Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MVPA 5.13%
2 ZIG 3.12%
3 AIRR 2.54%
4 ECML 1.59%
5 JSML 1.29%
6 MGMT 1.06%
7 SURE 1.01%
8 DSMC 0.92%
9 PBD 0.85%
10 SMCP 0.81%
11 FLRG 0.79%
12 FNK 0.74%
13 NVQ 0.72%
14 NVQ_old 0.72%
15 DGRS 0.61%
16 EES 0.60%
17 AIEQ 0.59%
18 PSC 0.56%
19 USVT 0.54%
20 GRID 0.48%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.94M (11.12%) -452.25K
Decreased by -11.48%
Jun 30, 24
2 Vanguard Group Inc 3.76M (10.61%) 18.63K
Increased by +0.50%
Sep 30, 24
3 Gates Capital Management Inc 2.01M (5.68%) 1.32M
Increased by +65.85%
Sep 30, 24
4 Allspring Global Investments Holdings, LLC 1.23M (3.48%) 261.23K
Increased by +21.16%
Sep 30, 24
5 River Road Asset Management, LLC 1.09M (3.09%) -11.00
Decreased by -0.00%
Sep 30, 24
6 Dimensional Fund Advisors, Inc. 1.08M (3.06%) 132.36K
Increased by +12.20%
Sep 30, 24
7 Macquarie Group Ltd 1.06M (2.98%) -139.04K
Decreased by -13.16%
Sep 30, 24
8 American Century Companies Inc 976.88K (2.76%) 203.19K
Increased by +20.80%
Sep 30, 24
9 Ameriprise Financial Inc 934.46K (2.64%) 328.49K
Increased by +35.15%
Sep 30, 24
10 State Street Corporation 898.78K (2.54%) 5.18K
Increased by +0.58%
Mar 31, 24
11 State Street Corp 880.39K (2.48%) -13.52K
Decreased by -1.54%
Sep 30, 24
12 Geode Capital Management, LLC 870.30K (2.46%) -28.92K
Decreased by -3.32%
Sep 30, 24
13 LSV Asset Management 743.94K (2.10%) -52.81K
Decreased by -7.10%
Sep 30, 24
14 Fuller & Thaler Asset Management Inc 741.63K (2.09%) 15.80K
Increased by +2.13%
Mar 31, 24
15 Boston Partners Global Investors, Inc 692.42K (1.95%) -383.51K
Decreased by -55.39%
Sep 30, 24
16 Harding Loevner L.P. 684.62K (1.93%) 19.07K
Increased by +2.78%
Sep 30, 24
17 Amvescap Plc. 643.63K (1.82%) -216.48K
Decreased by -33.63%
Sep 30, 24
18 JPMorgan Chase & Co 620.90K (1.75%) 364.25K
Increased by +58.67%
Jun 30, 24
19 Citadel Advisors Llc 604.87K (1.71%) 229.97K
Increased by +38.02%
Sep 30, 24
20 Zurcher Kantonalbank 556.29K (1.57%) -8.09K
Decreased by -1.45%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.16M (3.27%) -4.20K
Decreased by -0.36%
Oct 31, 24
2 iShares Russell 2000 ETF 1.03M (2.90%) -2.16K
Decreased by -0.21%
Nov 27, 24
3 Fuller & Thaler Behavioral Sm-Cp Eq R6 931.39K (2.63%) 0.00
Increased by 0.00%
Sep 30, 23
4 Fuller & Thaler Behavioral Small-Cap Eq 931.39K (2.63%) 0.00
Increased by 0.00%
Nov 30, 23
5 Vanguard Small Cap Index 899.06K (2.54%) 1.75K
Increased by +0.19%
Oct 31, 24
6 First Trust RBA Amer Indl RenaisTM ETF 826.72K (2.33%) 4.94K
Increased by +0.60%
Nov 28, 24
7 FullerThaler Behavioral Sm-Cp Eq R6 701.76K (1.98%) 16.07K
Increased by +2.29%
Mar 31, 24
8 FullerThaler Behavioral Small-Cap Equity 701.76K (1.98%) 16.07K
Increased by +2.29%
May 31, 24
9 Allspring Special Small Cap Value A 638.07K (1.80%) 37.20K
Increased by +5.83%
Oct 31, 24
10 Avantis US Small Cap Value ETF 620.32K (1.75%) 2.29K
Increased by +0.37%
Nov 28, 24
11 Vanguard Small Cap Value Index Inv 607.68K (1.72%) -208.00
Decreased by -0.03%
Oct 31, 24
12 Columbia Acorn Inst 535.23K (1.51%) 139.09K
Increased by +25.99%
Sep 30, 24
13 Vanguard Institutional Extnd Mkt Idx Tr 532.35K (1.50%) -4.26K
Decreased by -0.80%
Oct 31, 24
14 JHancock Disciplined Value Mid Cap I 502.94K (1.42%) -90.72K
Decreased by -18.04%
Sep 30, 24
15 Delaware Small Cap Value A 474.30K (1.34%) 0.00
Increased by 0.00%
Sep 30, 24
16 Fidelity Small Cap Index 373.23K (1.05%) -3.42K
Decreased by -0.92%
Sep 30, 24
17 Fidelity® Small Cap Index 372.54K (1.05%) 10.02K
Increased by +2.69%
Oct 31, 23
18 Fidelity® Series Small Cap Opps 365.22K (1.03%) 0.00
Increased by 0.00%
Oct 31, 23
19 iShares Russell 2000 Growth ETF 331.87K (0.94%) 0.00
Increased by 0.00%
Nov 27, 24
20 Strategic Advisers® Small-Mid Cap 320.92K (0.91%) 12.57K
Increased by +3.92%
Oct 31, 23