Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TINT 4.90%
2 BLCV 1.47%
3 SAEF 1.31%
4 JHAC 1.06%
5 SMN 1.00%
6 SBM 1.00%
7 PEXL 0.99%
8 LSEQ 0.86%
9 PMOM 0.80%
10 JAVA 0.73%
11 SMIZ 0.71%
12 VAW 0.58%
13 TFPN 0.57%
14 MCDS 0.57%
15 FMAT 0.55%
16 AIEQ 0.55%
17 JHSC 0.55%
18 PSM 0.55%
19 MDYG 0.51%
20 VNMC 0.50%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 23.81M (10.97%) -5.06K
Decreased by -0.02%
Dec 31, 24
2 BlackRock Inc 20.10M (9.26%) 57.89K
Increased by +0.29%
Dec 31, 24
3 FMR Inc 17.62M (8.12%) -360.13K
Decreased by -2.04%
Dec 31, 24
4 Barrow Hanley Mewhinney & Strauss LLC 14.32M (6.60%) -239.19K
Decreased by -1.67%
Dec 31, 24
5 Victory Capital Management Inc. 11.32M (5.22%) 988.40K
Increased by +8.73%
Dec 31, 24
6 JPMorgan Chase & Co 11.28M (5.20%) -11.18M
Decreased by -99.10%
Dec 31, 24
7 State Street Corp 7.11M (3.27%) 282.41K
Increased by +3.97%
Dec 31, 24
8 State Street Corporation 6.92M (3.19%) 277.50K
Increased by +4.01%
Mar 31, 24
9 Wellington Management Company LLP 6.60M (3.04%) 82.20K
Increased by +1.25%
Dec 31, 24
10 Fuller & Thaler Asset Management Inc 5.59M (2.57%) 1.98M
Increased by +35.44%
Dec 31, 24
11 Massachusetts Financial Services Company 5.04M (2.32%) -942.19K
Decreased by -18.71%
Dec 31, 24
12 Boston Partners Global Investors, Inc 4.46M (2.05%) -1.10M
Decreased by -24.57%
Dec 31, 23
13 Morgan Stanley - Brokerage Accounts 4.37M (2.01%) -70.33K
Decreased by -1.61%
Dec 31, 24
14 Ariel Investments, LLC 4.21M (1.94%) -120.88K
Decreased by -2.87%
Dec 31, 24
15 Dimensional Fund Advisors, Inc. 3.87M (1.79%) 93.30K
Increased by +2.41%
Dec 31, 24
16 Geode Capital Management, LLC 3.66M (1.68%) -13.01K
Decreased by -0.36%
Dec 31, 24
17 Locust Wood Capital Advisers, LLC 3.39M (1.56%) -649.13K
Decreased by -19.13%
Dec 31, 24
18 Pzena Investment Management, LLC 3.19M (1.47%) -211.80K
Decreased by -6.64%
Mar 31, 24
19 Hawk Ridge Management LLC 2.95M (1.36%) 974.97K
Increased by +33.03%
Sep 30, 23
20 Shapiro Capital Management Co Inc 2.81M (1.30%) -256.01K
Decreased by -9.10%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Victory Sycamore Established Value R 7.63M (3.51%) 295.00K
Increased by +3.87%
Dec 31, 24
2 iShares Core S&P Mid-Cap ETF 7.09M (3.27%) 5.31K
Increased by +0.07%
Feb 28, 25
3 Vanguard Total Stock Mkt Idx Inv 6.87M (3.17%) 46.24K
Increased by +0.67%
Feb 28, 25
4 Vanguard Small Cap Index 5.57M (2.57%) 4.54K
Increased by +0.08%
Feb 28, 25
5 Fidelity® Low-Priced Stock 3.91M (1.80%) 674.03K
Increased by +17.23%
Oct 31, 23
6 FullerThaler Behavioral Sm-Cp Eq R6 3.78M (1.74%) 349.07K
Increased by +9.22%
Dec 31, 24
7 Vanguard Small Cap Value Index Inv 3.67M (1.69%) -12.75K
Decreased by -0.35%
Feb 28, 25
8 FullerThaler Behavioral Small-Cap Equity 3.44M (1.58%) 3.11M
Increased by +90.67%
Sep 30, 24
9 JHancock Disciplined Value Mid Cap I 3.39M (1.56%) -14.06K
Decreased by -0.41%
Dec 31, 23
10 Vanguard Institutional Extnd Mkt Idx Tr 3.32M (1.53%) 8.15K
Increased by +0.25%
Feb 28, 25
11 Fidelity Low-Priced Stock 3.24M (1.49%) -661.02K
Decreased by -20.40%
Dec 31, 24
12 Vanguard Explorer Inv 3.10M (1.43%) 79.00K
Increased by +2.55%
Dec 31, 24
13 JPM US Value-MA 2.99M (1.38%) 2.95M
Increased by +98.47%
Sep 30, 23
14 MFS Mid Cap Value Equity 2.45M (1.13%) -751.96K
Decreased by -30.72%
Sep 30, 23
15 T. Rowe Price Integrated US SmCapGrEq 2.44M (1.13%) 1.39M
Increased by +56.99%
Dec 31, 24
16 Bridge Builder Large Cap Value 2.36M (1.09%) 0.00
Increased by 0.00%
Feb 28, 25
17 BlackRock Large Cap Core (SMA) 2.22M (1.02%) 0.00
Increased by 0.00%
Mar 28, 24
18 MFS Mid Cap Value A 2.18M (1.00%) -4.25K
Decreased by -0.20%
Nov 30, 23
19 JPMorgan Value Advantage L 2.08M (0.96%) 0.00
Increased by 0.00%
Jan 31, 25
20 Fidelity VIP Mid Cap Initial 1.98M (0.91%) 0.00
Increased by 0.00%
Jan 31, 25