Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RFV 2.05%
2 XMVM 1.33%
3 RWK 0.96%
4 AVUV 0.71%
5 FTXR 0.59%
6 DFSV 0.37%
7 GVLU 0.37%
8 MDYV 0.29%
9 FNK 0.28%
10 IJJ 0.28%
11 DFAT 0.28%
12 IWN 0.28%
13 IVOV 0.27%
14 VTWV 0.27%
15 USVM 0.27%
16 BKSE 0.20%
17 ISMD 0.19%
18 MIDE 0.19%
19 ISCV 0.17%
20 QVMM 0.15%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 35.96M (12.73%) 1.80M
Increased by +5.02%
Dec 31, 23
2 Vanguard Group Inc 29.10M (10.31%) 576.37K
Increased by +1.98%
Dec 31, 23
3 Dimensional Fund Advisors, Inc. 16.50M (5.84%) 557.04K
Increased by +3.38%
Dec 31, 23
4 Wellington Management Company LLP 14.98M (5.30%) 4.87M
Increased by +32.51%
Dec 31, 23
5 State Street Corporation 10.12M (3.58%) 222.78K
Increased by +2.20%
Dec 31, 23
6 AllianceBernstein L.P. 9.43M (3.34%) 1.34M
Increased by +14.17%
Dec 31, 23
7 Goldman Sachs Group Inc 8.36M (2.96%) 4.53M
Increased by +54.23%
Dec 31, 23
8 LSV Asset Management 7.29M (2.58%) -326.55K
Decreased by -4.48%
Dec 31, 23
9 Geode Capital Management, LLC 6.38M (2.26%) 264.06K
Increased by +4.14%
Dec 31, 23
10 UBS Group AG 6.19M (2.19%) -4.20M
Decreased by -67.79%
Sep 30, 23
11 American Century Companies Inc 5.45M (1.93%) 673.72K
Increased by +12.37%
Dec 31, 23
12 Nomura Holdings Inc 5.01M (1.77%) -3.31M
Decreased by -66.03%
Dec 31, 23
13 NORGES BANK 4.67M (1.65%) 2.87M
Increased by +61.43%
Dec 31, 23
14 Morgan Stanley - Brokerage Accounts 4.53M (1.60%) 239.60K
Increased by +5.29%
Dec 31, 23
15 Citadel Advisors Llc 4.21M (1.49%) 1.96M
Increased by +46.47%
Sep 30, 23
16 Electron Capital Partners, LLC 4.05M (1.43%) -60.42K
Decreased by -1.49%
Dec 31, 23
17 Jacobs Levy Equity Management, Inc. 3.92M (1.39%) -663.96K
Decreased by -16.93%
Sep 30, 23
18 Northern Trust Corp 3.86M (1.37%) -56.26K
Decreased by -1.46%
Dec 31, 23
19 Newport Trust Co. 3.35M (1.19%) -139.77K
Decreased by -4.17%
Dec 31, 23
20 Fisher Asset Management, LLC 3.28M (1.16%) -840.54K
Decreased by -25.65%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 8.91M (3.16%) 34.43K
Increased by +0.39%
Mar 31, 24
2 iShares Core S&P Mid-Cap ETF 8.80M (3.12%) -1.57K
Decreased by -0.02%
Apr 30, 24
3 Vanguard Small Cap Index 7.24M (2.56%) -68.38K
Decreased by -0.94%
Mar 31, 24
4 iShares Russell 2000 ETF 6.54M (2.32%) -52.12K
Decreased by -0.80%
Apr 30, 24
5 Avantis US Small Cap Value ETF 6.03M (2.13%) 21.32K
Increased by +0.35%
Apr 30, 24
6 Vanguard Small Cap Value Index Inv 4.88M (1.73%) -99.91K
Decreased by -2.05%
Mar 31, 24
7 DFA US Small Cap Value I 4.32M (1.53%) 0.00
Increased by 0.00%
Mar 31, 24
8 Vanguard Institutional Extnd Mkt Idx Tr 4.25M (1.50%) 52.95K
Increased by +1.25%
Mar 31, 24
9 DFA US Targeted Value I 3.09M (1.09%) 0.00
Increased by 0.00%
Mar 31, 24
10 Fidelity Small Cap Index 2.87M (1.02%) 28.70K
Increased by +1.00%
Feb 29, 24
11 Fidelity® Small Cap Index 2.72M (0.96%) 79.58K
Increased by +2.93%
Oct 31, 23
12 iShares Russell 2000 Value ETF 2.61M (0.93%) 0.00
Increased by 0.00%
Apr 30, 24
13 SPDR® S&P MIDCAP 400 ETF Trust 2.32M (0.82%) 53.57K
Increased by +2.31%
Mar 31, 24
14 Dimensional US Targeted Value ETF 2.27M (0.80%) 0.00
Increased by 0.00%
Apr 30, 24
15 AB Discovery Value Advisor 2.05M (0.73%) -89.12K
Decreased by -4.35%
Dec 31, 23
16 State St Russell Sm/Mid Cp® Indx NL Cl C 1.72M (0.61%) 6.40K
Increased by +0.37%
Apr 30, 24
17 iShares S&P Mid-Cap 400 Value ETF 1.66M (0.59%) -1.28K
Decreased by -0.08%
Apr 30, 24
18 Fidelity Extended Market Index 1.63M (0.58%) 36.33K
Increased by +2.22%
Mar 31, 24
19 Hartford Capital Appreciation Y 1.55M (0.55%) 0.00
Increased by 0.00%
Mar 31, 24
20 Fidelity® Extended Market Index 1.52M (0.54%) 0.00
Increased by 0.00%
Nov 30, 23