Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MVFD 2.27%
2 PSP 1.84%
3 XMVM 1.79%
4 PXMV 1.79%
5 RFV 1.64%
6 GRPM 1.55%
7 PEZ 1.41%
8 SFLO 1.30%
9 JPSV 1.09%
10 XMLV 1.06%
11 RNMC 1.04%
12 FSCS 1.04%
13 FSGS 1.02%
14 RNSC 1.02%
15 SDVY 0.88%
16 SDVD 0.87%
17 QIDX 0.79%
18 SCDS 0.58%
19 PXMG 0.57%
20 FYT 0.57%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 415.44K (17.49%) -6.52K
Decreased by -1.57%
Sep 30, 25
2 Vanguard Group Inc 340.84K (14.35%) 10.89K
Increased by +3.19%
Dec 31, 25
3 Madison Avenue Partners, LP 245.83K (10.35%) 0.00
Increased by 0.00%
Dec 31, 25
4 Dimensional Fund Advisors, Inc. 237.62K (10.00%) -16.49K
Decreased by -6.94%
Dec 31, 25
5 Wallace Capital Management, INC. 157.07K (6.61%) -5.16K
Decreased by -3.29%
Dec 31, 25
6 State Street Corp 129.10K (5.43%) -6.07K
Decreased by -4.70%
Sep 30, 25
7 State Street Corporation 128.84K (5.42%) -321.00
Decreased by -0.25%
Mar 31, 24
8 Geode Capital Management, LLC 87.17K (3.67%) 3.10K
Increased by +3.56%
Dec 31, 25
9 AQR Capital Management LLC 86.08K (3.62%) -4.63K
Decreased by -5.37%
Dec 31, 25
10 First Trust Advisors L.P. 84.92K (3.57%) 21.43K
Increased by +25.23%
Dec 31, 25
11 JPMorgan Chase & Co 49.23K (2.07%) 27.90K
Increased by +56.67%
Sep 30, 25
12 Charles Schwab Investment Management Inc 45.73K (1.93%) -1.60K
Decreased by -3.49%
Dec 31, 25
13 Bank of New York Mellon Corp 42.81K (1.80%) -455.00
Decreased by -1.06%
Sep 30, 25
14 The Goldman Sachs Group Inc 42.50K (1.79%) 5.82K
Increased by +13.68%
Sep 30, 25
15 Northern Trust Corp 42.03K (1.77%) -435.00
Decreased by -1.03%
Sep 30, 25
16 Goldman Sachs Group Inc 36.68K (1.54%) 9.52K
Increased by +25.94%
Jun 30, 25
17 Southeastern Asset Management Inc 35.72K (1.50%) 364.00
Increased by +1.02%
Dec 31, 25
18 Raymond James Finl Svs Advisors, Inc. 30.63K (1.29%) 297.00
Increased by +0.97%
Sep 30, 24
19 Morgan Stanley - Brokerage Accounts 28.29K (1.19%) -2.02K
Decreased by -7.12%
Sep 30, 25
20 Amvescap Plc. 27.69K (1.17%) -1.61K
Decreased by -5.82%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Public Indonesia Select 324.00K (13.64%) 323.60K
Increased by +99.88%
Aug 31, 24
2 iShares Core S&P Mid-Cap ETF 109.72K (4.62%) -374.00
Decreased by -0.34%
Feb 28, 26
3 Vanguard US Total Market Shares ETF 103.55K (4.36%) 6.53K
Increased by +6.31%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 101.48K (4.27%) 204.00
Increased by +0.20%
Feb 28, 26
5 DFA US Small Cap Value I 89.92K (3.79%) 0.00
Increased by 0.00%
Jan 31, 26
6 First Trust SMID Cp Rising Div Achv ETF 78.73K (3.31%) 45.00
Increased by +0.06%
Feb 26, 26
7 iShares Russell 2000 ETF 78.38K (3.30%) -2.99K
Decreased by -3.81%
Feb 28, 26
8 Vanguard Small Cap Index 73.37K (3.09%) 242.00
Increased by +0.33%
Feb 28, 26
9 Spiltan Globalfond Investmentbolag 67.20K (2.83%) -2.58K
Decreased by -3.85%
Feb 28, 26
10 Vanguard Small Cap Value Index Inv 47.09K (1.98%) 137.00
Increased by +0.29%
Feb 28, 26
11 Vanguard Institutional Extnd Mkt Idx Tr 37.01K (1.56%) 410.00
Increased by +1.11%
Feb 28, 26
12 Fidelity® Small Cap Index 34.44K (1.45%) 942.00
Increased by +2.74%
Oct 31, 23
13 Fidelity Small Cap Index 31.51K (1.33%) -949.00
Decreased by -3.01%
Dec 31, 25
14 Longleaf Partners Small-Cap 29.98K (1.26%) 576.00
Increased by +1.92%
Dec 31, 25
15 iShares Russell 2000 Value ETF 27.86K (1.17%) -10.02K
Decreased by -35.97%
Feb 28, 26
16 DFA US Targeted Value I 27.81K (1.17%) 0.00
Increased by 0.00%
Jul 31, 25
17 SPDR® S&P MIDCAP 400 ETF Trust 26.01K (1.09%) -664.00
Decreased by -2.55%
Jul 31, 25
18 DFA US Small Cap I 25.44K (1.07%) 0.00
Increased by 0.00%
Jan 31, 26
19 State Street® SPDR® S&P MIDCAP 400® ETF 24.91K (1.05%) 265.00
Increased by +1.06%
Feb 28, 26
20 Schwab Fundamental US Small Company ETF 22.84K (0.96%) 0.00
Increased by 0.00%
Mar 29, 24