Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 OVLC 0.56%
2 GVLU 0.36%
3 RFV 0.16%
4 DFSV 0.16%
5 SMDY 0.16%
6 RWK 0.15%
7 PAMC 0.11%
8 SMLF 0.11%
9 AVUV 0.10%
10 DFAT 0.09%
11 RFLR 0.09%
12 STXK 0.08%
13 MDYV 0.08%
14 HYBB 0.07%
15 IVOV 0.07%
16 BKSE 0.07%
17 ACVF 0.07%
18 MIDE 0.06%
19 IJJ 0.06%
20 FDIS 0.05%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BDT Capital Partners, LLC 60.00M (18.58%) 161.90K
Increased by +0.27%
Sep 30, 24
2 Vanguard Group Inc 16.58M (5.13%) -3.29M
Decreased by -19.83%
Sep 30, 24
3 BlackRock Inc 13.66M (4.23%) -3.23M
Decreased by -23.65%
Sep 30, 24
4 Dimensional Fund Advisors, Inc. 11.61M (3.60%) 522.36K
Increased by +4.50%
Sep 30, 24
5 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 7.61M (2.36%) -947.56K
Decreased by -12.45%
Dec 31, 23
6 State Street Corporation 5.76M (1.78%) 26.12K
Increased by +0.45%
Mar 31, 24
7 State Street Corp 4.76M (1.48%) -945.64K
Decreased by -19.85%
Sep 30, 24
8 Victory Capital Management Inc. 4.72M (1.46%) -767.84K
Decreased by -16.28%
Dec 31, 24
9 Massachusetts Financial Services Company 4.02M (1.24%) -113.07K
Decreased by -2.82%
Sep 30, 24
10 Neuberger Berman Group LLC 4.00M (1.24%) 251.12K
Increased by +6.28%
Sep 30, 24
11 Geode Capital Management, LLC 2.93M (0.91%) -199.07K
Decreased by -6.80%
Sep 30, 24
12 NORGES BANK 2.62M (0.81%) 265.10K
Increased by +10.11%
Jun 30, 24
13 Dorsal Capital Management LLC 2.50M (0.77%) -500.00K
Decreased by -20.00%
Dec 31, 23
14 Invenomic Capital Management, LP 1.77M (0.55%) -854.66K
Decreased by -48.15%
Dec 31, 23
15 Cambria Investment Management, L.P. 1.76M (0.54%) 559.22K
Increased by +31.83%
Mar 31, 24
16 Morgan Stanley - Brokerage Accounts 1.72M (0.53%) -1.97M
Decreased by -114.55%
Sep 30, 24
17 D. E. Shaw & Co LP 1.44M (0.44%) -213.81K
Decreased by -14.89%
Sep 30, 24
18 Arrowstreet Capital Limited Partnership 1.43M (0.44%) 1.43M
Increased by +100.00%
Sep 30, 24
19 Nuveen Asset Management, LLC 1.34M (0.42%) -84.83K
Decreased by -6.32%
Sep 30, 24
20 HRT FINANCIAL LLC 1.29M (0.40%) 1.09M
Increased by +84.00%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 5.51M (1.71%) -746.00
Decreased by -0.01%
Dec 31, 24
2 iShares Core S&P Mid-Cap ETF 4.25M (1.32%) -1.10K
Decreased by -0.03%
Jan 31, 25
3 Vanguard Institutional Extnd Mkt Idx Tr 3.82M (1.18%) -91.95K
Decreased by -2.40%
Dec 31, 24
4 Vanguard Explorer Inv 3.44M (1.07%) -419.81K
Decreased by -12.19%
Dec 31, 23
5 Vanguard Small Cap Index 3.19M (0.99%) -37.26K
Decreased by -1.17%
Dec 31, 24
6 MFS New Discovery Value I 3.02M (0.94%) 13.23K
Increased by +0.44%
Dec 31, 24
7 DFA US Small Cap Value I 3.00M (0.93%) -318.28K
Decreased by -10.59%
Dec 31, 24
8 Avantis US Small Cap Value ETF 2.31M (0.72%) 8.73K
Increased by +0.38%
Jan 31, 25
9 Vanguard Small Cap Value Index Inv 2.12M (0.66%) -65.45K
Decreased by -3.09%
Dec 31, 24
10 Bridge Builder Small/Mid Cap Growth 1.85M (0.57%) 94.62K
Increased by +5.12%
Jan 31, 25
11 Cambria Shareholder Yield ETF 1.74M (0.54%) 5.10K
Increased by +0.29%
Apr 30, 24
12 Meridian Growth Legacy 1.63M (0.51%) -57.64K
Decreased by -3.53%
Dec 31, 23
13 Invenomic Institutional 1.61M (0.50%) 183.70K
Increased by +11.44%
Oct 31, 23
14 DFA US Targeted Value I 1.56M (0.48%) 0.00
Increased by 0.00%
Dec 31, 24
15 Victory RS Small Cap Growth A 1.21M (0.38%) 2.98K
Increased by +0.25%
Dec 31, 24
16 Victory RS Small Cap Growth CIT N 1.21M (0.38%) 2.98K
Increased by +0.25%
Dec 31, 24
17 State St Russell Sm/Mid Cp® Indx NL Cl C 1.18M (0.37%) -81.30K
Decreased by -6.88%
Dec 31, 24
18 Dimensional US Targeted Value ETF 1.17M (0.36%) 5.63K
Increased by +0.48%
Jan 31, 25
19 Neuberger Berman Intrinsic Value I 1.14M (0.35%) 0.00
Increased by 0.00%
Dec 31, 24
20 CREF Stock R1 1.09M (0.34%) 104.59K
Increased by +9.59%
Nov 30, 24