Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AFSC 3.20%
2 BOUT 2.70%
3 FIXT 2.41%
4 EHLS 1.94%
5 FEMA 1.68%
6 PRN 1.68%
7 SYLD 1.51%
8 MYLD 1.33%
9 VAMO 1.17%
10 HAIL 1.07%
11 SEIS 0.90%
12 ROSC 0.85%
13 AFSM 0.80%
14 FYC 0.64%
15 CLSE 0.54%
16 FYT 0.54%
17 DSMC 0.53%
18 IWC 0.51%
19 FSCC 0.48%
20 DWAS 0.47%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 7.81M (16.25%) -12.20K
Decreased by -0.16%
Mar 31, 25
2 Vanguard Group Inc 5.19M (10.80%) -49.72K
Decreased by -0.96%
Mar 31, 25
3 BlackRock Inc 4.12M (8.57%) -18.86K
Decreased by -0.46%
Mar 31, 25
4 Segall Bryant & Hamill 3.00M (6.25%) -194.76K
Decreased by -6.49%
Mar 31, 25
5 ALTA FOX CAPITAL MANAGEMENT, LLC 2.30M (4.79%) -194.37K
Decreased by -8.44%
Mar 31, 25
6 Capital Research Global Investors 2.19M (4.56%) 603.75K
Increased by +27.54%
Mar 31, 25
7 Amvescap Plc. 1.89M (3.94%) 163.03K
Increased by +8.60%
Mar 31, 25
8 High Ground Investment Management LLP 1.88M (3.91%) 1.88M
Increased by +100.00%
Mar 31, 25
9 Dimensional Fund Advisors, Inc. 1.82M (3.80%) -408.28K
Decreased by -22.38%
Mar 31, 25
10 Geode Capital Management, LLC 1.43M (2.98%) 49.46K
Increased by +3.45%
Mar 31, 25
11 Pzena Investment Management, LLC 1.25M (2.61%) -1.26M
Decreased by -100.52%
Mar 31, 24
12 Aip LLC 1.22M (2.54%) -545.48K
Decreased by -44.64%
Jun 30, 24
13 State Street Corp 1.21M (2.52%) 37.63K
Increased by +3.11%
Mar 31, 25
14 AllianceBernstein L.P. 1.05M (2.19%) -275.55K
Decreased by -26.25%
Dec 31, 24
15 Alyeska Investment Group, L.P. 1.05M (2.18%) 1.05M
Increased by +100.00%
Mar 31, 24
16 Adage Capital Partners Gp LLC 969.21K (2.02%) -340.68K
Decreased by -35.15%
Jun 30, 24
17 Goldman Sachs Group Inc 880.28K (1.83%) -326.79K
Decreased by -37.12%
Jun 30, 24
18 UBS Group AG 830.32K (1.73%) 152.48K
Increased by +18.36%
Mar 31, 25
19 Aberdeen Group PLC 816.33K (1.70%) 816.33K
Increased by +100.00%
Mar 31, 25
20 Wellington Management Company LLP 807.98K (1.68%) -59.56K
Decreased by -7.37%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity Small Cap Value Fund 2.32M (4.83%) 0.00
Increased by 0.00%
Mar 31, 25
2 American Funds SMALLCAP World A 1.94M (4.04%) 532.59K
Increased by +27.45%
Mar 31, 25
3 Vanguard Total Stock Mkt Idx Inv 1.58M (3.30%) 216.00
Increased by +0.01%
May 31, 25
4 Vanguard US Total Market Shares ETF 1.56M (3.24%) 0.00
Increased by 0.00%
Sep 30, 24
5 iShares Russell 2000 ETF 1.30M (2.70%) 0.00
Increased by 0.00%
May 31, 25
6 Vanguard Small Cap Index 1.25M (2.59%) 4.56K
Increased by +0.37%
May 31, 25
7 FIAM Small Cap Core CIT Cl B 923.90K (1.92%) 0.00
Increased by 0.00%
Mar 31, 25
8 FIAM Small Cap Core Composite 923.90K (1.92%) 923.90K
Increased by +100.00%
Dec 31, 24
9 Fidelity Small Cap Growth 827.17K (1.72%) 0.00
Increased by 0.00%
Mar 31, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 816.89K (1.70%) 5.68K
Increased by +0.70%
May 31, 25
11 Vanguard Small Cap Value Index Inv 802.02K (1.67%) -519.00
Decreased by -0.06%
May 31, 25
12 Strategic Advisers Fidelity US TtlStk 723.22K (1.51%) -11.19K
Decreased by -1.55%
Apr 30, 25
13 Invesco Small Cap Value A 697.34K (1.45%) -78.82K
Decreased by -11.30%
Apr 30, 25
14 Cambria Shareholder Yield ETF 654.28K (1.36%) 0.00
Increased by 0.00%
Nov 29, 24
15 Fidelity Stock Selector Small Cap 517.61K (1.08%) 0.00
Increased by 0.00%
Mar 31, 25
16 Fidelity Small Cap Index 513.32K (1.07%) 4.17K
Increased by +0.81%
Mar 31, 25
17 Fidelity Advisor Small Cap I 506.20K (1.05%) 0.00
Increased by 0.00%
Mar 31, 25
18 DFA US Targeted Value I 494.93K (1.03%) -37.75K
Decreased by -7.63%
Feb 28, 25
19 Avantis US Small Cap Value ETF 489.30K (1.02%) 24.56K
Increased by +5.02%
May 31, 25
20 Segall Bryant & Hamill Sm Cp Val Ins 461.60K (0.96%) 0.00
Increased by 0.00%
Apr 30, 25