Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NORW 11.15%
2 BPAY 4.24%
3 ADPV 3.36%
4 BIGD 3.10%
5 TDI 1.75%
6 BLCV 1.69%
7 SAEF 1.60%
8 HCOW 1.33%
9 COWS 1.31%
10 BLCR 1.18%
11 RNMC 0.92%
12 EUFN 0.83%
13 FXL 0.55%
14 RYJ 0.55%
15 LEND 0.45%
16 USVT 0.38%
17 BTAL 0.38%
18 USVM 0.37%
19 DFSV 0.37%
20 AIVL 0.30%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Cannae Holdings Inc 69.05M (22.23%) 0.00
Increased by 0.00%
Dec 31, 24
2 Massachusetts Financial Services Company 57.77M (18.60%) 1.28M
Increased by +2.21%
Dec 31, 24
3 Vanguard Group Inc 32.35M (10.42%) -602.20K
Decreased by -1.86%
Dec 31, 24
4 BlackRock Inc 30.08M (9.69%) 1.06M
Increased by +3.54%
Sep 30, 24
5 Lee Thomas H Partners LP 22.53M (7.25%) 0.00
Increased by 0.00%
Dec 31, 24
6 Allspring Global Investments Holdings, LLC 21.08M (6.79%) -7.02K
Decreased by -0.03%
Dec 31, 24
7 Dimensional Fund Advisors, Inc. 17.62M (5.67%) 1.35M
Increased by +7.66%
Dec 31, 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 Azora Capital LP 9.21M (2.97%) 1.24M
Increased by +13.46%
Dec 31, 24
13 Fuller & Thaler Asset Management Inc 8.76M (2.82%) -146.01K
Decreased by -1.67%
Sep 30, 24
14 Capital Research & Mgmt Co - Division 3 8.51M (2.74%) 12.27K
Increased by +0.14%
Dec 31, 24
15 Morgan Stanley - Brokerage Accounts 8.09M (2.61%) 7.15M
Increased by +88.31%
Dec 31, 23
16 Shapiro Capital Management Co Inc 7.89M (2.54%) -433.29K
Decreased by -5.49%
Dec 31, 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%) 3.40K
Increased by +0.06%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Allspring Mid Value SMA 14.32M (4.61%) 14.32M
Increased by +99.99%
Dec 31, 24
2 Allspring Special Mid Cap Value Inst 14.32M (4.61%) 0.00
Increased by 0.00%
Jan 31, 25
3 Allspring Special US Mid Cap Value Eq 14.32M (4.61%) 0.00
Increased by 0.00%
Dec 31, 24
4 Vanguard Total Stock Mkt Idx Inv 10.37M (3.34%) 13.18K
Increased by +0.13%
Dec 31, 24
5 Vanguard Small Cap Index 8.43M (2.72%) 75.93K
Increased by +0.90%
Dec 31, 24
6 American Funds Fundamental Invs A 8.40M (2.71%) 0.00
Increased by 0.00%
Dec 31, 24
7 Capital Group Fundamental Invtrs Comp 8.40M (2.71%) 0.00
Increased by 0.00%
Dec 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 Mid Cap Value A 7.39M (2.38%) 0.00
Increased by 0.00%
Dec 31, 24
10 MFS Mid Cap Value Equity 7.39M (2.38%) 0.00
Increased by 0.00%
Dec 31, 24
11 Fuller & Thaler Behavrl Small-Cap Value 7.35M (2.37%) -14.00K
Decreased by -0.19%
Jun 30, 23
12 FullerThaler Behavioral Small-Cap Value 7.29M (2.35%) -47.27K
Decreased by -0.65%
Nov 30, 24
13 MFS Core Equity A 7.20M (2.32%) -109.24K
Decreased by -1.52%
Dec 31, 24
14 MFS Research Equity - Industry Neutral 7.20M (2.32%) 148.96K
Increased by +2.07%
Dec 31, 24
15 Undiscovered Managers Behavioral Val L 6.97M (2.24%) -30.43K
Decreased by -0.44%
Dec 31, 24
16 MFS Massachusetts Investors Tr A 5.95M (1.92%) -131.27K
Decreased by -2.20%
Dec 31, 24
17 Vanguard Small Cap Value Index Inv 5.60M (1.80%) -55.72K
Decreased by -1.00%
Dec 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 4.95M (1.59%) -36.61K
Decreased by -0.74%
Dec 31, 24
20 Vanguard Institutional Extnd Mkt Idx Tr 4.70M (1.51%) 97.93K
Increased by +2.09%
Dec 31, 24