Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ERNZ 0.61%
2 FDM 0.46%
3 SMLV 0.31%
4 EQWS 0.28%
5 BSVO 0.12%
6 IWC 0.09%
7 DES 0.09%
8 EES 0.07%
9 EBIT 0.06%
10 VDC 0.05%
11 GSSC 0.04%
12 AVUV 0.04%
13 AVSC 0.03%
14 DFSV 0.03%
15 VTWV 0.03%
16 IWN 0.03%
17 DHS 0.02%
18 DFAT 0.02%
19 PRFZ 0.02%
20 IWMW 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Dimensional Fund Advisors, Inc. 737.68K (8.21%) 892.00
Increased by +0.12%
Mar 31, 26
2 BlackRock Inc 716.33K (7.98%) 14.58K
Increased by +2.04%
Mar 31, 26
3 Vanguard Group Inc 618.77K (6.89%) 116.31K
Increased by +18.80%
Dec 31, 25
4 Renaissance Technologies Corp 464.08K (5.17%) -21.90K
Decreased by -4.72%
Mar 31, 26
5 American Century Companies Inc 426.93K (4.75%) 41.73K
Increased by +9.77%
Mar 31, 26
6 Systematic Financial Management LP 405.31K (4.51%) -40.67K
Decreased by -10.04%
Mar 31, 26
7 Vanguard Capital Management, LLC 395.91K (4.41%) 395.91K
Increased by +100.00%
Mar 31, 26
8 MONEY CONCEPTS CAPITAL CORP 391.21K (4.36%) 21.15K
Increased by +5.41%
Mar 31, 26
9 Geode Capital Management, LLC 222.66K (2.48%) 3.83K
Increased by +1.72%
Mar 31, 26
10 State Street Corp 208.42K (2.32%) 5.58K
Increased by +2.68%
Mar 31, 26
11 State Street Corporation 186.65K (2.08%) 25.46K
Increased by +13.64%
Mar 31, 24
12 Gamco Investors, Inc. Et Al 185.50K (2.07%) -5.30K
Decreased by -2.86%
Mar 31, 26
13 Vanguard Portfolio Management, LLC 170.54K (1.90%) 170.54K
Increased by +100.00%
Mar 31, 26
14 Bulldog Investors, LLC 170.51K (1.90%) 0.00
Increased by 0.00%
Mar 31, 26
15 Bridgeway Capital Management, LLC 151.63K (1.69%) 6.63K
Increased by +4.37%
Mar 31, 26
16 Charles Schwab Investment Management Inc 144.39K (1.61%) -30.11K
Decreased by -20.85%
Mar 31, 26
17 Royce & Associates, LP 129.57K (1.44%) -1.35K
Decreased by -1.04%
Mar 31, 26
18 Bank of New York Mellon Corp 101.65K (1.13%) 930.00
Increased by +0.91%
Mar 31, 26
19 Allspring Global Investments Holdings, LLC 95.89K (1.07%) -14.69K
Decreased by -15.32%
Mar 31, 26
20 LSV Asset Management 95.67K (1.07%) -3.40K
Decreased by -3.55%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Avantis US Small Cap Value ETF 419.70K (4.67%) 374.00
Increased by +0.09%
May 30, 26
2 Vanguard Total Stock Mkt Idx Inv 279.33K (3.11%) 0.00
Increased by 0.00%
Apr 30, 26
3 Vanguard US Total Market Shares ETF 251.50K (2.80%) 0.00
Increased by 0.00%
Sep 30, 24
4 iShares Russell 2000 ETF 214.76K (2.39%) 1.98K
Increased by +0.92%
May 29, 26
5 DFA US Small Cap Value I 173.68K (1.93%) 0.00
Increased by 0.00%
Apr 30, 26
6 1290 VT GAMCO Small Company Value IB 140.50K (1.56%) 0.00
Increased by 0.00%
Apr 30, 26
7 Vanguard Consumer Staples ETF 117.70K (1.31%) -172.00
Decreased by -0.15%
Apr 30, 26
8 Vanguard Institutional Extnd Mkt Idx Tr 107.85K (1.20%) 1.05K
Increased by +0.98%
Apr 30, 26
9 DFA US Targeted Value I 105.96K (1.18%) 0.00
Increased by 0.00%
Apr 30, 26
10 Fidelity Small Cap Index 90.69K (1.01%) -526.00
Decreased by -0.58%
Mar 31, 26
11 EA Bridgeway Omni Small-Cap Value ETF 90.23K (1.00%) 81.00
Increased by +0.09%
May 29, 26
12 Allspring Small Company Value Admin 88.77K (0.99%) 8.14K
Increased by +9.17%
Jul 31, 25
13 Fidelity® Small Cap Index 84.65K (0.94%) 598.00
Increased by +0.71%
Oct 31, 23
14 Schwab Fundamental U.S. Small CompanyETF 82.71K (0.92%) -32.00
Decreased by -0.04%
May 30, 26
15 Royce Capital Small-Cap Inv 80.81K (0.90%) -1.28K
Decreased by -1.59%
Mar 31, 26
16 iShares Russell 2000 Value ETF 80.13K (0.89%) 0.00
Increased by 0.00%
May 29, 26
17 Allspring Small Company Val 77.08K (0.86%) -596.00
Decreased by -0.77%
Apr 30, 26
18 Dimensional US Targeted Value ETF 75.63K (0.84%) 39.00
Increased by +0.05%
May 29, 26
19 Allspring Small Company Value A 69.19K (0.77%) -619.00
Decreased by -0.89%
Apr 30, 26
20 Bridgeway Omni Small-Cap Value 65.75K (0.73%) 0.00
Increased by 0.00%
Mar 31, 26