Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.05%
2 GSSC 0.03%
3 EBIT 0.02%
4 IWN 0.01%
5 PRFZ 0.01%
6 VTWV 0.01%
7 VTWO 0.01%
8 RTLA 0.01%
9 THRK 0.01%
10 EES 0.01%
11 IWM 0.01%
12 RSSL 0.01%
13 UWM 0.00%
14 URTY 0.00%
15 RYLD 0.00%
16 DFAS 0.00%
17 DFAT 0.00%
18 HDG 0.00%
19 DFSU 0.00%
20 DFAC 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 452.75K (7.43%) -7.54K
Decreased by -1.67%
Mar 31, 25
2 Vanguard Group Inc 345.01K (5.66%) -632.00
Decreased by -0.18%
Mar 31, 25
3 Brandes Investment Partners & Co 227.61K (3.74%) 58.02K
Increased by +25.49%
Mar 31, 25
4 Geode Capital Management, LLC 143.84K (2.36%) 5.39K
Increased by +3.75%
Mar 31, 25
5 Rhino Investment Partners, Inc. 118.72K (1.95%) -13.31K
Decreased by -11.21%
Mar 31, 25
6 Dimensional Fund Advisors, Inc. 106.78K (1.75%) 7.32K
Increased by +6.86%
Mar 31, 25
7 State Street Corp 79.86K (1.31%) 600.00
Increased by +0.75%
Mar 31, 25
8 State Street Corporation 78.61K (1.29%) 11.40K
Increased by +14.51%
Mar 31, 24
9 RBF LLC 50.00K (0.82%) 0.00
Increased by 0.00%
Mar 31, 25
10 Northern Trust Corp 48.55K (0.80%) 439.00
Increased by +0.90%
Mar 31, 25
11 LPL Financial Corp 47.35K (0.78%) 7.88K
Increased by +16.65%
Mar 31, 25
12 Acadian Asset Management LLC 36.62K (0.60%) 36.59K
Increased by +99.90%
Mar 31, 25
13 HPM Partners LLC 24.39K (0.40%) -529.00
Decreased by -2.17%
Mar 31, 25
14 Renaissance Technologies Corp 22.97K (0.38%) 700.00
Increased by +3.05%
Mar 31, 25
15 Bank of New York Mellon Corp 21.42K (0.35%) 902.00
Increased by +4.21%
Mar 31, 25
16 JPMorgan Chase & Co 20.38K (0.33%) 643.00
Increased by +3.15%
Dec 31, 24
17 Citadel Advisors Llc 19.64K (0.32%) -1.56K
Decreased by -7.94%
Mar 31, 25
18 Taylor Hoffman Capital Management LLC 18.15K (0.30%) 0.00
Increased by 0.00%
Mar 31, 25
19 Taylor Hoffman Wealth Management 18.15K (0.30%) 0.00
Increased by 0.00%
Jun 30, 24
20 Royce & Associates, LP 17.73K (0.29%) -4.26K
Decreased by -24.05%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 192.65K (3.16%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard US Total Market Shares ETF 192.65K (3.16%) 0.00
Increased by 0.00%
Sep 30, 24
3 iShares Russell 2000 ETF 158.01K (2.59%) 0.00
Increased by 0.00%
May 31, 25
4 Vanguard Institutional Extnd Mkt Idx Tr 109.31K (1.79%) 0.00
Increased by 0.00%
May 31, 25
5 Brandes Small Cap Value R6 68.15K (1.12%) 203.00
Increased by +0.30%
Mar 31, 25
6 Fidelity Small Cap Index 58.75K (0.96%) 807.00
Increased by +1.37%
Mar 31, 25
7 iShares Russell 2000 Value ETF 54.85K (0.90%) 0.00
Increased by 0.00%
May 31, 25
8 Fidelity® Small Cap Index 53.86K (0.88%) 1.54K
Increased by +2.86%
Oct 31, 23
9 Fidelity Extended Market Index 35.69K (0.59%) -341.00
Decreased by -0.96%
Apr 30, 25
10 Fidelity® Extended Market Index 30.89K (0.51%) 0.00
Increased by 0.00%
Nov 30, 23
11 Vanguard Russell 2000 ETF 29.01K (0.48%) 265.00
Increased by +0.91%
May 31, 25
12 Mercer Global Small Cap Equity M-3£ 27.65K (0.45%) 0.00
Increased by 0.00%
Nov 30, 23
13 DFA US Targeted Value I 23.15K (0.38%) 985.00
Increased by +4.25%
Apr 30, 25
14 DFA US Small Cap I 22.46K (0.37%) 1.02K
Increased by +4.53%
Apr 30, 25
15 Brandes Global Small Cap Equity Cl F 22.00K (0.36%) -11.11K
Decreased by -50.48%
Dec 31, 23
16 State St Russell Sm Cap® Indx SL Cl I 18.70K (0.31%) 0.00
Increased by 0.00%
May 31, 25
17 BlackRock Extended Mkt Composite 16.62K (0.27%) 101.00
Increased by +0.61%
Sep 30, 23
18 BlackRock Extended Equity Market K 14.33K (0.24%) -6.00
Decreased by -0.04%
Sep 30, 24
19 Xtrackers Russell 2000 ETF 1C 14.24K (0.23%) 0.00
Increased by 0.00%
Mar 19, 25
20 Extended Equity Market Fund K 14.18K (0.23%) 43.00
Increased by +0.30%
Mar 31, 25