Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GSSC 0.08%
2 DES 0.08%
3 DFAT 0.06%
4 DON 0.05%
5 VTWV 0.04%
6 IWN 0.04%
7 DFAS 0.02%
8 STXK 0.02%
9 VTWO 0.02%
10 IWM 0.02%
11 DFUV 0.02%
12 RSSL 0.02%
13 UWM 0.01%
14 AVSU 0.01%
15 ISCV 0.01%
16 JKL 0.01%
17 BBMC 0.01%
18 RTLA 0.01%
19 VXF 0.01%
20 VBR 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Dimensional Fund Advisors, Inc. 1.36M (1.99%) -24.98K
Decreased by -1.83%
Mar 31, 25
2 Gamco Investors, Inc. Et Al 1.08M (1.58%) -3.80K
Decreased by -0.35%
Mar 31, 25
3 Vanguard Group Inc 915.75K (1.33%) 11.08K
Increased by +1.21%
Mar 31, 25
4 BlackRock Inc 645.70K (0.94%) 96.00
Increased by +0.01%
Mar 31, 25
5 Gabelli Funds LLC 558.25K (0.81%) 0.00
Increased by 0.00%
Dec 31, 24
6 Renaissance Technologies Corp 389.05K (0.57%) -6.00K
Decreased by -1.54%
Mar 31, 25
7 Private Management Group Inc 369.08K (0.54%) -5.99K
Decreased by -1.62%
Mar 31, 25
8 State Street Corporation 229.18K (0.33%) 3.49K
Increased by +1.52%
Mar 31, 24
9 State Street Corp 222.14K (0.32%) -14.32K
Decreased by -6.45%
Mar 31, 25
10 Cullen/Frost Bankers Inc 147.00K (0.21%) 147.00K
Increased by +100.00%
Mar 31, 24
11 Geode Capital Management, LLC 80.78K (0.12%) 9.73K
Increased by +12.05%
Mar 31, 25
12 Northern Trust Corp 77.17K (0.11%) 4.07K
Increased by +5.28%
Dec 31, 24
13 SEI Investments Co 70.43K (0.10%) 2.62K
Increased by +3.72%
Mar 31, 25
14 Bridgeway Capital Management, LLC 69.61K (0.10%) -27.97K
Decreased by -40.18%
Sep 30, 23
15 Bank of New York Mellon Corp 66.29K (0.10%) 8.43K
Increased by +12.72%
Mar 31, 25
16 Charles Schwab Investment Management Inc 66.14K (0.10%) -5.68K
Decreased by -8.59%
Jun 30, 24
17 Vista Investment Management, LLC 63.08K (0.09%) -5.74K
Decreased by -9.10%
Mar 31, 25
18 Teton Advisors Inc 44.20K (0.06%) -8.20K
Decreased by -18.55%
Mar 31, 25
19 Nuveen Asset Management, LLC 38.15K (0.06%) 445.00
Increased by +1.17%
Dec 31, 24
20 Royal Bank of Canada 37.72K (0.05%) -2.23K
Decreased by -5.92%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Morningstar US Dividend Growth SMA 7.43M (10.82%) 7.43M
Increased by +100.00%
Dec 31, 23
2 1290 VT GAMCO Small Company Value IB 1.06M (1.54%) 0.00
Increased by 0.00%
Mar 31, 25
3 DFA US Small Cap Value I 573.47K (0.84%) -7.80K
Decreased by -1.36%
Mar 31, 25
4 Gabelli Small Cap Growth AAA 478.00K (0.70%) 0.00
Increased by 0.00%
Dec 31, 24
5 Vanguard Total Stock Mkt Idx Inv 379.55K (0.55%) 6.90K
Increased by +1.82%
Apr 30, 25
6 Vanguard US Total Market Shares ETF 372.63K (0.54%) 3.31K
Increased by +0.89%
Sep 30, 24
7 Vanguard Institutional Extnd Mkt Idx Tr 224.76K (0.33%) 2.75K
Increased by +1.22%
Apr 30, 25
8 iShares Russell 2000 ETF 219.27K (0.32%) 37.00
Increased by +0.02%
Apr 30, 25
9 DFA US Micro Cap I 203.49K (0.30%) 0.00
Increased by 0.00%
Mar 31, 25
10 Vanguard Small Cap Index 143.16K (0.21%) 5.89K
Increased by +4.12%
Apr 30, 25
11 Dimensional US Targeted Value ETF 108.52K (0.16%) 0.00
Increased by 0.00%
Apr 30, 25
12 Vanguard Small Cap Value Index Inv 107.95K (0.16%) 705.00
Increased by +0.65%
Apr 30, 25
13 DFA US Small Cap I 107.40K (0.16%) -1.84K
Decreased by -1.71%
Mar 31, 25
14 iShares Russell 2000 Value ETF 83.53K (0.12%) -285.00
Decreased by -0.34%
Apr 30, 25
15 DFA US Targeted Value I 82.47K (0.12%) 3.20K
Increased by +3.88%
Mar 31, 25
16 Bridgeway Omni Small-Cap Value 69.61K (0.10%) -9.00K
Decreased by -12.93%
Sep 30, 23
17 Bridgeway Omni Small-Cap Value N 69.61K (0.10%) -9.00K
Decreased by -12.93%
Sep 30, 23
18 Gabelli Dividend & Income 56.25K (0.08%) 0.00
Increased by 0.00%
Dec 31, 24
19 Gabelli Dividend & Income Trust 56.25K (0.08%) 0.00
Increased by 0.00%
Dec 31, 24
20 TETON Westwood Mighty Mites AAA 52.40K (0.08%) -9.33K
Decreased by -17.80%
Dec 31, 24