Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JPSV 1.37%
2 FDM 1.12%
3 SMDV 1.06%
4 SQLV 0.42%
5 ROSC 0.40%
6 QABA 0.35%
7 SMLV 0.28%
8 BFOR 0.25%
9 IWC 0.16%
10 BSVO 0.16%
11 ROGS 0.13%
12 KRE 0.12%
13 GSSC 0.12%
14 ESML 0.11%
15 AVSC 0.10%
16 FSMD 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 (6.60%) 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 (4.50%) -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%
Apr 30, 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 585.40K (2.90%) -20.60K
Decreased by -3.52%
Dec 31, 24
4 FIAM Small Cap Core CIT Cl B 582.30K (2.88%) 0.00
Increased by 0.00%
Mar 31, 25
5 iShares Russell 2000 ETF 554.52K (2.74%) 0.00
Increased by 0.00%
May 31, 25
6 Avantis US Small Cap Value ETF 481.33K (2.38%) 595.00
Increased by +0.12%
May 31, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 308.15K (1.52%) 713.00
Increased by +0.23%
Apr 30, 25
8 JPM US Small Cap Value-Composite 307.77K (1.52%) 0.00
Increased by 0.00%
Mar 31, 25
9 JPMorgan Small Cap Blend A 307.77K (1.52%) 0.00
Increased by 0.00%
Apr 30, 25
10 Foundry Partners Micro Cap Value 305.25K (1.51%) 0.00
Increased by 0.00%
Mar 31, 25
11 Allspring Small Company Val 251.32K (1.24%) -1.25K
Decreased by -0.50%
May 31, 25
12 Principal SmallCap R5 235.80K (1.17%) 3.50K
Increased by +1.48%
Apr 30, 25
13 Principal U.S. Small Cap Equity 232.30K (1.15%) -6.20K
Decreased by -2.67%
Mar 31, 25
14 Allspring Small Company Value Admin 229.19K (1.13%) -387.00
Decreased by -0.17%
May 31, 25
15 ProShares Russell 2000 Dividend Growers 220.16K (1.09%) -432.00
Decreased by -0.20%
May 30, 25
16 Fidelity Series Small Cap Core 218.56K (1.08%) 13.70K
Increased by +6.27%
Mar 31, 25
17 Fidelity Small Cap Index 200.10K (0.99%) 2.14K
Increased by +1.07%
Mar 31, 25
18 Fidelity® Small Cap Index 196.80K (0.97%) 6.00K
Increased by +3.05%
Oct 31, 23
19 BlackRock Advantage Small Cap Core Instl 194.15K (0.96%) 0.00
Increased by 0.00%
Apr 30, 25
20 JHancock Regional Bank A 192.54K (0.95%) -4.70K
Decreased by -2.44%
Apr 30, 25