Every ETF that holds Heritage Insurance Holdings, Inc., ranked by how large the position is as a share of the fund. A high weight means the ETF's performance is closely tied to this stock. The issuer, weight, shares held, and position value are shown for each fund.
| ui.rank | ETF | Weight | Issuer | Shares | Value |
|---|---|---|---|---|---|
| 1 | First Trust Dow Jones Select MicroCap Index FundFDM | 0.75% | First Trust | 73.61K | $1.99M |
| 2 | First Trust Active Factor Small Cap ETFAFSM | 0.51% | First Trust | 17.22K | $586.23K |
| 3 | Royce Quant Small-Cap Quality Value ETF |
| 0.33% |
| Franklin Templeton |
| 3.53K |
| $94.61K |
| 4 | Vanguard Strategic Small-Cap Equity Fund Investor SharesVSTCX | 0.20% | Vanguard | 190.15K | $4.99M |
|---|
| 5 | Goldman Sachs ActiveBeta U.S. Small Cap Equity ETFGSSC | 0.10% | Goldman | 40.48K | $1.09M |
|---|
| 6 | WisdomTree U.S. SmallCap FundEES | 0.10% | WisdomTree | 30.98K | $697.12K |
|---|
| 7 | PGIM ETF Trust - PGIM QMA Strategic Alpha Small-Cap Value ETFPQSV | 0.09% | — | 1.42K | $10.67K |
|---|
| 8 | Avantis U.S. Small Cap Value ETFAVUV | 0.08% | Avantis | 862.94K | $20.70M |
|---|
| 9 | iShares U.S. Insurance ETFIAK | 0.08% | IShares | 12.58K | $327.96K |
|---|
| 10 | Harbor AlphaEdge Small Cap Earners ETF (EBIT)EBIT | 0.07% | Harbor | 306 | $8.20K |
|---|
| 11 | WisdomTree U.S. SmallCap Quality Growth FundQSML | 0.07% | WisdomTree | 322 | $7.25K |
|---|
| 12 | Avantis U.S. Small Cap Equity ETFAVSC | 0.06% | Avantis | 64.40K | $1.54M |
|---|
| 13 | Fidelity Enhanced Small Cap ETFFESM | 0.06% | Fidelity | 123.61K | $3.31M |
|---|
| 14 | Invesco BulletShares 2031 Corporate Bond ETFBSCV | 0.05% | Invesco | 5.35K | $143.43K |
|---|
| 15 | Dimensional - US Targeted Value ETFDFAT | 0.04% | Dimensional | 214.14K | $5.74M |
|---|
| 16 | Fidelity Enhanced Small Cap Value ETFFSEV | 0.04% | Fidelity | 95 | $2.55K |
|---|
| 17 | Vanguard Explorer Fund Investor SharesVEXPX | 0.04% | Vanguard | 268.41K | $7.05M |
|---|
| 18 | Vanguard Russell 2000 Growth ETFVTWG | 0.02% | Vanguard | 17.75K | $384.84K |
|---|
| 19 | iShares Morningstar Small-Cap Value ETFISCV | 0.02% | IShares | 5.48K | $146.87K |
|---|
| 20 | Invesco RAFI US 1500 Small-Mid ETFPRFZ | 0.02% | Invesco | 22.46K | $602.23K |
|---|
| 21 | Global X - Russell 2000 ETFRSSL | 0.02% | Global X | 11.37K | $304.91K |
|---|
| 22 | Dimensional - US Small Cap ETFDFAS | 0.02% | Dimensional | 103.18K | $2.77M |
|---|
| 23 | Vanguard Russell 2000 ETFVTWO | 0.02% | Vanguard | 126.42K | $2.74M |
|---|
| 24 | Schwab U.S. Small-Cap ETFSCHA | 0.01% | Schwab | 106.37K | $2.86M |
|---|
| 25 | Longview Advantage ETFEBI | 0.01% | Longview | 3.00K | $78.21K |
|---|
| 26 | iShares Morningstar Small-Cap ETFISCB | 0.01% | IShares | 1.06K | $28.47K |
|---|
