Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 THD 1.84%
2 SMLL 0.36%
3 FESM 0.10%
4 GSSC 0.06%
5 EMXC 0.04%
6 EEMA 0.04%
7 AAXJ 0.04%
8 AVSC 0.04%
9 EEM 0.03%
10 IWC 0.03%
11 RTLA 0.03%
12 IEMG 0.03%
13 DFAT 0.02%
14 PRFZ 0.02%
15 RSSL 0.01%
16 ACWX 0.01%
17 DFAS 0.01%
18 IWN 0.01%
19 VTWO 0.01%
20 VTWV 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Caledonia (Private) Investments Pty Ltd 17.76M (22.64%) 0.00
Increased by 0.00%
Dec 31, 24
2 United Services Automobile Association 7.96M (10.15%) 0.00
Increased by 0.00%
Dec 31, 24
3 BlackRock Inc 7.48M (9.53%) 40.16K
Increased by +0.54%
Dec 31, 24
4 Cannell Capital LLC 5.98M (7.62%) -1.40M
Decreased by -23.41%
Dec 31, 24
5 Vanguard Group Inc 4.31M (5.49%) -9.95K
Decreased by -0.23%
Dec 31, 24
6 Dimensional Fund Advisors, Inc. 3.21M (4.09%) -38.43K
Decreased by -1.20%
Dec 31, 24
7 Renaissance Technologies Corp 2.07M (2.64%) -56.90K
Decreased by -2.74%
Dec 31, 24
8 Geode Capital Management, LLC 1.93M (2.46%) -26.78K
Decreased by -1.39%
Dec 31, 24
9 State Street Corp 1.85M (2.35%) 56.20K
Increased by +3.04%
Dec 31, 24
10 State Street Corporation 1.77M (2.26%) 81.07K
Increased by +4.57%
Mar 31, 24
11 Mill Road Capital Management LLC 1.72M (2.20%) 0.00
Increased by 0.00%
Dec 31, 24
12 Acuitas Investments, LLC 999.67K (1.27%) -136.13K
Decreased by -13.62%
Dec 31, 24
13 Morgan Stanley - Brokerage Accounts 976.38K (1.24%) -37.32K
Decreased by -3.82%
Dec 31, 24
14 Whetstone Capital Advisors, LLC 850.80K (1.08%) 84.22K
Increased by +9.90%
Jun 30, 24
15 D. E. Shaw & Co LP 811.58K (1.03%) -23.55K
Decreased by -2.90%
Dec 31, 24
16 Fuller & Thaler Asset Management Inc 732.23K (0.93%) -22.80K
Decreased by -3.11%
Jun 30, 24
17 Northern Trust Corp 714.73K (0.91%) 17.79K
Increased by +2.49%
Dec 31, 24
18 Acadian Asset Management LLC 692.50K (0.88%) -8.84K
Decreased by -1.28%
Dec 31, 24
19 Arrowstreet Capital Limited Partnership 521.47K (0.66%) 224.97K
Increased by +43.14%
Dec 31, 24
20 Springbok Capital Management, LLC 459.40K (0.59%) -326.55K
Decreased by -71.08%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 2.57M (3.28%) 0.00
Increased by 0.00%
Feb 28, 25
2 iShares Russell 2000 ETF 2.24M (2.85%) -19.41K
Decreased by -0.87%
Mar 31, 25
3 Vanguard Institutional Extnd Mkt Idx Tr 1.12M (1.43%) 0.00
Increased by 0.00%
Feb 28, 25
4 Fidelity Small Cap Index 862.46K (1.10%) -16.15K
Decreased by -1.87%
Jan 31, 25
5 Fidelity® Small Cap Index 836.25K (1.07%) 0.00
Increased by 0.00%
Oct 31, 23
6 iShares Russell 2000 Value ETF 793.55K (1.01%) 0.00
Increased by 0.00%
Mar 31, 25
7 Fuller & Thaler Behavrl Micro-Cap Core 775.50K (0.99%) 0.00
Increased by 0.00%
Nov 30, 23
8 FullerThaler Behavioral Micro-Cap Core 723.41K (0.92%) -8.82K
Decreased by -1.22%
Aug 31, 24
9 DFA US Micro Cap I 552.33K (0.70%) 0.00
Increased by 0.00%
Feb 28, 25
10 State St Russell Sm/Mid Cp® Indx NL Cl C 477.63K (0.61%) 0.00
Increased by 0.00%
Feb 28, 25
11 Dimensional US Targeted Value ETF 443.86K (0.57%) 0.00
Increased by 0.00%
Mar 31, 25
12 Fidelity Extended Market Index 436.04K (0.56%) -2.78K
Decreased by -0.64%
Feb 28, 25
13 Fidelity® Extended Market Index 397.20K (0.51%) 0.00
Increased by 0.00%
Nov 30, 23
14 SEI Tax-Managed Small/Mid Cap F (SIMT) 395.63K (0.50%) 0.00
Increased by 0.00%
Jul 31, 24
15 Vanguard Russell 2000 ETF 391.95K (0.50%) 9.14K
Increased by +2.33%
Feb 28, 25
16 DFA US Targeted Value I 383.56K (0.49%) 0.00
Increased by 0.00%
Feb 28, 25
17 DFA US Small Cap I 381.66K (0.49%) 0.00
Increased by 0.00%
Feb 28, 25
18 State St Russell Sm Cap® Indx SL Cl I 330.98K (0.42%) 0.00
Increased by 0.00%
Feb 28, 25
19 Jacob Internet Inv 323.00K (0.41%) 0.00
Increased by 0.00%
Dec 31, 24
20 BlackRock Advantage Small Cap Core Instl 272.30K (0.35%) 0.00
Increased by 0.00%
Feb 28, 25