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 DFAT 0.00%
18 IWM 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. 736.35K (7.21%) 27.18K
Increased by +3.69%
Jun 30, 25
2 BlackRock Inc 635.98K (6.23%) -12.25K
Decreased by -1.93%
Jun 30, 25
3 Vanguard Group Inc 567.08K (5.56%) 4.74K
Increased by +0.83%
Jun 30, 25
4 Gamco Investors, Inc. Et Al 511.68K (5.01%) -501.00
Decreased by -0.10%
Jun 30, 25
5 DePrince Race & Zollo Inc 285.71K (2.80%) -17.56K
Decreased by -6.15%
Jun 30, 25
6 Geode Capital Management, LLC 248.09K (2.43%) 2.46K
Increased by +0.99%
Jun 30, 25
7 Bank of New York Mellon Corp 245.90K (2.41%) -844.00
Decreased by -0.34%
Jun 30, 25
8 Teton Advisors Inc 244.00K (2.39%) -2.00K
Decreased by -0.82%
Jun 30, 25
9 Gabelli Funds LLC 232.00K (2.27%) 1.00K
Increased by +0.43%
Jun 30, 25
10 Acadian Asset Management LLC 218.09K (2.14%) 218.09K
Increased by +100.00%
Jun 30, 25
11 State Street Corp 185.91K (1.82%) -886.00
Decreased by -0.48%
Jun 30, 25
12 State Street Corporation 177.73K (1.74%) 3.93K
Increased by +2.21%
Mar 31, 24
13 Hillsdale Investment Management Inc. 134.80K (1.32%) 125.40K
Increased by +93.03%
Sep 30, 23
14 Northern Trust Corp 94.05K (0.92%) -944.00
Decreased by -1.00%
Jun 30, 25
15 American Century Companies Inc 84.50K (0.83%) -118.00
Decreased by -0.14%
Jun 30, 25
16 Morgan Stanley - Brokerage Accounts 74.24K (0.73%) 21.80K
Increased by +29.37%
Jun 30, 25
17 UBS Group AG 73.70K (0.72%) 63.98K
Increased by +86.81%
Jun 30, 24
18 Denali Advisors LLC 70.60K (0.69%) 15.30K
Increased by +21.67%
Mar 31, 24
19 Renaissance Technologies Corp 70.50K (0.69%) 600.00
Increased by +0.85%
Jun 30, 25
20 Arrowstreet Capital Limited Partnership 63.56K (0.62%) 45.24K
Increased by +71.17%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 319.22K (3.13%) -6.98K
Decreased by -2.19%
Jul 31, 25
2 Vanguard US Total Market Shares ETF 305.83K (3.00%) 0.00
Increased by 0.00%
Sep 30, 24
3 VT De Lisle America B USD 301.92K (2.96%) 1.29K
Increased by +0.43%
Aug 31, 25
4 1290 VT GAMCO Small Company Value IB 253.00K (2.48%) 0.00
Increased by 0.00%
Jul 31, 25
5 TETON Westwood Mighty Mites AAA 244.29K (2.39%) -1.71K
Decreased by -0.70%
Jun 30, 25
6 Gabelli Small Cap Growth AAA 216.00K (2.12%) 0.00
Increased by 0.00%
Mar 31, 25
7 WisdomTree US SmallCap Dividend ETF 179.37K (1.76%) 0.00
Increased by 0.00%
Aug 29, 25
8 iShares Russell 2000 ETF 175.15K (1.72%) 0.00
Increased by 0.00%
Aug 31, 25
9 DFA US Micro Cap I 158.71K (1.55%) -2.31K
Decreased by -1.46%
Jul 31, 25
10 DePrince, Race & Zollo, Micro Cap Val 137.95K (1.35%) 2.50K
Increased by +1.81%
Aug 31, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 119.59K (1.17%) -45.84K
Decreased by -38.33%
Jul 31, 25
12 DFA US Small Cap I 104.27K (1.02%) 0.00
Increased by 0.00%
Jul 31, 25
13 Fidelity Small Cap Index 96.93K (0.95%) 3.49K
Increased by +3.60%
Jun 30, 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 (0.75%) 0.00
Increased by 0.00%
Mar 31, 25
16 Russell Inv US Small Cap Equity Y 76.98K (0.75%) 0.00
Increased by 0.00%
Jul 31, 25
17 Avantis US Small Cap Value ETF 71.18K (0.70%) 0.00
Increased by 0.00%
Aug 30, 25
18 DFA US Targeted Value I 69.17K (0.68%) 0.00
Increased by 0.00%
Jul 31, 25
19 Fidelity Extended Market Index 68.68K (0.67%) -565.00
Decreased by -0.82%
Jul 31, 25
20 Dimensional US Small Cap ETF 65.02K (0.64%) 0.00
Increased by 0.00%
Aug 29, 25