Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOUT 1.46%
2 BSMC 1.22%
3 FDLS 1.02%
4 XPH 0.97%
5 ROGS 0.95%
6 RZG 0.83%
7 ROSC 0.76%
8 SAWS 0.70%
9 PILL 0.64%
10 RZV 0.63%
11 FDM 0.57%
12 SQLV 0.54%
13 QQQS 0.54%
14 PSCH 0.44%
15 DWAS 0.40%
16 SSLY 0.37%
17 SMIZ 0.22%
18 IWC 0.17%
19 VFMF 0.15%
20 VFMO 0.14%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.69M (18.28%) -112.20K
Decreased by -3.04%
Mar 31, 25
2 Vanguard Group Inc 1.52M (7.53%) 6.78K
Increased by +0.45%
Mar 31, 25
3 State Street Corporation 940.63K (4.66%) -6.59K
Decreased by -0.70%
Mar 31, 24
4 State Street Corp 920.19K (4.56%) -26.64K
Decreased by -2.89%
Mar 31, 25
5 Acadian Asset Management LLC 782.94K (3.88%) 767.82K
Increased by +98.07%
Mar 31, 25
6 Pzena Investment Management, LLC 723.83K (3.58%) -578.95K
Decreased by -79.98%
Mar 31, 25
7 Renaissance Technologies Corp 705.30K (3.49%) 147.50K
Increased by +20.91%
Mar 31, 25
8 Heartland Advisors Inc 704.05K (3.49%) -26.63K
Decreased by -3.78%
Sep 30, 23
9 Dimensional Fund Advisors, Inc. 643.91K (3.19%) -73.20K
Decreased by -11.37%
Mar 31, 25
10 Nuveen Asset Management, LLC 588.00K (2.91%) 103.62K
Increased by +17.62%
Dec 31, 24
11 Geode Capital Management, LLC 547.09K (2.71%) 31.11K
Increased by +5.69%
Mar 31, 25
12 Brandes Investment Partners & Co 484.75K (2.40%) -177.22K
Decreased by -36.56%
Mar 31, 25
13 Nuveen, LLC 482.77K (2.39%) 482.77K
Increased by +100.00%
Mar 31, 25
14 Parkwood LLC 481.53K (2.38%) -72.72K
Decreased by -15.10%
Dec 31, 24
15 Morgan Stanley - Brokerage Accounts 478.41K (2.37%) -10.61K
Decreased by -2.22%
Mar 31, 25
16 Smith Graham & Co Inv Adv, L.P.** 447.91K (2.22%) -2.67K
Decreased by -0.60%
Dec 31, 23
17 Ameriprise Financial Inc 427.59K (2.12%) -16.94K
Decreased by -3.96%
Sep 30, 23
18 American Century Companies Inc 426.37K (2.11%) -209.23K
Decreased by -49.07%
Mar 31, 25
19 CastleKnight Management LP 417.75K (2.07%) 28.31K
Increased by +6.78%
Mar 31, 25
20 Dana Investment Advisors Inc 399.00K (1.98%) -10.29K
Decreased by -2.58%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.23M (6.11%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard Total Stock Mkt Idx Inv 642.41K (3.18%) 0.00
Increased by 0.00%
May 31, 25
3 Vanguard US Total Market Shares ETF 642.41K (3.18%) 0.00
Increased by 0.00%
Sep 30, 24
4 iShares Russell 2000 ETF 524.24K (2.60%) 0.00
Increased by 0.00%
May 31, 25
5 Avantis US Small Cap Value ETF 332.13K (1.64%) 0.00
Increased by 0.00%
May 31, 25
6 Vanguard Institutional Extnd Mkt Idx Tr 325.26K (1.61%) 2.54K
Increased by +0.78%
May 31, 25
7 Heartland Value Plus Investor 300.00K (1.49%) -275.00K
Decreased by -91.67%
Nov 30, 23
8 CREF Stock R1 295.16K (1.46%) -15.07K
Decreased by -5.11%
Feb 28, 25
9 Vanguard Small Cap Index 259.93K (1.29%) 690.00
Increased by +0.27%
Jan 31, 24
10 CREF Stock R3 246.63K (1.22%) -9.71K
Decreased by -3.94%
Apr 30, 25
11 iShares S&P Small-Cap 600 Value ETF 208.64K (1.03%) -824.00
Decreased by -0.39%
Nov 27, 24
12 Fidelity Small Cap Index 203.87K (1.01%) -857.00
Decreased by -0.42%
Mar 31, 25
13 Fidelity® Small Cap Index 198.36K (0.98%) 5.12K
Increased by +2.58%
Oct 31, 23
14 Crawford Small Cap Dividend 186.28K (0.92%) 7.50K
Increased by +4.03%
Apr 30, 25
15 iShares S&P Small-Cap 600 Growth ETF 180.84K (0.90%) 0.00
Increased by 0.00%
May 31, 25
16 SPDR® Portfolio S&P 600 Sm Cap ETF 179.72K (0.89%) 0.00
Increased by 0.00%
Apr 30, 24
17 Crawford Small Cap Equity 178.78K (0.89%) 30.00K
Increased by +16.78%
Mar 31, 25
18 Vanguard Small Cap Value Index Inv 178.53K (0.88%) -720.00
Decreased by -0.40%
Jan 31, 24
19 SPDR® Portfolio S&P 600™ Sm Cap ETF 176.34K (0.87%) 0.00
Increased by 0.00%
May 30, 25
20 Brandes Global Small Cap Equity Cl F 168.76K (0.84%) -7.70K
Decreased by -4.56%
Oct 31, 24