Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SQLV 0.29%
2 FDM 0.17%
3 DGRS 0.12%
4 DES 0.09%
5 EBIT 0.04%
6 EES 0.03%
7 DHS 0.02%
8 IWC 0.02%
9 RTLA 0.01%
10 FDIS 0.01%
11 DFAS 0.01%
12 AVUV 0.00%
13 AVSC 0.00%
14 RSSL 0.00%
15 IWO 0.00%
16 IWN 0.00%
17 IWM 0.00%
18 DFAT 0.00%
19 UWM 0.00%
20 URTY 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Dimensional Fund Advisors, Inc. 709.17K (7.00%) 25.18K
Increased by +3.55%
Mar 31, 25
2 BlackRock Inc 648.23K (6.40%) -8.43K
Decreased by -1.30%
Mar 31, 25
3 Vanguard Group Inc 562.35K (5.55%) 16.51K
Increased by +2.94%
Mar 31, 25
4 Gamco Investors, Inc. Et Al 512.18K (5.06%) -1.82K
Decreased by -0.36%
Mar 31, 25
5 DePrince Race & Zollo Inc 303.26K (2.99%) 37.98K
Increased by +12.53%
Mar 31, 25
6 Bank of New York Mellon Corp 246.75K (2.44%) -5.49K
Decreased by -2.22%
Mar 31, 25
7 Teton Advisors Inc 246.00K (2.43%) -2.00K
Decreased by -0.81%
Mar 31, 25
8 Geode Capital Management, LLC 245.62K (2.42%) 7.51K
Increased by +3.06%
Mar 31, 25
9 Gabelli Funds LLC 230.50K (2.28%) 500.00
Increased by +0.22%
Dec 31, 24
10 Acadian Asset Management LLC 204.79K (2.02%) 36.16K
Increased by +17.66%
Mar 31, 25
11 State Street Corp 186.80K (1.84%) 4.33K
Increased by +2.32%
Mar 31, 25
12 State Street Corporation 177.73K (1.75%) 3.93K
Increased by +2.21%
Mar 31, 24
13 Hillsdale Investment Management Inc. 134.80K (1.33%) 125.40K
Increased by +93.03%
Sep 30, 23
14 Northern Trust Corp 98.33K (0.97%) -3.25K
Decreased by -3.30%
Dec 31, 24
15 American Century Companies Inc 84.62K (0.84%) 0.00
Increased by 0.00%
Mar 31, 25
16 UBS Group AG 73.70K (0.73%) 63.98K
Increased by +86.81%
Jun 30, 24
17 Denali Advisors LLC 70.60K (0.70%) 15.30K
Increased by +21.67%
Mar 31, 24
18 Renaissance Technologies Corp 69.90K (0.69%) -700.00
Decreased by -1.00%
Mar 31, 25
19 Arrowstreet Capital Limited Partnership 63.56K (0.63%) 45.24K
Increased by +71.17%
Mar 31, 24
20 O'Shaughnessy Asset Management LLC 58.52K (0.58%) 16.00K
Increased by +27.34%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 326.20K (3.22%) 0.00
Increased by 0.00%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 305.83K (3.02%) 0.00
Increased by 0.00%
Sep 30, 24
3 VT De Lisle America B USD 254.24K (2.51%) 2.25K
Increased by +0.89%
Apr 30, 25
4 1290 VT GAMCO Small Company Value IB 253.00K (2.50%) 0.00
Increased by 0.00%
Mar 31, 25
5 TETON Westwood Mighty Mites AAA 248.00K (2.45%) -4.00K
Decreased by -1.61%
Dec 31, 24
6 Gabelli Small Cap Growth AAA 216.00K (2.13%) 0.00
Increased by 0.00%
Dec 31, 24
7 WisdomTree US SmallCap Dividend ETF 187.87K (1.85%) 0.00
Increased by 0.00%
Apr 30, 25
8 iShares Russell 2000 ETF 183.71K (1.81%) 31.00
Increased by +0.02%
Apr 30, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 165.44K (1.63%) 0.00
Increased by 0.00%
Apr 30, 25
10 DFA US Micro Cap I 163.26K (1.61%) -11.86K
Decreased by -7.26%
Mar 31, 25
11 DePrince, Race & Zollo, Micro Cap Val 132.03K (1.30%) 0.00
Increased by 0.00%
Apr 30, 25
12 DFA US Small Cap I 104.27K (1.03%) 1.59K
Increased by +1.52%
Mar 31, 25
13 Fidelity Small Cap Index 93.58K (0.92%) 0.00
Increased by 0.00%
Feb 28, 25
14 Fidelity® Small Cap Index 82.51K (0.81%) 2.30K
Increased by +2.79%
Oct 31, 23
15 Russell Inv US Small Cap Equity E 76.98K (0.76%) 0.00
Increased by 0.00%
Mar 31, 25
16 Russell Inv US Small Cap Equity Y 76.98K (0.76%) 0.00
Increased by 0.00%
Apr 30, 25
17 Avantis US Small Cap Value ETF 75.23K (0.74%) 0.00
Increased by 0.00%
Apr 30, 25
18 Fidelity Extended Market Index 70.41K (0.69%) 2.83K
Increased by +4.03%
Mar 31, 25
19 Fidelity® Extended Market Index 63.71K (0.63%) 0.00
Increased by 0.00%
Nov 30, 23
20 Dimensional US Small Cap ETF 61.41K (0.61%) 0.00
Increased by 0.00%
Apr 30, 25