Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RISN 1.06%
2 FDM 0.38%
3 DGRS 0.12%
4 IWC 0.07%
5 EES 0.02%
6 IWN 0.02%
7 VTWV 0.02%
8 BSVO 0.02%
9 AVUV 0.01%
10 PRFZ 0.01%
11 IWM 0.01%
12 VTWO 0.01%
13 AVSC 0.01%
14 RSSL 0.01%
15 UWM 0.01%
16 DFAS 0.01%
17 DFSV 0.01%
18 URTY 0.00%
19 DFAT 0.00%
20 IWO 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Wellington Management Company LLP 1.15M (9.71%) -13.36K
Decreased by -1.16%
Mar 31, 25
2 BlackRock Inc 1.13M (9.54%) 145.11K
Increased by +12.86%
Mar 31, 25
3 TimesSquare Capital Management, LLC 775.77K (6.56%) -148.28K
Decreased by -19.11%
Mar 31, 25
4 Vanguard Group Inc 654.58K (5.53%) -2.86K
Decreased by -0.44%
Mar 31, 25
5 Dimensional Fund Advisors, Inc. 414.88K (3.51%) 25.89K
Increased by +6.24%
Mar 31, 25
6 Banco Santander Central Hispano Sa 365.11K (3.09%) 0.00
Increased by 0.00%
Mar 31, 25
7 Geode Capital Management, LLC 275.26K (2.33%) 10.77K
Increased by +3.91%
Mar 31, 25
8 State Street Corp 234.36K (1.98%) -2.92K
Decreased by -1.25%
Mar 31, 25
9 State Street Corporation 217.38K (1.84%) 8.19K
Increased by +3.77%
Mar 31, 24
10 Endeavour Capital Advisors Inc 188.02K (1.59%) 0.00
Increased by 0.00%
Mar 31, 25
11 Bridgeway Capital Management, LLC 163.74K (1.38%) 13.56K
Increased by +8.28%
Mar 31, 25
12 American Century Companies Inc 111.37K (0.94%) 13.42K
Increased by +12.05%
Mar 31, 25
13 Banc Funds Co LLC 109.19K (0.92%) 0.00
Increased by 0.00%
Mar 31, 25
14 Morgan Stanley - Brokerage Accounts 98.82K (0.84%) 2.10K
Increased by +2.12%
Mar 31, 25
15 Northern Trust Corp 93.39K (0.79%) -5.87K
Decreased by -6.29%
Mar 31, 25
16 Pure Financial Advisors, INC. 84.82K (0.72%) 0.00
Increased by 0.00%
Mar 31, 25
17 Acadian Asset Management LLC 80.12K (0.68%) 71.98K
Increased by +89.85%
Jun 30, 24
18 Bank of New York Mellon Corp 79.35K (0.67%) -2.62K
Decreased by -3.30%
Mar 31, 25
19 Kestra Advisory Services, LLC 75.00K (0.63%) 0.00
Increased by 0.00%
Sep 30, 24
20 Fourthstone LLC 69.13K (0.58%) 52.58K
Increased by +76.06%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 364.89K (3.08%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard US Total Market Shares ETF 364.89K (3.08%) 0.00
Increased by 0.00%
Sep 30, 24
3 iShares Russell 2000 ETF 312.50K (2.64%) 0.00
Increased by 0.00%
May 31, 25
4 Empower Small Cap Growth/TimesSquare SP 300.00K (2.54%) -36.48K
Decreased by -12.16%
Mar 31, 25
5 Small Cap Growth / TimesSquare Fund SP 300.00K (2.54%) -36.48K
Decreased by -12.16%
Mar 31, 25
6 Vanguard Institutional Extnd Mkt Idx Tr 205.33K (1.74%) 0.00
Increased by 0.00%
May 31, 25
7 AST Small-Cap Equity Portfolio 179.06K (1.51%) 0.00
Increased by 0.00%
Mar 31, 25
8 Fidelity Small Cap Index 115.28K (0.97%) 2.79K
Increased by +2.42%
Mar 31, 25
9 Fidelity® Small Cap Index 106.53K (0.90%) 1.95K
Increased by +1.83%
Oct 31, 23
10 iShares Russell 2000 Value ETF 104.18K (0.88%) 0.00
Increased by 0.00%
May 31, 25
11 Avantis US Small Cap Value ETF 95.56K (0.81%) 0.00
Increased by 0.00%
May 31, 25
12 TimesSquare Global Small Cap 77.30K (0.65%) 5.00K
Increased by +6.47%
Mar 31, 24
13 TimesSquare CIT Small Cap Growth A 70.00K (0.59%) -5.53K
Decreased by -7.90%
Mar 31, 25
14 Bridgeway Small Cap Value 69.50K (0.59%) -7.00K
Decreased by -10.07%
Mar 31, 25
15 Bridgeway Small-Cap Value 69.50K (0.59%) -7.00K
Decreased by -10.07%
Mar 31, 25
16 DFA US Targeted Value I 69.34K (0.59%) 1.55K
Increased by +2.24%
Apr 30, 25
17 Fidelity Extended Market Index 66.01K (0.56%) -630.00
Decreased by -0.95%
Apr 30, 25
18 Fidelity® Extended Market Index 62.34K (0.53%) 1.45K
Increased by +2.32%
Nov 30, 23
19 GuideStone Funds Small Cap Equity Instl 60.72K (0.51%) -7.40K
Decreased by -12.19%
May 31, 25
20 State St Russell Sm/Mid Cp® Indx NL Cl C 58.53K (0.49%) 0.00
Increased by 0.00%
Apr 30, 25