Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FDHT 0.79%
2 ROSC 0.43%
3 DWAS 0.40%
4 FSCC 0.39%
5 EDOC 0.24%
6 ROGS 0.12%
7 VFMF 0.07%
8 SMLV 0.07%
9 CSML 0.05%
10 LGHT 0.04%
11 IWC 0.04%
12 SLY 0.04%
13 PRFZ 0.04%
14 VFMO 0.03%
15 JPSE 0.03%
16 GSSC 0.03%
17 DMRS 0.03%
18 RTLA 0.02%
19 VFQY 0.02%
20 IWO 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Nellore Capital Management LLC 988.45K (11.60%) 73.41K
Increased by +7.43%
Mar 31, 26
2 Vanguard Group Inc 744.71K (8.74%) -10.67K
Decreased by -1.43%
Dec 31, 25
3 BlackRock Inc 732.87K (8.60%) -25.25K
Decreased by -3.45%
Mar 31, 26
4 Vanguard Capital Management, LLC 577.38K (6.77%) 577.38K
Increased by +100.00%
Mar 31, 26
5 Dimensional Fund Advisors, Inc. 562.85K (6.60%) 54.42K
Increased by +9.67%
Mar 31, 26
6 Martin & Co Inc 448.65K (5.26%) 11.62K
Increased by +2.59%
Mar 31, 26
7 Hotchkis & Wiley Capital Management LLC 441.66K (5.18%) -54.49K
Decreased by -12.34%
Dec 31, 24
8 LSV Asset Management 425.95K (5.00%) 0.00
Increased by 0.00%
Mar 31, 24
9 State Street Corporation 310.29K (3.64%) -3.44K
Decreased by -1.11%
Mar 31, 24
10 Susquehanna International Group, LLP 303.20K (3.56%) 93.33K
Increased by +30.78%
Mar 31, 25
11 Ameriprise Financial Inc 295.48K (3.47%) 3.84K
Increased by +1.30%
Mar 31, 26
12 Federated Hermes Inc 292.41K (3.43%) -34.46K
Decreased by -11.79%
Mar 31, 26
13 Kennedy Capital Management Inc 283.84K (3.33%) 6.52K
Increased by +2.30%
Mar 31, 26
14 Geode Capital Management, LLC 250.97K (2.94%) 5.38K
Increased by +2.14%
Mar 31, 26
15 Arrowstreet Capital Limited Partnership 240.06K (2.82%) 163.15K
Increased by +67.96%
Dec 31, 23
16 AMH Equity Ltd 240.00K (2.82%) 240.00K
Increased by +100.00%
Dec 31, 23
17 Foundry Partners, LLC 227.07K (2.66%) -8.75K
Decreased by -3.85%
Dec 31, 23
18 Millennium Management LLC 226.17K (2.65%) 39.09K
Increased by +17.28%
Mar 31, 25
19 Wellington Management Company LLP 217.44K (2.55%) -126.68K
Decreased by -58.26%
Dec 31, 23
20 Acadian Asset Management LLC 212.06K (2.49%) 211.94K
Increased by +99.94%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 448.69K (5.27%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 446.27K (5.24%) 0.00
Increased by 0.00%
Apr 30, 26
3 Martin & Company Small Cap Value Comp 240.54K (2.82%) 7.39K
Increased by +3.07%
Mar 31, 26
4 iShares Russell 2000 ETF 232.29K (2.73%) 2.13K
Increased by +0.92%
May 29, 26
5 Columbia Small Cap Value Discovery Fund 218.77K (2.57%) 9.80K
Increased by +4.48%
Mar 31, 26
6 Columbia Small Cap Value I A 204.07K (2.39%) 5.60K
Increased by +2.74%
Jul 31, 25
7 Federated Hermes MDT SCC Institutional 204.03K (2.39%) -35.87K
Decreased by -17.58%
Mar 31, 26
8 Federated Hermes MDT Small Cap Core IS 204.03K (2.39%) -35.87K
Decreased by -17.58%
Mar 31, 26
9 Columbia Small Cap Value I 198.47K (2.33%) -109.83K
Decreased by -55.34%
Jun 30, 25
10 CREF Stock R1 198.46K (2.33%) 0.00
Increased by 0.00%
May 31, 24
11 Kennedy Micro Cap 184.48K (2.16%) 3.35K
Increased by +1.81%
Mar 31, 26
12 Franklin MicroCap Value A 148.88K (1.75%) 0.00
Increased by 0.00%
Mar 31, 24
13 Columbia Small Cap Value Discv A 143.62K (1.69%) -75.15K
Decreased by -52.33%
Apr 30, 26
14 Invenomic Institutional 132.64K (1.56%) 15.10K
Increased by +11.38%
Oct 31, 24
15 iShares Russell 2000 Value ETF 130.46K (1.53%) 0.00
Increased by 0.00%
Apr 30, 24
16 Hotchkis & Wiley Sm Cp Divers Val I 124.40K (1.46%) -4.00K
Decreased by -3.22%
Jan 31, 25
17 Pear Tree Polaris Small Cap Ord 116.15K (1.36%) 10.60K
Increased by +9.13%
Sep 30, 24
18 Vanguard Institutional Extnd Mkt Idx Tr 114.14K (1.34%) 0.00
Increased by 0.00%
Apr 30, 26
19 Lazard US Sm Cap Eq WW Dist EUR 105.55K (1.24%) 17.76K
Increased by +16.83%
May 31, 25
20 DFA US Targeted Value I 102.20K (1.20%) 5.43K
Increased by +5.32%
Apr 30, 26