Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NORW 11.15%
2 BPAY 4.10%
3 ADPV 3.36%
4 BIGD 3.10%
5 TDI 1.92%
6 BLCV 1.71%
7 SAEF 1.60%
8 BLCR 1.18%
9 HCOW 1.14%
10 COWS 1.10%
11 RNMC 0.92%
12 EUFN 0.83%
13 RYJ 0.55%
14 FXL 0.51%
15 LEND 0.45%
16 USVM 0.39%
17 BTAL 0.38%
18 USVT 0.38%
19 DFSV 0.37%
20 AIVL 0.30%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Cannae Holdings Inc 69.05M (22.17%) 0.00
Increased by 0.00%
Dec 31, 24
2 Massachusetts Financial Services Company 57.77M (18.55%) 1.28M
Increased by +2.21%
Dec 31, 24
3 BlackRock Inc 33.59M (10.78%) 3.51M
Increased by +10.45%
Dec 31, 24
4 Vanguard Group Inc 32.35M (10.39%) -602.20K
Decreased by -1.86%
Dec 31, 24
5 Lee Thomas H Partners LP 22.53M (7.23%) 0.00
Increased by 0.00%
Dec 31, 24
6 Allspring Global Investments Holdings, LLC 21.08M (6.77%) -7.02K
Decreased by -0.03%
Dec 31, 24
7 Dimensional Fund Advisors, Inc. 17.62M (5.66%) 1.35M
Increased by +7.66%
Dec 31, 24
8 Glenview Capital Management LLC 14.79M (4.75%) 5.24M
Increased by +35.39%
Dec 31, 24
9 Mawer Investment Management Ltd 13.30M (4.27%) -102.25K
Decreased by -0.77%
Dec 31, 23
10 StepStone Group LLC 13.22M (4.24%) -7.52M
Decreased by -56.91%
Sep 30, 24
11 FMR Inc 12.58M (4.04%) 1.11M
Increased by +8.83%
Dec 31, 24
12 Azora Capital LP 9.21M (2.96%) 1.24M
Increased by +13.46%
Dec 31, 24
13 Fuller & Thaler Asset Management Inc 8.77M (2.82%) 9.62K
Increased by +0.11%
Dec 31, 24
14 Capital Research & Mgmt Co - Division 3 8.51M (2.73%) 12.27K
Increased by +0.14%
Dec 31, 24
15 Morgan Stanley - Brokerage Accounts 8.09M (2.60%) 7.15M
Increased by +88.31%
Dec 31, 23
16 Shapiro Capital Management Co Inc 7.89M (2.53%) -433.29K
Decreased by -5.49%
Dec 31, 24
17 Bank of America Corp 6.84M (2.20%) -353.31K
Decreased by -5.17%
Dec 31, 24
18 Ardian France SA 6.26M (2.01%) 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 (1.98%) 3.40K
Increased by +0.06%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Allspring Special Mid Cap Value Inst 14.70M (4.72%) 374.90K
Increased by +2.55%
Feb 28, 25
2 Allspring Mid Value SMA 14.32M (4.60%) 14.32M
Increased by +99.99%
Dec 31, 24
3 Allspring Special US Mid Cap Value Eq 14.32M (4.60%) 0.00
Increased by 0.00%
Dec 31, 24
4 Vanguard Total Stock Mkt Idx Inv 10.41M (3.34%) 7.76K
Increased by +0.07%
Feb 28, 25
5 Vanguard Small Cap Index 8.45M (2.71%) 6.88K
Increased by +0.08%
Feb 28, 25
6 American Funds Fundamental Invs A 8.40M (2.70%) 0.00
Increased by 0.00%
Dec 31, 24
7 Capital Group Fundamental Invtrs Comp 8.40M (2.70%) 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 (2.37%) 0.00
Increased by 0.00%
Feb 28, 25
10 MFS Mid Cap Value Equity 7.39M (2.37%) 0.00
Increased by 0.00%
Dec 31, 24
11 Fuller & Thaler Behavrl Small-Cap Value 7.35M (2.36%) -14.00K
Decreased by -0.19%
Jun 30, 23
12 FullerThaler Behavioral Small-Cap Value 7.32M (2.35%) 27.95K
Increased by +0.38%
Dec 31, 24
13 MFS Research Equity - Industry Neutral 7.20M (2.31%) 148.96K
Increased by +2.07%
Dec 31, 24
14 Undiscovered Managers Behavioral Val L 6.97M (2.24%) 0.00
Increased by 0.00%
Jan 31, 25
15 MFS Core Equity A 6.94M (2.23%) -200.57K
Decreased by -2.89%
Feb 28, 25
16 MFS Massachusetts Investors Tr A 5.86M (1.88%) -45.95K
Decreased by -0.78%
Feb 28, 25
17 Vanguard Small Cap Value Index Inv 5.57M (1.79%) -17.66K
Decreased by -0.32%
Feb 28, 25
18 Mawer Global Equity A 5.25M (1.68%) 0.00
Increased by 0.00%
Dec 31, 23
19 MFS Total Return A 5.08M (1.63%) 128.02K
Increased by +2.52%
Feb 28, 25
20 Vanguard Institutional Extnd Mkt Idx Tr 4.70M (1.51%) 6.82K
Increased by +0.14%
Feb 28, 25