Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DWAS 0.29%
2 FDM 0.27%
3 SQLV 0.17%
4 SFLO 0.06%
5 BSVO 0.04%
6 ROSC 0.04%
7 IWC 0.04%
8 DGRS 0.04%
9 DES 0.04%
10 AVUV 0.02%
11 EES 0.02%
12 AVSC 0.02%
13 PRFZ 0.02%
14 DFSV 0.02%
15 FESM 0.01%
16 ROGS 0.01%
17 VTWV 0.01%
18 VTWO 0.01%
19 DFAT 0.01%
20 IWN 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 1.12M (15.55%) 3.88K
Increased by +0.35%
Sep 30, 24
2 Dimensional Fund Advisors, Inc. 551.96K (7.68%) -6.81K
Decreased by -1.23%
Sep 30, 24
3 BlackRock Inc 498.77K (6.94%) 20.96K
Increased by +4.20%
Jun 30, 24
4 Vanguard Group Inc 414.31K (5.76%) 16.43K
Increased by +3.96%
Sep 30, 24
5 Raymond James & Associates 379.82K (5.28%) -25.81K
Decreased by -6.79%
Sep 30, 24
6 Royce & Associates, LP 190.11K (2.65%) -57.04K
Decreased by -30.00%
Sep 30, 24
7 American Century Companies Inc 188.19K (2.62%) 58.95K
Increased by +31.33%
Sep 30, 24
8 North Star Investment Management Corp 184.78K (2.57%) 0.00
Increased by 0.00%
Sep 30, 24
9 Geode Capital Management, LLC 160.96K (2.24%) 8.35K
Increased by +5.18%
Jun 30, 24
10 LSV Asset Management 145.97K (2.03%) -28.64K
Decreased by -19.62%
Mar 31, 24
11 Crawford Investment Counsel, Inc 138.29K (1.92%) -8.11K
Decreased by -5.86%
Jun 30, 24
12 State Street Corp 133.66K (1.86%) 345.00
Increased by +0.26%
Jun 30, 24
13 State Street Corporation 133.32K (1.85%) 1.19K
Increased by +0.89%
Mar 31, 24
14 Allspring Global Investments Holdings, LLC 132.01K (1.84%) 25.57K
Increased by +19.37%
Jun 30, 24
15 Amvescap Plc. 127.84K (1.78%) 84.15K
Increased by +65.82%
Jun 30, 24
16 Diamond Hill Capital Management Inc 113.45K (1.58%) -2.74K
Decreased by -2.41%
Sep 30, 24
17 Franklin Resources Inc 110.37K (1.54%) -41.50K
Decreased by -37.60%
Jun 30, 24
18 DePrince Race & Zollo Inc 93.01K (1.29%) -27.53K
Decreased by -29.60%
Mar 31, 24
19 Bridgeway Capital Management, LLC 81.02K (1.13%) 19.45K
Increased by +24.01%
Jun 30, 24
20 Acadian Asset Management LLC 80.53K (1.12%) 80.53K
Increased by +100.00%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 FIAM Small Cap Core CIT Cl B 546.88K (7.61%) 1.08K
Increased by +0.20%
Aug 31, 24
2 FIAM Small Cap Core Composite 545.00K (7.58%) 0.00
Increased by 0.00%
Jun 30, 24
3 Strategic Advisers Fidelity US TtlStk 291.44K (4.05%) 1.92K
Increased by +0.66%
Sep 30, 24
4 Strategic Advisers® Fidelity US TtlStk 250.35K (3.48%) 4.27K
Increased by +1.71%
Nov 30, 23
5 Vanguard Total Stock Mkt Idx Inv 237.57K (3.31%) 0.00
Increased by 0.00%
Oct 31, 24
6 iShares Russell 2000 ETF 186.38K (2.59%) -420.00
Decreased by -0.23%
Oct 31, 24
7 Avantis US Small Cap Value ETF 168.91K (2.35%) 0.00
Increased by 0.00%
Oct 31, 24
8 Franklin MicroCap Value A 151.56K (2.11%) 0.00
Increased by 0.00%
Mar 31, 24
9 DFA US Small Cap Value I 148.37K (2.06%) -4.57K
Decreased by -3.08%
Sep 30, 24
10 Crawford Small Cap Dividend 112.25K (1.56%) 2.50K
Increased by +2.23%
Sep 30, 24
11 Crawford Small Cap Equity 112.25K (1.56%) 5.80K
Increased by +5.17%
Sep 30, 24
12 Royce Small-Cap Opportunity Invmt 108.90K (1.52%) -41.80K
Decreased by -38.39%
Sep 30, 24
13 Vanguard Institutional Extnd Mkt Idx Tr 103.35K (1.44%) 0.00
Increased by 0.00%
Sep 30, 24
14 North Star Micro Cap I 102.50K (1.43%) 0.00
Increased by 0.00%
Oct 31, 24
15 Diamond Hill Small Cap Equity 96.08K (1.34%) -167.00
Decreased by -0.17%
Oct 31, 24
16 Allspring Small Company Val 95.69K (1.33%) 0.00
Increased by 0.00%
Oct 31, 24
17 Diamond Hill Small Cap Inv 90.80K (1.26%) 0.00
Increased by 0.00%
Oct 31, 24
18 Invesco Dorsey Wright SmallCap Momt ETF 88.35K (1.23%) 0.00
Increased by 0.00%
Sep 30, 24
19 Allspring Small Company Value Admin 87.72K (1.22%) 50.00
Increased by +0.06%
Oct 31, 24
20 Franklin Mutual Small-Mid Cap Val A 86.51K (1.20%) -19.80K
Decreased by -22.89%
Sep 30, 24