Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EBIT 0.67%
2 RTLA 0.10%
3 PSM 0.06%
4 IWO 0.04%
5 IWN 0.03%
6 JKL 0.02%
7 ISCV 0.02%
8 USDY 0.02%
9 IWM 0.02%
10 JKJ 0.01%
11 ISCB 0.01%
12 SMLF 0.01%
13 THRK 0.01%
14 IWV 0.00%
15 ITOT 0.00%
16 VTI 0.00%
17 VYM 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 3.71M (10.01%) 64.68K
Increased by +1.74%
Dec 31, 24
2 Gamco Investors, Inc. Et Al 3.70M (9.98%) 55.35K
Increased by +1.49%
Dec 31, 24
3 BlackRock Inc 2.81M (7.57%) 53.54K
Increased by +1.91%
Dec 31, 24
4 Capital Management Corp 1.67M (4.49%) -66.28K
Decreased by -3.98%
Dec 31, 24
5 Dimensional Fund Advisors, Inc. 1.39M (3.74%) -167.11K
Decreased by -12.06%
Dec 31, 24
6 Gabelli Funds LLC 1.15M (3.09%) -14.70K
Decreased by -1.28%
Dec 31, 24
7 Empyrean Capital Partners, LP 1.14M (3.08%) 84.49K
Increased by +7.38%
Dec 31, 24
8 State Street Corp 894.04K (2.41%) 10.17K
Increased by +1.14%
Dec 31, 24
9 State Street Corporation 867.20K (2.34%) 6.76K
Increased by +0.78%
Mar 31, 24
10 Geode Capital Management, LLC 825.42K (2.22%) -1.53K
Decreased by -0.19%
Dec 31, 24
11 Alden Global Capital LLC 823.97K (2.22%) -401.90K
Decreased by -48.78%
Sep 30, 24
12 American Financial Group Inc 658.42K (1.77%) 0.00
Increased by 0.00%
Dec 31, 24
13 Goldman Sachs Group Inc 616.52K (1.66%) 123.05K
Increased by +19.96%
Dec 31, 24
14 Pinnacle Associates Inc 565.97K (1.53%) -76.77K
Decreased by -13.56%
Dec 31, 24
15 Bridgeway Capital Management, LLC 528.72K (1.42%) 11.88K
Increased by +2.25%
Dec 31, 24
16 Carronade Capital Management LP 440.42K (1.19%) 355.42K
Increased by +80.70%
Dec 31, 24
17 Charles Schwab Investment Management Inc 434.61K (1.17%) -128.91K
Decreased by -29.66%
Dec 31, 24
18 Citadel Advisors Llc 376.18K (1.01%) 245.38K
Increased by +65.23%
Sep 30, 24
19 Northern Trust Corp 374.78K (1.01%) 34.42K
Increased by +9.18%
Dec 31, 24
20 Schonfeld Strategic Advisors LLC 371.23K (1.00%) -128.97K
Decreased by -34.74%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 CMC All-Cap Growth 1.47M (3.96%) 1.47M
Increased by +100.00%
Dec 31, 23
2 Vanguard Total Stock Mkt Idx Inv 1.15M (3.09%) 0.00
Increased by 0.00%
Apr 30, 25
3 1290 VT GAMCO Small Company Value IB 1.10M (2.98%) 2.00K
Increased by +0.18%
Mar 31, 25
4 Vanguard US Total Market Shares ETF 1.08M (2.92%) 0.00
Increased by 0.00%
Sep 30, 24
5 Vanguard Small Cap Index 915.82K (2.47%) 11.14K
Increased by +1.22%
Apr 30, 25
6 iShares Russell 2000 ETF 788.31K (2.12%) 133.00
Increased by +0.02%
Apr 30, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 595.22K (1.60%) 862.00
Increased by +0.14%
Apr 30, 25
8 Vanguard Small Cap Value Index Inv 589.27K (1.59%) 2.15K
Increased by +0.37%
Apr 30, 25
9 DFA US Small Cap Value I 441.57K (1.19%) -60.11K
Decreased by -13.61%
May 31, 24
10 Schwab Fundamental US Small Company ETF 417.12K (1.12%) 0.00
Increased by 0.00%
Apr 30, 24
11 Bridgeway Small Cap Value 412.04K (1.11%) 0.00
Increased by 0.00%
Jun 30, 24
12 Bridgeway Small-Cap Value 412.04K (1.11%) 0.00
Increased by 0.00%
Jun 30, 24
13 CMC G&I 402.54K (1.08%) 11.20K
Increased by +2.78%
Mar 31, 25
14 CMC SMID 345.39K (0.93%) -11.85K
Decreased by -3.43%
Mar 31, 25
15 Schwab Fundamental U.S. Small CompanyETF 341.06K (0.92%) 0.00
Increased by 0.00%
Apr 30, 25
16 Fidelity® Small Cap Index 336.25K (0.91%) 25.01K
Increased by +7.44%
Oct 31, 23
17 Fidelity Small Cap Index 319.25K (0.86%) 0.00
Increased by 0.00%
Feb 28, 25
18 iShares Russell 2000 Growth ETF 287.10K (0.77%) 0.00
Increased by 0.00%
Apr 30, 25
19 Bridgeway Omni Small-Cap Value 284.75K (0.77%) 0.00
Increased by 0.00%
Mar 31, 25
20 Bridgeway Omni Small-Cap Value N 284.75K (0.77%) 0.00
Increased by 0.00%
Mar 31, 25