Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BINV 1.73%
2 DTEC 0.99%
3 PPIE 0.42%
4 APIE 0.30%
5 GINX 0.19%
6 KOMP 0.15%
7 AVSD 0.07%
8 SPWO 0.07%
9 AVDE 0.06%
10 VWO 0.01%
11 DFAX 0.00%
12 VYMI 0.00%
13 VEU 0.00%
14 VT 0.00%
15 VXUS 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Mariner Value Strategies, LLC 7.16M (0.91%) -283.83K
Decreased by -3.96%
Sep 30, 23
2 Fiduciary Management, Inc. of Milwaukee 3.75M (0.47%) -250.91K
Decreased by -6.70%
Mar 31, 25
3 River Road Asset Management, LLC 2.91M (0.37%) 877.32K
Increased by +30.16%
Mar 31, 25
4 American Century Companies Inc 2.36M (0.30%) 1.83M
Increased by +77.45%
Sep 30, 23
5 Scharf Investments 2.08M (0.26%) -555.00K
Decreased by -26.73%
Mar 31, 25
6 Goldman Sachs Group Inc 1.77M (0.22%) 583.81K
Increased by +32.96%
Mar 31, 25
7 Armistice Capital, LLC 1.77M (0.22%) 1.27M
Increased by +72.07%
Mar 31, 25
8 Millennium Management LLC 1.56M (0.20%) -1.86M
Decreased by -118.97%
Mar 31, 25
9 Brandes Investment Partners & Co 1.54M (0.20%) 177.58K
Increased by +11.53%
Mar 31, 25
10 Bank of America Corp 1.50M (0.19%) 426.29K
Increased by +28.38%
Jun 30, 24
11 Morgan Stanley - Brokerage Accounts 1.30M (0.17%) -151.18K
Decreased by -11.61%
Mar 31, 25
12 Barrow Hanley Mewhinney & Strauss LLC 855.23K (0.11%) -1.25M
Decreased by -146.07%
Mar 31, 25
13 Clark Estates Inc 850.00K (0.11%) 50.00K
Increased by +5.88%
Mar 31, 25
14 BMO Capital Markets Corp. 813.53K (0.10%) 493.44K
Increased by +60.65%
Mar 31, 25
15 Bank of Montreal 813.53K (0.10%) 493.44K
Increased by +60.65%
Mar 31, 25
16 Arrowstreet Capital Limited Partnership 714.39K (0.09%) -526.46K
Decreased by -73.69%
Dec 31, 23
17 Northern Trust Corp 674.64K (0.09%) 166.25K
Increased by +24.64%
Mar 31, 25
18 J. Goldman & Co LP 673.56K (0.09%) -1.27M
Decreased by -188.11%
Mar 31, 25
19 Balyasny Asset Management LLC 650.14K (0.08%) 284.18K
Increased by +43.71%
Jun 30, 24
20 Qube Research & Technologies 649.79K (0.08%) 235.66K
Increased by +36.27%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Nuance Mid Cap Value Separate Account 4.84M (0.61%) -174.31K
Decreased by -3.60%
Sep 30, 23
2 T. Rowe Price International Gr Eq SMA 3.60M (0.46%) 3.60M
Increased by +100.00%
Dec 31, 24
3 Bridge Builder Large Cap Value 1.71M (0.22%) 0.00
Increased by 0.00%
Sep 30, 24
4 American Century Mid Cap Value Inv 1.63M (0.21%) 1.30M
Increased by +79.68%
Sep 30, 23
5 American Century U.S. Mid Cap Value 1.63M (0.21%) 1.30M
Increased by +79.68%
Sep 30, 23
6 Allspring LT Large Cap Fundamental Div 1.37M (0.17%) 44.64K
Increased by +3.25%
Dec 31, 23
7 Nuance Mid Cap Value Institutional 1.22M (0.16%) -2.38M
Decreased by -194.36%
Oct 31, 23
8 FMI Large Cap Investor 955.00K (0.12%) -105.00K
Decreased by -10.99%
Mar 31, 25
9 Scharf Quality Value 834.99K (0.11%) -5.59K
Decreased by -0.67%
May 31, 25
10 Nuance Concentrated Value 700.47K (0.09%) -202.82K
Decreased by -28.95%
Sep 30, 23
11 Barrow Hanley Dividend Focused Value Eq 464.42K (0.06%) -5.20K
Decreased by -1.12%
Mar 31, 25
12 1290 VT Equity Income IB 459.72K (0.06%) -4.70K
Decreased by -1.02%
Apr 30, 25
13 Arrowstreet IntlEqWldxUS Alpha Ext CIT D 387.64K (0.05%) 387.64K
Increased by +100.00%
Jun 30, 23
14 JNL Multi-Manager Mid Cap A 372.90K (0.05%) 6.81K
Increased by +1.83%
Sep 30, 23
15 Heartland Mid Cap Value Institutional 371.67K (0.05%) 0.00
Increased by 0.00%
May 31, 25
16 Bridge Builder Tax Managed Large Cap 348.12K (0.04%) 0.00
Increased by 0.00%
Sep 30, 24
17 Strategic Advisers U.S. Total Stock 337.78K (0.04%) 0.00
Increased by 0.00%
Apr 30, 25
18 MDPIM US Equity Pool 332.29K (0.04%) 0.00
Increased by 0.00%
Nov 30, 24
19 Liberty All Star Equity Fund 264.74K (0.03%) 0.00
Increased by 0.00%
Dec 31, 24
20 Liberty All-Star Equity 254.74K (0.03%) -10.00K
Decreased by -3.93%
Mar 31, 25