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 IWM 0.02%
9 USDY 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 (10.48%) 64.68K
Increased by +1.74%
Dec 31, 24
2 Gamco Investors, Inc. Et Al 3.70M (10.45%) 55.35K
Increased by +1.49%
Dec 31, 24
3 BlackRock Inc 2.81M (7.92%) 53.54K
Increased by +1.91%
Dec 31, 24
4 Capital Management Corp 1.67M (4.70%) -66.28K
Decreased by -3.98%
Dec 31, 24
5 Dimensional Fund Advisors, Inc. 1.39M (3.91%) -167.11K
Decreased by -12.06%
Dec 31, 24
6 Gabelli Funds LLC 1.15M (3.24%) -14.70K
Decreased by -1.28%
Dec 31, 24
7 Empyrean Capital Partners, LP 1.14M (3.23%) 84.49K
Increased by +7.38%
Dec 31, 24
8 State Street Corp 894.04K (2.52%) 10.17K
Increased by +1.14%
Dec 31, 24
9 State Street Corporation 867.20K (2.45%) 6.76K
Increased by +0.78%
Mar 31, 24
10 Geode Capital Management, LLC 825.42K (2.33%) -1.53K
Decreased by -0.19%
Dec 31, 24
11 Alden Global Capital LLC 823.97K (2.32%) -401.90K
Decreased by -48.78%
Sep 30, 24
12 American Financial Group Inc 658.42K (1.86%) 0.00
Increased by 0.00%
Dec 31, 24
13 Goldman Sachs Group Inc 616.52K (1.74%) 123.05K
Increased by +19.96%
Dec 31, 24
14 Pinnacle Associates Inc 565.97K (1.60%) -76.77K
Decreased by -13.56%
Dec 31, 24
15 Bridgeway Capital Management, LLC 528.72K (1.49%) 11.88K
Increased by +2.25%
Dec 31, 24
16 Carronade Capital Management LP 440.42K (1.24%) 355.42K
Increased by +80.70%
Dec 31, 24
17 Charles Schwab Investment Management Inc 434.61K (1.23%) -128.91K
Decreased by -29.66%
Dec 31, 24
18 Citadel Advisors Llc 376.18K (1.06%) 245.38K
Increased by +65.23%
Sep 30, 24
19 Northern Trust Corp 374.78K (1.06%) 34.42K
Increased by +9.18%
Dec 31, 24
20 Schonfeld Strategic Advisors LLC 371.23K (1.05%) -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 (4.14%) 1.47M
Increased by +100.00%
Dec 31, 23
2 Vanguard Total Stock Mkt Idx Inv 1.15M (3.23%) 0.00
Increased by 0.00%
Mar 31, 25
3 1290 VT GAMCO Small Company Value IB 1.10M (3.11%) 0.00
Increased by 0.00%
Feb 28, 25
4 Vanguard US Total Market Shares ETF 1.08M (3.06%) 0.00
Increased by 0.00%
Sep 30, 24
5 Vanguard Small Cap Index 904.68K (2.55%) -20.80K
Decreased by -2.30%
Mar 31, 25
6 iShares Russell 2000 ETF 788.31K (2.22%) 133.00
Increased by +0.02%
Apr 30, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 594.36K (1.68%) 22.43K
Increased by +3.77%
Mar 31, 25
8 Vanguard Small Cap Value Index Inv 587.12K (1.66%) -23.78K
Decreased by -4.05%
Mar 31, 25
9 DFA US Small Cap Value I 441.57K (1.25%) -60.11K
Decreased by -13.61%
May 31, 24
10 Schwab Fundamental US Small Company ETF 417.12K (1.18%) 0.00
Increased by 0.00%
Apr 30, 24
11 Bridgeway Small Cap Value 412.04K (1.16%) 0.00
Increased by 0.00%
Jun 30, 24
12 Bridgeway Small-Cap Value 412.04K (1.16%) 0.00
Increased by 0.00%
Jun 30, 24
13 CMC G&I 402.54K (1.14%) 11.20K
Increased by +2.78%
Mar 31, 25
14 CMC SMID 345.39K (0.97%) -11.85K
Decreased by -3.43%
Mar 31, 25
15 Schwab Fundamental U.S. Small CompanyETF 341.06K (0.96%) 0.00
Increased by 0.00%
Apr 30, 25
16 Fidelity® Small Cap Index 336.25K (0.95%) 25.01K
Increased by +7.44%
Oct 31, 23
17 Fidelity Small Cap Index 319.25K (0.90%) 0.00
Increased by 0.00%
Feb 28, 25
18 iShares Russell 2000 Growth ETF 287.10K (0.81%) 0.00
Increased by 0.00%
Apr 30, 25
19 Bridgeway Omni Small-Cap Value 284.75K (0.80%) 0.00
Increased by 0.00%
Dec 31, 24
20 Bridgeway Omni Small-Cap Value N 284.75K (0.80%) 0.00
Increased by 0.00%
Dec 31, 24