Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWN 1000.00%
2 IWO 1000.00%
3 IWC 1000.00%
4 IWM 1000.00%
5 JSML 0.14%
6 JSMD 0.03%
7 DFAT 0.02%
8 AVUV 0.01%
9 DFAS 0.01%
10 DFSV 0.01%
11 PRFZ 0.01%
12 VTWV 0.01%
13 GSSC 0.01%
14 DFUV 0.01%
15 RYLD 0.00%
16 AVSC 0.00%
17 UWM 0.00%
18 URTY 0.00%
19 DFAC 0.00%
20 FIDU 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Dimensional Fund Advisors, Inc. 1.36M (23.38%) -8.83K
Decreased by -0.65%
Sep 30, 23
2 Renaissance Technologies Corp 1.04M (18.01%) -13.00K
Decreased by -1.24%
Sep 30, 23
3 BlackRock Inc 477.27K (8.23%) -9.47K
Decreased by -1.98%
Sep 30, 23
4 Vanguard Group Inc 337.68K (5.82%) 1.09K
Increased by +0.32%
Sep 30, 23
5 Bridgeway Capital Management, LLC 136.97K (2.36%) 3.48K
Increased by +2.54%
Sep 30, 23
6 Geode Capital Management, LLC 130.94K (2.26%) -3.39K
Decreased by -2.59%
Sep 30, 23
7 Pacific Ridge Capital Partners, LLC 129.33K (2.23%) 10.10K
Increased by +7.81%
Sep 30, 23
8 State Street Corporation 122.61K (2.11%) 405.00
Increased by +0.33%
Sep 30, 23
9 Horrell Capital Management, Inc. 118.52K (2.04%) 448.00
Increased by +0.38%
Sep 30, 23
10 Scopus Asset Management, LLC 109.00K (1.88%) -15.48K
Decreased by -14.20%
Sep 30, 23
11 Hotchkis & Wiley Capital Management LLC 104.58K (1.80%) 8.10K
Increased by +7.75%
Sep 30, 23
12 Bank of New York Mellon Corp 83.49K (1.44%) -116.00
Decreased by -0.14%
Sep 30, 23
13 Northern Trust Corp 72.94K (1.26%) -1.34K
Decreased by -1.83%
Sep 30, 23
14 American Century Companies Inc 68.21K (1.18%) 19.00
Increased by +0.03%
Sep 30, 23
15 Ameriprise Financial Inc 51.15K (0.88%) -306.00
Decreased by -0.60%
Sep 30, 23
16 Empowered Funds, LLC 42.75K (0.74%) 3.48K
Increased by +8.13%
Sep 30, 23
17 Pinnacle Holdings, LLC 40.28K (0.69%) 2.44K
Increased by +6.07%
Sep 30, 23
18 NJ State Employees Deferred Compnstin Pl 40.00K (0.69%) 0.00
Increased by 0.00%
Sep 30, 23
19 Acadian Asset Management LLC 36.89K (0.64%) 32.20K
Increased by +87.30%
Sep 30, 23
20 Los Angeles Capital Management LLC 36.82K (0.63%) -7.50K
Decreased by -20.37%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 DFA US Small Cap Value I 360.03K (6.21%) 0.00
Increased by 0.00%
Nov 30, 23
2 Vanguard Total Stock Mkt Idx Inv 196.21K (3.38%) 0.00
Increased by 0.00%
Nov 30, 23
3 iShares Russell 2000 ETF 179.82K (3.10%) 1.16K
Increased by +0.65%
Dec 29, 23
4 DFA US Micro Cap I 163.23K (2.81%) 0.00
Increased by 0.00%
Nov 30, 23
5 DFA US Small Cap I 157.35K (2.71%) -1.34K
Decreased by -0.85%
Nov 30, 23
6 DFA US Targeted Value I 118.34K (2.04%) 313.00
Increased by +0.26%
Nov 30, 23
7 Dimensional US Targeted Value ETF 107.64K (1.86%) 0.00
Increased by 0.00%
Dec 29, 23
8 Bridgeway Omni Small-Cap Value 94.22K (1.62%) 0.00
Increased by 0.00%
Sep 30, 23
9 Bridgeway Omni Small-Cap Value N 94.22K (1.62%) 0.00
Increased by 0.00%
Sep 30, 23
10 Vanguard Institutional Extnd Mkt Idx Tr 93.49K (1.61%) 0.00
Increased by 0.00%
Nov 30, 23
11 Pacific Ridge Capital Ptnrs Micro Cp Val 74.71K (1.29%) 13.37K
Increased by +17.90%
Sep 30, 23
12 DFA US Core Equity 2 I 67.43K (1.16%) 0.00
Increased by 0.00%
Nov 30, 23
13 DFA US Core Equity 1 I 62.38K (1.08%) 0.00
Increased by 0.00%
Nov 30, 23
14 Avantis US Small Cap Value ETF 61.50K (1.06%) 0.00
Increased by 0.00%
Dec 30, 23
15 Fidelity® Small Cap Index 55.88K (0.96%) 712.00
Increased by +1.27%
Oct 31, 23
16 iShares Russell 2000 Value ETF 54.14K (0.93%) 102.00
Increased by +0.19%
Dec 29, 23
17 Dimensional US Small Cap ETF 47.51K (0.82%) 0.00
Increased by 0.00%
Dec 29, 23
18 EA Bridgeway Omni Small-Cap Value ETF 46.89K (0.81%) 198.00
Increased by +0.42%
Dec 29, 23
19 Adara Smaller Companies 41.29K (0.71%) 0.00
Increased by 0.00%
Nov 30, 23
20 State St Russell Sm/Mid Cp® Indx NL Cl C 35.71K (0.62%) 0.00
Increased by 0.00%
Dec 31, 23