Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FDM 1.34%
2 JPSV 1.34%
3 SQLV 0.42%
4 ROSC 0.41%
5 QABA 0.39%
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 2.96M (15.46%) 146.82K
Increased by +4.95%
Jun 30, 24
2 Vanguard Group Inc 1.19M (6.22%) 127.78K
Increased by +10.71%
Sep 30, 24
3 FMR Inc 1.03M (5.40%) 69.50K
Increased by +6.72%
Sep 30, 24
4 Dimensional Fund Advisors, Inc. 961.20K (5.02%) -24.16K
Decreased by -2.51%
Sep 30, 24
5 FJ Capital Management LLC 805.37K (4.20%) -407.45K
Decreased by -50.59%
Sep 30, 24
6 State Street Corp 647.58K (3.38%) 29.48K
Increased by +4.55%
Sep 30, 24
7 State Street Corporation 634.90K (3.31%) 35.10K
Increased by +5.53%
Mar 31, 24
8 Renaissance Technologies Corp 600.90K (3.14%) 6.10K
Increased by +1.02%
Sep 30, 24
9 Geode Capital Management, LLC 499.55K (2.61%) 1.83K
Increased by +0.37%
Sep 30, 24
10 American Century Companies Inc 469.68K (2.45%) 54.13K
Increased by +11.52%
Sep 30, 24
11 LSV Asset Management 467.27K (2.44%) -58.10K
Decreased by -12.43%
Sep 30, 24
12 Manufacturers Life Insurance Co 409.21K (2.14%) -11.94K
Decreased by -2.92%
Sep 30, 24
13 JPMorgan Chase & Co 388.35K (2.03%) -66.01K
Decreased by -17.00%
Sep 30, 24
14 Nuveen Asset Management, LLC 349.86K (1.83%) 136.69K
Increased by +39.07%
Sep 30, 24
15 Principal Financial Group Inc 349.63K (1.82%) 77.87K
Increased by +22.27%
Sep 30, 24
16 Goldman Sachs Group Inc 342.98K (1.79%) 90.09K
Increased by +26.27%
Sep 30, 24
17 Morgan Stanley - Brokerage Accounts 329.24K (1.72%) -78.17K
Decreased by -23.74%
Jun 30, 24
18 Allspring Global Investments Holdings, LLC 320.88K (1.67%) -37.67K
Decreased by -11.74%
Sep 30, 24
19 PL Capital Advisors, LLC 318.99K (1.66%) 0.00
Increased by 0.00%
Sep 30, 24
20 Boston Partners Global Investors, Inc 283.98K (1.48%) 242.79K
Increased by +85.50%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 649.65K (3.39%) -13.69K
Decreased by -2.11%
Oct 31, 24
2 iShares Russell 2000 ETF 619.35K (3.23%) 0.00
Increased by 0.00%
Nov 30, 24
3 FIAM Small Cap Core Composite 613.60K (3.20%) 52.60K
Increased by +8.57%
Jun 30, 24
4 FIAM Small Cap Core CIT Cl B 606.00K (3.16%) -22.30K
Decreased by -3.68%
Sep 30, 24
5 Avantis US Small Cap Value ETF 419.60K (2.19%) 1.44K
Increased by +0.34%
Nov 30, 24
6 Foundry Partners Micro Cap Value 305.25K (1.59%) 0.00
Increased by 0.00%
Sep 30, 24
7 JPM US Small Cap Value-Composite 300.99K (1.57%) -82.09K
Decreased by -27.27%
Sep 30, 24
8 JPMorgan Small Cap Blend A 300.99K (1.57%) 0.00
Increased by 0.00%
Oct 31, 24
9 Vanguard Institutional Extnd Mkt Idx Tr 294.87K (1.54%) -1.21K
Decreased by -0.41%
Oct 31, 24
10 Allspring Small Company Val 260.84K (1.36%) 0.00
Increased by 0.00%
Oct 31, 24
11 Principal U.S. Small Cap Equity 249.10K (1.30%) 77.20K
Increased by +30.99%
Sep 30, 24
12 Principal SmallCap R5 245.70K (1.28%) -3.40K
Decreased by -1.38%
Oct 31, 24
13 Allspring Small Company Value Admin 239.11K (1.25%) 136.00
Increased by +0.06%
Oct 31, 24
14 ProShares Russell 2000 Dividend Growers 216.34K (1.13%) 0.00
Increased by 0.00%
Nov 29, 24
15 iShares Russell 2000 Value ETF 209.38K (1.09%) 0.00
Increased by 0.00%
Nov 30, 24
16 Fidelity Small Cap Index 204.48K (1.07%) -401.00
Decreased by -0.20%
Sep 30, 24
17 JHancock Regional Bank A 203.24K (1.06%) -2.35K
Decreased by -1.16%
Oct 31, 24
18 Fidelity® Small Cap Index 196.80K (1.03%) 6.00K
Increased by +3.05%
Oct 31, 23
19 DFA US Targeted Value I 177.50K (0.93%) 0.00
Increased by 0.00%
Oct 31, 24
20 SPDR® S&P Regional Banking ETF 171.55K (0.90%) 0.00
Increased by 0.00%
Nov 30, 24