Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DEEP 1.24%
2 DVP 1.24%
3 ROGS 0.23%
4 SMLV 0.16%
5 QABA 0.14%
6 ROSC 0.13%
7 SCAP 0.09%
8 BSVO 0.07%
9 FESM 0.07%
10 IWC 0.05%
11 GSSC 0.04%
12 DFSV 0.03%
13 VTWV 0.02%
14 RTLA 0.02%
15 DHS 0.02%
16 PRFZ 0.02%
17 IWN 0.02%
18 AVSC 0.02%
19 EES 0.02%
20 DFAT 0.02%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 1.79M (10.81%) 231.64K
Increased by +12.95%
Mar 31, 25
2 Dimensional Fund Advisors, Inc. 1.48M (8.95%) -31.57K
Decreased by -2.13%
Mar 31, 25
3 Renaissance Technologies Corp 1.16M (6.99%) -36.80K
Decreased by -3.18%
Mar 31, 25
4 Vanguard Group Inc 936.57K (5.66%) -6.18K
Decreased by -0.66%
Mar 31, 25
5 Rhino Investment Partners, Inc. 555.51K (3.36%) -187.72K
Decreased by -33.79%
Mar 31, 25
6 State Street Corporation 472.90K (2.86%) -12.19K
Decreased by -2.58%
Mar 31, 24
7 State Street Corp 450.40K (2.72%) -6.26K
Decreased by -1.39%
Mar 31, 25
8 Bridgeway Capital Management, LLC 430.64K (2.60%) -882.00
Decreased by -0.20%
Mar 31, 25
9 Geode Capital Management, LLC 402.64K (2.43%) 6.27K
Increased by +1.56%
Mar 31, 25
10 Foundry Partners, LLC 203.55K (1.23%) -1.24K
Decreased by -0.61%
Mar 31, 25
11 Morgan Stanley - Brokerage Accounts 182.28K (1.10%) -12.04K
Decreased by -6.61%
Mar 31, 25
12 Northern Trust Corp 159.69K (0.97%) -3.86K
Decreased by -2.42%
Mar 31, 25
13 Seizert Capital Partners, LLC 155.90K (0.94%) 4.58K
Increased by +2.94%
Sep 30, 23
14 American Century Companies Inc 154.35K (0.93%) 1.21K
Increased by +0.78%
Mar 31, 25
15 Arrowstreet Capital Limited Partnership 146.15K (0.88%) 35.44K
Increased by +24.25%
Mar 31, 25
16 Charles Schwab Investment Management Inc 143.49K (0.87%) -1.25K
Decreased by -0.87%
Mar 31, 25
17 Federated Hermes Inc 133.00K (0.80%) -58.35K
Decreased by -43.87%
Dec 31, 23
18 Brandywine Global Investment Mgmt LLC 108.97K (0.66%) -46.40K
Decreased by -42.58%
Sep 30, 24
19 Dean C H & Associates Inc 107.09K (0.65%) -32.60K
Decreased by -30.44%
Sep 30, 24
20 Goldman Sachs Group Inc 105.75K (0.64%) -12.07K
Decreased by -11.41%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 623.02K (3.77%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 539.51K (3.26%) 0.00
Increased by 0.00%
May 31, 25
3 iShares Russell 2000 ETF 473.74K (2.86%) 0.00
Increased by 0.00%
May 31, 25
4 Foundry Partners Micro Cap Value 303.23K (1.83%) 0.00
Increased by 0.00%
Mar 31, 25
5 DFA US Small Cap Value I 284.00K (1.72%) 0.00
Increased by 0.00%
Apr 30, 25
6 Vanguard Institutional Extnd Mkt Idx Tr 279.46K (1.69%) 0.00
Increased by 0.00%
May 31, 25
7 Bridgeway Small Cap Value 242.90K (1.47%) -7.50K
Decreased by -3.09%
Mar 31, 25
8 Bridgeway Small-Cap Value 242.90K (1.47%) -7.50K
Decreased by -3.09%
Mar 31, 25
9 DFA US Targeted Value I 193.86K (1.17%) 0.00
Increased by 0.00%
Apr 30, 25
10 DFA US Small Cap I 179.05K (1.08%) -7.52K
Decreased by -4.20%
Apr 30, 25
11 Fidelity® Small Cap Index 176.37K (1.07%) 4.88K
Increased by +2.77%
Oct 31, 23
12 Fidelity Small Cap Index 160.59K (0.97%) 1.53K
Increased by +0.95%
Mar 31, 25
13 iShares Russell 2000 Value ETF 151.86K (0.92%) 0.00
Increased by 0.00%
May 31, 25
14 DFA US Micro Cap I 144.46K (0.87%) -4.91K
Decreased by -3.40%
Apr 30, 25
15 Dimensional US Targeted Value ETF 120.38K (0.73%) 0.00
Increased by 0.00%
May 30, 25
16 Avantis US Small Cap Value ETF 118.95K (0.72%) 0.00
Increased by 0.00%
May 31, 25
17 State St Russell Sm/Mid Cp® Indx NL Cl C 116.80K (0.71%) 488.00
Increased by +0.42%
Apr 30, 25
18 State St Russell Sm/Mid Cp® Indx SL Cl I 116.80K (0.71%) 0.00
Increased by 0.00%
May 31, 25
19 Federated Hermes MDT SCC Institutional 110.84K (0.67%) -56.06K
Decreased by -50.58%
Dec 31, 23
20 Federated Hermes MDT Small Cap Core IS 110.84K (0.67%) -56.06K
Decreased by -50.58%
Dec 31, 23