Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SAWS 1.74%
2 FDM 1.34%
3 DVP 1.03%
4 DEEP 0.99%
5 SAEF 0.95%
6 ROSC 0.47%
7 SQLV 0.41%
8 XSW 0.39%
9 BFOR 0.28%
10 CSML 0.20%
11 IWC 0.19%
12 DGRS 0.18%
13 GSSC 0.14%
14 DES 0.13%
15 SMLV 0.12%
16 QSML 0.12%
17 SEIS 0.12%
18 FSMD 0.10%
19 AVSC 0.09%
20 SFLO 0.08%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 2.46M (9.78%) 13.55K
Increased by +0.55%
Dec 31, 24
2 Vanguard Group Inc 2.19M (8.70%) 16.68K
Increased by +0.76%
Dec 31, 24
3 Royce & Associates, LP 1.50M (5.95%) -13.03K
Decreased by -0.87%
Dec 31, 24
4 Bank of America Corp 1.11M (4.43%) -25.73K
Decreased by -2.31%
Dec 31, 24
5 Dimensional Fund Advisors, Inc. 1.02M (4.07%) -9.86K
Decreased by -0.96%
Dec 31, 24
6 Renaissance Technologies Corp 1.02M (4.05%) -14.50K
Decreased by -1.42%
Dec 31, 24
7 Trigran Investments Inc 877.55K (3.49%) -201.28K
Decreased by -22.94%
Dec 31, 24
8 Geode Capital Management, LLC 716.07K (2.85%) 15.82K
Increased by +2.21%
Dec 31, 24
9 State Street Corp 659.82K (2.62%) 18.04K
Increased by +2.73%
Dec 31, 24
10 State Street Corporation 618.75K (2.46%) 456.00
Increased by +0.07%
Mar 31, 24
11 Ariel Investments, LLC 604.06K (2.40%) -16.02K
Decreased by -2.65%
Dec 31, 24
12 Morgan Stanley - Brokerage Accounts 553.91K (2.20%) -81.74K
Decreased by -14.76%
Dec 31, 24
13 Thrivent Financial For Lutherans 549.75K (2.19%) -145.46K
Decreased by -26.46%
Dec 31, 23
14 Boston Partners Global Investors, Inc 525.43K (2.09%) 14.68K
Increased by +2.79%
Dec 31, 24
15 Goldman Sachs Group Inc 461.98K (1.84%) 94.15K
Increased by +20.38%
Dec 31, 24
16 Earnest Partners LLC 458.50K (1.82%) -4.27K
Decreased by -0.93%
Dec 31, 24
17 Punch & Associates Inv Mgmt Inc 404.11K (1.61%) -4.61K
Decreased by -1.14%
Dec 31, 24
18 Wellington Management Company LLP 393.29K (1.56%) 19.30K
Increased by +4.91%
Dec 31, 24
19 Crawford Investment Counsel, Inc 388.11K (1.54%) 5.14K
Increased by +1.32%
Dec 31, 24
20 Wells Fargo & Co 322.65K (1.28%) 5.46K
Increased by +1.69%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Royce Small-Cap Quality Value Composite 875.08K (3.48%) -15.51K
Decreased by -1.77%
Dec 31, 24
2 Royce Small-Cap Total Return Invmt 875.08K (3.48%) -15.51K
Decreased by -1.77%
Dec 31, 24
3 Vanguard Total Stock Mkt Idx Inv 786.11K (3.13%) 0.00
Increased by 0.00%
Feb 28, 25
4 Vanguard US Total Market Shares ETF 784.94K (3.12%) 0.00
Increased by 0.00%
Sep 30, 24
5 iShares Russell 2000 ETF 653.73K (2.60%) -5.67K
Decreased by -0.87%
Mar 31, 25
6 Vanguard Information Technology ETF 584.42K (2.32%) 9.13K
Increased by +1.56%
Feb 28, 25
7 Royce Value Trust 405.80K (1.61%) 0.00
Increased by 0.00%
Mar 31, 24
8 Royce Small-Cap Trust 392.06K (1.56%) 0.00
Increased by 0.00%
Dec 31, 24
9 Vanguard Institutional Extnd Mkt Idx Tr 376.27K (1.50%) 614.00
Increased by +0.16%
Feb 28, 25
10 EARNEST Small Cap Core 339.74K (1.35%) 336.15K
Increased by +98.95%
Dec 31, 23
11 DFA US Micro Cap I 304.17K (1.21%) -8.29K
Decreased by -2.72%
Feb 28, 25
12 Embark Small Cap Equity Institutional 255.18K (1.02%) 0.00
Increased by 0.00%
Feb 28, 25
13 Embark Small Cap Equity Retirement 255.18K (1.02%) 0.00
Increased by 0.00%
Feb 28, 25
14 Fidelity Small Cap Index 252.00K (1.00%) -4.72K
Decreased by -1.87%
Jan 31, 25
15 Opus Small Cap Value Plus ETF 246.08K (0.98%) 421.00
Increased by +0.17%
Mar 31, 25
16 Fidelity® Small Cap Index 243.53K (0.97%) 8.50K
Increased by +3.49%
Oct 31, 23
17 Crawford Small Cap Dividend 237.09K (0.94%) 0.00
Increased by 0.00%
Feb 28, 25
18 Crawford Small Cap Equity 237.09K (0.94%) -1.10K
Decreased by -0.46%
Dec 31, 24
19 DFA US Small Cap I 229.81K (0.91%) -2.27K
Decreased by -0.99%
Feb 28, 25
20 iShares Russell 2000 Growth ETF 202.98K (0.81%) -964.00
Decreased by -0.47%
Mar 31, 25