Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RFV 0.32%
2 GVLU 0.29%
3 DFSV 0.14%
4 SMDY 0.12%
5 SMLF 0.12%
6 RWK 0.11%
7 IVOV 0.10%
8 MDYV 0.10%
9 IJJ 0.10%
10 DFAT 0.08%
11 MIDE 0.06%
12 BKSE 0.06%
13 ACVF 0.06%
14 ISCV 0.05%
15 IVOO 0.05%
16 MDY 0.05%
17 IJH 0.05%
18 SPMD 0.05%
19 FDIS 0.04%
20 VCR 0.04%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BDT Capital Partners, LLC 42.95M (12.80%) 7.92M
Increased by +18.44%
Dec 31, 23
2 Vanguard Group Inc 19.63M (5.85%) 34.97K
Increased by +0.18%
Dec 31, 23
3 BlackRock Inc 16.76M (5.00%) -215.14K
Decreased by -1.28%
Dec 31, 23
4 Dimensional Fund Advisors, Inc. 9.21M (2.74%) 2.07M
Increased by +22.43%
Dec 31, 23
5 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 7.61M (2.27%) -947.56K
Decreased by -12.45%
Dec 31, 23
6 State Street Corporation 5.73M (1.71%) 36.54K
Increased by +0.64%
Dec 31, 23
7 Victory Capital Management Inc. 4.50M (1.34%) -202.64K
Decreased by -4.50%
Dec 31, 23
8 Massachusetts Financial Services Company 4.22M (1.26%) 22.36K
Increased by +0.53%
Dec 31, 23
9 D. E. Shaw & Co LP 4.15M (1.24%) -1.03M
Decreased by -24.84%
Sep 30, 23
10 Geode Capital Management, LLC 3.01M (0.90%) 26.25K
Increased by +0.87%
Dec 31, 23
11 Neuberger Berman Group LLC 2.77M (0.83%) 877.12K
Increased by +31.63%
Dec 31, 23
12 Dorsal Capital Management LLC 2.50M (0.75%) -500.00K
Decreased by -20.00%
Dec 31, 23
13 NORGES BANK 2.36M (0.70%) -1.50M
Decreased by -63.44%
Dec 31, 23
14 Arrowstreet Capital Limited Partnership 2.03M (0.60%) 1.61M
Increased by +79.53%
Dec 31, 23
15 Invenomic Capital Management, LP 1.77M (0.53%) -854.66K
Decreased by -48.15%
Dec 31, 23
16 Morgan Stanley - Brokerage Accounts 1.64M (0.49%) 35.82K
Increased by +2.18%
Dec 31, 23
17 Bank of New York Mellon Corp 1.48M (0.44%) -47.24K
Decreased by -3.19%
Dec 31, 23
18 Nuveen Asset Management, LLC 1.45M (0.43%) -1.89K
Decreased by -0.13%
Dec 31, 23
19 Northern Trust Corp 1.36M (0.41%) 10.06K
Increased by +0.74%
Dec 31, 23
20 Cambria Investment Management, L.P. 1.20M (0.36%) 1.20M
Increased by +100.00%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 5.92M (1.76%) -1.05K
Decreased by -0.02%
Apr 30, 24
2 Vanguard Total Stock Mkt Idx Inv 5.48M (1.63%) 39.58K
Increased by +0.72%
Mar 31, 24
3 Vanguard Small Cap Index 4.78M (1.42%) -205.16K
Decreased by -4.29%
Mar 31, 24
4 Vanguard Institutional Extnd Mkt Idx Tr 3.95M (1.18%) -116.53K
Decreased by -2.95%
Mar 31, 24
5 Vanguard Explorer Inv 3.44M (1.03%) -419.81K
Decreased by -12.19%
Dec 31, 23
6 Vanguard Small Cap Value Index Inv 3.27M (0.97%) -147.15K
Decreased by -4.50%
Mar 31, 24
7 MFS New Discovery Value I 3.26M (0.97%) -16.64K
Decreased by -0.51%
Mar 31, 24
8 DFA US Small Cap Value I 3.24M (0.97%) 0.00
Increased by 0.00%
Mar 31, 24
9 Cambria Shareholder Yield ETF 1.74M (0.52%) 5.10K
Increased by +0.29%
Apr 30, 24
10 Meridian Growth Legacy 1.63M (0.49%) -57.64K
Decreased by -3.53%
Dec 31, 23
11 Invenomic Institutional 1.61M (0.48%) 183.70K
Increased by +11.44%
Oct 31, 23
12 SPDR® S&P MIDCAP 400 ETF Trust 1.56M (0.47%) 15.29K
Increased by +0.98%
Mar 31, 24
13 DFA US Targeted Value I 1.56M (0.46%) 0.00
Increased by 0.00%
Mar 31, 24
14 Neuberger Berman Intrinsic Value I 1.43M (0.43%) 0.00
Increased by 0.00%
Mar 31, 24
15 Bridge Builder Small/Mid Cap Growth 1.37M (0.41%) 14.60K
Increased by +1.06%
Apr 30, 24
16 State St Russell Sm/Mid Cp® Indx NL Cl C 1.27M (0.38%) 9.40K
Increased by +0.74%
Apr 30, 24
17 Victory RS Small Cap Growth A 1.16M (0.34%) 183.20K
Increased by +15.84%
Mar 31, 24
18 Victory RS Small Cap Growth CIT N 1.16M (0.34%) 183.20K
Increased by +15.84%
Mar 31, 24
19 iShares S&P Mid-Cap 400 Value ETF 1.12M (0.33%) -867.00
Decreased by -0.08%
Apr 30, 24
20 Dimensional US Targeted Value ETF 1.08M (0.32%) 0.00
Increased by 0.00%
Apr 30, 24