| 27 | ProShares - Ultra Russell2000UWM | 0.01% | ProShares | 1.02K | $27.32K |
|---|
| 28 | Dimensional - US Vector Equity ETFDXUV | 0.01% | Dimensional | 1.52K | $40.75K |
|---|
| 29 | Fidelity MSCI Financials Index ETFFNCL | 0.01% | Fidelity | 6.64K | $177.91K |
|---|
| 30 | Vanguard Russell 2000 Value ETFVTWV | 0.01% | Vanguard | 4.24K | $91.90K |
|---|
| 31 | ProShares - UltraPro Russell2000URTY | 0.01% | ProShares | 859 | $23.03K |
|---|
| 32 | Vanguard Financials ETFVFH | 0.01% | Vanguard | 39.91K | $865.16K |
|---|
| 33 | iShares MSCI World Small-Cap ETFWSML | 0.01% | IShares | 1.52K | $40.64K |
|---|
| 34 | Vanguard Extended Market Index Fund Institutional Plus SharesVEMPX | 0.01% | Vanguard | 250.63K | $5.43M |
|---|
| 35 | Vanguard Extended Market Index Fund Admiral SharesVEXAX | 0.01% | Vanguard | 250.63K | $5.43M |
|---|
| 36 | Vanguard Extended Market Index Fund Institutional SharesVIEIX | 0.01% | Vanguard | 250.63K | $5.43M |
|---|
| 37 | Vanguard Extended Market ETFVXF | 0.01% | Vanguard | 250.63K | $5.43M |
|---|
| 38 | Dimensional - US Sustainability Core 1 ETFDFSU | 0.01% | Dimensional | 4.36K | $116.95K |
|---|
| 39 | Dimensional - US Small Cap Value ETFDFSV | 0.00% | Dimensional | 14.75K | $395.31K |
|---|
| 40 | Avantis U.S. Quality ETFAVUQ | 0.00% | Avantis | 483 | $11.59K |
|---|
| 41 | Dimensional - US Core Equity 2 ETFDFAC | 0.00% | Dimensional | 70.31K | $1.88M |
|---|
| 42 | Avantis U.S. Equity ETFAVUS | 0.00% | Avantis | 19.08K | $457.83K |
|---|
| 43 | Dimensional - US Core Equity 1 ETFDCOR | 0.00% | Dimensional | 4.26K | $114.1K |
|---|
| 44 | ProShares - Hedge Replication ETFHDG | 0.00% | ProShares | 25 | $670.25 |
|---|
| 45 | Dimensional - US Core Equity Market ETFDFAU | 0.00% | Dimensional | 8.67K | $232.44K |
|---|
| 46 | Dimensional - US Marketwide Value ETFDFUV | 0.00% | Dimensional | 9.36K | $250.94K |
|---|
| 47 | Dimensional - US Equity Market ETFDFUS | 0.00% | Dimensional | 6.73K | $180.38K |
|---|
| 48 | Schwab U.S. Broad Market ETFSCHB | 0.00% | Schwab | 13.10K | $351.32K |
|---|
| 49 | iShares LifePath Target Date 2060 ETFITDH | 0.00% | IShares | 10 | $267.21 |
|---|
| 50 | iShares LifePath Target Date 2065 ETFITDI | 0.00% | IShares | 7 | $198.77 |
|---|
| 51 | iShares LifePath Target Date 2070 ETFITDJ | 0.00% | IShares | 4 | $101.41 |
|---|
| 52 | Vanguard Russell 3000 ETFVTHR | 0.00% | Vanguard | 2.04K | $44.18K |
|---|
| 53 | iShares LifePath Target Date 2055 ETFITDG | 0.00% | IShares | 15 | $392.27 |
|---|
| 54 | Vanguard Institutional Total Stock Market Index Fund Institutional SharesVITNX | 0.00% | Vanguard | 11.32K | $245.35K |
|---|
| 55 | Vanguard Total Stock Market Index Fund Institutional Plus SharesVSMPX | 0.00% | Vanguard | 730.4K | $15.84M |
|---|
