Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JPSV 1.29%
2 FDM 1.26%
3 SQLV 0.42%
4 ROSC 0.40%
5 QABA 0.35%
6 SMLV 0.28%
7 BFOR 0.25%
8 IWC 0.18%
9 BSVO 0.16%
10 ROGS 0.13%
11 KRE 0.12%
12 GSSC 0.12%
13 AVSC 0.10%
14 FSMD 0.10%
15 SEIS 0.10%
16 AVUV 0.10%
17 DPST 0.10%
18 JSML 0.08%
19 EES 0.08%
20 PSC 0.07%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 2.86M (13.99%) 26.23K
Increased by +0.92%
Dec 31, 24
2 Vanguard Group Inc 1.22M (5.96%) 25.76K
Increased by +2.11%
Dec 31, 24
3 FMR Inc 1.05M (5.12%) 12.22K
Increased by +1.17%
Dec 31, 24
4 Dimensional Fund Advisors, Inc. 945.94K (4.62%) -15.26K
Decreased by -1.61%
Dec 31, 24
5 State Street Corp 675.41K (3.30%) 27.83K
Increased by +4.12%
Dec 31, 24
6 FJ Capital Management LLC 670.48K (3.28%) -134.88K
Decreased by -20.12%
Dec 31, 24
7 State Street Corporation 634.90K (3.10%) 35.10K
Increased by +5.53%
Mar 31, 24
8 Renaissance Technologies Corp 565.70K (2.76%) -35.20K
Decreased by -6.22%
Dec 31, 24
9 American Century Companies Inc 523.61K (2.56%) 53.94K
Increased by +10.30%
Dec 31, 24
10 Geode Capital Management, LLC 496.44K (2.43%) -3.10K
Decreased by -0.63%
Dec 31, 24
11 JPMorgan Chase & Co 447.69K (2.19%) -329.01K
Decreased by -73.49%
Dec 31, 24
12 LSV Asset Management 419.17K (2.05%) -48.10K
Decreased by -11.48%
Dec 31, 24
13 Manufacturers Life Insurance Co 403.93K (1.97%) -5.29K
Decreased by -1.31%
Dec 31, 24
14 Boston Partners Global Investors, Inc 347.99K (1.70%) 64.01K
Increased by +18.39%
Dec 31, 24
15 Nuveen Asset Management, LLC 341.67K (1.67%) -8.19K
Decreased by -2.40%
Dec 31, 24
16 Principal Financial Group Inc 337.11K (1.65%) -12.52K
Decreased by -3.71%
Dec 31, 24
17 Morgan Stanley - Brokerage Accounts 329.24K (1.61%) -78.17K
Decreased by -23.74%
Jun 30, 24
18 Allspring Global Investments Holdings, LLC 319.50K (1.56%) -1.39K
Decreased by -0.43%
Dec 31, 24
19 PL Capital Advisors, LLC 318.99K (1.56%) 0.00
Increased by 0.00%
Dec 31, 24
20 Hotchkis & Wiley Capital Management LLC 289.29K (1.41%) 25.20K
Increased by +8.71%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 659.06K (3.22%) 11.36K
Increased by +1.72%
Feb 28, 25
2 FIAM Small Cap Core CIT Cl B 596.20K (2.91%) 10.80K
Increased by +1.81%
Jan 31, 25
3 FIAM Small Cap Core Composite 585.40K (2.86%) -20.60K
Decreased by -3.52%
Dec 31, 24
4 iShares Russell 2000 ETF 568.03K (2.78%) 0.00
Increased by 0.00%
Mar 31, 25
5 Avantis US Small Cap Value ETF 467.42K (2.28%) 300.00
Increased by +0.06%
Mar 29, 25
6 Vanguard Institutional Extnd Mkt Idx Tr 328.73K (1.61%) 682.00
Increased by +0.21%
Feb 28, 25
7 JPM US Small Cap Value-Composite 307.77K (1.50%) 6.79K
Increased by +2.20%
Dec 31, 24
8 JPMorgan Small Cap Blend A 307.77K (1.50%) 0.00
Increased by 0.00%
Feb 28, 25
9 Foundry Partners Micro Cap Value 305.25K (1.49%) 0.00
Increased by 0.00%
Dec 31, 24
10 Allspring Small Company Val 255.84K (1.25%) -670.00
Decreased by -0.26%
Feb 28, 25
11 Principal U.S. Small Cap Equity 238.50K (1.17%) -10.60K
Decreased by -4.44%
Dec 31, 24
12 Allspring Small Company Value Admin 234.67K (1.15%) -919.00
Decreased by -0.39%
Feb 28, 25
13 Principal SmallCap R5 233.30K (1.14%) -3.40K
Decreased by -1.46%
Feb 28, 25
14 ProShares Russell 2000 Dividend Growers 223.82K (1.09%) 0.00
Increased by 0.00%
Mar 31, 25
15 Fidelity Series Small Cap Core 204.87K (1.00%) 8.40K
Increased by +4.10%
Jan 31, 25
16 Fidelity Small Cap Index 197.96K (0.97%) -3.71K
Decreased by -1.87%
Jan 31, 25
17 JHancock Regional Bank A 197.23K (0.96%) 0.00
Increased by 0.00%
Jan 31, 25
18 Fidelity® Small Cap Index 196.80K (0.96%) 6.00K
Increased by +3.05%
Oct 31, 23
19 BlackRock Advantage Small Cap Core Instl 194.15K (0.95%) 21.40K
Increased by +11.02%
Feb 28, 25
20 iShares Russell 2000 Value ETF 185.24K (0.91%) 0.00
Increased by 0.00%
Mar 31, 25