Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MARB 2.50%
2 ARB 0.81%
3 SMLV 0.24%
4 ISMD 0.22%
5 IWC 0.20%
6 KRE 0.14%
7 DES 0.12%
8 DPST 0.11%
9 EES 0.11%
10 AVSC 0.10%
11 AVUV 0.10%
12 VTWV 0.07%
13 BBSC 0.07%
14 IWN 0.07%
15 DHS 0.06%
16 PRFZ 0.05%
17 ISCV 0.04%
18 VTWO 0.04%
19 IWM 0.03%
20 DFAT 0.03%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 7.32M (11.87%) 212.07K
Increased by +2.90%
Mar 31, 24
2 Dimensional Fund Advisors, Inc. 3.46M (5.62%) 90.22K
Increased by +2.60%
Mar 31, 24
3 Vanguard Group Inc 3.39M (5.49%) -329.97K
Decreased by -9.75%
Mar 31, 24
4 State Street Corporation 1.84M (2.98%) 17.65K
Increased by +0.96%
Mar 31, 24
5 Geode Capital Management, LLC 1.43M (2.32%) 27.07K
Increased by +1.89%
Mar 31, 24
6 Systematic Financial Management LP 1.33M (2.15%) -112.65K
Decreased by -8.48%
Mar 31, 24
7 Glazer Capital, LLC 1.08M (1.74%) 1.08M
Increased by +100.00%
Mar 31, 24
8 Morgan Stanley - Brokerage Accounts 974.51K (1.58%) -57.15K
Decreased by -5.86%
Mar 31, 24
9 Citigroup Inc 913.65K (1.48%) 5.65K
Increased by +0.62%
Mar 31, 24
10 American Century Companies Inc 885.53K (1.44%) 159.45K
Increased by +18.01%
Mar 31, 24
11 Northern Trust Corp 801.39K (1.30%) -93.72K
Decreased by -11.69%
Mar 31, 24
12 Millennium Management LLC 797.97K (1.29%) 36.15K
Increased by +4.53%
Mar 31, 24
13 AllianceBernstein L.P. 745.06K (1.21%) -556.43K
Decreased by -74.68%
Mar 31, 24
14 Charles Schwab Investment Management Inc 742.26K (1.20%) 43.55K
Increased by +5.87%
Mar 31, 24
15 Hotchkis & Wiley Capital Management LLC 697.82K (1.13%) 255.84K
Increased by +36.66%
Mar 31, 24
16 Banc Funds Co LLC 685.51K (1.11%) -68.80K
Decreased by -10.04%
Mar 31, 24
17 Susquehanna International Group, LLP 684.34K (1.11%) -9.22K
Decreased by -1.35%
Mar 31, 24
18 JPMorgan Chase & Co 659.51K (1.07%) 218.12K
Increased by +33.07%
Mar 31, 24
19 ProShare Advisors LLC 646.53K (1.05%) 70.12K
Increased by +10.85%
Mar 31, 24
20 Renaissance Technologies Corp 563.89K (0.91%) 58.70K
Increased by +10.41%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Russell 2000 ETF 1.89M (3.06%) 30.98K
Increased by +1.64%
Dec 29, 23
2 Vanguard Total Stock Mkt Idx Inv 1.87M (3.04%) 238.00
Increased by +0.01%
Apr 30, 24
3 Vanguard Institutional Extnd Mkt Idx Tr 957.98K (1.55%) -190.00
Decreased by -0.02%
Apr 30, 24
4 DFA US Small Cap Value I 922.15K (1.50%) 5.70K
Increased by +0.62%
Apr 30, 24
5 Avantis US Small Cap Value ETF 624.23K (1.01%) 1.98K
Increased by +0.32%
Dec 30, 23
6 iShares Russell 2000 Value ETF 624.20K (1.01%) 1.16K
Increased by +0.19%
Dec 29, 23
7 Fidelity Small Cap Index 619.67K (1.01%) -4.08K
Decreased by -0.66%
Apr 30, 24
8 Fidelity® Small Cap Index 609.09K (0.99%) 21.25K
Increased by +3.49%
Oct 31, 23
9 BlackRock Advantage Small Cap Core Instl 578.76K (0.94%) 138.93K
Increased by +24.00%
Apr 30, 24
10 ProShares Russell 2000 Dividend Growers 566.08K (0.92%) 0.00
Increased by 0.00%
Dec 29, 23
11 DFA US Targeted Value I 485.78K (0.79%) -10.87K
Decreased by -2.24%
Apr 30, 24
12 AB Merger Arbitrage S1 USD 413.40K (0.67%) 22.24K
Increased by +5.38%
Nov 30, 23
13 State St Russell Sm/Mid Cp® Indx NL Cl C 399.96K (0.65%) 0.00
Increased by 0.00%
Apr 30, 24
14 SPDR® S&P Regional Banking ETF 393.11K (0.64%) 254.00
Increased by +0.06%
Dec 31, 23
15 Fidelity Extended Market Index 370.72K (0.60%) -3.36K
Decreased by -0.91%
Apr 30, 24
16 Vanguard Dividend Appreciation ETF 369.38K (0.60%) 2.57K
Increased by +0.70%
Nov 30, 23
17 Fidelity® Extended Market Index 348.89K (0.57%) 0.00
Increased by 0.00%
Nov 30, 23
18 Foundry Partners Micro Cap Value 320.70K (0.52%) 0.00
Increased by 0.00%
Mar 31, 24
19 DFA US Micro Cap I 307.41K (0.50%) 0.00
Increased by 0.00%
Apr 30, 24
20 DFA US Small Cap I 305.06K (0.49%) -6.31K
Decreased by -2.07%
Apr 30, 24