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 IWO 0.00%
15 RSSL 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. 683.99K (6.11%) 27.63K
Increased by +4.04%
Dec 31, 24
2 BlackRock Inc 656.66K (5.86%) 6.22K
Increased by +0.95%
Dec 31, 24
3 Vanguard Group Inc 545.83K (4.87%) 1.43K
Increased by +0.26%
Dec 31, 24
4 Gamco Investors, Inc. Et Al 514.01K (4.59%) 1.40K
Increased by +0.27%
Dec 31, 24
5 DePrince Race & Zollo Inc 265.28K (2.37%) 39.42K
Increased by +14.86%
Dec 31, 24
6 Bank of New York Mellon Corp 252.23K (2.25%) -59.81K
Decreased by -23.71%
Dec 31, 24
7 Teton Advisors Inc 248.00K (2.21%) -4.00K
Decreased by -1.61%
Dec 31, 24
8 Geode Capital Management, LLC 238.11K (2.13%) -2.62K
Decreased by -1.10%
Dec 31, 24
9 Gabelli Funds LLC 230.50K (2.06%) 500.00
Increased by +0.22%
Dec 31, 24
10 State Street Corp 182.47K (1.63%) 3.51K
Increased by +1.92%
Dec 31, 24
11 State Street Corporation 177.73K (1.59%) 3.93K
Increased by +2.21%
Mar 31, 24
12 Acadian Asset Management LLC 168.63K (1.51%) 6.58K
Increased by +3.90%
Dec 31, 24
13 Hillsdale Investment Management Inc. 134.80K (1.20%) 125.40K
Increased by +93.03%
Sep 30, 23
14 Northern Trust Corp 98.33K (0.88%) -3.25K
Decreased by -3.30%
Dec 31, 24
15 American Century Companies Inc 84.62K (0.76%) -123.00
Decreased by -0.15%
Dec 31, 24
16 UBS Group AG 73.70K (0.66%) 63.98K
Increased by +86.81%
Jun 30, 24
17 Renaissance Technologies Corp 70.60K (0.63%) -3.10K
Decreased by -4.39%
Dec 31, 24
18 Denali Advisors LLC 70.60K (0.63%) 15.30K
Increased by +21.67%
Mar 31, 24
19 Arrowstreet Capital Limited Partnership 63.56K (0.57%) 45.24K
Increased by +71.17%
Mar 31, 24
20 O'Shaughnessy Asset Management LLC 58.52K (0.52%) 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 (2.91%) 20.37K
Increased by +6.25%
Feb 28, 25
2 1290 VT GAMCO Small Company Value IB 253.00K (2.26%) 0.00
Increased by 0.00%
Jan 31, 25
3 VT De Lisle America B USD 251.99K (2.25%) -8.94K
Decreased by -3.55%
Feb 28, 25
4 TETON Westwood Mighty Mites AAA 248.00K (2.21%) -4.00K
Decreased by -1.61%
Dec 31, 24
5 Gabelli Small Cap Growth AAA 216.00K (1.93%) 0.00
Increased by 0.00%
Dec 31, 24
6 iShares Russell 2000 ETF 192.61K (1.72%) -2.26K
Decreased by -1.17%
Feb 28, 25
7 WisdomTree US SmallCap Dividend ETF 187.22K (1.67%) 0.00
Increased by 0.00%
Feb 28, 25
8 DFA US Micro Cap I 177.97K (1.59%) 0.00
Increased by 0.00%
Jan 31, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 165.44K (1.48%) 0.00
Increased by 0.00%
Feb 28, 25
10 DePrince, Race & Zollo, Micro Cap Val 132.03K (1.18%) 8.54K
Increased by +6.47%
Feb 28, 25
11 DFA US Small Cap I 102.68K (0.92%) 1.37K
Increased by +1.33%
Jan 31, 25
12 Fidelity Small Cap Index 95.34K (0.85%) 0.00
Increased by 0.00%
Dec 31, 24
13 Fidelity® Small Cap Index 82.51K (0.74%) 2.30K
Increased by +2.79%
Oct 31, 23
14 Russell Inv US Small Cap Equity E 76.98K (0.69%) 0.00
Increased by 0.00%
Feb 28, 25
15 Avantis US Small Cap Value ETF 75.23K (0.67%) 0.00
Increased by 0.00%
Feb 28, 25
16 Fidelity Extended Market Index 68.00K (0.61%) -1.03K
Decreased by -1.52%
Jan 31, 25
17 Fidelity® Extended Market Index 63.71K (0.57%) 0.00
Increased by 0.00%
Nov 30, 23
18 Dimensional US Small Cap ETF 61.41K (0.55%) 0.00
Increased by 0.00%
Feb 28, 25
19 WisdomTree US SmallCap Qual Div Gr ETF 54.91K (0.49%) 64.00
Increased by +0.12%
Nov 29, 24
20 State St Russell Sm/Mid Cp® Indx NL Cl C 46.15K (0.41%) 0.00
Increased by 0.00%
Feb 28, 25