Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LOPX 2.09%
2 EZY 0.23%
3 JAGG 0.18%
4 SKOR 0.07%
5 GBUY_old 0.07%
6 VCSH 0.01%
7 BSV 0.01%
8 ONEK 0.01%
9 SCHJ 0.01%
10 BND 0.01%
11 THRK 0.01%
12 SCHZ 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 32.85M (10.23%) 74.83K
Increased by +0.23%
Mar 31, 23
2 BlackRock Inc 23.16M (7.22%) -139.79K
Decreased by -0.60%
Mar 31, 23
3 Rubric Capital Management LP 19.85M (6.18%) 1.60M
Increased by +8.08%
Mar 31, 23
4 Cardinal Capital Management Llc 13.97M (4.35%) -1.04M
Decreased by -7.43%
Mar 31, 23
5 AltraVue Capital, LLC 10.21M (3.18%) 768.22K
Increased by +7.52%
Mar 31, 23
6 Philosophy Capital Management LLC 8.99M (2.80%) -863.81K
Decreased by -9.61%
Mar 31, 23
7 Boston Partners Global Investors, Inc 7.96M (2.48%) 3.07M
Increased by +38.56%
Mar 31, 23
8 State Street Corporation 7.03M (2.19%) 211.47K
Increased by +3.01%
Mar 31, 23
9 Geode Capital Management, LLC 6.31M (1.97%) 189.49K
Increased by +3.00%
Mar 31, 23
10 Boussard & Gavaudan Assets 5.92M (1.84%) -642.57K
Decreased by -10.86%
Mar 31, 23
11 Dimensional Fund Advisors, Inc. 5.62M (1.75%) 624.77K
Increased by +11.11%
Mar 31, 23
12 Morgan Stanley - Brokerage Accounts 5.44M (1.69%) 703.35K
Increased by +12.93%
Mar 31, 23
13 Charles Schwab Investment Management Inc 4.17M (1.30%) 106.17K
Increased by +2.54%
Mar 31, 23
14 Nuveen Asset Management, LLC 4.04M (1.26%) 1.07M
Increased by +26.58%
Mar 31, 23
15 Jupiter Asset Management Limited 3.40M (1.06%) -16.45K
Decreased by -0.48%
Mar 31, 23
16 Northern Trust Corp 3.09M (0.96%) -28.54K
Decreased by -0.92%
Mar 31, 23
17 JPMorgan Chase & Co 2.91M (0.91%) -319.22K
Decreased by -10.98%
Mar 31, 23
18 Prudential Financial Inc 2.71M (0.85%) 846.86K
Increased by +31.21%
Mar 31, 23
19 Renaissance Technologies Corp 2.66M (0.83%) 232.30K
Increased by +8.75%
Mar 31, 23
20 Millennium Management LLC 2.64M (0.82%) 2.07M
Increased by +78.38%
Mar 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 10.25M (3.19%) 0.00
Increased by 0.00%
Jul 31, 23
2 Vanguard Instl Ttl Stck Mkt Idx Tr 10.22M (3.18%) 53.19K
Increased by +0.52%
Mar 31, 23
3 Vanguard Small Cap Index 8.79M (2.74%) 46.85K
Increased by +0.53%
Jul 31, 23
4 Cardinal Capital SMID Cap Value Equity 8.55M (2.66%) -299.11K
Decreased by -3.50%
Jun 30, 23
5 iShares Russell 2000 ETF 7.11M (2.22%) -20.96K
Decreased by -0.29%
Jul 31, 23
6 Vanguard Small Cap Value Index Inv 6.10M (1.90%) 48.95K
Increased by +0.80%
Jul 31, 23
7 Fidelity® Value 5.23M (1.63%) 995.10K
Increased by +19.03%
Jun 30, 23
8 Vanguard Extended Market Index Investor 4.74M (1.48%) -66.94K
Decreased by -1.41%
Jul 31, 23
9 Cardinal Capital Mgt Small Cap Value Eq 2.85M (0.89%) -546.96K
Decreased by -19.21%
Jun 30, 23
10 Fidelity® Small Cap Index 2.76M (0.86%) 44.92K
Increased by +1.63%
May 31, 23
11 TIAA-CREF Quant Small-Cap Equity Instl 1.89M (0.59%) -27.40K
Decreased by -1.45%
Jun 30, 23
12 Fidelity® Extended Market Index 1.74M (0.54%) 68.48K
Increased by +3.94%
Jun 30, 23
13 State St Russell Sm/Mid Cp® Indx NL Cl C 1.73M (0.54%) 0.00
Increased by 0.00%
Jul 31, 23
14 Vanguard Explorer Value Inv 1.72M (0.54%) -142.75K
Decreased by -8.30%
Jun 30, 23
15 iShares Russell 2000 Value ETF 1.52M (0.47%) 0.00
Increased by 0.00%
Jul 31, 23
16 Optimum Small-Mid Cap Value Instl 1.52M (0.47%) 209.34K
Increased by +13.80%
Jun 30, 23
17 Schwab US Small-Cap ETF™ 1.43M (0.45%) 0.00
Increased by 0.00%
Jul 29, 23
18 Schwab Fundamental US Small Company ETF 1.31M (0.41%) 2.00K
Increased by +0.15%
Jul 29, 23
19 iShares Russell 2000 Growth ETF 1.28M (0.40%) 0.00
Increased by 0.00%
Jul 31, 23
20 DFA US Small Cap I 1.27M (0.40%) 36.40K
Increased by +2.86%
Jun 30, 23