Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DWAS 2.46%
2 DEEP 1.23%
3 DVP 1.23%
4 FDM 1.02%
5 SQLV 0.70%
6 BFOR 0.19%
7 IWC 0.14%
8 BSVO 0.09%
9 EES 0.08%
10 FESM 0.07%
11 GSSC 0.05%
12 IWN 0.05%
13 VTWV 0.04%
14 AVSC 0.04%
15 AVUV 0.04%
16 PRFZ 0.03%
17 DFSV 0.03%
18 IWM 0.02%
19 DFAT 0.02%
20 RTLA 0.02%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 1.96M (8.99%) 26.64K
Increased by +1.36%
Mar 31, 25
2 Dimensional Fund Advisors, Inc. 1.54M (7.08%) -27.15K
Decreased by -1.76%
Mar 31, 25
3 Vanguard Group Inc 1.33M (6.10%) -25.00
Decreased by -0.00%
Mar 31, 25
4 Driehaus Capital Management LLC 1.26M (5.79%) -356.40K
Decreased by -28.27%
Jun 30, 24
5 Amvescap Plc. 944.64K (4.34%) 182.62K
Increased by +19.33%
Dec 31, 24
6 Pacific Ridge Capital Partners, LLC 776.10K (3.56%) -37.46K
Decreased by -4.83%
Mar 31, 25
7 American Century Companies Inc 676.81K (3.11%) 86.92K
Increased by +12.84%
Mar 31, 25
8 Marshall Wace Asset Management Ltd 593.00K (2.72%) -71.13K
Decreased by -11.99%
Mar 31, 25
9 Geode Capital Management, LLC 509.69K (2.34%) 9.77K
Increased by +1.92%
Mar 31, 25
10 AQR Capital Management LLC 509.08K (2.34%) 40.22K
Increased by +7.90%
Mar 31, 25
11 Jacobs Levy Equity Management, Inc. 503.03K (2.31%) -141.54K
Decreased by -28.14%
Mar 31, 25
12 Acadian Asset Management LLC 500.69K (2.30%) 123.86K
Increased by +24.74%
Dec 31, 23
13 Connor Clark & Lunn Inv Mgmt Ltd 485.63K (2.23%) 37.76K
Increased by +7.78%
Mar 31, 25
14 Putnam Investments LLC 482.52K (2.22%) 197.71K
Increased by +40.97%
Dec 31, 23
15 Putnam Investments, LLC., a Franklin Templeton company 482.52K (2.22%) 197.71K
Increased by +40.97%
Dec 31, 23
16 State Street Corp 431.10K (1.98%) -599.00
Decreased by -0.14%
Mar 31, 25
17 Kennedy Capital Management Inc 382.38K (1.76%) 320.14K
Increased by +83.72%
Jun 30, 24
18 Ameriprise Financial Inc 362.21K (1.66%) -22.74K
Decreased by -6.28%
Mar 31, 25
19 Franklin Resources Inc 347.80K (1.60%) 347.80K
Increased by +100.00%
Mar 31, 24
20 Segall Bryant & Hamill 341.44K (1.57%) -7.12K
Decreased by -2.08%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 725.15K (3.33%) 0.00
Increased by 0.00%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 725.15K (3.33%) 0.00
Increased by 0.00%
Sep 30, 24
3 Invesco Dorsey Wright SmallCap Momt ETF 625.61K (2.87%) 0.00
Increased by 0.00%
May 29, 25
4 Pacific Ridge Capital Ptnrs Micro Cp Val 611.83K (2.81%) -198.79K
Decreased by -32.49%
Mar 31, 24
5 Avantis US Small Cap Value ETF 609.84K (2.80%) 1.15K
Increased by +0.19%
May 30, 25
6 iShares Russell 2000 ETF 602.07K (2.76%) 294.00
Increased by +0.05%
May 28, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 339.85K (1.56%) 578.00
Increased by +0.17%
Apr 30, 25
8 EAM Ultra Micro Cap 294.57K (1.35%) 0.00
Increased by 0.00%
Nov 30, 23
9 Kennedy Micro Cap 280.87K (1.29%) 280.87K
Increased by +100.00%
Jun 30, 24
10 DFA US Small Cap Value I 264.18K (1.21%) -41.73K
Decreased by -15.80%
Mar 31, 25
11 Putnam Small Cap Value A 242.09K (1.11%) -93.70K
Decreased by -38.70%
Mar 31, 24
12 Putnam Small Cap Value Managed Account 242.09K (1.11%) -93.70K
Decreased by -38.70%
Mar 31, 24
13 Putnam U.S. Small Cap Value Equity 242.09K (1.11%) -93.70K
Decreased by -38.70%
Mar 31, 24
14 SEI Tax-Managed Small/Mid Cap F (SIMT) 236.45K (1.09%) 0.00
Increased by 0.00%
Dec 31, 23
15 Fidelity Small Cap Index 228.73K (1.05%) -127.00
Decreased by -0.06%
Mar 31, 25
16 Nuveen Equity Index R6 219.62K (1.01%) 0.00
Increased by 0.00%
Aug 31, 24
17 DFA US Targeted Value I 211.19K (0.97%) 0.00
Increased by 0.00%
Mar 31, 25
18 Acuitas US Microcap Strategy 210.12K (0.96%) -41.98K
Decreased by -19.98%
Mar 31, 24
19 iShares Russell 2000 Value ETF 209.55K (0.96%) 0.00
Increased by 0.00%
May 28, 25
20 Adara Smaller Companies 199.90K (0.92%) -109.45K
Decreased by -54.75%
Apr 30, 25