Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DVP 0.82%
2 DEEP 0.82%
3 FDM 0.36%
4 BOAT 0.34%
5 DWAS 0.32%
6 ROSC 0.19%
7 JSML 0.12%
8 BSVO 0.12%
9 FSMD 0.05%
10 EBIT 0.05%
11 IWC 0.04%
12 AVUV 0.03%
13 SFLO 0.03%
14 PSC 0.02%
15 AVSC 0.02%
16 DFSV 0.02%
17 PRFZ 0.02%
18 IWN 0.01%
19 DFAT 0.01%
20 VTWO 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Rockland Trust Co 8.55M (26.26%) 0.00
Increased by 0.00%
Jun 30, 25
2 BlackRock Inc 2.68M (8.23%) 240.29K
Increased by +8.96%
Mar 31, 25
3 Dimensional Fund Advisors, Inc. 2.17M (6.66%) 110.27K
Increased by +5.08%
Mar 31, 25
4 Wellington Management Company LLP 1.60M (4.90%) 0.00
Increased by 0.00%
Mar 31, 25
5 Royce & Associates, LP 1.17M (3.58%) 206.57K
Increased by +17.71%
Mar 31, 25
6 American Century Companies Inc 1.01M (3.10%) 80.87K
Increased by +8.02%
Mar 31, 25
7 Cable Car Capital LLC 965.62K (2.96%) 0.00
Increased by 0.00%
Mar 31, 25
8 Geode Capital Management, LLC 870.79K (2.67%) 18.86K
Increased by +2.17%
Mar 31, 25
9 Vanguard Group Inc 736.18K (2.26%) 25.85K
Increased by +3.51%
Mar 31, 25
10 Bridgeway Capital Management, LLC 678.22K (2.08%) 25.85K
Increased by +3.81%
Mar 31, 25
11 683 Capital Management LLC 609.99K (1.87%) 2.84K
Increased by +0.47%
Mar 31, 25
12 Renaissance Technologies Corp 597.09K (1.83%) 47.19K
Increased by +7.90%
Mar 31, 25
13 State Street Corporation 572.50K (1.76%) -5.32K
Decreased by -0.93%
Mar 31, 24
14 Amvescap Plc. 564.24K (1.73%) 420.02K
Increased by +74.44%
Dec 31, 23
15 State Street Corp 559.55K (1.72%) -7.67K
Decreased by -1.37%
Mar 31, 25
16 Empowered Funds, LLC 381.92K (1.17%) 25.85K
Increased by +6.77%
Mar 31, 25
17 Acadian Asset Management LLC 312.31K (0.96%) -174.65K
Decreased by -55.92%
Mar 31, 24
18 Citadel Advisors Llc 284.96K (0.87%) 284.88K
Increased by +99.97%
Jun 30, 24
19 Morgan Stanley - Brokerage Accounts 278.10K (0.85%) -103.99K
Decreased by -37.39%
Mar 31, 25
20 Northern Trust Corp 272.19K (0.84%) 12.62K
Increased by +4.64%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Avantis US Small Cap Value ETF 846.21K (2.60%) 0.00
Increased by 0.00%
Jun 28, 25
2 iShares Russell 2000 ETF 819.24K (2.52%) 5.70K
Increased by +0.70%
Jun 30, 25
3 DFA US Small Cap Value I 643.11K (1.97%) 21.53K
Increased by +3.35%
May 31, 25
4 Royce Small-Cap Fund Invmt 547.51K (1.68%) 547.51K
Increased by +100.00%
Mar 31, 25
5 Invesco Dorsey Wright SmallCap Momt ETF 529.24K (1.62%) 0.00
Increased by 0.00%
Mar 31, 24
6 Vanguard Institutional Extnd Mkt Idx Tr 512.37K (1.57%) 0.00
Increased by 0.00%
May 31, 25
7 Royce Capital Small-Cap Inv 411.10K (1.26%) -277.79K
Decreased by -67.57%
Mar 31, 25
8 EA Bridgeway Omni Small-Cap Value ETF 410.62K (1.26%) 0.00
Increased by 0.00%
Jun 30, 25
9 Fidelity Small Cap Index 370.91K (1.14%) 5.64K
Increased by +1.52%
Apr 30, 25
10 DFA US Targeted Value I 367.19K (1.13%) 9.76K
Increased by +2.66%
May 31, 25
11 Fidelity® Small Cap Index 347.17K (1.07%) 7.04K
Increased by +2.03%
Oct 31, 23
12 Wellington CIF Micro Cap Equity 322.74K (0.99%) 0.00
Increased by 0.00%
Mar 31, 25
13 iShares Russell 2000 Value ETF 318.58K (0.98%) 1.15K
Increased by +0.36%
Jun 30, 25
14 Dimensional US Targeted Value ETF 301.15K (0.92%) 0.00
Increased by 0.00%
Jun 30, 25
15 Bridgeway Omni Small-Cap Value 296.30K (0.91%) 0.00
Increased by 0.00%
Mar 31, 25
16 Bridgeway Omni Small-Cap Value N 296.30K (0.91%) 0.00
Increased by 0.00%
Mar 31, 25
17 Dimensional US Small Cap Value ETF 202.72K (0.62%) 2.50K
Increased by +1.23%
Jun 30, 25
18 Royce Small-Cap Value Service 200.94K (0.62%) -70.26K
Decreased by -34.97%
Mar 31, 25
19 Fidelity Extended Market Index 190.94K (0.59%) -854.00
Decreased by -0.45%
May 31, 25
20 Fidelity® Extended Market Index 184.63K (0.57%) 4.57K
Increased by +2.48%
Nov 30, 23