Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FDLS 0.91%
2 RZV 0.83%
3 SIXL 0.56%
4 SMIZ 0.49%
5 ROSC 0.38%
6 SSLY 0.27%
7 PSCF 0.17%
8 SMLV 0.17%
9 IWC 0.15%
10 CSML 0.14%
11 BSVO 0.14%
12 RWJ 0.12%
13 VIOV 0.10%
14 IJS 0.10%
15 SLYV 0.09%
16 IAK 0.07%
17 ESIX 0.07%
18 AVSC 0.06%
19 EES 0.06%
20 DFSV 0.06%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.54M (16.12%) -11.03K
Decreased by -0.31%
Mar 31, 25
2 Dimensional Fund Advisors, Inc. 1.43M (6.50%) 23.53K
Increased by +1.65%
Mar 31, 25
3 Vanguard Group Inc 1.40M (6.37%) 49.29K
Increased by +3.52%
Mar 31, 25
4 State Street Corporation 845.29K (3.84%) 7.54K
Increased by +0.89%
Mar 31, 24
5 State Street Corp 808.65K (3.68%) -39.49K
Decreased by -4.88%
Mar 31, 25
6 Bank of America Corp 607.64K (2.76%) 5.21K
Increased by +0.86%
Mar 31, 25
7 Systematic Financial Management LP 583.33K (2.65%) 31.14K
Increased by +5.34%
Mar 31, 25
8 Geode Capital Management, LLC 515.28K (2.34%) 14.66K
Increased by +2.85%
Mar 31, 25
9 Assenagon Asset Management SA 315.78K (1.44%) 93.84K
Increased by +29.72%
Sep 30, 24
10 Morgan Stanley - Brokerage Accounts 279.89K (1.27%) 31.17K
Increased by +11.14%
Mar 31, 25
11 American Century Companies Inc 252.45K (1.15%) 109.45K
Increased by +43.36%
Mar 31, 25
12 Northern Trust Corp 220.02K (1.00%) 2.65K
Increased by +1.20%
Dec 31, 24
13 Earnest Partners LLC 208.30K (0.95%) -1.03M
Decreased by -493.25%
Mar 31, 25
14 JPMorgan Chase & Co 194.70K (0.89%) 16.82K
Increased by +8.64%
Mar 31, 25
15 AQR Capital Management LLC 188.76K (0.86%) 83.65K
Increased by +44.32%
Mar 31, 25
16 Charles Schwab Investment Management Inc 186.47K (0.85%) -49.34K
Decreased by -26.46%
Mar 31, 25
17 Envestnet Asset Management Inc 185.98K (0.85%) -965.00
Decreased by -0.52%
Dec 31, 24
18 Amvescap Plc. 180.07K (0.82%) -31.09K
Decreased by -17.26%
Dec 31, 24
19 Bank of New York Mellon Corp 175.19K (0.80%) -2.96K
Decreased by -1.69%
Mar 31, 25
20 Bridgeway Capital Management, LLC 173.66K (0.79%) 45.90K
Increased by +26.43%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.29M (5.85%) -1.36K
Decreased by -0.11%
Apr 30, 25
2 Vanguard Total Stock Mkt Idx Inv 567.54K (2.58%) 11.83K
Increased by +2.08%
Apr 30, 25
3 iShares Russell 2000 ETF 530.48K (2.41%) 90.00
Increased by +0.02%
Apr 30, 25
4 Vanguard US Total Market Shares ETF 522.59K (2.38%) 0.00
Increased by 0.00%
Sep 30, 24
5 EARNEST Small Cap Value 520.52K (2.37%) 519.73K
Increased by +99.85%
Dec 31, 23
6 Harbor Small Cap Value Instl 411.22K (1.87%) -9.10K
Decreased by -2.21%
Dec 31, 24
7 Vanguard Institutional Extnd Mkt Idx Tr 332.39K (1.51%) 659.00
Increased by +0.20%
Apr 30, 25
8 DFA US Small Cap Value I 270.95K (1.23%) 1.76K
Increased by +0.65%
Mar 31, 25
9 EARNEST Small Cap Core 225.53K (1.03%) 223.56K
Increased by +99.12%
Dec 31, 23
10 Vanguard Small Cap Index 224.26K (1.02%) 549.00
Increased by +0.24%
Aug 31, 24
11 Foundry Partners Micro Cap Value 222.53K (1.01%) 0.00
Increased by 0.00%
Mar 31, 25
12 iShares S&P Small-Cap 600 Value ETF 209.20K (0.95%) 214.00
Increased by +0.10%
Apr 30, 25
13 Fidelity Small Cap Index 209.01K (0.95%) 0.00
Increased by 0.00%
Feb 28, 25
14 Fidelity® Small Cap Index 203.82K (0.93%) 5.55K
Increased by +2.73%
Oct 31, 23
15 iShares Russell 2000 Value ETF 196.37K (0.89%) -665.00
Decreased by -0.34%
Apr 30, 25
16 Avantis US Small Cap Value ETF 195.62K (0.89%) 0.00
Increased by 0.00%
Apr 30, 25
17 SPDR® Portfolio S&P 600 Sm Cap ETF 188.65K (0.86%) 0.00
Increased by 0.00%
Apr 30, 24
18 SPDR® Portfolio S&P 600™ Sm Cap ETF 182.90K (0.83%) 0.00
Increased by 0.00%
Apr 30, 25
19 DFA US Micro Cap I 180.62K (0.82%) -12.75K
Decreased by -7.06%
Mar 31, 25
20 DFA US Targeted Value I 164.62K (0.75%) 2.35K
Increased by +1.43%
Mar 31, 25