Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SCAP 1.33%
2 DVP 1.02%
3 DEEP 1.02%
4 FDM 0.37%
5 SQLV 0.30%
6 DGRS 0.28%
7 JSML 0.28%
8 ROSC 0.27%
9 DES 0.15%
10 FSMD 0.07%
11 SFLO 0.06%
12 JSMD 0.05%
13 IWC 0.05%
14 EES 0.04%
15 EBIT 0.03%
16 AVUV 0.03%
17 AVSC 0.03%
18 IWO 0.01%
19 VTWG 0.01%
20 VTWO 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 435.99K (6.44%) 27.00
Increased by +0.01%
Dec 31, 24
2 Vanguard Group Inc 398.26K (5.89%) 33.20K
Increased by +8.33%
Dec 31, 24
3 UBS Group AG 377.40K (5.58%) 66.30K
Increased by +17.57%
Dec 31, 24
4 Wasatch Advisors Inc. 349.68K (5.17%) -134.13K
Decreased by -38.36%
Sep 30, 23
5 Wellington Management Company LLP 346.16K (5.12%) -78.70K
Decreased by -22.74%
Dec 31, 24
6 Ameriprise Financial Inc 345.51K (5.11%) -13.17K
Decreased by -3.81%
Dec 31, 24
7 Wasatch Advisors LP 274.65K (4.06%) -7.93K
Decreased by -2.89%
Dec 31, 24
8 American Century Companies Inc 187.55K (2.77%) 6.22K
Increased by +3.32%
Dec 31, 24
9 Geode Capital Management, LLC 182.27K (2.69%) 3.63K
Increased by +1.99%
Dec 31, 24
10 Ranger Investment Management LP 156.21K (2.31%) -1.52K
Decreased by -0.98%
Dec 31, 24
11 Dimensional Fund Advisors, Inc. 145.95K (2.16%) 12.68K
Increased by +8.69%
Dec 31, 24
12 Bank of New York Mellon Corp 136.79K (2.02%) -30.77K
Decreased by -22.49%
Dec 31, 24
13 Kornitzer Capital Management Inc 126.66K (1.87%) 0.00
Increased by 0.00%
Sep 30, 24
14 GRATIA CAPITAL, LLC 122.22K (1.81%) -142.78K
Decreased by -116.81%
Dec 31, 23
15 State Street Corporation 121.34K (1.79%) 5.11K
Increased by +4.21%
Mar 31, 24
16 State Street Corp 120.62K (1.78%) -298.00
Decreased by -0.25%
Dec 31, 24
17 AQR Capital Management LLC 116.98K (1.73%) 32.07K
Increased by +27.41%
Jun 30, 24
18 Boston Partners Global Investors, Inc 109.62K (1.62%) -1.93K
Decreased by -1.76%
Dec 31, 24
19 LSV Asset Management 104.52K (1.54%) -31.40K
Decreased by -30.04%
Dec 31, 24
20 Los Angeles Capital Management LLC 87.81K (1.30%) -10.45K
Decreased by -11.90%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 217.23K (3.21%) 0.00
Increased by 0.00%
Mar 31, 25
2 Vanguard US Total Market Shares ETF 217.23K (3.21%) 0.00
Increased by 0.00%
Sep 30, 24
3 Avantis US Small Cap Value ETF 187.74K (2.77%) 0.00
Increased by 0.00%
Apr 30, 25
4 Columbia Small Cap Value I 162.29K (2.40%) -47.80K
Decreased by -29.45%
Mar 31, 25
5 Columbia Small Cap Value I A 162.29K (2.40%) -1.35K
Decreased by -0.83%
Mar 31, 25
6 Ranger Micro Cap 157.74K (2.33%) 157.74K
Increased by +100.00%
Sep 30, 24
7 iShares Russell 2000 ETF 150.96K (2.23%) -1.20K
Decreased by -0.79%
Apr 29, 25
8 VT De Lisle America B USD 149.14K (2.20%) 0.00
Increased by 0.00%
Apr 30, 25
9 Wasatch Micro Cap Value 143.87K (2.13%) 18.87K
Increased by +13.11%
Mar 31, 25
10 Buffalo Small Cap 126.66K (1.87%) -42.43K
Decreased by -33.50%
Mar 31, 24
11 Buffalo Small Cap Growth 126.66K (1.87%) 0.00
Increased by 0.00%
Sep 30, 24
12 Buffalo Small Growth Cap 126.66K (1.87%) 0.00
Increased by 0.00%
Jun 30, 24
13 Kornitzer Small Cap Equity 126.66K (1.87%) 0.00
Increased by 0.00%
Jun 30, 24
14 Vanguard Institutional Extnd Mkt Idx Tr 110.45K (1.63%) 0.00
Increased by 0.00%
Mar 31, 25
15 WisdomTree US SmallCap Dividend ETF 98.95K (1.46%) 0.00
Increased by 0.00%
Apr 30, 25
16 American Century Small Cap Value Inv 90.00K (1.33%) -60.00K
Decreased by -66.67%
Jun 30, 24
17 American Century U.S. Small Cap Value 90.00K (1.33%) -60.00K
Decreased by -66.67%
Jun 30, 24
18 Boston Partners Small Cap Value II Inv 88.05K (1.30%) 546.00
Increased by +0.62%
Jan 31, 25
19 Timpani Small Cap Growth Equity 79.51K (1.17%) 79.51K
Increased by +100.00%
Sep 30, 23
20 Calamos Timpani Small Cap Growth I 76.63K (1.13%) -2.88K
Decreased by -3.76%
Oct 31, 23