Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JPSV 1.33%
2 FDM 1.08%
3 SMDV 0.91%
4 SQLV 0.42%
5 ROSC 0.40%
6 QABA 0.33%
7 SMLV 0.28%
8 BFOR 0.25%
9 BSVO 0.16%
10 IWC 0.15%
11 ROGS 0.13%
12 KRE 0.12%
13 GSSC 0.12%
14 AVSC 0.10%
15 FSMD 0.10%
16 ESML 0.10%
17 SEIS 0.10%
18 AVUV 0.10%
19 DPST 0.10%
20 VFMF 0.09%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.09M (15.28%) 226.28K
Increased by +7.33%
Mar 31, 25
2 Vanguard Group Inc 1.34M (6.61%) 116.34K
Increased by +8.71%
Mar 31, 25
3 FMR Inc 1.07M (5.27%) 18.21K
Increased by +1.71%
Mar 31, 25
4 Dimensional Fund Advisors, Inc. 910.76K (4.51%) -35.18K
Decreased by -3.86%
Mar 31, 25
5 FJ Capital Management LLC 683.16K (3.38%) 12.67K
Increased by +1.85%
Mar 31, 25
6 State Street Corp 671.16K (3.32%) -4.25K
Decreased by -0.63%
Mar 31, 25
7 State Street Corporation 634.90K (3.14%) 35.10K
Increased by +5.53%
Mar 31, 24
8 Renaissance Technologies Corp 608.00K (3.01%) 42.30K
Increased by +6.96%
Mar 31, 25
9 American Century Companies Inc 567.68K (2.81%) 44.07K
Increased by +7.76%
Mar 31, 25
10 Geode Capital Management, LLC 525.62K (2.60%) 29.18K
Increased by +5.55%
Mar 31, 25
11 Acadian Asset Management LLC 502.04K (2.48%) 275.38K
Increased by +54.85%
Mar 31, 25
12 LSV Asset Management 460.03K (2.28%) 40.86K
Increased by +8.88%
Mar 31, 25
13 Nuveen, LLC 426.20K (2.11%) 426.20K
Increased by +100.00%
Mar 31, 25
14 JPMorgan Chase & Co 418.93K (2.07%) -28.76K
Decreased by -6.86%
Mar 31, 25
15 Manufacturers Life Insurance Co 404.25K (2.00%) 320.00
Increased by +0.08%
Mar 31, 25
16 Boston Partners Global Investors, Inc 347.99K (1.72%) 64.01K
Increased by +18.39%
Dec 31, 24
17 Nuveen Asset Management, LLC 341.67K (1.69%) -8.19K
Decreased by -2.40%
Dec 31, 24
18 Morgan Stanley - Brokerage Accounts 329.24K (1.63%) -78.17K
Decreased by -23.74%
Jun 30, 24
19 Principal Financial Group Inc 326.14K (1.61%) -10.97K
Decreased by -3.36%
Mar 31, 25
20 PL Capital Advisors, LLC 318.99K (1.58%) 0.00
Increased by 0.00%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 664.44K (3.29%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard US Total Market Shares ETF 663.35K (3.28%) 1.15K
Increased by +0.17%
Sep 30, 24
3 FIAM Small Cap Core Composite 582.30K (2.88%) -3.10K
Decreased by -0.53%
Mar 31, 25
4 iShares Russell 2000 ETF 554.52K (2.74%) 0.00
Increased by 0.00%
Jun 30, 25
5 FIAM Small Cap Core CIT Cl B 548.10K (2.71%) -34.20K
Decreased by -6.24%
Apr 30, 25
6 Avantis US Small Cap Value ETF 489.79K (2.42%) 429.00
Increased by +0.09%
Jun 28, 25
7 JPM US Small Cap Value-Composite 324.78K (1.61%) 17.01K
Increased by +5.24%
Jun 30, 25
8 JPMorgan Small Cap Blend A 317.32K (1.57%) 9.55K
Increased by +3.01%
May 31, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 311.11K (1.54%) 2.96K
Increased by +0.95%
May 31, 25
10 Foundry Partners Micro Cap Value 305.25K (1.51%) 0.00
Increased by 0.00%
Jun 30, 25
11 Allspring Small Company Val 247.65K (1.23%) -3.67K
Decreased by -1.48%
Jun 30, 25
12 Allspring Small Company Value Admin 226.64K (1.12%) -2.55K
Decreased by -1.12%
Jun 30, 25
13 Principal SmallCap R5 225.40K (1.12%) -5.90K
Decreased by -2.62%
Jun 30, 25
14 Principal U.S. Small Cap Equity 225.40K (1.12%) -6.90K
Decreased by -3.06%
Jun 30, 25
15 Fidelity Series Small Cap Core 218.56K (1.08%) 0.00
Increased by 0.00%
Apr 30, 25
16 Fidelity Small Cap Index 199.95K (0.99%) -149.00
Decreased by -0.07%
Apr 30, 25
17 Fidelity® Small Cap Index 196.80K (0.97%) 6.00K
Increased by +3.05%
Oct 31, 23
18 ProShares Russell 2000 Dividend Growers 192.82K (0.95%) -25.42K
Decreased by -13.18%
Jun 30, 25
19 BlackRock Advantage Small Cap Core Instl 191.51K (0.95%) -2.19K
Decreased by -1.14%
Jun 30, 25
20 JHancock Regional Bank A 190.92K (0.94%) -1.62K
Decreased by -0.85%
May 31, 25