Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GLRY 3.25%
2 GRPM 2.34%
3 XMVM 2.27%
4 CARU 2.16%
5 CARD 2.16%
6 PXMV 2.16%
7 RFV 2.02%
8 FOVL 2.02%
9 DVLU 1.70%
10 ECML 1.66%
11 EWMC 1.63%
12 XRT 1.43%
13 RWK 1.21%
14 FXD 1.18%
15 MPAY 1.12%
16 LSAF 1.07%
17 CNTR 0.89%
18 RETL 0.88%
19 DVAL 0.71%
20 PAMC 0.68%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 3.04M (8.76%) -131.41K
Decreased by -4.33%
Dec 31, 24
2 BlackRock Inc 2.43M (7.02%) -120.97K
Decreased by -4.97%
Dec 31, 24
3 Boston Partners Global Investors, Inc 1.81M (5.23%) 203.34K
Increased by +11.21%
Dec 31, 24
4 Dimensional Fund Advisors, Inc. 1.60M (4.60%) 1.42K
Increased by +0.09%
Dec 31, 24
5 Brave Warrior Advisors LLC 1.46M (4.21%) 488.90K
Increased by +33.46%
Dec 31, 24
6 Alyeska Investment Group, L.P. 1.10M (3.19%) 426.88K
Increased by +38.63%
Dec 31, 24
7 State Street Corporation 889.29K (2.57%) 19.49K
Increased by +2.19%
Mar 31, 24
8 State Street Corp 874.20K (2.52%) 20.16K
Increased by +2.31%
Dec 31, 24
9 AllianceBernstein L.P. 851.87K (2.46%) 160.79K
Increased by +18.88%
Dec 31, 24
10 LSV Asset Management 676.62K (1.95%) -69.36K
Decreased by -10.25%
Dec 31, 24
11 Amvescap Plc. 661.46K (1.91%) -42.64K
Decreased by -6.45%
Dec 31, 24
12 Arrowstreet Capital Limited Partnership 615.37K (1.78%) -544.29K
Decreased by -88.45%
Sep 30, 23
13 Adage Capital Partners Gp LLC 575.00K (1.66%) 465.00K
Increased by +80.87%
Dec 31, 24
14 Point72 Asset Management, L.P. 523.28K (1.51%) 50.64K
Increased by +9.68%
Dec 31, 24
15 Morgan Stanley - Brokerage Accounts 483.24K (1.39%) -85.94K
Decreased by -17.78%
Dec 31, 24
16 Geode Capital Management, LLC 435.36K (1.26%) 1.63K
Increased by +0.38%
Dec 31, 24
17 Barrow Hanley Mewhinney & Strauss LLC 414.37K (1.20%) 376.00
Increased by +0.09%
Dec 31, 23
18 Gamco Investors, Inc. Et Al 383.18K (1.11%) -8.71K
Decreased by -2.27%
Dec 31, 24
19 Fuller & Thaler Asset Management Inc 365.62K (1.05%) -2.90K
Decreased by -0.79%
Sep 30, 24
20 JPMorgan Chase & Co 365.40K (1.05%) -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 1.11M (3.19%) 108.47K
Increased by +9.81%
Mar 31, 25
2 Vanguard US Total Market Shares ETF 1.07M (3.08%) 47.65K
Increased by +4.47%
Sep 30, 24
3 Vanguard Small Cap Index 877.05K (2.53%) 67.27K
Increased by +7.67%
Mar 31, 25
4 JHancock Disciplined Value I 857.69K (2.47%) 49.15K
Increased by +5.73%
Feb 28, 25
5 iShares Core S&P Mid-Cap ETF 844.02K (2.43%) 280.00
Increased by +0.03%
Mar 31, 25
6 Vanguard Small Cap Value Index Inv 568.68K (1.64%) 35.40K
Increased by +6.23%
Mar 31, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 394.98K (1.14%) -1.35K
Decreased by -0.34%
Mar 31, 25
8 Fuller & Thaler Behavioral Sm-Cp Eq R6 346.71K (1.00%) 0.00
Increased by 0.00%
Sep 30, 23
9 Fuller & Thaler Behavioral Small-Cap Eq 346.71K (1.00%) 0.00
Increased by 0.00%
Nov 30, 23
10 WEDGE QVM-Large Cap Value 342.13K (0.99%) 118.56K
Increased by +34.65%
Dec 31, 23
11 1290 VT GAMCO Small Company Value IB 309.20K (0.89%) -800.00
Decreased by -0.26%
Feb 28, 25
12 DFA US Targeted Value I 299.13K (0.86%) 0.00
Increased by 0.00%
Feb 28, 25
13 Boston Partners Large Cap Value Equity E 287.79K (0.83%) 29.37K
Increased by +10.21%
Dec 31, 24
14 Dimensional US Targeted Value ETF 232.80K (0.67%) 0.00
Increased by 0.00%
Mar 31, 25
15 Bridge Builder Large Cap Value 229.54K (0.66%) -98.14K
Decreased by -42.76%
Jan 31, 24
16 Invesco Main Street Small Cap R6 218.38K (0.63%) 8.14K
Increased by +3.73%
Feb 28, 25
17 Invesco Small Cap Core 218.38K (0.63%) 8.14K
Increased by +3.73%
Mar 31, 25
18 Vanguard Strategic Equity Inv 216.19K (0.62%) -61.85K
Decreased by -28.61%
Mar 31, 24
19 SPDR® S&P MIDCAP 400 ETF Trust 205.82K (0.59%) -5.57K
Decreased by -2.71%
Mar 31, 25
20 DFA US Small Cap I 187.32K (0.54%) -800.00
Decreased by -0.43%
Feb 28, 25