Top 20 ETF Stock Exposure

Rank ETF Weight % in ETF
1 ACTV 0.64%
2 AUSF 0.59%
3 AVSU 0.05%
4 AVUS 0.03%
5 AVUV 0.02%
6 ACVF 0.02%
7 AVLV 0.01%

Top 20 Institutional Holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 7.48M (13.5%) 3.05M
Increased by +40.74%
Sep 30, 23
2 Vanguard Group Inc 7.15M (12.89%) -458.35K
Decreased by -6.41%
Sep 30, 23
3 T. Rowe Price Associates, Inc. 3.96M (7.14%) 1.37M
Increased by +34.63%
Dec 31, 23
4 D. E. Shaw & Co LP 2.61M (4.71%) 950.86K
Increased by +36.39%
Sep 30, 23
5 State Street Corporation 2.37M (4.28%) -539.37K
Decreased by -22.72%
Sep 30, 23
6 Fuller & Thaler Asset Management Inc 2.3M (4.14%) 269.22K
Increased by +11.73%
Dec 31, 23
7 Charles Schwab Investment Management Inc 1.53M (2.76%) 107.54K
Increased by +7.02%
Sep 30, 23
8 Champlain Investment Partners, LLC 1.53M (2.76%) -18.24K
Decreased by -1.19%
Dec 31, 23
9 Squarepoint Ops LLC 1.35M (2.43%) 565.3K
Increased by +42%
Sep 30, 23
10 Pzena Investment Management, LLC 1.32M (2.38%) 1.32M
Increased by +100%
Sep 30, 23
11 Two Sigma Investments LLC 1.13M (2.03%) 188.55K
Increased by +16.76%
Dec 31, 23
12 Morgan Stanley - Brokerage Accounts 1.11M (2.01%) 20.57K
Increased by +1.85%
Sep 30, 23
13 Two Sigma Advisers, LLC 1.09M (1.97%) 162.1K
Increased by +14.86%
Dec 31, 23
14 Bank of America Corp 952.8K (1.72%) 391.33K
Increased by +41.07%
Sep 30, 23
15 Jacobs Levy Equity Management, Inc. 931.13K (1.68%) 452.49K
Increased by +48.6%
Sep 30, 23
16 Capital World Investors 918.26K (1.66%) 114.99K
Increased by +12.52%
Dec 31, 23
17 Geode Capital Management, LLC 896.16K (1.62%) -437.06K
Decreased by -48.77%
Sep 30, 23
18 Federated Hermes Inc 842.24K (1.52%) 842.21K
Increased by +100%
Dec 31, 23
19 Legion Partners Asset Management, LLC 772.95K (1.39%) 772.95K
Increased by +100%
Dec 31, 23
20 River Road Asset Management, LLC 744.08K (1.34%) 413.49K
Increased by +55.57%
Sep 30, 23

Top 20 Mutual Fund Holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 4.04M (7.29%) 3.1K
Increased by +0.08%
Jan 31, 24
2 T. Rowe Price Mid-Cap Value 2.26M (4.08%) 2.26M
Increased by +100%
Dec 31, 23
3 T. Rowe Price US Mid-Cap Value Equity 2.26M (4.08%) 772.89K
Increased by +34.13%
Dec 31, 23
4 Fuller & Thaler Behavrl Small-Cap Value 1.91M (3.45%) 282.47K
Increased by +14.77%
Nov 30, 23
5 FullerThaler Behavioral Small-Cap Value 1.91M (3.45%) 282.47K
Increased by +14.77%
Nov 30, 23
6 Vanguard Total Stock Mkt Idx Inv 1.86M (3.35%) 3.21K
Increased by +0.17%
Jan 31, 24
7 Undiscovered Managers Behavioral Val L 1.77M (3.19%) -29.53K
Decreased by -1.67%
Dec 31, 23
8 Vanguard Small Cap Index 1.52M (2.74%) 4.21K
Increased by +0.28%
Jan 31, 24
9 Champlain Mid Cap Fund, LLC 1.49M (2.69%) -5.91K
Decreased by -0.4%
Jan 31, 24
10 T. Rowe Price U.S. Mid-Cap Val Eq Tr-Z 1.15M (2.08%) 1.15M
Increased by +100%
Dec 31, 23
11 Vanguard Small Cap Value Index Inv 1.04M (1.87%) -4.32K
Decreased by -0.42%
Jan 31, 24
12 Schwab US Dividend Equity ETF™ 938.46K (1.69%) -544
Decreased by -0.06%
Jan 31, 24
13 Vanguard Institutional Extnd Mkt Idx Tr 881.66K (1.59%) -798
Decreased by -0.09%
Jan 31, 24
14 Champlain Mid Cap Adv 770K (1.39%) 0
Increased by 0%
Sep 30, 23
15 iShares S&P Small-Cap 600 Value ETF 743.71K (1.34%) -1.7K
Decreased by -0.23%
Jan 31, 24
16 American Funds SMALLCAP World A 668.82K (1.21%) 0
Increased by 0%
Dec 31, 23
17 Pzena Mid Cap Value 538.31K (0.97%) 0
Increased by 0%
Jan 31, 24
18 Vanguard Selected Value Inv 538.31K (0.97%) 0
Increased by 0%
Dec 31, 23
19 SPDR® Portfolio S&P 600 Sm Cap ETF 504.77K (0.91%) 327
Increased by +0.06%
Jan 31, 24
20 Vanguard Tax-Managed Small Cap Adm 464.61K (0.84%) 0
Increased by 0%
Jan 31, 24