| 56 | Vanguard Total Stock Market ETFVTI | 0.00% | Vanguard | 730.4K | $15.84M |
|---|
| 57 | iShares LifePath Target Date 2050 ETFITDF | 0.00% | IShares | 20 | $548.04 |
|---|
| 58 | iShares LifePath Target Date 2045 ETFITDE | 0.00% | IShares | 18 | $475.81 |
|---|
| 59 | iShares LifePath Target Date 2040 ETFITDD | 0.00% | IShares | 16 | $441.43 |
|---|
| 60 | Vanguard Balanced Index Fund Institutional SharesVBAIX | 0.00% | Vanguard | 12.08K | $261.94K |
|---|
| 61 | Vanguard Balanced Index FundVBIAX | 0.00% | Vanguard | 12.08K | $261.94K |
|---|
| 62 | VBINXVBINX | 0.00% | — | 12.08K | 261.94K n/a |
|---|
| 63 | iShares LifePath Target Date 2035 ETFITDC | 0.00% | IShares | 11 | $303.97 |
|---|
| 64 | Avantis Responsible U.S. Equity ETFAVSU | 0.00% | Avantis | 52 | $1.25K |
|---|
| 65 | iShares LifePath Target Date 2030 ETFITDB | 0.00% | IShares | 4 | $112.27 |
|---|
| 66 | iShares LifePath Retirement ETFIRTR | 0.00% | IShares | 2 | $60.47 |
|---|
| 67 | Vanguard Market Neutral Fund Investor SharesVMNFX | 0.48% | Vanguard | 77.75K | $2.04M |
|---|
| 68 | Applied Finance IVS US SMID ETFIVSS | 0.23% | Applied Finance | 2.28K | $61.18K |
|---|
| 69 | Barron's 400SM ETFBFOR | 0.21% | ALPS Funds | 17.75K | $475.9K |
|---|
| 70 | iShares Micro-Cap ETFIWC | 0.15% | IShares | 83.37K | $2.24M |
|---|
| 71 | iShares Russell 2000 Value ETFIWN | 0.04% | IShares | 231.31K | $6.20M |
|---|
| 72 | U.S. Micro Cap Portfolio: ETF Class SharesDFMC | 0.04% | DFA | 112.74K | $2.94M |
|---|
| 73 | Vanguard Explorer Fund Admiral SharesVEXRX | 0.04% | Vanguard | 268.41K | $7.05M |
|---|
| 74 | Columbia Research Enhanced Small Cap ETFRESM | 0.03% | Columbia Threadneedle | 44 | $1.18K |
|---|
| 75 | iShares Morningstar Small-Cap Value ETFJKL | 0.02% | IShares | 5.48K | $146.87K |
|---|
| 76 | iShares Russell 2000 ETFIWM | 0.02% | IShares | 658.38K | $17.65M |
|---|
| 77 | Warren Street Global Equity ETFWSGE | 0.01% | Warren | 310 | $8.15K |
|---|
| 78 | EA Bridgeway Omni Small-Cap Value ETFBSVO | 0.01% | Bridgeway | 161.87K | $4.34 |
|---|
| 79 | iShares Morningstar Small-Cap ETFJKJ | 0.01% | IShares | 1.06K | $28.47K |
|---|
| 80 | Vanguard Financials Index Fund Admiral SharesVFAIX | 0.01% | Vanguard | 39.91K | $865.16K |
|---|
| 81 | iShares Russell 3000 ETFIWV | 0.00% | IShares | 9.09K | $243.76K |
|---|
| 82 | iShares Core S&P Total U.S. Stock Market ETFITOT | 0.00% | IShares | 32.47K | $870.52K |
|---|
| 83 | Vanguard Institutional Total Stock Market Index Fund Institutional Plus SharesVITPX | 0.00% | Vanguard | 11.32K | $245.35K |
|---|
| 84 | Vanguard Total Stock Market Index Fund Institutional SharesVITSX | 0.00% | Vanguard | 730.4K | $15.84M |
|---|
| 85 | Vanguard Total Stock Market Index Fund Admiral SharesVTSAX | 0.00% | Vanguard | 730.4K | $15.84M |
|---|
Showing the top 85 ETFs.