Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FDLS 1.06%
2 FDM 0.89%
3 SMIZ 0.75%
4 DWAS 0.44%
5 ROSC 0.30%
6 BFOR 0.29%
7 PZI 0.27%
8 QABA 0.27%
9 DGRS 0.20%
10 IWC 0.14%
11 SEIS 0.11%
12 BSVO 0.09%
13 AVSC 0.06%
14 AVUV 0.05%
15 DES 0.04%
16 VTWV 0.04%
17 EES 0.03%
18 DHS 0.03%
19 PRFZ 0.03%
20 DFAT 0.02%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 749.75K (13.97%) -4.26K
Decreased by -0.57%
Mar 31, 25
2 Dimensional Fund Advisors, Inc. 409.86K (7.64%) -40.49K
Decreased by -9.88%
Mar 31, 25
3 Vanguard Group Inc 333.61K (6.22%) 32.49K
Increased by +9.74%
Mar 31, 25
4 Manufacturers Life Insurance Co 213.24K (3.97%) 1.45K
Increased by +0.68%
Mar 31, 25
5 Ameriprise Financial Inc 141.32K (2.63%) -44.80K
Decreased by -31.70%
Mar 31, 25
6 American Century Companies Inc 136.70K (2.55%) 14.53K
Increased by +10.63%
Mar 31, 25
7 Acadian Asset Management LLC 132.73K (2.47%) 106.81K
Increased by +80.47%
Mar 31, 25
8 Geode Capital Management, LLC 129.11K (2.41%) 3.87K
Increased by +3.00%
Mar 31, 25
9 LSV Asset Management 110.95K (2.07%) -6.93K
Decreased by -6.25%
Mar 31, 25
10 State Street Corp 109.24K (2.04%) 15.00
Increased by +0.01%
Mar 31, 25
11 State Street Corporation 99.20K (1.85%) 6.15K
Increased by +6.20%
Mar 31, 24
12 Hotchkis & Wiley Capital Management LLC 71.86K (1.34%) 18.23K
Increased by +25.37%
Mar 31, 25
13 Franklin Resources Inc 53.69K (1.00%) 15.38K
Increased by +28.64%
Mar 31, 25
14 Elizabeth Park Capital Advisors, Ltd 47.78K (0.89%) 7.59K
Increased by +15.88%
Mar 31, 25
15 Arrowstreet Capital Limited Partnership 47.68K (0.89%) 11.56K
Increased by +24.25%
Mar 31, 25
16 Northern Trust Corp 47.60K (0.89%) -1.20K
Decreased by -2.51%
Mar 31, 25
17 Bank of New York Mellon Corp 46.98K (0.88%) -2.29K
Decreased by -4.88%
Mar 31, 25
18 Bridgeway Capital Management, LLC 46.16K (0.86%) -14.33K
Decreased by -31.04%
Dec 31, 24
19 Ancora Advisors LLC 46.02K (0.86%) -70.00
Decreased by -0.15%
Dec 31, 23
20 Huber Capital Management LLC 45.91K (0.86%) -2.92K
Decreased by -6.37%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Performer (AFRIS) 505.73K (9.42%) 505.73K
Increased by +100.00%
Feb 29, 24
2 Vanguard Total Stock Mkt Idx Inv 177.17K (3.30%) 0.00
Increased by 0.00%
May 31, 25
3 Vanguard US Total Market Shares ETF 177.17K (3.30%) 0.00
Increased by 0.00%
Sep 30, 24
4 iShares Russell 2000 ETF 145.02K (2.70%) 0.00
Increased by 0.00%
May 31, 25
5 Avantis US Small Cap Value ETF 118.96K (2.22%) 187.00
Increased by +0.16%
May 31, 25
6 DFA US Small Cap Value I 116.42K (2.17%) -3.49K
Decreased by -3.00%
Apr 30, 25
7 BlackRock Advantage Small Cap Core Instl 110.28K (2.05%) 0.00
Increased by 0.00%
May 31, 25
8 JHancock Regional Bank A 97.36K (1.81%) -2.37K
Decreased by -2.44%
Apr 30, 25
9 JH Financial Opportunities 92.40K (1.72%) 0.00
Increased by 0.00%
Apr 30, 25
10 John Hancock Financial Opportunities Fund 92.40K (1.72%) 0.00
Increased by 0.00%
Mar 31, 25
11 VT De Lisle America B USD 89.85K (1.67%) 0.00
Increased by 0.00%
May 31, 25
12 Vanguard Institutional Extnd Mkt Idx Tr 89.28K (1.66%) 960.00
Increased by +1.08%
May 31, 25
13 Columbia Small Cap Value I 83.32K (1.55%) -31.96K
Decreased by -38.36%
Mar 31, 25
14 Columbia Small Cap Value I A 63.07K (1.18%) -270.00
Decreased by -0.43%
May 31, 25
15 DFA US Targeted Value I 57.57K (1.07%) 0.00
Increased by 0.00%
Apr 30, 25
16 Fidelity Small Cap Index 53.65K (1.00%) 566.00
Increased by +1.05%
Mar 31, 25
17 Fidelity® Small Cap Index 53.17K (0.99%) 564.00
Increased by +1.06%
Oct 31, 23
18 Russell Inv Small/Mid Cap Managed Acct 51.67K (0.96%) 0.00
Increased by 0.00%
Jun 30, 24
19 Russell Personalized Small/Mid Cap SMA 51.67K (0.96%) 0.00
Increased by 0.00%
Jun 30, 24
20 Kennedy Micro Cap 50.61K (0.94%) -2.77K
Decreased by -5.46%
Dec 31, 24