Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.68M (16.69%) -51.85K
Decreased by -1.41%
Jun 30, 25
2 Trigran Investments Inc 3.01M (13.66%) -293.14K
Decreased by -9.74%
Jun 30, 25
3 Vanguard Group Inc 1.47M (6.66%) 79.82K
Increased by +5.44%
Jun 30, 25
4 Wellington Management Company LLP 1.25M (5.66%) 60.50K
Increased by +4.85%
Dec 31, 23
5 Renaissance Technologies Corp 914.80K (4.15%) 76.91K
Increased by +8.41%
Jun 30, 25
6 Awm Investment Company Inc 732.63K (3.33%) -395.15K
Decreased by -53.94%
Jun 30, 25
7 Geode Capital Management, LLC 588.10K (2.67%) 13.26K
Increased by +2.25%
Jun 30, 25
8 State Street Corp 527.49K (2.39%) 10.92K
Increased by +2.07%
Jun 30, 25
9 JPMorgan Chase & Co 509.33K (2.31%) -108.76K
Decreased by -21.35%
Jun 30, 25
10 Morgan Stanley - Brokerage Accounts 458.22K (2.08%) 43.77K
Increased by +9.55%
Jun 30, 25
11 State Street Corporation 448.86K (2.04%) 3.76K
Increased by +0.84%
Mar 31, 24
12 Arrowstreet Capital Limited Partnership 437.73K (1.99%) 49.59K
Increased by +11.33%
Jun 30, 25
13 Royce & Associates, LP 396.90K (1.80%) -363.15K
Decreased by -91.50%
Jun 30, 24
14 Wasatch Advisors Inc. 358.98K (1.63%) -8.10K
Decreased by -2.26%
Sep 30, 23
15 Millennium Management LLC 328.07K (1.49%) 11.51K
Increased by +3.51%
Jun 30, 25
16 Dimensional Fund Advisors, Inc. 310.51K (1.41%) 16.06K
Increased by +5.17%
Jun 30, 25
17 Nuveen, LLC 277.00K (1.26%) 12.26K
Increased by +4.43%
Jun 30, 25
18 Boston Partners Global Investors, Inc 274.72K (1.25%) -107.86K
Decreased by -39.26%
Mar 31, 25
19 Connor Clark & Lunn Inv Mgmt Ltd 272.30K (1.24%) 32.31K
Increased by +11.86%
Jun 30, 25
20 Nuveen Asset Management, LLC 264.74K (1.20%) -13.16K
Decreased by -4.97%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 759.48K (3.45%) -16.75K
Decreased by -2.21%
Jul 31, 25
2 Vanguard US Total Market Shares ETF 734.22K (3.33%) 0.00
Increased by 0.00%
Sep 30, 24
3 iShares Russell 2000 ETF 607.79K (2.76%) 0.00
Increased by 0.00%
Aug 31, 25
4 BlackRock Advantage Small Cap Core Instl 438.26K (1.99%) 0.00
Increased by 0.00%
Jul 31, 25
5 Vanguard Institutional Extnd Mkt Idx Tr 280.55K (1.27%) -119.52K
Decreased by -42.60%
Jul 31, 25
6 Herald Ord 260.00K (1.18%) 0.00
Increased by 0.00%
Mar 31, 25
7 Fidelity Small Cap Index 253.50K (1.15%) -98.00
Decreased by -0.04%
Jun 30, 25
8 Royce Small-Cap Opportunity Invmt 242.55K (1.10%) -230.07K
Decreased by -94.86%
Jun 30, 24
9 Fidelity® Small Cap Index 228.81K (1.04%) 5.11K
Increased by +2.23%
Oct 31, 23
10 iShares Russell 2000 Growth ETF 215.25K (0.98%) 0.00
Increased by 0.00%
Aug 31, 25
11 CREF Stock R3 199.11K (0.90%) -24.78K
Decreased by -12.45%
Jul 31, 25
12 CREF Stock R1 198.58K (0.90%) 0.00
Increased by 0.00%
Feb 28, 25
13 iShares Russell 2000 Value ETF 193.06K (0.88%) 0.00
Increased by 0.00%
May 31, 25
14 Wasatch Micro Cap Value 167.33K (0.76%) -4.47K
Decreased by -2.67%
Sep 30, 23
15 JPMorgan US Small Company L 155.54K (0.71%) 33.88K
Increased by +21.78%
Jul 31, 25
16 BlackRock Advantage Small Cap Gr Instl 143.19K (0.65%) 106.00
Increased by +0.07%
Jul 31, 25
17 State St Russell Sm/Mid Cp® Indx SL Cl I 138.53K (0.63%) 0.00
Increased by 0.00%
Jul 31, 25
18 Fidelity Extended Market Index 136.11K (0.62%) -1.12K
Decreased by -0.82%
Jul 31, 25
19 State St Russell Sm/Mid Cp® Indx NL Cl C 135.56K (0.62%) 681.00
Increased by +0.50%
Apr 30, 25
20 Wellington Emerging Companies 132.95K (0.60%) 0.00
Increased by 0.00%
Dec 31, 23