Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FSCC 0.55%
2 ROSC 0.43%
3 DWAS 0.40%
4 EDOC 0.24%
5 ROGS 0.12%
6 IWC 0.08%
7 SMLV 0.07%
8 CSML 0.05%
9 LGHT 0.05%
10 SLY 0.04%
11 PRFZ 0.04%
12 JPSE 0.03%
13 GSSC 0.03%
14 DMRS 0.03%
15 RTLA 0.02%
16 DFAT 0.01%
17 IWN 0.01%
18 VTWO 0.01%
19 SMD 0.01%
20 VTWV 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 663.86K (5.96%) 16.71K
Increased by +2.52%
Mar 31, 25
2 Federated Hermes Inc 460.79K (4.13%) -7.97K
Decreased by -1.73%
Mar 31, 25
3 Acadian Asset Management LLC 456.97K (4.10%) -100.21K
Decreased by -21.93%
Mar 31, 24
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 Martin & Co Inc 384.71K (3.45%) -114.44K
Decreased by -29.75%
Mar 31, 25
8 Dimensional Fund Advisors, Inc. 345.50K (3.10%) -3.44K
Decreased by -1.00%
Mar 31, 25
9 Paradigm Capital Management, Inc. 323.89K (2.91%) -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 UBS Group AG 303.03K (2.72%) 280.04K
Increased by +92.41%
Dec 31, 24
12 BlackRock Inc 297.02K (2.67%) 7.27K
Increased by +2.45%
Mar 31, 25
13 Arrowstreet Capital Limited Partnership 240.06K (2.15%) 163.15K
Increased by +67.96%
Dec 31, 23
14 AMH Equity Ltd 240.00K (2.15%) 240.00K
Increased by +100.00%
Dec 31, 23
15 Foundry Partners, LLC 227.07K (2.04%) -8.75K
Decreased by -3.85%
Dec 31, 23
16 JPMorgan Chase & Co 224.48K (2.01%) 95.01K
Increased by +42.33%
Sep 30, 24
17 Kennedy Capital Management Inc 222.86K (2.00%) -56.38K
Decreased by -25.30%
Mar 31, 25
18 D. E. Shaw & Co LP 217.54K (1.95%) 16.82K
Increased by +7.73%
Dec 31, 24
19 Wellington Management Company LLP 217.44K (1.95%) -126.68K
Decreased by -58.26%
Dec 31, 23
20 Nellore Capital Management LLC 216.91K (1.95%) 216.91K
Increased by +100.00%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 448.69K (4.03%) 0.00
Increased by 0.00%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 448.69K (4.03%) 0.00
Increased by 0.00%
Sep 30, 24
3 Federated Hermes MDT SCC Institutional 409.21K (3.67%) -6.96K
Decreased by -1.70%
Mar 31, 25
4 Federated Hermes MDT Small Cap Core IS 409.21K (3.67%) -6.96K
Decreased by -1.70%
Mar 31, 25
5 iShares Russell 2000 ETF 334.16K (3.00%) -2.68K
Decreased by -0.80%
Apr 30, 24
6 Columbia Small Cap Value I 308.30K (2.77%) 19.05K
Increased by +6.18%
Mar 31, 25
7 Columbia Small Cap Value I A 308.30K (2.77%) 0.00
Increased by 0.00%
Apr 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 196.46K (1.76%) -69.18K
Decreased by -35.21%
Mar 31, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 193.74K (1.74%) 791.00
Increased by +0.41%
Apr 30, 25
11 Kennedy Micro Cap 169.76K (1.52%) -47.47K
Decreased by -27.96%
Mar 31, 25
12 Franklin MicroCap Value A 148.88K (1.34%) 0.00
Increased by 0.00%
Mar 31, 24
13 Fidelity Small Cap Index 146.50K (1.31%) 6.69K
Increased by +4.57%
Jun 30, 24
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 Invesco Dorsey Wright SmallCap Momt ETF 99.92K (0.90%) 0.00
Increased by 0.00%
Apr 30, 25
19 Xtrackers S&P 500 2xLev Dly Swap ETF 1C 99.45K (0.89%) 0.00
Increased by 0.00%
Apr 30, 25
20 State St Russell Sm/Mid Cp® Indx NL Cl C 88.66K (0.80%) 0.00
Increased by 0.00%
Apr 30, 24