Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DWAS 2.15%
2 DEEP 1.23%
3 DVP 1.23%
4 FDM 0.87%
5 SQLV 0.63%
6 EHLS 0.57%
7 BFOR 0.19%
8 IWC 0.14%
9 BSVO 0.09%
10 EES 0.08%
11 VFVA 0.08%
12 FESM 0.07%
13 VTWV 0.05%
14 GSSC 0.05%
15 AVSC 0.04%
16 AVUV 0.04%
17 IWO 0.03%
18 PRFZ 0.03%
19 DFSV 0.03%
20 JKL 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 (7.09%) -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 Pacific Ridge Capital Partners, LLC 776.10K (3.57%) -37.46K
Decreased by -4.83%
Mar 31, 25
6 Amvescap Plc. 732.34K (3.37%) -212.30K
Decreased by -28.99%
Mar 31, 25
7 American Century Companies Inc 676.81K (3.11%) 86.92K
Increased by +12.84%
Mar 31, 25
8 Acadian Asset Management LLC 620.15K (2.85%) 599.72K
Increased by +96.71%
Mar 31, 25
9 Marshall Wace Asset Management Ltd 593.00K (2.73%) -71.13K
Decreased by -11.99%
Mar 31, 25
10 Geode Capital Management, LLC 509.69K (2.34%) 9.77K
Increased by +1.92%
Mar 31, 25
11 AQR Capital Management LLC 509.08K (2.34%) 40.22K
Increased by +7.90%
Mar 31, 25
12 Jacobs Levy Equity Management, Inc. 503.03K (2.31%) -141.54K
Decreased by -28.14%
Mar 31, 25
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 738.65K (3.39%) 13.50K
Increased by +1.83%
May 31, 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 31, 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 611.57K (2.81%) 1.73K
Increased by +0.28%
May 31, 25
6 iShares Russell 2000 ETF 589.62K (2.71%) 0.00
Increased by 0.00%
May 31, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 342.40K (1.57%) 2.55K
Increased by +0.75%
May 31, 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 Putnam Small Cap Value A 242.09K (1.11%) -93.70K
Decreased by -38.70%
Mar 31, 24
11 Putnam Small Cap Value Managed Account 242.09K (1.11%) -93.70K
Decreased by -38.70%
Mar 31, 24
12 Putnam U.S. Small Cap Value Equity 242.09K (1.11%) -93.70K
Decreased by -38.70%
Mar 31, 24
13 SEI Tax-Managed Small/Mid Cap F (SIMT) 236.45K (1.09%) 0.00
Increased by 0.00%
Dec 31, 23
14 Fidelity Small Cap Index 228.73K (1.05%) -127.00
Decreased by -0.06%
Mar 31, 25
15 Nuveen Equity Index R6 219.62K (1.01%) 0.00
Increased by 0.00%
Aug 31, 24
16 Acuitas US Microcap Strategy 210.12K (0.97%) -41.98K
Decreased by -19.98%
Mar 31, 24
17 iShares Russell 2000 Value ETF 209.11K (0.96%) 0.00
Increased by 0.00%
May 31, 25
18 DFA US Targeted Value I 195.02K (0.90%) -16.17K
Decreased by -8.29%
Apr 30, 25
19 Dimensional US Targeted Value ETF 193.15K (0.89%) 0.00
Increased by 0.00%
May 30, 25
20 DFA US Small Cap Value I 183.14K (0.84%) -81.04K
Decreased by -44.25%
Apr 30, 25