Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DVP 0.82%
2 DEEP 0.82%
3 FDM 0.36%
4 DWAS 0.32%
5 BOAT 0.26%
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 (26.20%) 4.33K
Increased by +0.05%
Mar 31, 25
2 BlackRock Inc 2.68M (8.21%) 240.29K
Increased by +8.96%
Mar 31, 25
3 Dimensional Fund Advisors, Inc. 2.17M (6.65%) 110.27K
Increased by +5.08%
Mar 31, 25
4 Wellington Management Company LLP 1.60M (4.89%) 0.00
Increased by 0.00%
Mar 31, 25
5 Royce & Associates, LP 1.17M (3.57%) 206.57K
Increased by +17.71%
Mar 31, 25
6 American Century Companies Inc 1.01M (3.09%) 80.87K
Increased by +8.02%
Mar 31, 25
7 Cable Car Capital LLC 965.62K (2.96%) 55.55K
Increased by +5.75%
Dec 31, 24
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 (1.75%) -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 (1.71%) -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 AQR Capital Management LLC 265.18K (0.81%) 150.71K
Increased by +56.83%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Avantis US Small Cap Value ETF 910.05K (2.79%) 0.00
Increased by 0.00%
Apr 30, 25
2 iShares Russell 2000 ETF 821.61K (2.52%) 139.00
Increased by +0.02%
Apr 30, 25
3 DFA US Small Cap Value I 613.96K (1.88%) 5.01K
Increased by +0.82%
Mar 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%
Apr 30, 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 380.28K (1.17%) 0.00
Increased by 0.00%
Apr 30, 25
9 Fidelity® Small Cap Index 347.17K (1.06%) 7.04K
Increased by +2.03%
Oct 31, 23
10 DFA US Targeted Value I 339.97K (1.04%) 38.32K
Increased by +11.27%
Mar 31, 25
11 iShares Russell 2000 Value ETF 337.82K (1.03%) -1.15K
Decreased by -0.34%
Apr 30, 25
12 Wellington CIF Micro Cap Equity 322.74K (0.99%) 50.90K
Increased by +15.77%
Dec 31, 24
13 Fidelity Small Cap Index 312.30K (0.96%) 0.00
Increased by 0.00%
Feb 28, 25
14 Bridgeway Omni Small-Cap Value 296.30K (0.91%) 0.00
Increased by 0.00%
Mar 31, 25
15 Bridgeway Omni Small-Cap Value N 296.30K (0.91%) 0.00
Increased by 0.00%
Mar 31, 25
16 Dimensional US Targeted Value ETF 282.51K (0.87%) 0.00
Increased by 0.00%
Apr 30, 25
17 Royce Small-Cap Value Service 200.94K (0.62%) -70.26K
Decreased by -34.97%
Mar 31, 25
18 Fidelity Extended Market Index 193.63K (0.59%) 2.59K
Increased by +1.34%
Mar 31, 25
19 Fidelity® Extended Market Index 184.63K (0.57%) 4.57K
Increased by +2.48%
Nov 30, 23
20 Vanguard Russell 2000 ETF 179.34K (0.55%) 9.98K
Increased by +5.57%
Apr 30, 25