Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 VRAI 1.22%
2 MYLD 1.05%
3 FDLS 1.01%
4 FDM 0.50%
5 ROSC 0.50%
6 SQLV 0.28%
7 EQWS 0.24%
8 VFMV 0.18%
9 FSMD 0.11%
10 DES 0.09%
11 IWC 0.08%
12 SMLV 0.07%
13 SFLO 0.05%
14 AVSC 0.03%
15 VOX 0.03%
16 IWN 0.03%
17 GSSC 0.02%
18 PSC 0.02%
19 RFLR 0.02%
20 EES 0.02%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 1.54M (8.26%) 160.28K
Increased by +10.39%
Mar 31, 25
2 Vanguard Group Inc 1.02M (5.46%) -27.85K
Decreased by -2.73%
Mar 31, 25
3 Renaissance Technologies Corp 1.02M (5.46%) 43.80K
Increased by +4.30%
Mar 31, 25
4 Dimensional Fund Advisors, Inc. 699.56K (3.75%) -8.29K
Decreased by -1.18%
Mar 31, 25
5 HighTower Advisors, LLC 522.65K (2.80%) -144.06K
Decreased by -27.56%
Mar 31, 25
6 Goldman Sachs Group Inc 521.57K (2.79%) 130.48K
Increased by +25.02%
Mar 31, 25
7 Geode Capital Management, LLC 488.37K (2.62%) -26.06K
Decreased by -5.34%
Mar 31, 25
8 State Street Corp 437.28K (2.34%) -1.31K
Decreased by -0.30%
Mar 31, 25
9 State Street Corporation 406.11K (2.17%) 14.65K
Increased by +3.61%
Mar 31, 24
10 Acadian Asset Management LLC 376.93K (2.02%) 375.81K
Increased by +99.70%
Mar 31, 25
11 Foundry Partners, LLC 359.93K (1.93%) -2.12K
Decreased by -0.59%
Mar 31, 25
12 Hillsdale Investment Management Inc. 235.70K (1.26%) 235.70K
Increased by +100.00%
Mar 31, 24
13 Northern Trust Corp 216.78K (1.16%) 9.71K
Increased by +4.48%
Mar 31, 25
14 Uniplan Investment Counsel, Inc. 205.33K (1.10%) 1.75K
Increased by +0.85%
Mar 31, 25
15 JPMorgan Chase & Co 199.06K (1.07%) -14.51K
Decreased by -7.29%
Mar 31, 25
16 Bank of New York Mellon Corp 190.12K (1.02%) -9.87K
Decreased by -5.19%
Mar 31, 25
17 Fuller & Thaler Asset Management Inc 171.48K (0.92%) -8.27K
Decreased by -4.82%
Jun 30, 24
18 Morgan Stanley - Brokerage Accounts 168.52K (0.90%) 10.12K
Increased by +6.00%
Mar 31, 25
19 Citadel Advisors Llc 154.32K (0.83%) 123.51K
Increased by +80.03%
Mar 31, 25
20 Springbok Capital Management, LLC 152.88K (0.82%) 3.80K
Increased by +2.49%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 539.24K (2.89%) 0.00
Increased by 0.00%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 539.24K (2.89%) 0.00
Increased by 0.00%
Sep 30, 24
3 Foundry Partners Micro Cap Value 531.25K (2.84%) 0.00
Increased by 0.00%
Mar 31, 25
4 iShares Russell 2000 ETF 430.88K (2.31%) 0.00
Increased by 0.00%
May 31, 25
5 Vanguard Institutional Extnd Mkt Idx Tr 317.83K (1.70%) -556.00
Decreased by -0.17%
Apr 30, 25
6 Fuller & Thaler Behavrl Micro-Cap Core 251.32K (1.35%) 1.99K
Increased by +0.79%
Sep 30, 23
7 Fidelity Small Cap Index 191.22K (1.02%) 3.71K
Increased by +1.94%
Mar 31, 25
8 FullerThaler Behavioral Micro-Cap Core 178.63K (0.96%) -1.12K
Decreased by -0.63%
May 31, 24
9 Fidelity® Small Cap Index 174.75K (0.94%) 4.44K
Increased by +2.54%
Oct 31, 23
10 iShares Russell 2000 Value ETF 164.32K (0.88%) 0.00
Increased by 0.00%
May 31, 25
11 Goldman Sachs Small Cp Val Insghts Instl 164.06K (0.88%) 99.33K
Increased by +60.55%
Jan 31, 25
12 DFA US Targeted Value I 148.98K (0.80%) 2.19K
Increased by +1.47%
Apr 30, 25
13 North Star Dividend I 122.00K (0.65%) 0.00
Increased by 0.00%
Apr 30, 25
14 Kennedy Micro Cap 116.78K (0.63%) 0.00
Increased by 0.00%
Sep 30, 23
15 Fidelity Extended Market Index 115.06K (0.62%) -1.10K
Decreased by -0.96%
Apr 30, 25
16 WisdomTree US SmallCap Dividend ETF 111.49K (0.60%) -192.00
Decreased by -0.17%
May 30, 25
17 Fidelity® Extended Market Index 111.03K (0.59%) 0.00
Increased by 0.00%
Nov 30, 23
18 Foundry Partners Micro Cap Value Plus 109.72K (0.59%) 0.00
Increased by 0.00%
Mar 31, 25
19 State St Russell Sm/Mid Cp® Indx NL Cl C 100.77K (0.54%) 556.00
Increased by +0.55%
Apr 30, 25
20 State St Russell Sm/Mid Cp® Indx SL Cl I 100.77K (0.54%) 0.00
Increased by 0.00%
May 31, 25