Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SMLF 0.09%
2 BSVO 0.08%
3 SEIS 0.07%
4 PRFZ 0.03%
5 DFSV 0.03%
6 AVSC 0.03%
7 VTWV 0.02%
8 IWN 0.02%
9 GSSC 0.02%
10 PSC 0.02%
11 FCOM 0.01%
12 DFAT 0.01%
13 BBSC 0.01%
14 VXF 0.01%
15 VOX 0.01%
16 VTWO 0.01%
17 ISCV 0.01%
18 JKL 0.01%
19 IWM 0.01%
20 RSSL 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Ashe Capital Management, LLC 3.83M (2.38%) -419.07K
Decreased by -10.93%
Dec 31, 23
2 FMR Inc 3.79M (2.36%) 1.63M
Increased by +43.04%
Dec 31, 24
3 BlackRock Inc 3.11M (1.93%) 118.23K
Increased by +3.81%
Dec 31, 24
4 Berkshire Hathaway Inc 2.63M (1.64%) 0.00
Increased by 0.00%
Dec 31, 24
5 Dimensional Fund Advisors, Inc. 2.45M (1.53%) 24.75K
Increased by +1.01%
Dec 31, 24
6 S&Co Inc 1.57M (0.98%) -48.31K
Decreased by -3.08%
Dec 31, 24
7 Vanguard Group Inc 1.49M (0.93%) 96.50K
Increased by +6.47%
Dec 31, 24
8 River Road Asset Management, LLC 1.42M (0.89%) -128.48K
Decreased by -9.03%
Sep 30, 23
9 Gamco Investors, Inc. Et Al 1.06M (0.66%) 30.54K
Increased by +2.89%
Dec 31, 24
10 State Street Corporation 1.02M (0.63%) -22.33K
Decreased by -2.19%
Mar 31, 24
11 State Street Corp 884.02K (0.55%) -65.88K
Decreased by -7.45%
Dec 31, 24
12 Banco Santander Central Hispano Sa 816.90K (0.51%) 16.90K
Increased by +2.07%
Dec 31, 24
13 Gabelli Funds LLC 761.72K (0.47%) 13.00K
Increased by +1.71%
Dec 31, 24
14 Quaker Capital Investments, LLC 674.34K (0.42%) -21.24K
Decreased by -3.15%
Dec 31, 24
15 Wittenberg Investment Management Inc 624.69K (0.39%) -170.05K
Decreased by -27.22%
Dec 31, 24
16 JPMorgan Chase & Co 613.00K (0.38%) 121.30K
Increased by +19.79%
Sep 30, 24
17 Genesis Investment Management, LLP 609.00K (0.38%) -43.31K
Decreased by -7.11%
Sep 30, 24
18 Millennium Management LLC 522.18K (0.32%) 393.11K
Increased by +75.28%
Mar 31, 24
19 Geode Capital Management, LLC 517.21K (0.32%) 6.51K
Increased by +1.26%
Dec 31, 24
20 Quinn Opportunity Partners LLC 496.25K (0.31%) 0.00
Increased by 0.00%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity International Discovery 2.08M (1.29%) 0.00
Increased by 0.00%
Jan 31, 25
2 Fidelity International Small Cap 1.36M (0.84%) 0.00
Increased by 0.00%
Dec 31, 24
3 Vanguard Institutional Extnd Mkt Idx Tr 933.25K (0.58%) 4.45K
Increased by +0.48%
Feb 28, 25
4 iShares Russell 2000 ETF 849.33K (0.53%) -10.00K
Decreased by -1.18%
Feb 28, 25
5 1290 VT GAMCO Small Company Value IB 670.00K (0.42%) 0.00
Increased by 0.00%
Jan 31, 25
6 DFA US Small Cap Value I 540.00K (0.34%) 0.00
Increased by 0.00%
Jan 31, 25
7 iShares Russell 2000 Value ETF 303.58K (0.19%) -2.30K
Decreased by -0.76%
Feb 28, 25
8 DFA US Targeted Value I 258.27K (0.16%) 0.00
Increased by 0.00%
Jan 31, 25
9 Genesis Investment Mgrs Glbl Emg Mkts CF 230.14K (0.14%) -280.73K
Decreased by -121.98%
Sep 30, 23
10 Strategic Advisers Small-Mid Cap 227.14K (0.14%) -22.63K
Decreased by -9.96%
Oct 31, 23
11 Strategic Advisers® Small-Mid Cap 227.14K (0.14%) -22.63K
Decreased by -9.96%
Oct 31, 23
12 State St Russell Sm/Mid Cp® Indx NL Cl C 219.87K (0.14%) 0.00
Increased by 0.00%
Feb 28, 25
13 EA Bridgeway Omni Small-Cap Value ETF 214.61K (0.13%) 0.00
Increased by 0.00%
Feb 28, 25
14 Fidelity® Extended Market Index 207.31K (0.13%) 19.30K
Increased by +9.31%
Nov 30, 23
15 Dimensional US Targeted Value ETF 204.19K (0.13%) 0.00
Increased by 0.00%
Feb 28, 25
16 iShares U.S. Small-Cap Eq Fac ETF 203.07K (0.13%) 0.00
Increased by 0.00%
Feb 28, 25
17 Dimensional US Small Cap Value ETF 202.96K (0.13%) 0.00
Increased by 0.00%
Feb 28, 25
18 DFA US Core Equity 2 I 202.61K (0.13%) 0.00
Increased by 0.00%
Jan 31, 25
19 Schwab Small-Cap Equity 186.25K (0.12%) -131.28K
Decreased by -70.49%
Jun 30, 24
20 Gabelli Utilities AAA 182.00K (0.11%) -8.00K
Decreased by -4.40%
Dec 31, 24