Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GLRY 3.22%
2 GRPM 2.34%
3 XMVM 2.28%
4 PXMV 2.16%
5 FOVL 2.02%
6 CARD 2.01%
7 CARU 2.00%
8 RFV 1.98%
9 DVLU 1.70%
10 EWMC 1.63%
11 ECML 1.62%
12 XRT 1.43%
13 FXD 1.19%
14 RWK 1.19%
15 MPAY 1.12%
16 LSAF 1.05%
17 RETL 0.90%
18 CNTR 0.89%
19 DVAL 0.68%
20 AIEQ 0.68%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 3.04M (8.43%) -131.41K
Decreased by -4.33%
Dec 31, 24
2 BlackRock Inc 2.43M (6.75%) -120.97K
Decreased by -4.97%
Dec 31, 24
3 Boston Partners Global Investors, Inc 1.81M (5.03%) 203.34K
Increased by +11.21%
Dec 31, 24
4 Dimensional Fund Advisors, Inc. 1.60M (4.43%) 1.42K
Increased by +0.09%
Dec 31, 24
5 Brave Warrior Advisors LLC 1.46M (4.05%) 488.90K
Increased by +33.46%
Dec 31, 24
6 Alyeska Investment Group, L.P. 1.10M (3.07%) 426.88K
Increased by +38.63%
Dec 31, 24
7 State Street Corporation 889.29K (2.47%) 19.49K
Increased by +2.19%
Mar 31, 24
8 State Street Corp 874.20K (2.43%) 20.16K
Increased by +2.31%
Dec 31, 24
9 AllianceBernstein L.P. 851.87K (2.36%) 160.79K
Increased by +18.88%
Dec 31, 24
10 LSV Asset Management 676.62K (1.88%) -69.36K
Decreased by -10.25%
Dec 31, 24
11 Amvescap Plc. 661.46K (1.84%) -42.64K
Decreased by -6.45%
Dec 31, 24
12 Arrowstreet Capital Limited Partnership 615.37K (1.71%) -544.29K
Decreased by -88.45%
Sep 30, 23
13 Adage Capital Partners Gp LLC 575.00K (1.60%) 465.00K
Increased by +80.87%
Dec 31, 24
14 Point72 Asset Management, L.P. 523.28K (1.45%) 50.64K
Increased by +9.68%
Dec 31, 24
15 Morgan Stanley - Brokerage Accounts 483.24K (1.34%) -85.94K
Decreased by -17.78%
Dec 31, 24
16 Geode Capital Management, LLC 435.36K (1.21%) 1.63K
Increased by +0.38%
Dec 31, 24
17 Barrow Hanley Mewhinney & Strauss LLC 414.37K (1.15%) 376.00
Increased by +0.09%
Dec 31, 23
18 Gamco Investors, Inc. Et Al 383.18K (1.06%) -8.71K
Decreased by -2.27%
Dec 31, 24
19 Fuller & Thaler Asset Management Inc 365.62K (1.01%) -2.90K
Decreased by -0.79%
Sep 30, 24
20 JPMorgan Chase & Co 365.40K (1.01%) -80.93K
Decreased by -22.15%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 997.76K (2.77%) 561.00
Increased by +0.06%
Feb 28, 25
2 iShares Core S&P Mid-Cap ETF 844.02K (2.34%) 280.00
Increased by +0.03%
Mar 31, 25
3 Vanguard Small Cap Index 809.78K (2.25%) 651.00
Increased by +0.08%
Feb 28, 25
4 JHancock Disciplined Value I 808.54K (2.24%) 0.00
Increased by 0.00%
Jan 31, 25
5 Vanguard Small Cap Value Index Inv 533.28K (1.48%) -1.99K
Decreased by -0.37%
Feb 28, 25
6 Vanguard Institutional Extnd Mkt Idx Tr 396.33K (1.10%) 1.85K
Increased by +0.47%
Feb 28, 25
7 Fuller & Thaler Behavioral Sm-Cp Eq R6 346.71K (0.96%) 0.00
Increased by 0.00%
Sep 30, 23
8 Fuller & Thaler Behavioral Small-Cap Eq 346.71K (0.96%) 0.00
Increased by 0.00%
Nov 30, 23
9 WEDGE QVM-Large Cap Value 342.13K (0.95%) 118.56K
Increased by +34.65%
Dec 31, 23
10 1290 VT GAMCO Small Company Value IB 310.00K (0.86%) -2.00K
Decreased by -0.65%
Jan 31, 25
11 DFA US Targeted Value I 299.13K (0.83%) 0.00
Increased by 0.00%
Feb 28, 25
12 Boston Partners Large Cap Value Equity E 287.79K (0.80%) 29.37K
Increased by +10.21%
Dec 31, 24
13 Dimensional US Targeted Value ETF 232.80K (0.65%) 0.00
Increased by 0.00%
Mar 31, 25
14 Bridge Builder Large Cap Value 229.54K (0.64%) -98.14K
Decreased by -42.76%
Jan 31, 24
15 Invesco Main Street Small Cap R6 218.38K (0.61%) 8.14K
Increased by +3.73%
Feb 28, 25
16 Vanguard Strategic Equity Inv 216.19K (0.60%) -61.85K
Decreased by -28.61%
Mar 31, 24
17 SPDR® S&P MIDCAP 400 ETF Trust 211.39K (0.59%) 2.01K
Increased by +0.95%
Feb 28, 25
18 Invesco Small Cap Core 210.24K (0.58%) 0.00
Increased by 0.00%
Dec 31, 24
19 DFA US Small Cap I 187.32K (0.52%) -800.00
Decreased by -0.43%
Feb 28, 25
20 AB Discovery Value Advisor 185.91K (0.52%) 0.00
Increased by 0.00%
Feb 28, 25