Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 VNM 1.14%
2 VNAM 0.73%
3 RFLR 0.04%
4 BSVO 0.02%
5 RTLA 0.01%
6 DFSV 0.01%
7 RSSL 0.00%
8 UWM 0.00%
9 DFAT 0.00%
10 DFAX 0.00%
11 URTY 0.00%
12 DFAC 0.00%
13 HDG 0.00%
14 DFAS 0.00%
15 DFUS 0.00%
16 RYLD 0.00%
17 DFAI 0.00%
18 IWM 0.00%
19 DFAU 0.00%
20 IWN 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FJ Capital Management LLC 4.00M (14.53%) -297.73K
Decreased by -7.44%
Mar 31, 25
2 AllianceBernstein L.P. 2.31M (8.40%) 131.75K
Increased by +5.69%
Dec 31, 24
3 Vanguard Group Inc 1.48M (5.37%) -2.29K
Decreased by -0.15%
Mar 31, 25
4 BlackRock Inc 1.33M (4.81%) -77.25K
Decreased by -5.83%
Mar 31, 25
5 Dimensional Fund Advisors, Inc. 1.05M (3.80%) 35.10K
Increased by +3.35%
Mar 31, 25
6 Yakira Capital Management, Inc. 560.28K (2.03%) 560.28K
Increased by +100.00%
Mar 31, 25
7 Morgan Stanley - Brokerage Accounts 513.86K (1.87%) 9.40K
Increased by +1.83%
Mar 31, 25
8 Banc Funds Co LLC 502.06K (1.82%) 0.00
Increased by 0.00%
Mar 31, 25
9 Kennedy Capital Management Inc 406.73K (1.48%) -181.82K
Decreased by -44.70%
Dec 31, 23
10 TCW Group Inc 377.44K (1.37%) 0.00
Increased by 0.00%
Jun 30, 24
11 State Street Corporation 321.75K (1.17%) 0.00
Increased by 0.00%
Mar 31, 24
12 State Street Corp 313.18K (1.14%) -2.30K
Decreased by -0.73%
Mar 31, 25
13 Renaissance Technologies Corp 211.97K (0.77%) -100.00
Decreased by -0.05%
Mar 31, 25
14 Geode Capital Management, LLC 196.19K (0.71%) -255.01K
Decreased by -129.98%
Mar 31, 25
15 Trium Capital LLP 192.13K (0.70%) 192.13K
Increased by +100.00%
Mar 31, 25
16 Goss Wealth Management LLC 172.64K (0.63%) -87.63K
Decreased by -50.76%
Dec 31, 24
17 Northern Trust Corp 158.12K (0.57%) 3.62K
Increased by +2.29%
Mar 31, 25
18 Tocqueville Asset Management L.P. 140.00K (0.51%) 0.00
Increased by 0.00%
Mar 31, 25
19 First Manhattan Co. LLC 117.42K (0.43%) 15.00K
Increased by +12.77%
Jun 30, 24
20 Millennium Management LLC 84.37K (0.31%) 84.37K
Increased by +100.00%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.05M (3.81%) 0.00
Increased by 0.00%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 1.05M (3.81%) 0.00
Increased by 0.00%
Sep 30, 24
3 iShares Russell 2000 ETF 580.76K (2.11%) 0.00
Increased by 0.00%
May 31, 25
4 Vanguard Institutional Extnd Mkt Idx Tr 269.68K (0.98%) 0.00
Increased by 0.00%
Apr 30, 25
5 DFA US Small Cap Value I 224.07K (0.81%) 0.00
Increased by 0.00%
Apr 30, 25
6 iShares Russell 2000 Value ETF 207.13K (0.75%) 0.00
Increased by 0.00%
May 31, 25
7 Fidelity Small Cap Index 194.52K (0.71%) 0.00
Increased by 0.00%
Mar 31, 25
8 Fidelity® Small Cap Index 177.64K (0.64%) 2.62K
Increased by +1.47%
Oct 31, 23
9 Kennedy Bank Sector 117.85K (0.43%) -117.48K
Decreased by -99.68%
Dec 31, 23
10 DFA US Micro Cap I 108.43K (0.39%) 0.00
Increased by 0.00%
Apr 30, 25
11 Kennedy Micro Cap Opportunities 108.34K (0.39%) 502.00
Increased by +0.46%
Dec 31, 23
12 Fidelity Extended Market Index 102.04K (0.37%) 0.00
Increased by 0.00%
Apr 30, 25
13 Bridgeway Omni Small-Cap Value 100.00K (0.36%) -100.00K
Decreased by -100.00%
Sep 30, 23
14 Bridgeway Omni Small-Cap Value N 100.00K (0.36%) -100.00K
Decreased by -100.00%
Sep 30, 23
15 Vanguard Russell 2000 ETF 99.64K (0.36%) 0.00
Increased by 0.00%
Apr 30, 25
16 State St Russell Sm/Mid Cp® Indx NL Cl C 89.63K (0.33%) 0.00
Increased by 0.00%
Mar 31, 25
17 State St Russell Sm/Mid Cp® Indx SL Cl I 89.63K (0.33%) 0.00
Increased by 0.00%
Mar 31, 25
18 DFA US Targeted Value I 86.73K (0.31%) 0.00
Increased by 0.00%
Apr 30, 25
19 State St Russell Sm Cap® Indx SL Cl I 81.24K (0.29%) 0.00
Increased by 0.00%
Mar 31, 25
20 DFA US Small Cap I 78.17K (0.28%) 0.00
Increased by 0.00%
Apr 30, 25