Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FDM 1.09%
2 RFDA 0.99%
3 SVAL 0.54%
4 QABA 0.42%
5 SQLV 0.41%
6 ISMD 0.22%
7 CSML 0.20%
8 IWC 0.16%
9 BSVO 0.13%
10 AVSC 0.09%
11 EES 0.07%
12 KRE 0.07%
13 DES 0.07%
14 PRFZ 0.06%
15 DFSV 0.06%
16 DPST 0.05%
17 IWN 0.05%
18 VTWV 0.05%
19 ESML 0.05%
20 AVUV 0.05%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 6.04M (14.11%) -965.00
Decreased by -0.02%
Jun 30, 25
2 Vanguard Group Inc 2.75M (6.43%) 156.81K
Increased by +5.70%
Jun 30, 25
3 Dimensional Fund Advisors, Inc. 2.49M (5.82%) 8.47K
Increased by +0.34%
Jun 30, 25
4 PL Capital Advisors, LLC 1.49M (3.48%) 0.00
Increased by 0.00%
Jun 30, 25
5 State Street Corporation 1.18M (2.76%) 20.02K
Increased by +1.69%
Mar 31, 24
6 State Street Corp 1.17M (2.72%) 1.63K
Increased by +0.14%
Jun 30, 25
7 Geode Capital Management, LLC 1.10M (2.56%) 12.46K
Increased by +1.14%
Jun 30, 25
8 Manufacturers Life Insurance Co 881.91K (2.06%) -16.67K
Decreased by -1.89%
Jun 30, 25
9 Maltese Capital Management LLC 770.00K (1.80%) 65.00K
Increased by +8.44%
Jun 30, 25
10 LSV Asset Management 704.57K (1.65%) -7.30K
Decreased by -1.04%
Jun 30, 25
11 Hotchkis & Wiley Capital Management LLC 636.08K (1.49%) 59.57K
Increased by +9.37%
Jun 30, 25
12 ProShare Advisors LLC 531.14K (1.24%) -96.55K
Decreased by -18.18%
Jun 30, 24
13 Rhino Investment Partners, Inc. 478.02K (1.12%) -59.34K
Decreased by -12.41%
Jun 30, 25
14 Morgan Stanley - Brokerage Accounts 450.73K (1.05%) 30.90K
Increased by +6.85%
Jun 30, 25
15 Northern Trust Corp 440.46K (1.03%) -23.92K
Decreased by -5.43%
Jun 30, 25
16 American Century Companies Inc 397.36K (0.93%) -66.65K
Decreased by -16.77%
Jun 30, 25
17 Pacific Ridge Capital Partners, LLC 392.90K (0.92%) -5.98K
Decreased by -1.52%
Jun 30, 25
18 Goldman Sachs Group Inc 384.50K (0.90%) -255.54K
Decreased by -66.46%
Mar 31, 25
19 Charles Schwab Investment Management Inc 361.94K (0.85%) 6.93K
Increased by +1.91%
Jun 30, 25
20 Horizon Bancorp /in/ 360.48K (0.84%) -11.57K
Decreased by -3.21%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.33M (3.10%) -25.34K
Decreased by -1.91%
Jul 31, 25
2 Vanguard US Total Market Shares ETF 1.21M (2.83%) 3.37K
Increased by +0.28%
Sep 30, 24
3 iShares Russell 2000 ETF 1.08M (2.53%) 0.00
Increased by 0.00%
Aug 31, 25
4 BlackRock Advantage Small Cap Core Instl 634.73K (1.48%) 67.24K
Increased by +10.59%
Jul 31, 25
5 ProShares Russell 2000 Dividend Growers 525.37K (1.23%) -1.52K
Decreased by -0.29%
Jun 28, 24
6 DFA US Small Cap Value I 512.25K (1.20%) 18.65K
Increased by +3.64%
Jul 31, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 479.08K (1.12%) -223.15K
Decreased by -46.58%
Jul 31, 25
8 Fidelity Small Cap Index 436.72K (1.02%) -4.06K
Decreased by -0.93%
Jun 30, 25
9 Fidelity® Small Cap Index 424.02K (0.99%) 14.66K
Increased by +3.46%
Oct 31, 23
10 JHancock Regional Bank A 405.49K (0.95%) 0.00
Increased by 0.00%
Jul 31, 25
11 iShares Russell 2000 Value ETF 380.58K (0.89%) 0.00
Increased by 0.00%
Aug 31, 25
12 JH Financial Opportunities 378.52K (0.88%) 0.00
Increased by 0.00%
Jul 31, 25
13 John Hancock Financial Opportunities Fund 378.52K (0.88%) 0.00
Increased by 0.00%
Mar 31, 25
14 Foundry Partners Micro Cap Value 347.82K (0.81%) 0.00
Increased by 0.00%
Jul 31, 25
15 DFA US Small Cap I 332.52K (0.78%) -15.40K
Decreased by -4.63%
Jul 31, 25
16 Pacific Ridge Capital Ptnrs Micro Cp Val 329.38K (0.77%) -19.25K
Decreased by -5.84%
Mar 31, 24
17 DFA US Targeted Value I 305.60K (0.71%) 0.00
Increased by 0.00%
Jul 31, 25
18 Dimensional US Targeted Value ETF 267.56K (0.62%) 0.00
Increased by 0.00%
Aug 29, 25
19 State St Russell Sm/Mid Cp® Indx NL Cl C 243.76K (0.57%) 1.20K
Increased by +0.49%
Apr 30, 25
20 Vanguard Strategic Small-Cap Equity Inv 243.69K (0.57%) 42.47K
Increased by +17.43%
Jun 30, 25