Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FDHT 0.62%
2 ROSC 0.43%
3 DWAS 0.40%
4 FSCC 0.37%
5 EDOC 0.24%
6 ROGS 0.12%
7 SMLV 0.07%
8 CSML 0.05%
9 IWC 0.05%
10 SLY 0.04%
11 PRFZ 0.04%
12 JPSE 0.03%
13 LGHT 0.03%
14 GSSC 0.03%
15 DMRS 0.03%
16 VFQY 0.02%
17 RTLA 0.02%
18 VTWG 0.02%
19 IWO 0.01%
20 DFAT 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 750.49K (6.73%) 86.63K
Increased by +11.54%
Jun 30, 25
2 Nellore Capital Management LLC 683.92K (6.13%) 467.02K
Increased by +68.29%
Jun 30, 25
3 Federated Hermes Inc 460.79K (4.13%) -7.97K
Decreased by -1.73%
Mar 31, 25
4 Ameriprise Financial Inc 448.96K (4.03%) -37.42K
Decreased by -8.33%
Mar 31, 25
5 Hotchkis & Wiley Capital Management LLC 441.66K (3.96%) -54.49K
Decreased by -12.34%
Dec 31, 24
6 LSV Asset Management 425.95K (3.82%) 0.00
Increased by 0.00%
Mar 31, 24
7 Dimensional Fund Advisors, Inc. 407.48K (3.65%) 61.98K
Increased by +15.21%
Jun 30, 25
8 Martin & Co Inc 370.61K (3.32%) -14.10K
Decreased by -3.80%
Jun 30, 25
9 Paradigm Capital Management, Inc. 323.89K (2.90%) -1.20K
Decreased by -0.37%
Sep 30, 24
10 State Street Corporation 310.29K (2.78%) -3.44K
Decreased by -1.11%
Mar 31, 24
11 Susquehanna International Group, LLP 303.20K (2.72%) 93.33K
Increased by +30.78%
Mar 31, 25
12 BlackRock Inc 297.02K (2.66%) 7.27K
Increased by +2.45%
Mar 31, 25
13 UBS Group AG 278.94K (2.50%) -24.09K
Decreased by -8.64%
Mar 31, 25
14 Kennedy Capital Management Inc 241.07K (2.16%) 18.21K
Increased by +7.55%
Jun 30, 25
15 Arrowstreet Capital Limited Partnership 240.06K (2.15%) 163.15K
Increased by +67.96%
Dec 31, 23
16 AMH Equity Ltd 240.00K (2.15%) 240.00K
Increased by +100.00%
Dec 31, 23
17 Foundry Partners, LLC 227.07K (2.04%) -8.75K
Decreased by -3.85%
Dec 31, 23
18 Millennium Management LLC 226.17K (2.03%) 39.09K
Increased by +17.28%
Mar 31, 25
19 JPMorgan Chase & Co 224.48K (2.01%) 95.01K
Increased by +42.33%
Sep 30, 24
20 Wellington Management Company LLP 217.44K (1.95%) -126.68K
Decreased by -58.26%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 448.69K (4.02%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 438.96K (3.94%) -9.74K
Decreased by -2.22%
Jul 31, 25
3 Federated Hermes MDT SCC Institutional 259.52K (2.33%) -149.69K
Decreased by -57.68%
Jun 30, 25
4 Federated Hermes MDT Small Cap Core IS 259.52K (2.33%) -149.69K
Decreased by -57.68%
Jun 30, 25
5 iShares Russell 2000 ETF 246.32K (2.21%) -4.72K
Decreased by -1.92%
Jul 31, 25
6 Columbia Small Cap Value I A 204.07K (1.83%) 5.60K
Increased by +2.74%
Jul 31, 25
7 Columbia Small Cap Value I 198.47K (1.78%) -109.83K
Decreased by -55.34%
Jun 30, 25
8 CREF Stock R1 198.46K (1.78%) 0.00
Increased by 0.00%
May 31, 24
9 Martin & Company Small Cap Value Comp 194.58K (1.74%) -1.88K
Decreased by -0.97%
Jun 30, 25
10 Kennedy Micro Cap 182.93K (1.64%) 13.17K
Increased by +7.20%
Jun 30, 25
11 Franklin MicroCap Value A 148.88K (1.33%) 0.00
Increased by 0.00%
Mar 31, 24
12 Fidelity Small Cap Index 146.50K (1.31%) 6.69K
Increased by +4.57%
Jun 30, 24
13 Vanguard Institutional Extnd Mkt Idx Tr 137.39K (1.23%) -59.19K
Decreased by -43.08%
Jul 31, 25
14 Invenomic Institutional 132.64K (1.19%) 15.10K
Increased by +11.38%
Oct 31, 24
15 iShares Russell 2000 Value ETF 130.46K (1.17%) 0.00
Increased by 0.00%
Apr 30, 24
16 Hotchkis & Wiley Sm Cp Divers Val I 124.40K (1.12%) -4.00K
Decreased by -3.22%
Jan 31, 25
17 Pear Tree Polaris Small Cap Ord 116.15K (1.04%) 10.60K
Increased by +9.13%
Sep 30, 24
18 Xtrackers S&P 500 2xLev Dly Swap ETF 1C 99.45K (0.89%) 0.00
Increased by 0.00%
Jun 30, 25
19 Invesco Dorsey Wright SmallCap Momt ETF 96.84K (0.87%) 0.00
Increased by 0.00%
Jun 30, 25
20 DFA US Targeted Value I 92.77K (0.83%) 9.31K
Increased by +10.04%
Jun 30, 25