Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DWAS 2.06%
2 DEEP 1.23%
3 DVP 1.23%
4 FDM 0.86%
5 SQLV 0.58%
6 BFOR 0.19%
7 IWC 0.13%
8 BSVO 0.09%
9 EES 0.08%
10 FESM 0.07%
11 GSSC 0.05%
12 IWN 0.04%
13 AVSC 0.04%
14 AVUV 0.04%
15 PRFZ 0.03%
16 VTWV 0.03%
17 DFSV 0.03%
18 DFAT 0.02%
19 RTLA 0.02%
20 IWM 0.02%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 1.93M (5.75%) 11.06K
Increased by +0.57%
Dec 31, 24
2 Dimensional Fund Advisors, Inc. 1.57M (4.68%) 193.59K
Increased by +12.33%
Dec 31, 24
3 Vanguard Group Inc 1.33M (3.96%) 9.45K
Increased by +0.71%
Dec 31, 24
4 Driehaus Capital Management LLC 1.26M (3.76%) -356.40K
Decreased by -28.27%
Jun 30, 24
5 Amvescap Plc. 944.64K (2.81%) 182.62K
Increased by +19.33%
Dec 31, 24
6 Pacific Ridge Capital Partners, LLC 813.56K (2.42%) 205.19K
Increased by +25.22%
Dec 31, 24
7 Marshall Wace Asset Management Ltd 664.12K (1.98%) -287.69K
Decreased by -43.32%
Dec 31, 24
8 Jacobs Levy Equity Management, Inc. 644.58K (1.92%) 644.58K
Increased by +100.00%
Dec 31, 24
9 American Century Companies Inc 589.90K (1.76%) 76.03K
Increased by +12.89%
Dec 31, 24
10 Acadian Asset Management LLC 500.69K (1.49%) 123.86K
Increased by +24.74%
Dec 31, 23
11 Geode Capital Management, LLC 499.92K (1.49%) -1.99K
Decreased by -0.40%
Dec 31, 24
12 Putnam Investments LLC 482.52K (1.44%) 197.71K
Increased by +40.97%
Dec 31, 23
13 Putnam Investments, LLC., a Franklin Templeton company 482.52K (1.44%) 197.71K
Increased by +40.97%
Dec 31, 23
14 AQR Capital Management LLC 468.86K (1.40%) 155.36K
Increased by +33.14%
Dec 31, 24
15 Connor Clark & Lunn Inv Mgmt Ltd 447.87K (1.33%) 59.28K
Increased by +13.24%
Dec 31, 24
16 State Street Corp 431.69K (1.29%) 60.64K
Increased by +14.05%
Dec 31, 24
17 Arrowstreet Capital Limited Partnership 429.25K (1.28%) 53.99K
Increased by +12.58%
Mar 31, 24
18 Ameriprise Financial Inc 384.95K (1.15%) 121.52K
Increased by +31.57%
Dec 31, 24
19 Kennedy Capital Management Inc 382.38K (1.14%) 320.14K
Increased by +83.72%
Jun 30, 24
20 Bridgeway Capital Management, LLC 366.60K (1.09%) 2.48K
Increased by +0.68%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 725.15K (2.16%) 0.00
Increased by 0.00%
Feb 28, 25
2 Vanguard US Total Market Shares ETF 725.15K (2.16%) 0.00
Increased by 0.00%
Sep 30, 24
3 Invesco Dorsey Wright SmallCap Momt ETF 665.10K (1.98%) -4.76K
Decreased by -0.72%
Mar 31, 25
4 iShares Russell 2000 ETF 634.00K (1.89%) -5.50K
Decreased by -0.87%
Mar 31, 25
5 Pacific Ridge Capital Ptnrs Micro Cp Val 611.83K (1.82%) -198.79K
Decreased by -32.49%
Mar 31, 24
6 Avantis US Small Cap Value ETF 561.82K (1.67%) 540.00
Increased by +0.10%
Mar 29, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 339.20K (1.01%) 0.00
Increased by 0.00%
Feb 28, 25
8 Adara Smaller Companies 309.35K (0.92%) 0.00
Increased by 0.00%
Feb 28, 25
9 DFA US Small Cap Value I 305.90K (0.91%) 0.00
Increased by 0.00%
Feb 28, 25
10 EAM Ultra Micro Cap 294.57K (0.88%) 0.00
Increased by 0.00%
Nov 30, 23
11 Kennedy Micro Cap 280.87K (0.84%) 280.87K
Increased by +100.00%
Jun 30, 24
12 Putnam Small Cap Value A 242.09K (0.72%) -93.70K
Decreased by -38.70%
Mar 31, 24
13 Putnam Small Cap Value Managed Account 242.09K (0.72%) -93.70K
Decreased by -38.70%
Mar 31, 24
14 Putnam U.S. Small Cap Value Equity 242.09K (0.72%) -93.70K
Decreased by -38.70%
Mar 31, 24
15 SEI Tax-Managed Small/Mid Cap F (SIMT) 236.45K (0.70%) 0.00
Increased by 0.00%
Dec 31, 23
16 Fidelity Small Cap Index 228.86K (0.68%) -4.29K
Decreased by -1.87%
Jan 31, 25
17 Nuveen Equity Index R6 219.62K (0.65%) 0.00
Increased by 0.00%
Aug 31, 24
18 iShares Russell 2000 Value ETF 213.22K (0.64%) 0.00
Increased by 0.00%
Mar 31, 25
19 DFA US Targeted Value I 211.19K (0.63%) 1.97K
Increased by +0.93%
Feb 28, 25
20 Acuitas US Microcap Strategy 210.12K (0.63%) -41.98K
Decreased by -19.98%
Mar 31, 24