Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NXTE 3.96%
2 PBJ 2.50%
3 XRT 1.06%
4 FDM 0.76%
5 EHLS 0.68%
6 BOUT 0.51%
7 ROSC 0.47%
8 DWAS 0.47%
9 MILN 0.23%
10 ISMD 0.22%
11 DGRS 0.16%
12 VFMO 0.14%
13 FESM 0.13%
14 DES 0.12%
15 IWC 0.10%
16 AVUV 0.10%
17 AVSC 0.07%
18 GINN 0.07%
19 FSTA 0.05%
20 EES 0.04%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Dimensional Fund Advisors, Inc. 977.59K (9.32%) -163.33K
Decreased by -16.71%
Mar 31, 25
2 Vanguard Group Inc 757.08K (7.22%) 67.79K
Increased by +8.95%
Mar 31, 25
3 BlackRock Inc 722.00K (6.89%) 17.81K
Increased by +2.47%
Mar 31, 25
4 Renaissance Technologies Corp 578.51K (5.52%) -14.20K
Decreased by -2.45%
Mar 31, 25
5 Lord, Abbett & Co LLC 497.27K (4.74%) 96.68K
Increased by +19.44%
Mar 31, 25
6 American Century Companies Inc 466.81K (4.45%) 22.21K
Increased by +4.76%
Mar 31, 25
7 Victory Capital Management Inc. 348.41K (3.32%) 348.41K
Increased by +100.00%
Mar 31, 25
8 Geode Capital Management, LLC 226.04K (2.16%) 8.47K
Increased by +3.75%
Mar 31, 25
9 Wellington Management Company LLP 223.81K (2.13%) 86.75K
Increased by +38.76%
Mar 31, 25
10 Hotchkis & Wiley Capital Management LLC 214.60K (2.05%) -15.10K
Decreased by -7.04%
Dec 31, 23
11 State Street Corp 199.27K (1.90%) -547.00
Decreased by -0.27%
Mar 31, 25
12 State Street Corporation 192.10K (1.83%) 15.39K
Increased by +8.01%
Mar 31, 24
13 Hillsdale Investment Management Inc. 183.22K (1.75%) 900.00
Increased by +0.49%
Sep 30, 24
14 Driehaus Capital Management LLC 162.39K (1.55%) 162.39K
Increased by +100.00%
Mar 31, 25
15 Millennium Management LLC 162.13K (1.55%) 149.57K
Increased by +92.25%
Dec 31, 24
16 Marshall Wace Asset Management Ltd 158.05K (1.51%) -51.51K
Decreased by -32.59%
Mar 31, 25
17 LSV Asset Management 140.78K (1.34%) -28.99K
Decreased by -20.59%
Jun 30, 24
18 Amvescap Plc. 136.49K (1.30%) -22.44K
Decreased by -16.44%
Dec 31, 24
19 Oberweis Asset Management Inc 132.70K (1.27%) 25.60K
Increased by +19.29%
Mar 31, 25
20 Qube Research & Technologies 132.44K (1.26%) 57.47K
Increased by +43.40%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 424.91K (4.05%) 0.00
Increased by 0.00%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 424.91K (4.05%) 0.00
Increased by 0.00%
Sep 30, 24
3 Avantis US Small Cap Value ETF 405.32K (3.87%) 595.00
Increased by +0.15%
May 31, 25
4 iShares Russell 2000 ETF 237.38K (2.26%) 0.00
Increased by 0.00%
May 31, 25
5 DFA US Targeted Value I 184.33K (1.76%) -23.08K
Decreased by -12.52%
Apr 30, 25
6 Vanguard Institutional Extnd Mkt Idx Tr 169.05K (1.61%) 360.00
Increased by +0.21%
Apr 30, 25
7 Foundry Partners Micro Cap Value 154.65K (1.47%) 0.00
Increased by 0.00%
Mar 31, 25
8 Bridge Builder Small/Mid Cap Growth 150.58K (1.44%) -5.38K
Decreased by -3.58%
May 31, 25
9 Oberweis Micro-Cap 117.90K (1.12%) 10.80K
Increased by +9.16%
Mar 31, 25
10 Oberweis Micro-Cap Growth 117.90K (1.12%) 10.80K
Increased by +9.16%
Mar 31, 25
11 WisdomTree US SmallCap Dividend ETF 117.31K (1.12%) 198.00
Increased by +0.17%
Nov 29, 24
12 Victory RS Small Cap Growth A 114.40K (1.09%) 114.40K
Increased by +100.00%
Mar 31, 25
13 Victory RS Small Cap Growth CIT N 114.40K (1.09%) 114.40K
Increased by +100.00%
Mar 31, 25
14 Victory RS Small Cap Growth CIT T 114.40K (1.09%) 114.40K
Increased by +100.00%
Mar 31, 25
15 DFA US Small Cap I 114.07K (1.09%) 0.00
Increased by 0.00%
Apr 30, 25
16 DFA US Micro Cap I 114.02K (1.09%) 0.00
Increased by 0.00%
Apr 30, 25
17 Lord Abbett Micro Cap Growth I 113.00K (1.08%) 16.49K
Increased by +14.60%
Mar 31, 25
18 DFA US Small Cap Value I 103.38K (0.99%) -42.55K
Decreased by -41.16%
Feb 28, 25
19 EAM Ultra Micro Cap 101.44K (0.97%) 101.44K
Increased by +100.00%
Nov 30, 23
20 Hussman Strategic Growth 100.00K (0.95%) 15.00K
Increased by +15.00%
Mar 31, 24