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 (10.96%) 64.68K
Increased by +1.74%
Dec 31, 24
2 Gamco Investors, Inc. Et Al 3.70M (10.93%) 55.35K
Increased by +1.49%
Dec 31, 24
3 BlackRock Inc 2.81M (8.28%) 53.54K
Increased by +1.91%
Dec 31, 24
4 Capital Management Corp 1.67M (4.92%) -66.28K
Decreased by -3.98%
Dec 31, 24
5 Dimensional Fund Advisors, Inc. 1.39M (4.09%) -167.11K
Decreased by -12.06%
Dec 31, 24
6 Gabelli Funds LLC 1.15M (3.39%) -14.70K
Decreased by -1.28%
Dec 31, 24
7 Empyrean Capital Partners, LP 1.14M (3.38%) 84.49K
Increased by +7.38%
Dec 31, 24
8 State Street Corp 894.04K (2.64%) 10.17K
Increased by +1.14%
Dec 31, 24
9 State Street Corporation 867.20K (2.56%) 6.76K
Increased by +0.78%
Mar 31, 24
10 Geode Capital Management, LLC 825.42K (2.43%) -1.53K
Decreased by -0.19%
Dec 31, 24
11 Alden Global Capital LLC 823.97K (2.43%) -401.90K
Decreased by -48.78%
Sep 30, 24
12 American Financial Group Inc 658.42K (1.94%) 0.00
Increased by 0.00%
Dec 31, 24
13 Goldman Sachs Group Inc 616.52K (1.82%) 123.05K
Increased by +19.96%
Dec 31, 24
14 Pinnacle Associates Inc 565.97K (1.67%) -76.77K
Decreased by -13.56%
Dec 31, 24
15 Bridgeway Capital Management, LLC 528.72K (1.56%) 11.88K
Increased by +2.25%
Dec 31, 24
16 Carronade Capital Management LP 440.42K (1.30%) 355.42K
Increased by +80.70%
Dec 31, 24
17 Charles Schwab Investment Management Inc 434.61K (1.28%) -128.91K
Decreased by -29.66%
Dec 31, 24
18 Millennium Management LLC 384.87K (1.14%) 224.34K
Increased by +58.29%
Dec 31, 23
19 Citadel Advisors Llc 376.18K (1.11%) 245.38K
Increased by +65.23%
Sep 30, 24
20 Northern Trust Corp 374.78K (1.11%) 34.42K
Increased by +9.18%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 CMC All-Cap Growth 1.47M (4.33%) 1.47M
Increased by +100.00%
Dec 31, 23
2 Vanguard Total Stock Mkt Idx Inv 1.15M (3.38%) 0.00
Increased by 0.00%
Feb 28, 25
3 1290 VT GAMCO Small Company Value IB 1.10M (3.25%) 18.00K
Increased by +1.63%
Jan 31, 25
4 Vanguard Small Cap Index 925.49K (2.73%) 756.00
Increased by +0.08%
Feb 28, 25
5 iShares Russell 2000 ETF 884.39K (2.61%) 2.75K
Increased by +0.31%
Mar 31, 25
6 Vanguard Small Cap Value Index Inv 610.90K (1.80%) -780.00
Decreased by -0.13%
Feb 28, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 571.92K (1.69%) 1.15K
Increased by +0.20%
Feb 28, 25
8 DFA US Small Cap Value I 441.57K (1.30%) -60.11K
Decreased by -13.61%
May 31, 24
9 Schwab Fundamental US Small Company ETF 417.12K (1.23%) 0.00
Increased by 0.00%
Apr 30, 24
10 Bridgeway Small Cap Value 412.04K (1.22%) 0.00
Increased by 0.00%
Jun 30, 24
11 Bridgeway Small-Cap Value 412.04K (1.22%) 0.00
Increased by 0.00%
Jun 30, 24
12 CMC G&I 391.34K (1.15%) -5.49K
Decreased by -1.40%
Dec 31, 24
13 CMC SMID 357.25K (1.05%) -3.08K
Decreased by -0.86%
Dec 31, 24
14 Schwab Fundamental U.S. Small CompanyETF 351.98K (1.04%) 280.00
Increased by +0.08%
Mar 29, 25
15 Fidelity® Small Cap Index 336.25K (0.99%) 25.01K
Increased by +7.44%
Oct 31, 23
16 Fidelity Small Cap Index 319.25K (0.94%) -5.98K
Decreased by -1.87%
Jan 31, 25
17 Applied Finance Explorer Institutional 292.05K (0.86%) 0.00
Increased by 0.00%
Oct 31, 24
18 iShares Russell 2000 Growth ETF 286.08K (0.84%) 3.23K
Increased by +1.13%
Mar 31, 25
19 Bridgeway Omni Small-Cap Value 284.75K (0.84%) 0.00
Increased by 0.00%
Dec 31, 24
20 Bridgeway Omni Small-Cap Value N 284.75K (0.84%) 0.00
Increased by 0.00%
Dec 31, 24