Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GLRY 3.27%
2 GRPM 2.34%
3 XMVM 2.30%
4 PXMV 2.16%
5 FOVL 2.02%
6 RFV 1.92%
7 CARD 1.91%
8 DVLU 1.70%
9 ECML 1.66%
10 EWMC 1.63%
11 XRT 1.55%
12 RWK 1.31%
13 FXD 1.22%
14 RETL 1.15%
15 MPAY 1.12%
16 LSAF 1.08%
17 CNTR 0.89%
18 DVAL 0.73%
19 WTV 0.69%
20 AIEQ 0.68%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 3.17M (9.64%) 71.72K
Increased by +2.26%
Sep 30, 24
2 BlackRock Inc 2.56M (7.77%) 113.92K
Increased by +4.46%
Sep 30, 24
3 Boston Partners Global Investors, Inc 1.61M (4.90%) 187.71K
Increased by +11.65%
Sep 30, 24
4 Dimensional Fund Advisors, Inc. 1.59M (4.85%) -11.98K
Decreased by -0.75%
Sep 30, 24
5 Brave Warrior Advisors LLC 972.31K (2.96%) -6.93K
Decreased by -0.71%
Sep 30, 24
6 State Street Corporation 889.29K (2.70%) 19.49K
Increased by +2.19%
Mar 31, 24
7 State Street Corp 854.03K (2.60%) 19.04K
Increased by +2.23%
Sep 30, 24
8 LSV Asset Management 745.98K (2.27%) -35.85K
Decreased by -4.81%
Sep 30, 24
9 Amvescap Plc. 704.10K (2.14%) -39.11K
Decreased by -5.55%
Sep 30, 24
10 AllianceBernstein L.P. 691.08K (2.10%) -225.26K
Decreased by -32.60%
Sep 30, 24
11 Alyeska Investment Group, L.P. 678.05K (2.06%) 169.84K
Increased by +25.05%
Sep 30, 24
12 Arrowstreet Capital Limited Partnership 615.37K (1.87%) -544.29K
Decreased by -88.45%
Sep 30, 23
13 Morgan Stanley - Brokerage Accounts 569.18K (1.73%) -952.94K
Decreased by -167.42%
Sep 30, 24
14 Point72 Asset Management, L.P. 472.64K (1.44%) 443.77K
Increased by +93.89%
Sep 30, 24
15 Geode Capital Management, LLC 433.73K (1.32%) 18.59K
Increased by +4.29%
Sep 30, 24
16 Barrow Hanley Mewhinney & Strauss LLC 414.37K (1.26%) 376.00
Increased by +0.09%
Dec 31, 23
17 Gamco Investors, Inc. Et Al 391.89K (1.19%) -13.86K
Decreased by -3.54%
Sep 30, 24
18 Fuller & Thaler Asset Management Inc 365.62K (1.11%) -2.90K
Decreased by -0.79%
Sep 30, 24
19 JPMorgan Chase & Co 365.40K (1.11%) -80.93K
Decreased by -22.15%
Sep 30, 24
20 Goldman Sachs Group Inc 349.10K (1.06%) 144.57K
Increased by +41.41%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 995.23K (3.03%) -64.15K
Decreased by -6.45%
Dec 31, 24
2 iShares Core S&P Mid-Cap ETF 853.96K (2.60%) -224.00
Decreased by -0.03%
Jan 31, 25
3 JHancock Disciplined Value I 834.11K (2.54%) -9.82K
Decreased by -1.18%
Nov 30, 24
4 Vanguard Small Cap Index 807.70K (2.46%) -43.19K
Decreased by -5.35%
Dec 31, 24
5 Vanguard Small Cap Value Index Inv 536.27K (1.63%) -39.10K
Decreased by -7.29%
Dec 31, 24
6 Vanguard Institutional Extnd Mkt Idx Tr 393.92K (1.20%) 2.85K
Increased by +0.72%
Dec 31, 24
7 Fuller & Thaler Behavioral Sm-Cp Eq R6 346.71K (1.05%) 0.00
Increased by 0.00%
Sep 30, 23
8 Fuller & Thaler Behavioral Small-Cap Eq 346.71K (1.05%) 0.00
Increased by 0.00%
Nov 30, 23
9 FullerThaler Behavioral Sm-Cp Eq R6 346.71K (1.05%) 0.00
Increased by 0.00%
Sep 30, 24
10 FullerThaler Behavioral Small-Cap Equity 346.71K (1.05%) 0.00
Increased by 0.00%
Sep 30, 24
11 WEDGE QVM-Large Cap Value 342.13K (1.04%) 118.56K
Increased by +34.65%
Dec 31, 23
12 1290 VT GAMCO Small Company Value IB 312.00K (0.95%) 0.00
Increased by 0.00%
Nov 30, 24
13 DFA US Targeted Value I 299.13K (0.91%) 0.00
Increased by 0.00%
Dec 31, 24
14 Boston Partners Large Cap Value Equity E 287.79K (0.88%) 29.37K
Increased by +10.21%
Dec 31, 24
15 Bridge Builder Large Cap Value 229.54K (0.70%) -98.14K
Decreased by -42.76%
Jan 31, 24
16 SPDR® S&P MIDCAP 400 ETF Trust 218.16K (0.66%) 5.83K
Increased by +2.67%
Dec 31, 24
17 Vanguard Strategic Equity Inv 216.19K (0.66%) -61.85K
Decreased by -28.61%
Mar 31, 24
18 Dimensional US Targeted Value ETF 216.12K (0.66%) 97.00
Increased by +0.04%
Jan 31, 25
19 Invesco Main Street Small Cap R6 210.24K (0.64%) 0.00
Increased by 0.00%
Dec 31, 24
20 Invesco Small Cap Core 210.24K (0.64%) 0.00
Increased by 0.00%
Dec 31, 24