Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NORW 11.15%
2 BIGD 3.10%
3 BLCV 2.02%
4 TDI 1.75%
5 SAEF 1.50%
6 COWS 1.46%
7 BLCR 1.24%
8 FXL 1.22%
9 RNMC 0.92%
10 EUFN 0.83%
11 RYJ 0.55%
12 LEND 0.45%
13 DFSV 0.41%
14 BTAL 0.39%
15 BPAY 0.39%
16 USVT 0.38%
17 AIVL 0.30%
18 RBIN 0.29%
19 JHSC 0.28%
20 DFAT 0.24%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Cannae Holdings Inc 69.05M (22.23%) 0.00
Increased by 0.00%
Sep 30, 24
2 Massachusetts Financial Services Company 56.50M (18.19%) 3.14M
Increased by +5.57%
Sep 30, 24
3 Vanguard Group Inc 32.95M (10.61%) -94.35K
Decreased by -0.29%
Sep 30, 24
4 BlackRock Inc 29.02M (9.34%) 2.27M
Increased by +7.83%
Jun 30, 24
5 Lee Thomas H Partners LP 22.53M (7.25%) 0.00
Increased by 0.00%
Sep 30, 24
6 Allspring Global Investments Holdings, LLC 21.09M (6.79%) 1.45M
Increased by +6.88%
Sep 30, 24
7 Dimensional Fund Advisors, Inc. 16.27M (5.24%) 1.61M
Increased by +9.87%
Sep 30, 24
8 Mawer Investment Management Ltd 13.30M (4.28%) -102.25K
Decreased by -0.77%
Dec 31, 23
9 StepStone Group LLC 13.22M (4.26%) -7.52M
Decreased by -56.91%
Sep 30, 24
10 FMR Inc 11.47M (3.69%) 1.73M
Increased by +15.12%
Sep 30, 24
11 Glenview Capital Management LLC 9.56M (3.08%) 5.95M
Increased by +62.23%
Sep 30, 24
12 Fuller & Thaler Asset Management Inc 8.76M (2.82%) -146.01K
Decreased by -1.67%
Sep 30, 24
13 Capital Research & Mgmt Co - Division 3 8.50M (2.74%) -4.83M
Decreased by -56.89%
Sep 30, 24
14 Shapiro Capital Management Co Inc 8.32M (2.68%) 3.28M
Increased by +39.43%
Sep 30, 24
15 Morgan Stanley - Brokerage Accounts 8.09M (2.61%) 7.15M
Increased by +88.31%
Dec 31, 23
16 Azora Capital LP 7.97M (2.57%) 4.35M
Increased by +54.51%
Sep 30, 24
17 Bank of America Corp 7.19M (2.32%) 1.03M
Increased by +14.28%
Sep 30, 24
18 Ardian France SA 6.26M (2.02%) 0.00
Increased by 0.00%
Sep 30, 23
19 RIVULET CAPITAL, LLC 6.22M (2.00%) 0.00
Increased by 0.00%
Dec 31, 23
20 Crescent Grove Advisors, LLC 6.18M (1.99%) 130.89K
Increased by +2.12%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Allspring Special Mid Cap Value Inst 14.32M (4.61%) 0.00
Increased by 0.00%
Oct 31, 24
2 Allspring Special US Mid Cap Value Eq 14.32M (4.61%) 1.16M
Increased by +8.10%
Sep 30, 24
3 Allspring Mid Value SMA 13.16M (4.24%) 13.16M
Increased by +99.99%
Jun 30, 24
4 Vanguard Total Stock Mkt Idx Inv 10.62M (3.42%) -64.01K
Decreased by -0.60%
Oct 31, 24
5 American Funds Fundamental Invs A 8.40M (2.71%) -2.48M
Decreased by -29.47%
Sep 30, 24
6 Capital Group Fundamental Invtrs Comp 8.40M (2.71%) -2.48M
Decreased by -29.47%
Sep 30, 24
7 Vanguard Small Cap Index 8.31M (2.67%) 16.25K
Increased by +0.20%
Oct 31, 24
8 Vanguard Instl Ttl Stck Mkt Idx Tr 8.12M (2.61%) 179.53K
Increased by +2.21%
Mar 31, 23
9 MFS Core Equity A 7.43M (2.39%) 384.43K
Increased by +5.17%
Oct 31, 24
10 MFS Mid Cap Value A 7.39M (2.38%) 0.00
Increased by 0.00%
Oct 31, 24
11 MFS Mid Cap Value Equity 7.39M (2.38%) -30.45K
Decreased by -0.41%
Sep 30, 24
12 Fuller & Thaler Behavrl Small-Cap Value 7.35M (2.37%) -14.00K
Decreased by -0.19%
Jun 30, 23
13 FullerThaler Behavioral Small-Cap Value 7.34M (2.36%) -2.19K
Decreased by -0.03%
Sep 30, 24
14 MFS Research Equity - Industry Neutral 7.05M (2.27%) 610.16K
Increased by +8.66%
Sep 30, 24
15 Undiscovered Managers Behavioral Val L 7.00M (2.25%) 58.02K
Increased by +0.83%
Oct 31, 24
16 MFS Massachusetts Investors Tr A 5.86M (1.89%) 626.47K
Increased by +10.68%
Oct 31, 24
17 Vanguard Small Cap Value Index Inv 5.61M (1.81%) -1.94K
Decreased by -0.03%
Oct 31, 24
18 Mawer Global Equity A 5.25M (1.69%) 0.00
Increased by 0.00%
Dec 31, 23
19 MFS Total Return A 4.99M (1.61%) 0.00
Increased by 0.00%
Oct 31, 24
20 Vanguard Institutional Extnd Mkt Idx Tr 4.46M (1.44%) -17.23K
Decreased by -0.39%
Oct 31, 24