Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GERM 0.45%
2 BSVO 0.02%
3 IWC 0.02%
4 FESM 0.01%
5 RFLR 0.01%
6 VTWV 0.01%
7 IWN 0.01%
8 AVSC 0.01%
9 RSSL 0.00%
10 AVUV 0.00%
11 UWM 0.00%
12 IWM 0.00%
13 URTY 0.00%
14 HDG 0.00%
15 VTHR 0.00%
16 VTWO 0.00%
17 VXF 0.00%
18 VTI 0.00%
19 RTLA 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 1.29M (6.52%) 44.12K
Increased by +3.41%
Dec 31, 24
2 Vanguard Group Inc 1.06M (5.37%) 2.63K
Increased by +0.25%
Dec 31, 24
3 Geode Capital Management, LLC 454.53K (2.29%) 2.26K
Increased by +0.50%
Dec 31, 24
4 Millennium Management LLC 263.52K (1.33%) -17.50K
Decreased by -6.64%
Dec 31, 24
5 UBS Asset Mgmt Americas Inc 253.77K (1.28%) 5.50K
Increased by +2.17%
Sep 30, 24
6 Credit Suisse First Boston (CSFB) 248.27K (1.25%) 0.00
Increased by 0.00%
Mar 31, 24
7 State Street Corp 229.69K (1.16%) 5.10K
Increased by +2.22%
Dec 31, 24
8 Northern Trust Corp 211.48K (1.07%) 27.91K
Increased by +13.20%
Dec 31, 24
9 Susquehanna International Group, LLP 169.81K (0.86%) 132.37K
Increased by +77.95%
Mar 31, 24
10 Bridgeway Capital Management, LLC 144.63K (0.73%) -2.96K
Decreased by -2.05%
Dec 31, 24
11 American Century Companies Inc 124.25K (0.63%) -5.94K
Decreased by -4.78%
Dec 31, 24
12 Morgan Stanley - Brokerage Accounts 122.39K (0.62%) -9.30K
Decreased by -7.60%
Dec 31, 24
13 Bank of New York Mellon Corp 91.06K (0.46%) 6.33K
Increased by +6.95%
Dec 31, 24
14 Dimensional Fund Advisors, Inc. 75.14K (0.38%) 2.66K
Increased by +3.54%
Dec 31, 24
15 Connor Clark & Lunn Inv Mgmt Ltd 74.19K (0.37%) -1.52K
Decreased by -2.05%
Dec 31, 24
16 Qube Research & Technologies 67.66K (0.34%) 11.19K
Increased by +16.53%
Mar 31, 24
17 Empowered Funds, LLC 59.59K (0.30%) -2.96K
Decreased by -4.97%
Dec 31, 24
18 Charles Schwab Investment Management Inc 58.44K (0.29%) 0.00
Increased by 0.00%
Dec 31, 24
19 Man Group PLC 58.35K (0.29%) 4.36K
Increased by +7.47%
Dec 31, 23
20 State Street Corporation 56.53K (0.28%) 0.00
Increased by 0.00%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 623.36K (3.14%) 0.00
Increased by 0.00%
Feb 28, 25
2 iShares Russell 2000 ETF 459.65K (2.32%) -3.96K
Decreased by -0.86%
Mar 31, 25
3 Vanguard Institutional Extnd Mkt Idx Tr 292.55K (1.47%) 0.00
Increased by 0.00%
Feb 28, 25
4 iShares Russell 2000 Value ETF 200.28K (1.01%) 0.00
Increased by 0.00%
Mar 31, 25
5 Fidelity Small Cap Index 195.66K (0.99%) -3.66K
Decreased by -1.87%
Jan 31, 25
6 Fidelity Extended Market Index 107.57K (0.54%) -685.00
Decreased by -0.64%
Feb 28, 25
7 Fidelity® Extended Market Index 102.40K (0.52%) 0.00
Increased by 0.00%
Nov 30, 23
8 Vanguard Russell 2000 ETF 91.22K (0.46%) 2.16K
Increased by +2.37%
Feb 28, 25
9 State St Russell Sm Cap® Indx SL Cl I 90.50K (0.46%) 0.00
Increased by 0.00%
Feb 28, 25
10 Avantis US Small Cap Value ETF 80.29K (0.40%) -871.00
Decreased by -1.08%
Mar 29, 25
11 Bridgeway Ultra-Small Company 65.04K (0.33%) 0.00
Increased by 0.00%
Dec 31, 24
12 EA Bridgeway Omni Small-Cap Value ETF 60.63K (0.31%) 45.00
Increased by +0.07%
Mar 31, 25
13 NT R2000 Value Index Fund - NL 48.92K (0.25%) 0.00
Increased by 0.00%
Dec 31, 24
14 NT R2000 Index Fund - NL 48.39K (0.24%) 39.00
Increased by +0.08%
Dec 31, 24
15 Schwab Small Cap Index 47.96K (0.24%) 0.00
Increased by 0.00%
Feb 28, 25
16 iShares Micro-Cap ETF 44.74K (0.23%) 0.00
Increased by 0.00%
Mar 31, 25
17 NT R2000 Value Index Fund - L 39.97K (0.20%) 1.55K
Increased by +3.88%
Dec 31, 24
18 Northern Trust Russell 2000 Value Index 39.97K (0.20%) 1.55K
Increased by +3.88%
Dec 31, 24
19 NT R2000 Index Fund - DC - NL - 2 39.48K (0.20%) 761.00
Increased by +1.93%
Dec 31, 24
20 BlackRock Extended Mkt Composite 37.08K (0.19%) 0.00
Increased by 0.00%
Sep 30, 23