreased by -27.02%
Mar 31, 25
14 LSV Asset Management 106.26K (1.26%) -1.40K
Decreased by -1.32%
Mar 31, 25
15 Hotchkis & Wiley Capital Management LLC 106.19K (1.25%) 43.43K
Increased by +40.90%
Mar 31, 25
16 Northern Trust Corp 77.15K (0.91%) -3.47K
Decreased by -4.49%
Mar 31, 25
17 Charles Schwab Investment Management Inc 70.15K (0.83%) -1.26K
Decreased by -1.80%
Mar 31, 25
18 Goldman Sachs Group Inc 68.07K (0.80%) -18.09K
Decreased by -26.58%
Mar 31, 25
19 FMR Inc 58.61K (0.69%) 13.80K
Increased by +23.54%
Sep 30, 24
20 Bank of New York Mellon Corp 47.61K (0.56%) -1.29K
Decreased by -2.71%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 307.50K (3.63%) 914.00
Increased by +0.30%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 305.85K (3.61%) 1.01K
Increased by +0.33%
May 31, 25
3 iShares Russell 2000 ETF 238.76K (2.82%) 0.00
Increased by 0.00%
May 31, 25
4 Avantis US Small Cap Value ETF 197.75K (2.34%) 323.00
Increased by +0.16%
May 31, 25
5 Vanguard Institutional Extnd Mkt Idx Tr 142.18K (1.68%) 1.76K
Increased by +1.24%
May 31, 25
6 Allspring Small Company Val 136.51K (1.61%) -675.00
Decreased by -0.49%
May 31, 25
7 Allspring Small Company Value Admin 124.49K (1.47%) -204.00
Decreased by -0.16%
May 31, 25
8 DFA US Targeted Value I 107.47K (1.27%) -3.37K
Decreased by -3.14%
Apr 30, 25
9 DFA US Micro Cap I 102.75K (1.21%) -3.99K
Decreased by -3.89%
Apr 30, 25
10 Fidelity® Small Cap Index 87.11K (1.03%) 2.62K
Increased by +3.00%
Oct 31, 23
11 Fidelity Small Cap Index 86.21K (1.02%) 1.86K
Increased by +2.16%
Mar 31, 25
12 DFA US Small Cap I 85.50K (1.01%) 0.00
Increased by 0.00%
Apr 30, 25
13 iShares Russell 2000 Value ETF 77.88K (0.92%) 0.00
Increased by 0.00%
May 31, 25
14 DFA US Small Cap Value I 77.80K (0.92%) 4.10K
Increased by +5.27%
Apr 30, 25
15 Dimensional US Targeted Value ETF 77.67K (0.92%) -75.00
Decreased by -0.10%
May 30, 25
16 JHancock Regional Bank A 69.55K (0.82%) -1.49K
Decreased by -2.15%
Apr 30, 25
17 State St Russell Sm/Mid Cp® Indx NL Cl C 64.80K (0.77%) 238.00
Increased by +0.37%
Apr 30, 25
18 State St Russell Sm/Mid Cp® Indx SL Cl I 64.80K (0.77%) 0.00
Increased by 0.00%
May 31, 25
19 Vanguard Dividend Appreciation ETF 48.68K (0.57%) 126.00
Increased by +0.26%
Feb 28, 25
20 Fidelity® Extended Market Index 47.80K (0.56%) 1.05K
Increased by +2.20%
Nov 30, 23