Top 20 ETF Stock Exposure

Rank ETF Weight % in ETF
1 AFSM 0.3%
2 AVUV 0.2%
3 AVLV 0.1%
4 AVUS 0.03%
5 AVSU 0.02%

Top 20 Institutional Holders

Rank Holder SharesFloat % Change Date reported
1 Dimensional Fund Advisors, Inc. 14.86M (13.61%) 244.03K
Increased by +1.64%
Dec 31, 23
2 Vanguard Group Inc 13.8M (12.64%) 1.3M
Increased by +9.43%
Sep 30, 23
3 BlackRock Inc 13.58M (12.43%) -567.78K
Decreased by -4.18%
Sep 30, 23
4 LSV Asset Management 6.44M (5.9%) -641.77K
Decreased by -9.97%
Dec 31, 23
5 AllianceBernstein L.P. 3.89M (3.56%) -290.52K
Decreased by -7.46%
Sep 30, 23
6 State Street Corporation 3.49M (3.19%) 51.2K
Increased by +1.47%
Sep 30, 23
7 Earnest Partners LLC 2.5M (2.29%) -77.17K
Decreased by -3.09%
Sep 30, 23
8 First Trust Advisors L.P. 2.48M (2.27%) 235.1K
Increased by +9.48%
Sep 30, 23
9 Geode Capital Management, LLC 2.35M (2.16%) 112.53K
Increased by +4.78%
Sep 30, 23
10 SW Investment Management LLC 2.35M (2.15%) 200K
Increased by +8.51%
Sep 30, 23
11 AQR Capital Management LLC 1.94M (1.78%) 547.6K
Increased by +28.23%
Sep 30, 23
12 Northern Trust Corp 1.77M (1.62%) -11.39K
Decreased by -0.64%
Sep 30, 23
13 Morgan Stanley - Brokerage Accounts 1.76M (1.62%) 678.91K
Increased by +38.47%
Sep 30, 23
14 Charles Schwab Investment Management Inc 1.71M (1.57%) 311.97K
Increased by +18.24%
Sep 30, 23
15 Ameriprise Financial Inc 1.48M (1.35%) 1.12M
Increased by +75.55%
Sep 30, 23
16 Goldman Sachs Group Inc 1.35M (1.23%) 34.9K
Increased by +2.59%
Sep 30, 23
17 Amvescap Plc. 1.32M (1.21%) 144.28K
Increased by +10.95%
Sep 30, 23
18 Bank of New York Mellon Corp 1.31M (1.2%) -23.05K
Decreased by -1.76%
Sep 30, 23
19 NORGES BANK 1.18M (1.08%) 329.43K
Increased by +27.94%
Dec 31, 23
20 American Century Companies Inc 1.16M (1.07%) 21.2K
Increased by +1.82%
Sep 30, 23

Top 20 Mutual Fund Holders

Rank Holder SharesFloat % Change Date reported
1 DFA US Small Cap Value I 4.63M (4.24%) -43.57K
Decreased by -0.94%
Dec 31, 23
2 Vanguard Total Stock Mkt Idx Inv 3.9M (3.57%) 5.77K
Increased by +0.15%
Jan 31, 24
3 Vanguard Small Cap Index 3.14M (2.87%) 8.63K
Increased by +0.27%
Jan 31, 24
4 iShares Core S&P Mid-Cap ETF 3.13M (2.86%) -1.69K
Decreased by -0.05%
Jan 31, 24
5 iShares Russell 2000 ETF 2.79M (2.56%) -50.84K
Decreased by -1.82%
Jan 31, 24
6 DFA US Targeted Value I 2.27M (2.08%) 0
Increased by 0%
Dec 31, 23
7 Vanguard Small Cap Value Index Inv 2.15M (1.97%) -8.97K
Decreased by -0.42%
Jan 31, 24
8 Vanguard Institutional Extnd Mkt Idx Tr 1.51M (1.38%) 10.92K
Increased by +0.72%
Jan 31, 24
9 DFA US Small Cap I 1.42M (1.3%) -15.18K
Decreased by -1.07%
Dec 31, 23
10 Vanguard Information Technology ETF 1.39M (1.28%) 27.91K
Increased by +2%
Jan 31, 24
11 First Trust Nasdaq Semiconductor ETF 1.38M (1.27%) 4.42K
Increased by +0.32%
Jan 31, 24
12 EARNEST Small Cap Value 1.2M (1.1%) 1.2M
Increased by +99.85%
Dec 31, 23
13 Dimensional US Targeted Value ETF 1.19M (1.09%) 850
Increased by +0.07%
Jan 31, 24
14 Vanguard Strategic Equity Inv 1.11M (1.02%) 0
Increased by 0%
Dec 31, 23
15 AB Discovery Value Advisor 1.1M (1.01%) 36.35K
Increased by +3.31%
Dec 31, 23
16 iShares Russell 2000 Value ETF 1.06M (0.97%) -2.01K
Decreased by -0.19%
Jan 31, 24
17 Fidelity Small Cap Index 1.01M (0.92%) 19.81K
Increased by +1.97%
Nov 30, 23
18 Fidelity® Small Cap Index 986.73K (0.9%) 26.51K
Increased by +2.69%
Oct 31, 23
19 Harbor Small Cap Value Instl 941.23K (0.86%) -93.13K
Decreased by -9.89%
Dec 31, 23
20 First Trust SMID Cp Rising Div Achv ETF 862.76K (0.79%) 7.3K
Increased by +0.85%
Jan 31, 24