Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FDLS 0.85%
2 WMCR 0.26%
3 SCDS 0.17%
4 IWC 0.08%
5 GSSC 0.06%
6 IWN 0.02%
7 EES 0.02%
8 VTWV 0.02%
9 RSSL 0.01%
10 IWM 0.01%
11 UWM 0.01%
12 VTWO 0.01%
13 RTLA 0.01%
14 DFAS 0.01%
15 URTY 0.01%
16 IWO 0.00%
17 HDG 0.00%
18 RYLD 0.00%
19 DFSU 0.00%
20 ITOT 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.73M (17.10%) -89.44K
Decreased by -2.40%
Mar 31, 25
2 Trigran Investments Inc 3.30M (15.14%) -185.27K
Decreased by -5.61%
Mar 31, 25
3 Vanguard Group Inc 1.39M (6.36%) 48.46K
Increased by +3.49%
Mar 31, 25
4 Wellington Management Company LLP 1.25M (5.71%) 60.50K
Increased by +4.85%
Dec 31, 23
5 Awm Investment Company Inc 1.13M (5.17%) -156.80K
Decreased by -13.90%
Mar 31, 25
6 Acadian Asset Management LLC 943.97K (4.33%) 618.41K
Increased by +65.51%
Mar 31, 25
7 Renaissance Technologies Corp 837.89K (3.84%) 11.79K
Increased by +1.41%
Mar 31, 25
8 JPMorgan Chase & Co 618.09K (2.83%) 33.07K
Increased by +5.35%
Mar 31, 25
9 Geode Capital Management, LLC 574.84K (2.64%) 20.63K
Increased by +3.59%
Mar 31, 25
10 State Street Corp 516.57K (2.37%) 26.07K
Increased by +5.05%
Mar 31, 25
11 State Street Corporation 448.86K (2.06%) 3.76K
Increased by +0.84%
Mar 31, 24
12 Morgan Stanley - Brokerage Accounts 414.44K (1.90%) 57.84K
Increased by +13.96%
Mar 31, 25
13 Royce & Associates, LP 396.90K (1.82%) -363.15K
Decreased by -91.50%
Jun 30, 24
14 Arrowstreet Capital Limited Partnership 388.14K (1.78%) 135.12K
Increased by +34.81%
Mar 31, 25
15 Wasatch Advisors Inc. 358.98K (1.65%) -8.10K
Decreased by -2.26%
Sep 30, 23
16 Millennium Management LLC 316.56K (1.45%) 142.22K
Increased by +44.93%
Mar 31, 25
17 Dimensional Fund Advisors, Inc. 294.45K (1.35%) 8.93K
Increased by +3.03%
Mar 31, 25
18 Boston Partners Global Investors, Inc 274.72K (1.26%) -107.86K
Decreased by -39.26%
Mar 31, 25
19 Nuveen Asset Management, LLC 264.74K (1.21%) -13.16K
Decreased by -4.97%
Dec 31, 24
20 Nuveen, LLC 264.74K (1.21%) 264.74K
Increased by +100.00%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 776.23K (3.56%) 16.71K
Increased by +2.15%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 734.22K (3.37%) 0.00
Increased by 0.00%
Sep 30, 24
3 iShares Russell 2000 ETF 604.59K (2.77%) 0.00
Increased by 0.00%
May 31, 25
4 BlackRock Advantage Small Cap Core Instl 442.89K (2.03%) 0.00
Increased by 0.00%
Apr 30, 25
5 Vanguard Institutional Extnd Mkt Idx Tr 393.02K (1.80%) 1.24K
Increased by +0.31%
Apr 30, 25
6 Herald Ord 260.00K (1.19%) 0.00
Increased by 0.00%
Dec 31, 24
7 Fidelity Small Cap Index 251.16K (1.15%) 3.10K
Increased by +1.23%
Mar 31, 25
8 Royce Small-Cap Opportunity Invmt 242.55K (1.11%) -230.07K
Decreased by -94.86%
Jun 30, 24
9 Fidelity® Small Cap Index 228.81K (1.05%) 5.11K
Increased by +2.23%
Oct 31, 23
10 CREF Stock R3 223.87K (1.03%) 25.29K
Increased by +11.30%
Apr 30, 25
11 iShares Russell 2000 Growth ETF 201.39K (0.92%) -482.00
Decreased by -0.24%
Apr 30, 24
12 CREF Stock R1 198.58K (0.91%) 0.00
Increased by 0.00%
Feb 28, 25
13 iShares Russell 2000 Value ETF 193.06K (0.89%) 0.00
Increased by 0.00%
May 31, 25
14 Wasatch Micro Cap Value 167.33K (0.77%) -4.47K
Decreased by -2.67%
Sep 30, 23
15 BlackRock Advantage Small Cap Gr Instl 145.50K (0.67%) -4.65K
Decreased by -3.19%
Apr 30, 25
16 Fidelity Extended Market Index 142.10K (0.65%) -1.36K
Decreased by -0.96%
Apr 30, 25
17 State St Russell Sm/Mid Cp® Indx SL Cl I 138.53K (0.64%) 2.98K
Increased by +2.15%
May 31, 25
18 State St Russell Sm/Mid Cp® Indx NL Cl C 135.56K (0.62%) 681.00
Increased by +0.50%
Apr 30, 25
19 Wellington Emerging Companies 132.95K (0.61%) 0.00
Increased by 0.00%
Dec 31, 23
20 WPG Partners Select Small Cap Value 125.19K (0.57%) 4.97K
Increased by +3.97%
Sep 30, 24