Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSP 5.19%
2 PPIE 3.18%
3 BCIL 3.09%
4 COPJ 2.40%
5 JIG 2.33%
6 FKU 2.32%
7 IMOM 2.10%
8 RFEU 2.08%
9 CGGO 1.97%
10 EUFN 1.80%
11 FLGB 1.67%
12 AVIV 1.61%
13 EWU 1.47%
14 RFDI 1.31%
15 CGXU 1.05%
16 IQDY 1.05%
17 JIRE 1.02%
18 FEDM 1.00%
19 FEP 0.88%
20 IQDF 0.88%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Private Capital Management, LLC 5.60M (16.25%) 12.96K
Increased by +0.23%
Dec 31, 24
2 BP WEALTH MANAGEMENT, LLC 4.83M (14.03%) 0.00
Increased by 0.00%
Sep 30, 23
3 HPM Partners LLC 4.33M (12.57%) 411.00
Increased by +0.01%
Dec 31, 24
4 BlackRock Inc 3.02M (8.76%) 27.23K
Increased by +0.90%
Dec 31, 24
5 Vanguard Group Inc 2.18M (6.34%) 9.47K
Increased by +0.43%
Dec 31, 24
6 Dimensional Fund Advisors, Inc. 1.45M (4.20%) 63.70K
Increased by +4.40%
Dec 31, 24
7 Renaissance Technologies Corp 1.43M (4.17%) -51.90K
Decreased by -3.62%
Dec 31, 24
8 Morgan Stanley - Brokerage Accounts 845.34K (2.45%) -1.23K
Decreased by -0.15%
Dec 31, 24
9 Blair William & Co 827.24K (2.40%) -6.58K
Decreased by -0.80%
Dec 31, 24
10 Crestwood Advisors LLC 826.39K (2.40%) 0.00
Increased by 0.00%
Dec 31, 24
11 Geode Capital Management, LLC 821.39K (2.39%) 466.00
Increased by +0.06%
Dec 31, 24
12 Crawford Investment Counsel, Inc 815.41K (2.37%) 62.71K
Increased by +7.69%
Dec 31, 24
13 LSV Asset Management 707.59K (2.05%) -549.74K
Decreased by -77.69%
Dec 31, 24
14 Acadian Asset Management LLC 678.61K (1.97%) -60.34K
Decreased by -8.89%
Mar 31, 24
15 State Street Corp 599.78K (1.74%) 21.56K
Increased by +3.59%
Dec 31, 24
16 Brown Brothers Harriman & Co 566.44K (1.64%) 0.00
Increased by 0.00%
Dec 31, 24
17 State Street Corporation 562.03K (1.63%) -464.00
Decreased by -0.08%
Mar 31, 24
18 Jb Capital Partners LP 487.64K (1.42%) 0.00
Increased by 0.00%
Dec 31, 24
19 GlobeFlex Capital, L.P. 434.06K (1.26%) -19.34K
Decreased by -4.46%
Mar 31, 24
20 Bank of New York Mellon Corp 344.76K (1.00%) 17.63K
Increased by +5.11%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.42M (4.13%) 0.00
Increased by 0.00%
Feb 28, 25
2 iShares Russell 2000 ETF 1.01M (2.92%) -11.83K
Decreased by -1.17%
Feb 28, 25
3 Private Capital Management Value Focus 833.65K (2.42%) 0.00
Increased by 0.00%
Sep 30, 24
4 Crawford Small Cap Dividend 619.64K (1.80%) 0.00
Increased by 0.00%
Jan 31, 25
5 Crawford Small Cap Equity 619.64K (1.80%) 45.00K
Increased by +7.26%
Dec 31, 24
6 Vanguard Institutional Extnd Mkt Idx Tr 476.24K (1.38%) 0.00
Increased by 0.00%
Feb 28, 25
7 Private Capital Value Equity 369.77K (1.07%) 0.00
Increased by 0.00%
Sep 30, 24
8 Fidelity Small Cap Index 356.85K (1.04%) 0.00
Increased by 0.00%
Dec 31, 24
9 Fidelity® Small Cap Index 341.75K (0.99%) 7.09K
Increased by +2.07%
Oct 31, 23
10 iShares Russell 2000 Value ETF 310.34K (0.90%) -2.35K
Decreased by -0.76%
Feb 28, 25
11 Private Capital Management Value I 299.68K (0.87%) -70.09K
Decreased by -23.39%
Dec 31, 24
12 DFA US Targeted Value I 298.72K (0.87%) 0.00
Increased by 0.00%
Jan 31, 25
13 Dimensional US Targeted Value ETF 279.55K (0.81%) 68.00
Increased by +0.02%
Feb 28, 25
14 WisdomTree US SmallCap Dividend ETF 261.56K (0.76%) 0.00
Increased by 0.00%
Feb 28, 25
15 JPMorgan Small Cap Value I 224.45K (0.65%) -44.05K
Decreased by -19.63%
Aug 31, 24
16 Fidelity Extended Market Index 199.58K (0.58%) -3.03K
Decreased by -1.52%
Jan 31, 25
17 DFA US Small Cap I 173.81K (0.50%) -39.40K
Decreased by -22.67%
Jun 30, 24
18 Vanguard Russell 2000 ETF 161.16K (0.47%) 3.81K
Increased by +2.36%
Feb 28, 25
19 Fidelity® Extended Market Index 160.71K (0.47%) 0.00
Increased by 0.00%
Nov 30, 23
20 iShares Russell 2000 Growth ETF 160.29K (0.47%) -384.00
Decreased by -0.24%
Apr 30, 24