Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BPAY 1.43%
2 IWC 0.10%
3 AVSC 0.04%
4 VTWV 0.04%
5 IWN 0.03%
6 DMRS 0.02%
7 VTWO 0.02%
8 PRFZ 0.02%
9 IWM 0.02%
10 RFLR 0.02%
11 RSSL 0.01%
12 UWM 0.01%
13 SCHA 0.01%
14 VXF 0.01%
15 URTY 0.01%
16 DFSV 0.01%
17 HDG 0.00%
18 DFAC 0.00%
19 DFUS 0.00%
20 DFAU 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Brookside Equity Partners LLC 17.68M (12.65%) 0.00
Increased by 0.00%
Sep 30, 23
2 BlackRock Inc 10.51M (7.52%) -59.96K
Decreased by -0.57%
Dec 31, 24
3 Abrams Bison Investments, LLC 7.91M (5.66%) 0.00
Increased by 0.00%
Dec 31, 24
4 Vanguard Group Inc 7.36M (5.27%) 120.28K
Increased by +1.63%
Dec 31, 24
5 Mariner Wealth Advisors LLC 6.31M (4.52%) 1.93K
Increased by +0.03%
Dec 31, 24
6 Mariner Wealth Advisors, LLC 6.21M (4.44%) 19.84K
Increased by +0.32%
Jun 30, 24
7 Geode Capital Management, LLC 3.07M (2.20%) -6.54K
Decreased by -0.21%
Dec 31, 24
8 State Street Corp 2.98M (2.13%) 88.17K
Increased by +2.96%
Dec 31, 24
9 State Street Corporation 2.74M (1.96%) 101.20K
Increased by +3.70%
Dec 31, 23
10 G2 Investment Partners Management LLC 2.52M (1.80%) -1.61M
Decreased by -63.90%
Dec 31, 23
11 Morgan Stanley - Brokerage Accounts 1.96M (1.40%) -855.51K
Decreased by -43.64%
Dec 31, 24
12 CapTrust Financial Advisors 1.54M (1.10%) 73.63K
Increased by +4.77%
Dec 31, 24
13 Guggenheim Capital LLC 1.20M (0.86%) -733.00
Decreased by -0.06%
Dec 31, 24
14 Charles Schwab Investment Management Inc 1.19M (0.85%) 10.04K
Increased by +0.84%
Dec 31, 24
15 Northern Trust Corp 1.13M (0.81%) 11.96K
Increased by +1.05%
Dec 31, 24
16 Fuller & Thaler Asset Management Inc 1.10M (0.79%) 0.00
Increased by 0.00%
Dec 31, 23
17 Jacobs Levy Equity Management, Inc. 1.10M (0.79%) -33.52K
Decreased by -3.05%
Dec 31, 24
18 Dimensional Fund Advisors, Inc. 1.06M (0.76%) 275.59K
Increased by +26.10%
Dec 31, 24
19 Marshall Wace Asset Management Ltd 1.05M (0.75%) 341.98K
Increased by +32.50%
Dec 31, 24
20 Prudential Financial Inc 876.68K (0.63%) -204.50K
Decreased by -23.33%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 4.38M (3.13%) 0.00
Increased by 0.00%
Mar 31, 25
2 Vanguard US Total Market Shares ETF 4.07M (2.91%) 0.00
Increased by 0.00%
Sep 30, 24
3 iShares Russell 2000 ETF 3.51M (2.51%) 593.00
Increased by +0.02%
Apr 30, 25
4 Vanguard Institutional Extnd Mkt Idx Tr 2.26M (1.61%) 29.01K
Increased by +1.28%
Mar 31, 25
5 Fidelity Small Cap Index 1.35M (0.96%) 10.09K
Increased by +0.75%
Feb 28, 25
6 iShares Russell 2000 Value ETF 1.30M (0.93%) -4.42K
Decreased by -0.34%
Apr 30, 25
7 Fidelity® Small Cap Index 1.30M (0.93%) 16.23K
Increased by +1.25%
Oct 31, 23
8 Fuller & Thaler Behavrl Micro-Cap Core 1.10M (0.79%) 0.00
Increased by 0.00%
Nov 30, 23
9 FullerThaler Behavioral Micro-Cap Core 1.10M (0.79%) 0.00
Increased by 0.00%
Nov 30, 23
10 State St Russell Sm/Mid Cp® Indx NL Cl C 880.17K (0.63%) 0.00
Increased by 0.00%
Mar 31, 25
11 State St Russell Sm/Mid Cp® Indx SL Cl I 880.17K (0.63%) 0.00
Increased by 0.00%
Mar 31, 25
12 CREF Stock R1 876.25K (0.63%) 0.00
Increased by 0.00%
Aug 31, 24
13 Fidelity Extended Market Index 799.82K (0.57%) 19.54K
Increased by +2.44%
Mar 31, 25
14 Fidelity® Extended Market Index 731.35K (0.52%) 26.86K
Increased by +3.67%
Nov 30, 23
15 Avantis US Small Cap Value ETF 702.15K (0.50%) 0.00
Increased by 0.00%
Apr 30, 25
16 Schwab US Small-Cap ETF™ 687.47K (0.49%) -350.00
Decreased by -0.05%
Apr 30, 25
17 Vanguard Russell 2000 ETF 638.04K (0.46%) 14.29K
Increased by +2.24%
Mar 31, 25
18 State St Russell Sm Cap® Indx SL Cl I 483.72K (0.35%) 0.00
Increased by 0.00%
Mar 31, 25
19 AB Small Cap Core Z 475.55K (0.34%) 475.55K
Increased by +100.00%
Mar 31, 25
20 Dimensional US Core Equity 2 ETF 425.44K (0.30%) 0.00
Increased by 0.00%
Apr 30, 25