Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SMHB 1.13%
2 BUY 1.04%
3 FORH 1.03%
4 DFE 0.42%
5 ROGS 0.34%
6 EQWS 0.25%
7 SQLV 0.24%
8 EBIZ 0.22%
9 FSCC 0.21%
10 DLS 0.16%
11 ISCF 0.16%
12 IEUS 0.13%
13 EUDG 0.07%
14 SCHC 0.06%
15 SCZ 0.06%
16 FNDC 0.06%
17 PDN 0.06%
18 JPSE 0.05%
19 DTH 0.05%
20 RTLA 0.04%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Renaissance Technologies Corp 1.28M (9.16%) 5.30K
Increased by +0.41%
Mar 31, 25
2 Vanguard Group Inc 964.05K (6.89%) 0.00
Increased by 0.00%
Mar 31, 25
3 Hotchkis & Wiley Capital Management LLC 930.50K (6.65%) -43.60K
Decreased by -4.69%
Mar 31, 25
4 Morgan Stanley - Brokerage Accounts 784.25K (5.60%) -279.63K
Decreased by -35.66%
Jun 30, 24
5 Mirae Asset Global Investments (Korea) Co Ltd 700.92K (5.01%) 667.95K
Increased by +95.30%
Mar 31, 24
6 BlackRock Inc 573.19K (4.10%) -4.95K
Decreased by -0.86%
Mar 31, 25
7 Citadel Advisors Llc 500.79K (3.58%) -25.09K
Decreased by -5.01%
Sep 30, 23
8 Federated Hermes Inc 478.58K (3.42%) -59.58K
Decreased by -12.45%
Mar 31, 25
9 State Street Corporation 443.78K (3.17%) -9.31K
Decreased by -2.10%
Mar 31, 24
10 OAKTOP CAPITAL MANAGEMENT II LP 435.84K (3.11%) 0.00
Increased by 0.00%
Mar 31, 25
11 Allianz Asset Management AG 435.68K (3.11%) 8.66K
Increased by +1.99%
Sep 30, 23
12 Dimensional Fund Advisors, Inc. 398.93K (2.85%) 182.12K
Increased by +45.65%
Mar 31, 25
13 Qube Research & Technologies 355.90K (2.54%) 125.69K
Increased by +35.32%
Dec 31, 23
14 Metavasi Capital LP 340.30K (2.43%) 111.19K
Increased by +32.68%
Dec 31, 24
15 Goldman Sachs Group Inc 339.98K (2.43%) 263.04K
Increased by +77.37%
Jun 30, 24
16 HRT FINANCIAL LLC 297.01K (2.12%) 206.05K
Increased by +69.38%
Dec 31, 23
17 Arrowstreet Capital Limited Partnership 253.63K (1.81%) -259.75K
Decreased by -102.41%
Mar 31, 25
18 Geode Capital Management, LLC 232.79K (1.66%) 8.00K
Increased by +3.44%
Mar 31, 25
19 Bank of New York Mellon Corp 224.99K (1.61%) -20.73K
Decreased by -9.22%
Sep 30, 23
20 Cubist Systematic Strategies, LLC 196.74K (1.41%) 196.74K
Increased by +100.00%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 640.08K (4.57%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 615.97K (4.40%) 0.00
Increased by 0.00%
Apr 30, 25
3 iShares Russell 2000 ETF 539.10K (3.85%) 4.09K
Increased by +0.76%
May 30, 24
4 Federated Hermes MDT SCC Institutional 415.28K (2.97%) -57.40K
Decreased by -13.82%
Mar 31, 25
5 Federated Hermes MDT Small Cap Core IS 415.28K (2.97%) -57.40K
Decreased by -13.82%
Mar 31, 25
6 Hotchkis & Wiley Sm Cp Divers Val I 330.30K (2.36%) 0.00
Increased by 0.00%
Mar 31, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 308.39K (2.20%) 0.00
Increased by 0.00%
Apr 30, 25
8 Schwab Fundamental US Small Company ETF 308.39K (2.20%) 0.00
Increased by 0.00%
May 31, 24
9 Allianz Pet and Animal Wlb P10 USD 261.12K (1.87%) 9.91K
Increased by +3.80%
Dec 31, 23
10 Fidelity Small Cap Index 226.74K (1.62%) 15.62K
Increased by +6.89%
Jun 30, 24
11 Fidelity® Small Cap Index 206.09K (1.47%) 5.62K
Increased by +2.73%
Oct 31, 23
12 iShares Russell 2000 Value ETF 187.85K (1.34%) -248.00
Decreased by -0.13%
May 30, 24
13 Invesco FTSE RAFI US 1500 Small-Mid ETF 149.70K (1.07%) 0.00
Increased by 0.00%
Jan 31, 25
14 Multi-Manager Small Cap Eq Strat Inst 142.80K (1.02%) 0.00
Increased by 0.00%
Apr 30, 25
15 Fidelity® Extended Market Index 133.28K (0.95%) 0.00
Increased by 0.00%
Nov 30, 23
16 Principal SmallCap Value II Instl 119.86K (0.86%) 0.00
Increased by 0.00%
Apr 30, 25
17 Fidelity Extended Market Index 115.55K (0.83%) 4.64K
Increased by +4.02%
Mar 31, 25
18 AMOne Fisher US Micro Equity Fund 109.88K (0.79%) -34.19K
Decreased by -31.11%
Aug 10, 23
19 Invesco RAFI US 1500 Small-Mid ETF 109.13K (0.78%) 0.00
Increased by 0.00%
May 29, 25
20 DFA US Targeted Value I 108.59K (0.78%) 47.87K
Increased by +44.08%
Mar 31, 25