Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CUT 4.18%
2 BOUT 2.50%
3 FLV 1.97%
4 PRAY 1.78%
5 SYV 1.75%
6 JSMD 1.51%
7 PPI 1.38%
8 ABCS 1.31%
9 XMLV 1.21%
10 FXR 1.18%
11 PFUT 1.17%
12 EWMC 1.08%
13 LSEQ 1.02%
14 XMVM 1.00%
15 LSAF 0.93%
16 LCLG 0.79%
17 QMID 0.75%
18 SYE 0.73%
19 NRES 0.70%
20 HSMV 0.61%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 29.73M (10.03%) 145.21K
Increased by +0.49%
Dec 31, 24
2 BlackRock Inc 29.02M (9.80%) -895.29K
Decreased by -3.08%
Sep 30, 24
3 JPMorgan Chase & Co 21.22M (7.16%) 1.57M
Increased by +7.42%
Sep 30, 24
4 FMR Inc 20.46M (6.91%) 2.29M
Increased by +11.22%
Sep 30, 24
5 American Century Companies Inc 16.56M (5.59%) 1.21M
Increased by +7.29%
Dec 31, 24
6 Allspring Global Investments Holdings, LLC 16.50M (5.57%) 1.70M
Increased by +10.32%
Dec 31, 24
7 Fuller & Thaler Asset Management Inc 13.81M (4.66%) -267.91K
Decreased by -1.94%
Sep 30, 24
8 State Street Corporation 9.74M (3.29%) 154.38K
Increased by +1.58%
Mar 31, 24
9 State Street Corp 9.64M (3.25%) -1.31K
Decreased by -0.01%
Sep 30, 24
10 Massachusetts Financial Services Company 9.57M (3.23%) -34.74K
Decreased by -0.36%
Dec 31, 24
11 Wellington Management Company LLP 9.04M (3.05%) -1.47M
Decreased by -16.28%
Dec 31, 24
12 Morgan Stanley - Brokerage Accounts 7.66M (2.58%) 1.63M
Increased by +21.24%
Jun 30, 24
13 Dimensional Fund Advisors, Inc. 6.87M (2.32%) 414.11K
Increased by +6.03%
Dec 31, 24
14 Eminence Capital LLC 5.82M (1.97%) 418.01K
Increased by +7.18%
Dec 31, 24
15 Shapiro Capital Management Co Inc 5.09M (1.72%) -475.50K
Decreased by -9.34%
Dec 31, 24
16 Geode Capital Management, LLC 5.01M (1.69%) -58.26K
Decreased by -1.16%
Sep 30, 24
17 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 4.85M (1.64%) -300.32K
Decreased by -6.20%
Sep 30, 23
18 Amundi 4.80M (1.62%) 302.17K
Increased by +6.30%
Dec 31, 24
19 Neuberger Berman Group LLC 4.37M (1.48%) -21.25K
Decreased by -0.49%
Sep 30, 24
20 Impax Asset Management Group PLC 4.20M (1.42%) -417.36K
Decreased by -9.94%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Allspring Mid Value SMA 12.91M (4.36%) 12.91M
Increased by +99.99%
Dec 31, 24
2 Allspring Special Mid Cap Value Inst 12.91M (4.36%) 0.00
Increased by 0.00%
Jan 31, 25
3 Allspring Special US Mid Cap Value Eq 12.91M (4.36%) 1.01M
Increased by +7.84%
Dec 31, 24
4 FullerThaler Behavioral Small-Cap Value 9.97M (3.37%) 828.46K
Increased by +8.31%
Nov 30, 24
5 iShares Core S&P Mid-Cap ETF 9.80M (3.31%) -2.54K
Decreased by -0.03%
Jan 31, 25
6 Undiscovered Managers Behavioral Val L 9.56M (3.23%) -41.68K
Decreased by -0.44%
Dec 31, 24
7 Vanguard Total Stock Mkt Idx Inv 9.48M (3.20%) 8.10K
Increased by +0.09%
Dec 31, 24
8 Fuller & Thaler Behavrl Small-Cap Value 8.61M (2.91%) 654.76K
Increased by +7.60%
Nov 30, 23
9 Vanguard Small Cap Index 7.64M (2.58%) 71.08K
Increased by +0.93%
Dec 31, 24
10 MFS Mid Cap Value A 6.35M (2.14%) 0.00
Increased by 0.00%
Dec 31, 24
11 MFS Mid Cap Value Equity 6.35M (2.14%) 0.00
Increased by 0.00%
Dec 31, 24
12 Vanguard Small Cap Value Index Inv 5.07M (1.71%) -45.56K
Decreased by -0.90%
Dec 31, 24
13 Vanguard Institutional Extnd Mkt Idx Tr 4.54M (1.53%) 47.66K
Increased by +1.05%
Dec 31, 24
14 American Century Small Cap Value Inv 4.52M (1.53%) -10.00K
Decreased by -0.22%
Dec 31, 24
15 American Century U.S. Small Cap Value 4.52M (1.53%) -10.00K
Decreased by -0.22%
Dec 31, 24
16 Fidelity Small Cap Value Fund 4.45M (1.50%) 0.00
Increased by 0.00%
Nov 30, 24
17 Vanguard Explorer Inv 3.53M (1.19%) -1.82M
Decreased by -51.43%
Dec 31, 24
18 American Century Mid Cap Value Inv 3.49M (1.18%) 380.96K
Increased by +10.92%
Dec 31, 24
19 American Century U.S. Mid Cap Value 3.49M (1.18%) 380.96K
Increased by +10.92%
Dec 31, 24
20 FullerThaler Behavioral Sm-Cp Eq R6 3.09M (1.04%) 0.00
Increased by 0.00%
Sep 30, 24