Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BPAY 1.05%
2 IWC 0.09%
3 AVSC 0.04%
4 DMRS 0.02%
5 VTWV 0.02%
6 PRFZ 0.02%
7 IWO 0.02%
8 RFLR 0.02%
9 RSSL 0.01%
10 IWM 0.01%
11 UWM 0.01%
12 SCHA 0.01%
13 VTWO 0.01%
14 SMLF 0.01%
15 URTY 0.01%
16 IWN 0.01%
17 DFSV 0.01%
18 HDG 0.00%
19 DFAC 0.00%
20 DFUS 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Brookside Equity Partners LLC 17.68M (12.59%) 0.00
Increased by 0.00%
Sep 30, 23
2 BlackRock Inc 11.24M (8.01%) 731.05K
Increased by +6.50%
Mar 31, 25
3 Abrams Bison Investments, LLC 7.91M (5.64%) 0.00
Increased by 0.00%
Mar 31, 25
4 Vanguard Group Inc 7.88M (5.61%) 516.75K
Increased by +6.56%
Mar 31, 25
5 Mariner Wealth Advisors LLC 6.29M (4.48%) -26.45K
Decreased by -0.42%
Mar 31, 25
6 Mariner Wealth Advisors, LLC 6.21M (4.42%) 19.84K
Increased by +0.32%
Jun 30, 24
7 Geode Capital Management, LLC 3.17M (2.26%) 95.08K
Increased by +3.00%
Mar 31, 25
8 State Street Corp 3.09M (2.20%) 107.61K
Increased by +3.48%
Mar 31, 25
9 State Street Corporation 2.74M (1.95%) 101.20K
Increased by +3.70%
Dec 31, 23
10 Morgan Stanley - Brokerage Accounts 2.22M (1.58%) 257.72K
Increased by +11.62%
Mar 31, 25
11 Dimensional Fund Advisors, Inc. 1.57M (1.12%) 510.38K
Increased by +32.59%
Mar 31, 25
12 Renaissance Technologies Corp 1.48M (1.05%) 644.80K
Increased by +43.68%
Mar 31, 25
13 CapTrust Financial Advisors 1.38M (0.99%) -157.83K
Decreased by -11.40%
Mar 31, 25
14 JPMorgan Chase & Co 1.29M (0.92%) 569.47K
Increased by +44.27%
Mar 31, 25
15 Connor Clark & Lunn Inv Mgmt Ltd 1.25M (0.89%) 479.00K
Increased by +38.26%
Mar 31, 25
16 Guggenheim Capital LLC 1.20M (0.86%) 0.00
Increased by 0.00%
Mar 31, 25
17 Charles Schwab Investment Management Inc 1.19M (0.85%) -1.86K
Decreased by -0.16%
Mar 31, 25
18 Northern Trust Corp 1.18M (0.84%) 49.05K
Increased by +4.15%
Mar 31, 25
19 Arrowstreet Capital Limited Partnership 1.13M (0.80%) 844.43K
Increased by +74.90%
Mar 31, 25
20 Fuller & Thaler Asset Management Inc 1.10M (0.78%) 0.00
Increased by 0.00%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 4.38M (3.12%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard US Total Market Shares ETF 4.07M (2.90%) 0.00
Increased by 0.00%
Sep 30, 24
3 iShares Russell 2000 ETF 3.56M (2.53%) 0.00
Increased by 0.00%
May 31, 25
4 Vanguard Institutional Extnd Mkt Idx Tr 2.28M (1.62%) 18.55K
Increased by +0.81%
May 31, 25
5 Fidelity Small Cap Index 1.35M (0.96%) 7.69K
Increased by +0.57%
Mar 31, 25
6 Fidelity® Small Cap Index 1.30M (0.92%) 16.23K
Increased by +1.25%
Oct 31, 23
7 iShares Russell 2000 Value ETF 1.26M (0.90%) 0.00
Increased by 0.00%
May 31, 25
8 Fuller & Thaler Behavrl Micro-Cap Core 1.10M (0.78%) 0.00
Increased by 0.00%
Nov 30, 23
9 FullerThaler Behavioral Micro-Cap Core 1.10M (0.78%) 0.00
Increased by 0.00%
Nov 30, 23
10 Avantis US Small Cap Value ETF 952.15K (0.68%) 15.52K
Increased by +1.63%
May 31, 25
11 State St Russell Sm/Mid Cp® Indx NL Cl C 884.14K (0.63%) 3.97K
Increased by +0.45%
Apr 30, 25
12 State St Russell Sm/Mid Cp® Indx SL Cl I 884.14K (0.63%) 0.00
Increased by 0.00%
May 31, 25
13 CREF Stock R1 876.25K (0.62%) 0.00
Increased by 0.00%
Aug 31, 24
14 Fidelity Extended Market Index 792.25K (0.56%) -7.57K
Decreased by -0.96%
Apr 30, 25
15 Fidelity® Extended Market Index 731.35K (0.52%) 26.86K
Increased by +3.67%
Nov 30, 23
16 Schwab US Small-Cap ETF™ 684.77K (0.49%) -1.85K
Decreased by -0.27%
May 31, 25
17 Vanguard Russell 2000 ETF 681.65K (0.49%) 6.09K
Increased by +0.89%
May 31, 25
18 AB Small Cap Core Z 574.66K (0.41%) 99.11K
Increased by +17.25%
Apr 30, 25
19 BGF FinTech Z2 USD 485.55K (0.35%) 485.55K
Increased by +100.00%
Feb 28, 25
20 State St Russell Sm Cap® Indx SL Cl I 483.72K (0.34%) 0.00
Increased by 0.00%
May 31, 25