Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DVP 0.93%
2 DEEP 0.93%
3 ROGS 0.87%
4 PSCC 0.86%
5 SMIZ 0.76%
6 BFIT 0.46%
7 SVAL 0.39%
8 ETHO 0.38%
9 FITS 0.37%
10 FYT 0.33%
11 SIXL 0.29%
12 SQLV 0.27%
13 FYX 0.22%
14 HAPS 0.21%
15 EQWS 0.21%
16 CSA 0.20%
17 CSF 0.20%
18 TPSC 0.19%
19 CSML 0.13%
20 SEIS 0.10%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 1.84M (19.49%) -3.16K
Decreased by -0.17%
Mar 31, 25
2 Pzena Investment Management, LLC 1.10M (11.61%) 8.11K
Increased by +0.74%
Mar 31, 25
3 Renaissance Technologies Corp 1.09M (11.50%) -5.60K
Decreased by -0.52%
Mar 31, 25
4 Vanguard Group Inc 1.01M (10.72%) -362.13K
Decreased by -35.79%
Jun 30, 25
5 Dimensional Fund Advisors, Inc. 897.73K (9.51%) 46.07K
Increased by +5.13%
Jun 30, 25
6 State Street Corp 451.37K (4.78%) 173.00
Increased by +0.04%
Mar 31, 25
7 State Street Corporation 441.81K (4.68%) 4.10K
Increased by +0.93%
Mar 31, 24
8 Geode Capital Management, LLC 320.25K (3.39%) 18.30K
Increased by +5.72%
Mar 31, 25
9 Morgan Stanley - Brokerage Accounts 298.92K (3.17%) 91.18K
Increased by +30.50%
Mar 31, 25
10 American Century Companies Inc 255.03K (2.70%) -213.00
Decreased by -0.08%
Jun 30, 25
11 Charles Schwab Investment Management Inc 228.14K (2.42%) 54.14K
Increased by +23.73%
Jun 30, 25
12 Jacobs Levy Equity Management, Inc. 188.51K (2.00%) 59.53K
Increased by +31.58%
Mar 31, 25
13 Goldman Sachs Group Inc 166.86K (1.77%) 90.31K
Increased by +54.12%
Jun 30, 25
14 D. E. Shaw & Co LP 146.65K (1.55%) -61.14K
Decreased by -41.69%
Mar 31, 25
15 Citadel Advisors Llc 138.29K (1.47%) 6.87K
Increased by +4.97%
Mar 31, 25
16 Northern Trust Corp 134.49K (1.43%) -1.44K
Decreased by -1.07%
Mar 31, 25
17 Millennium Management LLC 129.61K (1.37%) 111.97K
Increased by +86.39%
Mar 31, 25
18 Pacer Advisors, INC. 127.49K (1.35%) -464.51K
Decreased by -364.34%
Mar 31, 25
19 Hotchkis & Wiley Capital Management LLC 117.62K (1.25%) 26.45K
Increased by +22.49%
Dec 31, 23
20 Amvescap Plc. 111.38K (1.18%) -5.01K
Decreased by -4.49%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 663.84K (7.04%) 118.00
Increased by +0.02%
Jul 31, 25
2 Vanguard US Total Market Shares ETF 358.87K (3.80%) 0.00
Increased by 0.00%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 351.08K (3.72%) -7.79K
Decreased by -2.22%
Jul 31, 25
4 iShares Russell 2000 ETF 265.01K (2.81%) -5.04K
Decreased by -1.90%
Jul 31, 25
5 Avantis US Small Cap Value ETF 211.40K (2.24%) 0.00
Increased by 0.00%
Jul 31, 25
6 DFA US Small Cap Value I 170.97K (1.81%) 22.82K
Increased by +13.35%
Jun 30, 25
7 Vanguard Small Cap Index 143.27K (1.52%) 570.00
Increased by +0.40%
May 31, 25
8 DFA US Targeted Value I 133.31K (1.41%) 0.00
Increased by 0.00%
Jun 30, 25
9 Vanguard Consumer Staples ETF 129.20K (1.37%) 0.00
Increased by 0.00%
Jul 31, 25
10 Schwab Fundamental US Small Company ETF 117.11K (1.24%) 0.00
Increased by 0.00%
Apr 30, 24
11 Fidelity Small Cap Index 115.96K (1.23%) 0.00
Increased by 0.00%
May 31, 25
12 Vanguard Institutional Extnd Mkt Idx Tr 115.09K (1.22%) -50.16K
Decreased by -43.58%
Jul 31, 25
13 Dimensional US Targeted Value ETF 109.34K (1.16%) 534.00
Increased by +0.49%
Jul 31, 25
14 Fidelity® Small Cap Index 108.02K (1.14%) 2.90K
Increased by +2.68%
Oct 31, 23
15 iShares S&P Small-Cap 600 Value ETF 101.59K (1.08%) -107.00
Decreased by -0.11%
Jul 31, 25
16 SPDR® Portfolio S&P 600 Sm Cap ETF 97.53K (1.03%) 0.00
Increased by 0.00%
Apr 30, 24
17 iShares Russell 2000 Value ETF 95.52K (1.01%) 71.00
Increased by +0.07%
Jul 31, 25
18 iShares Russell 2000 Growth ETF 95.50K (1.01%) -228.00
Decreased by -0.24%
Apr 30, 24
19 Schwab Fundamental U.S. Small CompanyETF 92.96K (0.99%) 0.00
Increased by 0.00%
Jul 31, 25
20 Vanguard Small Cap Value Index Inv 92.95K (0.99%) -199.00
Decreased by -0.21%
May 31, 25