Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FDLS 1.05%
2 JPSV 1.02%
3 SMLV 0.85%
4 FYC 0.62%
5 QABA 0.60%
6 AIRR 0.55%
7 SVAL 0.52%
8 SCDS 0.44%
9 BSVO 0.33%
10 FYX 0.31%
11 IWC 0.27%
12 BFOR 0.27%
13 RNSC 0.22%
14 FSGS 0.22%
15 KRE 0.22%
16 CSML 0.21%
17 AVSC 0.18%
18 AVUV 0.17%
19 EES 0.15%
20 DPST 0.15%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 1.43M (8.76%) -316.00
Decreased by -0.02%
Mar 31, 25
2 FMR Inc 1.24M (7.64%) 49.19K
Increased by +3.95%
Mar 31, 25
3 Dimensional Fund Advisors, Inc. 995.83K (6.11%) -36.16K
Decreased by -3.63%
Mar 31, 25
4 Vanguard Group Inc 952.78K (5.85%) 7.00K
Increased by +0.73%
Mar 31, 25
5 State Street Corp 486.13K (2.98%) -38.81K
Decreased by -7.98%
Mar 31, 25
6 State Street Corporation 462.33K (2.84%) 8.89K
Increased by +1.92%
Mar 31, 24
7 Geode Capital Management, LLC 424.10K (2.60%) 21.61K
Increased by +5.10%
Mar 31, 25
8 JPMorgan Chase & Co 408.80K (2.51%) -56.48K
Decreased by -13.82%
Mar 31, 25
9 American Century Companies Inc 377.16K (2.31%) -10.54K
Decreased by -2.79%
Mar 31, 25
10 Renaissance Technologies Corp 318.87K (1.96%) 2.50K
Increased by +0.78%
Mar 31, 25
11 FJ Capital Management LLC 301.20K (1.85%) 22.23K
Increased by +7.38%
Mar 31, 25
12 Kennedy Capital Management Inc 249.69K (1.53%) 22.27K
Increased by +8.92%
Mar 31, 25
13 Wellington Management Company LLP 242.09K (1.49%) 192.00
Increased by +0.08%
Mar 31, 25
14 Manufacturers Life Insurance Co 233.10K (1.43%) 2.06K
Increased by +0.89%
Mar 31, 25
15 Endeavour Capital Advisors Inc 219.98K (1.35%) 27.76K
Increased by +12.62%
Mar 31, 25
16 Nuveen, LLC 204.97K (1.26%) 204.97K
Increased by +100.00%
Mar 31, 25
17 Silvercrest Asset Management Group LLC 199.01K (1.22%) 3.92K
Increased by +1.97%
Mar 31, 25
18 Maltese Capital Management LLC 180.00K (1.10%) 22.50K
Increased by +12.50%
Mar 31, 25
19 Nuveen Asset Management, LLC 177.03K (1.09%) 609.00
Increased by +0.34%
Dec 31, 24
20 Bridgeway Capital Management, LLC 169.63K (1.04%) -6.64K
Decreased by -3.91%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity® Low-Priced Stock 578.27K (3.55%) 250.00
Increased by +0.04%
Oct 31, 23
2 Fidelity Low-Priced Stock 531.76K (3.26%) 63.07K
Increased by +11.86%
Mar 31, 25
3 Vanguard US Total Market Shares ETF 518.60K (3.18%) 782.00
Increased by +0.15%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 514.41K (3.16%) 4.20K
Increased by +0.82%
May 31, 25
5 iShares Russell 2000 ETF 408.75K (2.51%) 0.00
Increased by 0.00%
May 31, 25
6 Fidelity Global Bargain Growth Stocks MF 307.50K (1.89%) 57.60K
Increased by +18.73%
Aug 21, 23
7 Fidelity Global Value Growth Eq MF 307.50K (1.89%) 0.00
Increased by 0.00%
Feb 20, 24
8 Avantis US Small Cap Value ETF 293.71K (1.80%) 0.00
Increased by 0.00%
May 31, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 262.11K (1.61%) 1.84K
Increased by +0.70%
May 31, 25
10 Fidelity® Series Intrinsic Opps 237.50K (1.46%) 0.00
Increased by 0.00%
Oct 31, 23
11 Fidelity Small Cap Index 161.50K (0.99%) 659.00
Increased by +0.41%
Mar 31, 25
12 Fidelity® Small Cap Index 159.15K (0.98%) 4.52K
Increased by +2.84%
Oct 31, 23
13 iShares Russell 2000 Value ETF 151.81K (0.93%) 0.00
Increased by 0.00%
May 31, 25
14 DFA US Targeted Value I 150.86K (0.93%) 0.00
Increased by 0.00%
Apr 30, 25
15 Strategic Advisers® Fidelity US TtlStk 148.40K (0.91%) 0.00
Increased by 0.00%
Nov 30, 23
16 DFA US Small Cap Value I 139.89K (0.86%) 1.61K
Increased by +1.15%
Apr 30, 25
17 Fidelity Series Intrinsic Opps 128.90K (0.79%) 7.70K
Increased by +5.97%
Mar 31, 25
18 JHancock Regional Bank A 123.28K (0.76%) -3.01K
Decreased by -2.44%
Apr 30, 25
19 Strategic Advisers Fidelity US TtlStk 122.54K (0.75%) 0.00
Increased by 0.00%
Apr 30, 25
20 Dimensional US Targeted Value ETF 116.86K (0.72%) -120.00
Decreased by -0.10%
May 30, 25