Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BSVO 0.08%
2 SEIS 0.07%
3 SMLF 0.06%
4 PRFZ 0.03%
5 DFSV 0.03%
6 AVSC 0.03%
7 VTWV 0.02%
8 GSSC 0.02%
9 PSC 0.02%
10 FCOM 0.01%
11 DFAT 0.01%
12 IWN 0.01%
13 BBSC 0.01%
14 VXF 0.01%
15 VOX 0.01%
16 VTWO 0.01%
17 RSSL 0.01%
18 ISCV 0.01%
19 JKL 0.01%
20 RFLR 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Ashe Capital Management, LLC 3.83M (2.34%) -419.07K
Decreased by -10.93%
Dec 31, 23
2 FMR Inc 3.80M (2.32%) 3.66K
Increased by +0.10%
Mar 31, 25
3 BlackRock Inc 2.98M (1.82%) -126.29K
Decreased by -4.24%
Mar 31, 25
4 Berkshire Hathaway Inc 2.63M (1.61%) 0.00
Increased by 0.00%
Mar 31, 25
5 Dimensional Fund Advisors, Inc. 2.46M (1.50%) 3.71K
Increased by +0.15%
Mar 31, 25
6 S&Co Inc 1.55M (0.95%) -16.20K
Decreased by -1.04%
Mar 31, 25
7 Vanguard Group Inc 1.47M (0.90%) -16.37K
Decreased by -1.11%
Mar 31, 25
8 River Road Asset Management, LLC 1.42M (0.87%) -128.48K
Decreased by -9.03%
Sep 30, 23
9 Fourth Sail Capital, LP 1.42M (0.87%) 1.42M
Increased by +100.00%
Mar 31, 25
10 Gamco Investors, Inc. Et Al 1.06M (0.65%) 1.57K
Increased by +0.15%
Mar 31, 25
11 State Street Corporation 1.02M (0.62%) -22.33K
Decreased by -2.19%
Mar 31, 24
12 Banco Santander Central Hispano Sa 800.00K (0.49%) -16.90K
Decreased by -2.11%
Mar 31, 25
13 State Street Corp 797.14K (0.49%) -86.88K
Decreased by -10.90%
Mar 31, 25
14 Gabelli Funds LLC 761.72K (0.47%) 13.00K
Increased by +1.71%
Dec 31, 24
15 Quaker Capital Investments, LLC 674.34K (0.41%) 0.00
Increased by 0.00%
Mar 31, 25
16 JPMorgan Chase & Co 613.00K (0.37%) 121.30K
Increased by +19.79%
Sep 30, 24
17 Genesis Investment Management, LLP 609.00K (0.37%) -43.31K
Decreased by -7.11%
Sep 30, 24
18 Geode Capital Management, LLC 590.91K (0.36%) 73.70K
Increased by +12.47%
Mar 31, 25
19 Wittenberg Investment Management Inc 588.43K (0.36%) -36.26K
Decreased by -6.16%
Mar 31, 25
20 Millennium Management LLC 522.18K (0.32%) 393.11K
Increased by +75.28%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity International Discovery 2.08M (1.27%) 0.00
Increased by 0.00%
Mar 31, 25
2 Fidelity International Small Cap 1.36M (0.83%) 0.00
Increased by 0.00%
Feb 28, 25
3 Vanguard Institutional Extnd Mkt Idx Tr 995.29K (0.61%) 9.97K
Increased by +1.00%
Apr 30, 25
4 iShares Russell 2000 ETF 810.01K (0.50%) 137.00
Increased by +0.02%
Apr 30, 25
5 1290 VT GAMCO Small Company Value IB 670.00K (0.41%) 0.00
Increased by 0.00%
Mar 31, 25
6 DFA US Small Cap Value I 531.17K (0.32%) -8.82K
Decreased by -1.66%
Mar 31, 25
7 iShares Russell 2000 Value ETF 312.35K (0.19%) -1.06K
Decreased by -0.34%
Apr 30, 25
8 DFA US Targeted Value I 277.54K (0.17%) 12.95K
Increased by +4.67%
Mar 31, 25
9 Dimensional US Small Cap Value ETF 250.15K (0.15%) 0.00
Increased by 0.00%
Apr 30, 25
10 Dimensional US Targeted Value ETF 233.55K (0.14%) 0.00
Increased by 0.00%
Apr 30, 25
11 Genesis Investment Mgrs Glbl Emg Mkts CF 230.14K (0.14%) -280.73K
Decreased by -121.98%
Sep 30, 23
12 Strategic Advisers Small-Mid Cap 227.14K (0.14%) -22.63K
Decreased by -9.96%
Oct 31, 23
13 Strategic Advisers® Small-Mid Cap 227.14K (0.14%) -22.63K
Decreased by -9.96%
Oct 31, 23
14 EA Bridgeway Omni Small-Cap Value ETF 217.05K (0.13%) 3.11K
Increased by +1.43%
Apr 30, 25
15 State St Russell Sm/Mid Cp® Indx NL Cl C 216.77K (0.13%) 0.00
Increased by 0.00%
Apr 30, 25
16 State St Russell Sm/Mid Cp® Indx SL Cl I 216.77K (0.13%) 0.00
Increased by 0.00%
Apr 30, 25
17 iShares U.S. Small-Cap Eq Fac ETF 212.37K (0.13%) -826.00
Decreased by -0.39%
Apr 30, 25
18 Fidelity® Extended Market Index 207.31K (0.13%) 19.30K
Increased by +9.31%
Nov 30, 23
19 DFA US Core Equity 2 I 202.61K (0.12%) 0.00
Increased by 0.00%
Mar 31, 25
20 Schwab Small-Cap Equity 186.25K (0.11%) -131.28K
Decreased by -70.49%
Jun 30, 24