Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SQLV 0.51%
2 EBIZ 0.30%
3 BSVO 0.06%
4 IWC 0.03%
5 AVUV 0.03%
6 PRFZ 0.02%
7 AVSC 0.02%
8 DFAT 0.02%
9 DFAS 0.01%
10 IWN 0.01%
11 RTLA 0.01%
12 VCR 0.01%
13 VTWO 0.01%
14 VTWV 0.01%
15 RSSL 0.01%
16 PNQI 0.01%
17 UWM 0.01%
18 IWM 0.00%
19 SCHA 0.00%
20 URTY 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Capital Research Global Investors 2.10M (17.94%) 0.00
Increased by 0.00%
Mar 31, 25
2 BlackRock Inc 1.27M (10.88%) 4.43K
Increased by +0.35%
Mar 31, 25
3 Dimensional Fund Advisors, Inc. 1.20M (10.29%) 33.03K
Increased by +2.74%
Mar 31, 25
4 Frontier Capital Management CO Inc 886.52K (7.58%) -246.73K
Decreased by -27.83%
Sep 30, 23
5 Vanguard Group Inc 672.88K (5.75%) -3.62K
Decreased by -0.54%
Mar 31, 25
6 Towerview LLC 420.00K (3.59%) 92.50K
Increased by +22.02%
Mar 31, 25
7 American Century Companies Inc 408.38K (3.49%) 35.45K
Increased by +8.68%
Mar 31, 25
8 Gamco Investors, Inc. Et Al 317.70K (2.71%) 17.70K
Increased by +5.57%
Mar 31, 25
9 Geode Capital Management, LLC 313.84K (2.68%) 708.00
Increased by +0.23%
Mar 31, 25
10 State Street Corp 299.94K (2.56%) -3.03K
Decreased by -1.01%
Mar 31, 25
11 State Street Corporation 291.86K (2.49%) 2.08K
Increased by +0.71%
Mar 31, 24
12 Chilton Investment Company, Inc. 258.30K (2.21%) -11.70K
Decreased by -4.53%
Sep 30, 23
13 JPMorgan Chase & Co 258.01K (2.20%) -165.82K
Decreased by -64.27%
Dec 31, 24
14 Arrowstreet Capital Limited Partnership 255.30K (2.18%) 8.66K
Increased by +3.39%
Mar 31, 25
15 Northern Trust Corp 169.70K (1.45%) 11.51K
Increased by +6.78%
Dec 31, 24
16 AllianceBernstein L.P. 161.91K (1.38%) 1.26K
Increased by +0.78%
Sep 30, 24
17 Citadel Advisors Llc 155.24K (1.33%) -4.34K
Decreased by -2.80%
Dec 31, 24
18 Banque Pictet & Cie SA 143.41K (1.23%) 0.00
Increased by 0.00%
Mar 31, 25
19 D. E. Shaw & Co LP 116.41K (0.99%) -39.58K
Decreased by -34.00%
Dec 31, 24
20 Clarivest Asset Management LLC 104.81K (0.90%) 0.00
Increased by 0.00%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds IS® Global Small Cap 1 2.10M (17.94%) 0.00
Increased by 0.00%
Mar 31, 25
2 Vanguard US Total Market Shares ETF 371.49K (3.17%) 0.00
Increased by 0.00%
Sep 30, 24
3 Avantis US Small Cap Value ETF 364.27K (3.11%) 324.00
Increased by +0.09%
May 30, 25
4 iShares Russell 2000 ETF 363.17K (3.10%) 177.00
Increased by +0.05%
May 28, 25
5 Vanguard Total Stock Mkt Idx Inv 352.81K (3.01%) 6.84K
Increased by +1.94%
Apr 30, 25
6 1290 VT GAMCO Small Company Value IB 299.00K (2.56%) 8.00K
Increased by +2.68%
Mar 31, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 174.74K (1.49%) 0.00
Increased by 0.00%
Apr 30, 25
8 DFA US Targeted Value I 162.42K (1.39%) 31.93K
Increased by +19.66%
Mar 31, 25
9 Vanguard Explorer Value Inv 160.79K (1.37%) -42.78K
Decreased by -26.60%
Sep 30, 23
10 Dimensional US Targeted Value ETF 156.70K (1.34%) 0.00
Increased by 0.00%
May 29, 25
11 AB Small Cap Core Z 149.41K (1.28%) 0.00
Increased by 0.00%
Sep 30, 24
12 Fidelity® Small Cap Index 141.24K (1.21%) 3.89K
Increased by +2.75%
Oct 31, 23
13 Fidelity Small Cap Index 140.74K (1.20%) 0.00
Increased by 0.00%
Feb 28, 25
14 DFA US Small Cap I 131.96K (1.13%) -1.80K
Decreased by -1.36%
Mar 31, 25
15 iShares Russell 2000 Value ETF 128.86K (1.10%) 0.00
Increased by 0.00%
May 28, 25
16 DFA US Small Cap Value I 117.70K (1.01%) 1.18K
Increased by +1.01%
Mar 31, 25
17 DFA US Micro Cap I 116.13K (0.99%) -13.58K
Decreased by -11.69%
Mar 31, 25
18 Invesco FTSE RAFI US 1500 Small-Mid ETF 100.40K (0.86%) 0.00
Increased by 0.00%
Feb 29, 24
19 BlackRock Global Equity Mkt Netrl Instl 83.18K (0.71%) 0.00
Increased by 0.00%
Mar 31, 25
20 State St Russell Sm/Mid Cp® Indx NL Cl C 80.60K (0.69%) 0.00
Increased by 0.00%
Apr 30, 25