Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 VUS 0.95%
2 MYLD 0.94%
3 VRAI 0.84%
4 FDLS 0.74%
5 ROSC 0.50%
6 FDM 0.44%
7 SQLV 0.28%
8 EQWS 0.24%
9 VFMV 0.13%
10 FSMD 0.11%
11 DES 0.09%
12 SMLV 0.07%
13 SFLO 0.05%
14 IWC 0.05%
15 AVSC 0.03%
16 GSSC 0.02%
17 PSC 0.02%
18 RFLR 0.02%
19 EES 0.02%
20 FESM 0.02%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 1.68M (9.29%) -123.32K
Decreased by -7.36%
Mar 31, 26
2 Renaissance Technologies Corp 1.26M (7.00%) 15.00K
Increased by +1.19%
Mar 31, 26
3 Vanguard Group Inc 1.23M (6.81%) 74.45K
Increased by +6.06%
Dec 31, 25
4 Vanguard Capital Management, LLC 859.53K (4.77%) 859.53K
Increased by +100.00%
Mar 31, 26
5 Dimensional Fund Advisors, Inc. 715.87K (3.97%) 12.04K
Increased by +1.68%
Mar 31, 26
6 Geode Capital Management, LLC 545.72K (3.03%) -52.83K
Decreased by -9.68%
Mar 31, 26
7 Goldman Sachs Group Inc 529.89K (2.94%) 8.31K
Increased by +1.57%
Jun 30, 25
8 State Street Corp 461.79K (2.56%) 14.87K
Increased by +3.22%
Mar 31, 26
9 Acadian Asset Management LLC 428.06K (2.37%) 425.45K
Increased by +99.39%
Sep 30, 25
10 State Street Corporation 406.11K (2.25%) 14.65K
Increased by +3.61%
Mar 31, 24
11 HighTower Advisors, LLC 381.81K (2.12%) -560.00
Decreased by -0.15%
Mar 31, 26
12 Foundry Partners, LLC 359.93K (2.00%) -2.12K
Decreased by -0.59%
Mar 31, 25
13 Vanguard Portfolio Management, LLC 265.03K (1.47%) 265.03K
Increased by +100.00%
Mar 31, 26
14 Hillsdale Investment Management Inc. 235.70K (1.31%) 235.70K
Increased by +100.00%
Mar 31, 24
15 JPMorgan Chase & Co 229.07K (1.27%) 5.01K
Increased by +2.19%
Sep 30, 25
16 The Goldman Sachs Group Inc 219.58K (1.22%) -142.89K
Decreased by -65.07%
Mar 31, 26
17 Bank of New York Mellon Corp 217.80K (1.21%) 4.99K
Increased by +2.29%
Mar 31, 26
18 Northern Trust Corp 216.54K (1.20%) -551.00
Decreased by -0.25%
Mar 31, 26
19 CSM Advisors, LLC 213.13K (1.18%) -49.81K
Decreased by -23.37%
Mar 31, 26
20 Uniplan Investment Counsel, Inc. 209.60K (1.16%) 48.60K
Increased by +23.19%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 615.12K (3.41%) 0.00
Increased by 0.00%
Apr 30, 26
2 Vanguard US Total Market Shares ETF 539.24K (2.99%) 0.00
Increased by 0.00%
Sep 30, 24
3 Foundry Partners Micro Cap Value 531.25K (2.95%) 0.00
Increased by 0.00%
Jul 31, 25
4 iShares Russell 2000 ETF 438.82K (2.43%) 4.06K
Increased by +0.92%
May 29, 26
5 CS McKee Micro Cap Value 341.95K (1.90%) 0.00
Increased by 0.00%
May 31, 26
6 Fuller & Thaler Behavrl Micro-Cap Core 251.32K (1.39%) 1.99K
Increased by +0.79%
Sep 30, 23
7 Vanguard Institutional Extnd Mkt Idx Tr 231.36K (1.28%) 6.15K
Increased by +2.66%
Apr 30, 26
8 Fidelity Small Cap Index 214.56K (1.19%) 4.34K
Increased by +2.02%
Mar 31, 26
9 FullerThaler Behavioral Micro-Cap Core 178.63K (0.99%) -1.12K
Decreased by -0.63%
May 31, 24
10 Fidelity® Small Cap Index 174.75K (0.97%) 4.44K
Increased by +2.54%
Oct 31, 23
11 iShares Russell 2000 Value ETF 174.25K (0.97%) 0.00
Increased by 0.00%
May 29, 26
12 DFA US Targeted Value I 139.99K (0.78%) 0.00
Increased by 0.00%
Apr 30, 26
13 Fidelity Extended Market Index 132.85K (0.74%) 7.69K
Increased by +5.79%
Apr 30, 26
14 Russell 2000 Equity Index Fund B 126.32K (0.70%) -65.00
Decreased by -0.05%
Dec 31, 25
15 North Star Dividend I 122.00K (0.68%) 0.00
Increased by 0.00%
Mar 31, 26
16 Kennedy Micro Cap 116.78K (0.65%) 0.00
Increased by 0.00%
Sep 30, 23
17 WisdomTree US SmallCap Dividend ETF 116.60K (0.65%) 0.00
Increased by 0.00%
May 29, 26
18 Goldman Sachs Small Cp Val Insghts Instl 112.67K (0.62%) 0.00
Increased by 0.00%
Jan 31, 26
19 Fidelity® Extended Market Index 111.03K (0.62%) 0.00
Increased by 0.00%
Nov 30, 23
20 Foundry Partners Micro Cap Value Plus 109.72K (0.61%) 0.00
Increased by 0.00%
Jun 30, 25