Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RFV 2.64%
2 FOVL 2.36%
3 BVNSC 2.32%
4 XMVM 2.20%
5 FTXL 2.19%
6 EWMC 1.99%
7 SMIG 1.94%
8 PXMV 1.93%
9 GRPM 1.92%
10 HAPS 1.78%
11 FXL 1.46%
12 SFLO 1.43%
13 CSB 1.17%
14 XMLV 1.08%
15 LSAF 1.07%
16 RNMC 1.06%
17 RWK 1.05%
18 SURE 0.92%
19 EZY 0.77%
20 ROUS 0.70%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 11.03M (12.75%) -8.55K
Decreased by -0.08%
Sep 30, 24
2 BlackRock Inc 10.72M (12.40%) 553.63K
Increased by +5.16%
Jun 30, 24
3 Pzena Investment Management, LLC 8.27M (9.57%) -302.65K
Decreased by -3.66%
Sep 30, 24
4 Dimensional Fund Advisors, Inc. 6.28M (7.26%) -109.98K
Decreased by -1.75%
Sep 30, 24
5 Greenhaven Associates Inc 3.92M (4.54%) 2.31K
Increased by +0.06%
Sep 30, 24
6 State Street Corporation 3.43M (3.97%) -220.99K
Decreased by -6.44%
Mar 31, 24
7 American Century Companies Inc 3.43M (3.97%) 739.38K
Increased by +21.56%
Sep 30, 24
8 State Street Corp 3.22M (3.72%) -30.52K
Decreased by -0.95%
Sep 30, 24
9 LSV Asset Management 2.70M (3.12%) -121.30K
Decreased by -4.49%
Sep 30, 24
10 Woodline Partners LP 2.68M (3.10%) 999.03K
Increased by +37.26%
Mar 31, 24
11 AllianceBernstein L.P. 1.72M (1.99%) 161.89K
Increased by +9.39%
Sep 30, 24
12 AQR Capital Management LLC 1.70M (1.96%) -145.35K
Decreased by -8.55%
Sep 30, 24
13 Wishbone Management, LP 1.65M (1.91%) 0.00
Increased by 0.00%
Sep 30, 24
14 Geode Capital Management, LLC 1.57M (1.81%) -45.63K
Decreased by -2.91%
Sep 30, 24
15 Earnest Partners LLC 1.47M (1.70%) -3.47K
Decreased by -0.24%
Sep 30, 24
16 Citadel Advisors Llc 1.32M (1.53%) 618.87K
Increased by +46.92%
Jun 30, 24
17 Morgan Stanley - Brokerage Accounts 1.26M (1.45%) -1.14M
Decreased by -90.96%
Sep 30, 24
18 First Trust Advisors L.P. 1.26M (1.45%) 277.56K
Increased by +22.09%
Sep 30, 24
19 Arrowstreet Capital Limited Partnership 1.21M (1.40%) 389.45K
Increased by +32.14%
Dec 31, 23
20 Millennium Management LLC 1.09M (1.26%) 519.28K
Increased by +47.69%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 2.83M (3.27%) 5.55K
Increased by +0.20%
Nov 27, 24
2 Vanguard Total Stock Mkt Idx Inv 2.75M (3.18%) -7.23K
Decreased by -0.26%
Oct 31, 24
3 Vanguard Small Cap Index 2.21M (2.56%) 4.31K
Increased by +0.20%
Oct 31, 24
4 DFA US Small Cap Value I 1.84M (2.13%) -27.75K
Decreased by -1.51%
Sep 30, 24
5 Vanguard Information Technology ETF 1.59M (1.84%) 7.29K
Increased by +0.46%
Oct 31, 24
6 Avantis US Small Cap Value ETF 1.58M (1.83%) 12.67K
Increased by +0.80%
Nov 28, 24
7 American Century Small Cap Value Inv 1.50M (1.74%) -255.00K
Decreased by -16.94%
Sep 30, 24
8 American Century U.S. Small Cap Value 1.50M (1.74%) -255.00K
Decreased by -16.94%
Sep 30, 24
9 Vanguard Small Cap Value Index Inv 1.49M (1.73%) -516.00
Decreased by -0.03%
Oct 31, 24
10 EARNEST Small/Mid Cap Value 1.31M (1.52%) 1.31M
Increased by +99.84%
Dec 31, 23
11 Vanguard Institutional Extnd Mkt Idx Tr 1.29M (1.50%) -15.27K
Decreased by -1.18%
Oct 31, 24
12 Pzena Mid Cap Value 1.29M (1.50%) 0.00
Increased by 0.00%
Oct 31, 24
13 Vanguard Selected Value Inv 1.29M (1.50%) -271.92K
Decreased by -21.03%
Sep 30, 24
14 DFA US Targeted Value I 943.36K (1.09%) 0.00
Increased by 0.00%
Sep 30, 24
15 Loomis Sayles Core 810.00K (0.94%) 810.00K
Increased by +100.00%
Sep 30, 23
16 Dimensional US Targeted Value ETF 735.85K (0.85%) 0.00
Increased by 0.00%
Nov 28, 24
17 Fuller & Thaler Behavioral Sm-Cp Eq R6 696.17K (0.81%) 0.00
Increased by 0.00%
Sep 30, 23
18 Fuller & Thaler Behavioral Small-Cap Eq 696.17K (0.81%) 0.00
Increased by 0.00%
Nov 30, 23
19 SPDR® S&P MIDCAP 400 ETF Trust 693.03K (0.80%) -10.20K
Decreased by -1.47%
Oct 31, 24
20 FullerThaler Behavioral Sm-Cp Eq R6 688.97K (0.80%) 0.00
Increased by 0.00%
Mar 31, 24