Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 VICE 4.89%
2 BEDZ 4.11%
3 LSAT 3.36%
4 WBIF 3.22%
5 PEJ 2.85%
6 BJK 2.30%
7 WBIG 2.13%
8 GRPM 1.87%
9 BETZ 1.59%
10 NSCS 1.44%
11 SURE 1.15%
12 DVLU 1.15%
13 DBLV 1.01%
14 LSAF 0.98%
15 OOTO 0.87%
16 ABCS 0.86%
17 BUL 0.85%
18 FXD 0.84%
19 XMHQ 0.60%
20 QMID 0.59%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 6.44M (10.79%) -71.63K
Decreased by -1.11%
Sep 30, 24
2 BlackRock Inc 6.22M (10.41%) -613.61K
Decreased by -9.87%
Sep 30, 24
3 Cohen & Steers Inc 5.24M (8.78%) -946.30K
Decreased by -18.05%
Sep 30, 24
4 Ariel Investments, LLC 3.19M (5.33%) 153.45K
Increased by +4.82%
Sep 30, 24
5 HG Vora Capital Management LLC 3.00M (5.02%) -1.00M
Decreased by -33.33%
Sep 30, 24
6 Boston Partners Global Investors, Inc 2.89M (4.84%) 583.66K
Increased by +20.20%
Sep 30, 24
7 State Street Corporation 2.15M (3.60%) 82.76K
Increased by +3.85%
Mar 31, 24
8 State Street Corp 2.11M (3.53%) 17.59K
Increased by +0.83%
Sep 30, 24
9 BAMCO Inc 1.90M (3.18%) 73.49K
Increased by +3.87%
Mar 31, 24
10 Goldman Sachs Group Inc 1.77M (2.96%) 454.07K
Increased by +25.70%
Dec 31, 23
11 Fuller & Thaler Asset Management Inc 1.66M (2.77%) 1.49M
Increased by +89.85%
Sep 30, 23
12 FMR Inc 1.51M (2.53%) -13.70K
Decreased by -0.90%
Sep 30, 24
13 JPMorgan Chase & Co 1.46M (2.44%) -93.87K
Decreased by -6.44%
Sep 30, 24
14 Nuveen Asset Management, LLC 1.25M (2.08%) 168.60K
Increased by +13.54%
Sep 30, 24
15 Morgan Stanley - Brokerage Accounts 1.22M (2.04%) -44.61K
Decreased by -3.66%
Jun 30, 24
16 American Century Companies Inc 1.21M (2.03%) 61.43K
Increased by +5.07%
Sep 30, 24
17 Geode Capital Management, LLC 1.15M (1.93%) 33.38K
Increased by +2.89%
Sep 30, 24
18 Balyasny Asset Management LLC 1.12M (1.88%) 366.89K
Increased by +32.73%
Sep 30, 24
19 Channing Capital Management, LLC 1.07M (1.80%) 247.43K
Increased by +23.02%
Sep 30, 24
20 Frontier Capital Management CO Inc 1.01M (1.69%) 20.77K
Increased by +2.06%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 JHancock Disciplined Value Mid Cap I 2.48M (4.16%) 42.04K
Increased by +1.69%
Nov 30, 24
2 iShares Core S&P Mid-Cap ETF 2.16M (3.61%) 7.17K
Increased by +0.33%
Dec 31, 24
3 Vanguard Total Stock Mkt Idx Inv 1.92M (3.22%) -64.53K
Decreased by -3.35%
Dec 31, 24
4 Vanguard Small Cap Index 1.58M (2.64%) -44.89K
Decreased by -2.85%
Dec 31, 24
5 Fuller & Thaler Behavioral Sm-Cp Eq R6 1.57M (2.63%) 1.57M
Increased by +100.00%
Sep 30, 23
6 Fuller & Thaler Behavioral Small-Cap Eq 1.57M (2.63%) 0.00
Increased by 0.00%
Nov 30, 23
7 Ariel Fund Investor 1.55M (2.59%) 0.00
Increased by 0.00%
Dec 31, 24
8 Cohen & Steers Real Estate Opportunities 1.47M (2.47%) -95.53K
Decreased by -6.48%
Dec 31, 24
9 Cohen & Steers Real Estate Securities A 1.47M (2.47%) -95.53K
Decreased by -6.48%
Dec 31, 24
10 Cohen & Steers Instl Realty Shares 1.43M (2.39%) 0.00
Increased by 0.00%
Dec 31, 24
11 Cohen & Steers Realty Shares L 1.31M (2.19%) 111.04K
Increased by +8.48%
Dec 31, 24
12 Vanguard Small Cap Value Index Inv 1.05M (1.75%) 498.21K
Increased by +47.65%
Dec 31, 24
13 Vanguard Institutional Extnd Mkt Idx Tr 997.65K (1.67%) -29.72K
Decreased by -2.98%
Dec 31, 24
14 Vanguard Small Cap Growth Index Inv 929.56K (1.56%) -4.13K
Decreased by -0.44%
Aug 31, 24
15 American Century Small Cap Value Inv 840.00K (1.41%) -45.00K
Decreased by -5.36%
Dec 31, 24
16 American Century U.S. Small Cap Value 840.00K (1.41%) -45.00K
Decreased by -5.36%
Dec 31, 24
17 Fidelity® Leveraged Company Stock 825.22K (1.38%) 0.00
Increased by 0.00%
Oct 31, 23
18 CREF Stock R1 715.05K (1.20%) 152.74K
Increased by +21.36%
Nov 30, 24
19 Fidelity Leveraged Company Stock 710.52K (1.19%) 0.00
Increased by 0.00%
Apr 30, 24
20 Victory Sycamore Small Company Opp R 695.00K (1.16%) 25.00K
Increased by +3.60%
Dec 31, 24