Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CUT 4.35%
2 BOUT 2.50%
3 PRAY 1.89%
4 SYV 1.75%
5 FLV 1.55%
6 PPI 1.44%
7 ABCS 1.39%
8 PFUT 1.27%
9 XMLV 1.21%
10 NRES 1.10%
11 EWMC 1.08%
12 JSMD 1.02%
13 LSEQ 1.02%
14 LSAF 0.92%
15 LCLG 0.90%
16 FXR 0.87%
17 QMID 0.81%
18 SYE 0.73%
19 FMAT 0.61%
20 VAW 0.61%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 29.92M (10.10%) -729.12K
Decreased by -2.44%
Jun 30, 24
2 Vanguard Group Inc 29.58M (9.99%) -694.48K
Decreased by -2.35%
Sep 30, 24
3 FMR Inc 20.46M (6.91%) 2.29M
Increased by +11.22%
Sep 30, 24
4 American Century Companies Inc 15.35M (5.18%) 3.23M
Increased by +21.07%
Sep 30, 24
5 Fuller & Thaler Asset Management Inc 13.81M (4.66%) -267.91K
Decreased by -1.94%
Sep 30, 24
6 Allspring Global Investments Holdings, LLC 11.87M (4.01%) 1.89M
Increased by +15.91%
Jun 30, 24
7 Wellington Management Company LLP 11.08M (3.74%) 52.55K
Increased by +0.47%
Jun 30, 24
8 JPMorgan Chase & Co 9.82M (3.32%) 4.17M
Increased by +42.47%
Jun 30, 24
9 State Street Corporation 9.74M (3.29%) 154.38K
Increased by +1.58%
Mar 31, 24
10 State Street Corp 9.64M (3.25%) -104.44K
Decreased by -1.08%
Jun 30, 24
11 Massachusetts Financial Services Company 9.60M (3.24%) 3.82K
Increased by +0.04%
Sep 30, 24
12 Morgan Stanley - Brokerage Accounts 7.66M (2.58%) 1.63M
Increased by +21.24%
Jun 30, 24
13 Eminence Capital LLC 6.92M (2.33%) -1.55M
Decreased by -22.43%
Jun 30, 24
14 Dimensional Fund Advisors, Inc. 6.46M (2.18%) 404.13K
Increased by +6.26%
Sep 30, 24
15 Shapiro Capital Management Co Inc 5.56M (1.88%) -1.03M
Decreased by -18.47%
Sep 30, 24
16 Geode Capital Management, LLC 5.06M (1.71%) -12.86K
Decreased by -0.25%
Jun 30, 24
17 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 4.85M (1.64%) -300.32K
Decreased by -6.20%
Sep 30, 23
18 Impax Asset Management Group PLC 4.62M (1.56%) -311.74K
Decreased by -6.75%
Jun 30, 24
19 Neuberger Berman Group LLC 4.40M (1.48%) -30.80K
Decreased by -0.70%
Jun 30, 24
20 LSV Asset Management 4.37M (1.48%) -144.59K
Decreased by -3.31%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Allspring Special Mid Cap Value Inst 12.72M (4.30%) 828.80K
Increased by +6.51%
Oct 31, 24
2 Allspring Special US Mid Cap Value Eq 11.90M (4.02%) 2.12M
Increased by +17.84%
Sep 30, 24
3 Allspring Mid Value SMA 9.77M (3.30%) 9.77M
Increased by +99.99%
Jun 30, 24
4 Vanguard Total Stock Mkt Idx Inv 9.50M (3.21%) -36.04K
Decreased by -0.38%
Oct 31, 24
5 iShares Core S&P Mid-Cap ETF 9.45M (3.19%) 5.12K
Increased by +0.05%
Oct 31, 24
6 FullerThaler Behavioral Small-Cap Value 9.15M (3.09%) -1.64K
Decreased by -0.02%
Sep 30, 24
7 Undiscovered Managers Behavioral Val L 8.65M (2.92%) 0.00
Increased by 0.00%
Sep 30, 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 7.53M (2.54%) 14.75K
Increased by +0.20%
Oct 31, 24
10 MFS Mid Cap Value A 6.35M (2.14%) -26.17K
Decreased by -0.41%
Sep 30, 24
11 MFS Mid Cap Value Equity 6.35M (2.14%) -26.17K
Decreased by -0.41%
Sep 30, 24
12 Vanguard Explorer Inv 5.35M (1.81%) -707.74K
Decreased by -13.24%
Sep 30, 24
13 Vanguard Small Cap Value Index Inv 5.09M (1.72%) -1.76K
Decreased by -0.03%
Oct 31, 24
14 American Century Small Cap Value Inv 4.53M (1.53%) -585.00K
Decreased by -12.91%
Sep 30, 24
15 American Century U.S. Small Cap Value 4.53M (1.53%) -585.00K
Decreased by -12.91%
Sep 30, 24
16 Vanguard Institutional Extnd Mkt Idx Tr 4.48M (1.51%) -207.23K
Decreased by -4.62%
Sep 30, 24
17 Fidelity Small Cap Value Fund 4.45M (1.50%) 375.00K
Increased by +8.43%
Aug 31, 24
18 American Century Mid Cap Value Inv 3.11M (1.05%) 828.85K
Increased by +26.66%
Sep 30, 24
19 American Century U.S. Mid Cap Value 3.11M (1.05%) 828.85K
Increased by +26.66%
Sep 30, 24
20 FullerThaler Behavioral Sm-Cp Eq R6 3.09M (1.04%) 0.00
Increased by 0.00%
Jun 30, 24