Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JSML 0.36%
2 FDM 0.29%
3 DWAS 0.29%
4 SQLV 0.18%
5 DGRS 0.07%
6 SFLO 0.06%
7 IWC 0.05%
8 BSVO 0.04%
9 ROSC 0.04%
10 DES 0.04%
11 AVUV 0.03%
12 EES 0.02%
13 AVSC 0.02%
14 DFSV 0.02%
15 PRFZ 0.02%
16 FESM 0.02%
17 IWN 0.02%
18 ROGS 0.01%
19 VTWV 0.01%
20 VTWO 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 1.06M (14.72%) -60.02K
Decreased by -5.67%
Mar 31, 25
2 Dimensional Fund Advisors, Inc. 530.62K (7.38%) -18.55K
Decreased by -3.50%
Mar 31, 25
3 BlackRock Inc 512.04K (7.12%) -8.34K
Decreased by -1.63%
Mar 31, 25
4 Vanguard Group Inc 413.46K (5.75%) -1.78K
Decreased by -0.43%
Mar 31, 25
5 Raymond James & Associates 379.82K (5.29%) -25.81K
Decreased by -6.79%
Sep 30, 24
6 American Century Companies Inc 235.41K (3.28%) 21.42K
Increased by +9.10%
Mar 31, 25
7 North Star Investment Management Corp 218.63K (3.04%) 4.00K
Increased by +1.83%
Mar 31, 25
8 Royce & Associates, LP 190.11K (2.65%) -57.04K
Decreased by -30.00%
Sep 30, 24
9 Crawford Investment Counsel, Inc 176.88K (2.46%) 4.00K
Increased by +2.26%
Mar 31, 25
10 Geode Capital Management, LLC 169.10K (2.35%) 1.79K
Increased by +1.06%
Mar 31, 25
11 State Street Corp 139.86K (1.95%) -1.52K
Decreased by -1.09%
Mar 31, 25
12 Diamond Hill Capital Management Inc 136.55K (1.90%) 22.60K
Increased by +16.55%
Mar 31, 25
13 State Street Corporation 133.32K (1.86%) 1.19K
Increased by +0.89%
Mar 31, 24
14 Amvescap Plc. 127.84K (1.78%) 84.15K
Increased by +65.82%
Jun 30, 24
15 DePrince Race & Zollo Inc 93.01K (1.29%) -27.53K
Decreased by -29.60%
Mar 31, 24
16 Millennium Management LLC 86.93K (1.21%) 56.02K
Increased by +64.44%
Mar 31, 25
17 Franklin Resources Inc 86.91K (1.21%) -23.46K
Decreased by -27.00%
Sep 30, 24
18 Bridgeway Capital Management, LLC 86.17K (1.20%) 2.90K
Increased by +3.37%
Mar 31, 25
19 Allspring Global Investments Holdings, LLC 83.90K (1.17%) -27.40K
Decreased by -32.66%
Mar 31, 25
20 Northern Trust Corp 75.46K (1.05%) -2.54K
Decreased by -3.36%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 FIAM Small Cap Core Composite 509.02K (7.08%) -38.86K
Decreased by -7.63%
Mar 31, 25
2 FIAM Small Cap Core CIT Cl B 434.20K (6.04%) -74.82K
Decreased by -17.23%
Apr 30, 25
3 Strategic Advisers® Fidelity US TtlStk 250.35K (3.48%) 4.27K
Increased by +1.71%
Nov 30, 23
4 Vanguard US Total Market Shares ETF 237.57K (3.31%) 0.00
Increased by 0.00%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 231.78K (3.23%) 0.00
Increased by 0.00%
May 31, 25
6 Avantis US Small Cap Value ETF 217.83K (3.03%) 143.00
Increased by +0.07%
Jun 28, 25
7 Strategic Advisers Fidelity US TtlStk 208.63K (2.90%) -55.04K
Decreased by -26.38%
May 31, 25
8 iShares Russell 2000 ETF 176.69K (2.46%) 1.23K
Increased by +0.70%
Jun 30, 25
9 Franklin MicroCap Value A 151.56K (2.11%) 0.00
Increased by 0.00%
Mar 31, 24
10 Crawford Small Cap Dividend 140.25K (1.95%) 0.00
Increased by 0.00%
May 31, 25
11 Crawford Small Cap Equity 140.25K (1.95%) 0.00
Increased by 0.00%
Jun 30, 25
12 DFA US Small Cap Value I 130.53K (1.82%) 0.00
Increased by 0.00%
May 31, 25
13 Royce Small-Cap Opportunity Invmt 108.90K (1.52%) -41.80K
Decreased by -38.39%
Sep 30, 24
14 Vanguard Institutional Extnd Mkt Idx Tr 108.13K (1.50%) 4.41K
Increased by +4.08%
May 31, 25
15 North Star Micro Cap I 105.00K (1.46%) 0.00
Increased by 0.00%
Jun 30, 25
16 Strategic Advisers U.S. Total Stock 94.42K (1.31%) 94.42K
Increased by +100.00%
May 31, 25
17 North Star Dividend I 91.00K (1.27%) 0.00
Increased by 0.00%
Jun 30, 25
18 Invesco Dorsey Wright SmallCap Momt ETF 88.35K (1.23%) 0.00
Increased by 0.00%
Sep 30, 24
19 Diamond Hill Small Cap Equity 80.09K (1.11%) -400.00
Decreased by -0.50%
Jun 30, 25
20 Franklin Mutual Small-Mid Cap Val A 76.21K (1.06%) -10.29K
Decreased by -13.51%
Oct 31, 24