Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 THD 1.84%
2 SMLL 0.37%
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 IWN 0.01%
18 DFAS 0.01%
19 VTWV 0.01%
20 VTWO 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Caledonia (Private) Investments Pty Ltd 17.76M (23.75%) 0.00
Increased by 0.00%
Mar 31, 25
2 United Services Automobile Association 7.96M (10.65%) 0.00
Increased by 0.00%
Mar 31, 25
3 BlackRock Inc 7.36M (9.84%) -121.58K
Decreased by -1.65%
Mar 31, 25
4 Cannell Capital LLC 4.59M (6.14%) -1.38M
Decreased by -30.06%
Mar 31, 25
5 Vanguard Group Inc 4.29M (5.74%) -19.70K
Decreased by -0.46%
Mar 31, 25
6 Dimensional Fund Advisors, Inc. 3.21M (4.29%) 2.43K
Increased by +0.08%
Mar 31, 25
7 Renaissance Technologies Corp 2.07M (2.77%) -1.40K
Decreased by -0.07%
Mar 31, 25
8 State Street Corp 1.82M (2.43%) -26.23K
Decreased by -1.44%
Mar 31, 25
9 Geode Capital Management, LLC 1.82M (2.43%) -109.75K
Decreased by -6.03%
Mar 31, 25
10 State Street Corporation 1.77M (2.37%) 81.07K
Increased by +4.57%
Mar 31, 24
11 Mill Road Capital Management LLC 1.72M (2.31%) 0.00
Increased by 0.00%
Mar 31, 25
12 Acuitas Investments, LLC 999.67K (1.34%) -136.13K
Decreased by -13.62%
Dec 31, 24
13 Morgan Stanley - Brokerage Accounts 972.42K (1.30%) -3.96K
Decreased by -0.41%
Mar 31, 25
14 Whetstone Capital Advisors, LLC 850.80K (1.14%) 84.22K
Increased by +9.90%
Jun 30, 24
15 D. E. Shaw & Co LP 811.58K (1.09%) -23.55K
Decreased by -2.90%
Dec 31, 24
16 Acadian Asset Management LLC 747.59K (1.00%) 55.09K
Increased by +7.37%
Mar 31, 25
17 Fuller & Thaler Asset Management Inc 732.23K (0.98%) -22.80K
Decreased by -3.11%
Jun 30, 24
18 Northern Trust Corp 714.73K (0.96%) 17.79K
Increased by +2.49%
Dec 31, 24
19 Arrowstreet Capital Limited Partnership 510.55K (0.68%) -10.92K
Decreased by -2.14%
Mar 31, 25
20 Springbok Capital Management, LLC 459.40K (0.61%) -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 (3.44%) 0.00
Increased by 0.00%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 2.57M (3.44%) 0.00
Increased by 0.00%
Sep 30, 24
3 iShares Russell 2000 ETF 2.09M (2.79%) 353.00
Increased by +0.02%
Apr 30, 25
4 Vanguard Institutional Extnd Mkt Idx Tr 1.14M (1.52%) 0.00
Increased by 0.00%
Apr 30, 25
5 Fidelity Small Cap Index 862.46K (1.15%) 0.00
Increased by 0.00%
Feb 28, 25
6 Fidelity® Small Cap Index 836.25K (1.12%) 0.00
Increased by 0.00%
Oct 31, 23
7 iShares Russell 2000 Value ETF 806.67K (1.08%) -2.73K
Decreased by -0.34%
Apr 30, 25
8 Fuller & Thaler Behavrl Micro-Cap Core 775.50K (1.04%) 0.00
Increased by 0.00%
Nov 30, 23
9 FullerThaler Behavioral Micro-Cap Core 723.41K (0.97%) -8.82K
Decreased by -1.22%
Aug 31, 24
10 DFA US Micro Cap I 516.82K (0.69%) -35.51K
Decreased by -6.87%
Mar 31, 25
11 State St Russell Sm/Mid Cp® Indx NL Cl C 477.63K (0.64%) 0.00
Increased by 0.00%
Apr 30, 25
12 State St Russell Sm/Mid Cp® Indx SL Cl I 477.63K (0.64%) 0.00
Increased by 0.00%
Apr 30, 25
13 Fidelity Extended Market Index 441.70K (0.59%) 5.66K
Increased by +1.28%
Mar 31, 25
14 DFA US Targeted Value I 427.21K (0.57%) 43.65K
Increased by +10.22%
Mar 31, 25
15 Dimensional US Targeted Value ETF 407.14K (0.54%) -8.97K
Decreased by -2.20%
Apr 30, 25
16 Vanguard Russell 2000 ETF 402.61K (0.54%) 22.50K
Increased by +5.59%
Apr 30, 25
17 Fidelity® Extended Market Index 397.20K (0.53%) 0.00
Increased by 0.00%
Nov 30, 23
18 SEI Tax-Managed Small/Mid Cap F (SIMT) 395.63K (0.53%) 0.00
Increased by 0.00%
Jul 31, 24
19 DFA US Small Cap I 381.66K (0.51%) 0.00
Increased by 0.00%
Mar 31, 25
20 State St Russell Sm Cap® Indx SL Cl I 330.98K (0.44%) 0.00
Increased by 0.00%
Apr 30, 25