Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JSML 0.34%
2 FDM 0.29%
3 DWAS 0.29%
4 SQLV 0.18%
5 DGRS 0.07%
6 SFLO 0.06%
7 BSVO 0.04%
8 IWC 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 VTWV 0.01%
18 VTWO 0.01%
19 ROGS 0.01%
20 IWN 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 1.06M (14.71%) -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 (5.28%) -25.81K
Decreased by -6.79%
Sep 30, 24
6 American Century Companies Inc 235.41K (3.27%) 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 (2.64%) -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 (1.94%) -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 (1.85%) 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 Franklin Resources Inc 86.91K (1.21%) -23.46K
Decreased by -27.00%
Sep 30, 24
17 Bridgeway Capital Management, LLC 86.17K (1.20%) 2.90K
Increased by +3.37%
Mar 31, 25
18 Allspring Global Investments Holdings, LLC 83.90K (1.17%) -27.40K
Decreased by -32.66%
Mar 31, 25
19 Northern Trust Corp 77.99K (1.08%) 618.00
Increased by +0.79%
Dec 31, 24
20 Bank of New York Mellon Corp 73.13K (1.02%) -3.06K
Decreased by -4.19%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 FIAM Small Cap Core CIT Cl B 551.60K (7.67%) 3.72K
Increased by +0.68%
Feb 28, 25
2 FIAM Small Cap Core Composite 547.88K (7.62%) 800.00
Increased by +0.15%
Dec 31, 24
3 Strategic Advisers Fidelity US TtlStk 285.39K (3.97%) -9.42K
Decreased by -3.30%
Mar 31, 25
4 Strategic Advisers® Fidelity US TtlStk 250.35K (3.48%) 4.27K
Increased by +1.71%
Nov 30, 23
5 Vanguard US Total Market Shares ETF 237.57K (3.30%) 0.00
Increased by 0.00%
Sep 30, 24
6 Vanguard Total Stock Mkt Idx Inv 231.78K (3.22%) 0.00
Increased by 0.00%
Apr 30, 25
7 Avantis US Small Cap Value ETF 210.95K (2.93%) 0.00
Increased by 0.00%
Apr 30, 25
8 iShares Russell 2000 ETF 177.20K (2.46%) 30.00
Increased by +0.02%
Apr 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%) 5.00K
Increased by +3.57%
Mar 31, 25
11 Crawford Small Cap Equity 140.25K (1.95%) 5.00K
Increased by +3.57%
Mar 31, 25
12 DFA US Small Cap Value I 134.46K (1.87%) -2.85K
Decreased by -2.12%
Mar 31, 25
13 North Star Micro Cap I 112.50K (1.56%) 0.00
Increased by 0.00%
Apr 30, 25
14 Royce Small-Cap Opportunity Invmt 108.90K (1.51%) -41.80K
Decreased by -38.39%
Sep 30, 24
15 Vanguard Institutional Extnd Mkt Idx Tr 103.72K (1.44%) 0.00
Increased by 0.00%
Apr 30, 25
16 North Star Dividend I 91.00K (1.26%) 0.00
Increased by 0.00%
Apr 30, 25
17 Invesco Dorsey Wright SmallCap Momt ETF 88.35K (1.23%) 0.00
Increased by 0.00%
Sep 30, 24
18 Diamond Hill Small Cap Equity 81.89K (1.14%) -29.25K
Decreased by -35.72%
Apr 30, 25
19 Franklin Mutual Small-Mid Cap Val A 76.21K (1.06%) -10.29K
Decreased by -13.51%
Oct 31, 24
20 Diamond Hill Small Cap Inv 73.41K (1.02%) -31.79K
Decreased by -43.30%
Apr 30, 25