Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOUT 1.46%
2 SAWS 1.42%
3 BSMC 1.07%
4 FDLS 1.02%
5 ROGS 0.95%
6 XPH 0.83%
7 RZG 0.72%
8 ROSC 0.68%
9 RZV 0.63%
10 FDM 0.57%
11 QQQS 0.55%
12 PILL 0.54%
13 SQLV 0.54%
14 PSCH 0.44%
15 DWAS 0.40%
16 SSLY 0.37%
17 SMIZ 0.22%
18 VFMF 0.17%
19 IWC 0.15%
20 VFMO 0.13%

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 1.22M (6.05%) 0.00
Increased by 0.00%
Jul 30, 25
2 Vanguard Total Stock Mkt Idx Inv 642.41K (3.18%) 0.00
Increased by 0.00%
Jun 30, 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 492.52K (2.44%) -8.01K
Decreased by -1.63%
Jul 30, 25
5 Vanguard Institutional Extnd Mkt Idx Tr 305.67K (1.51%) -19.59K
Decreased by -6.41%
Jun 30, 25
6 Heartland Value Plus Investor 300.00K (1.49%) -275.00K
Decreased by -91.67%
Nov 30, 23
7 CREF Stock R1 295.16K (1.46%) -15.07K
Decreased by -5.11%
Feb 28, 25
8 Vanguard Small Cap Index 259.93K (1.29%) 690.00
Increased by +0.27%
Jan 31, 24
9 Avantis US Small Cap Value ETF 251.82K (1.25%) -18.91K
Decreased by -7.51%
Jun 28, 25
10 CREF Stock R3 246.63K (1.22%) 0.00
Increased by 0.00%
May 31, 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 207.38K (1.03%) -16.00
Decreased by -0.01%
May 31, 25
13 Fidelity® Small Cap Index 198.36K (0.98%) 5.12K
Increased by +2.58%
Oct 31, 23
14 iShares Russell 2000 Growth ETF 181.10K (0.90%) -450.00
Decreased by -0.25%
Jul 30, 25
15 SPDR® Portfolio S&P 600™ Sm Cap ETF 180.33K (0.89%) 99.00
Increased by +0.05%
Jul 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 Vanguard Small Cap Value Index Inv 178.53K (0.88%) -720.00
Decreased by -0.40%
Jan 31, 24
18 iShares S&P Small-Cap 600 Growth ETF 178.32K (0.88%) -198.00
Decreased by -0.11%
Jul 30, 25
19 Nuveen Quant Small Cap Equity R6 174.03K (0.86%) 35.61K
Increased by +20.46%
May 31, 25
20 Crawford Small Cap Dividend 171.28K (0.85%) -15.00K
Decreased by -8.76%
Jun 30, 25