Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ISCB 1000.00%
2 IWR 1000.00%
3 IYW 1000.00%
4 JKJ 1000.00%
5 IWD 1000.00%
6 IWB 1000.00%
7 IUSV 1000.00%
8 IGM 1000.00%
9 ITOT 1000.00%
10 IWV 1000.00%
11 IYY 1000.00%
12 ISCV 1000.00%
13 IWS 1000.00%
14 LSAT 3.14%
15 XMVM 2.18%
16 RFV 2.08%
17 FXL 1.73%
18 EWMC 1.55%
19 RWK 1.50%
20 FVAL 1.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 7.64M (14.22%) -39.81K
Decreased by -0.52%
Sep 30, 23
2 Vanguard Group Inc 6.40M (11.91%) -27.51K
Decreased by -0.43%
Sep 30, 23
3 LSV Asset Management 2.57M (4.79%) -45.74K
Decreased by -1.78%
Sep 30, 23
4 State Street Corporation 2.52M (4.69%) -5.19K
Decreased by -0.21%
Sep 30, 23
5 Dimensional Fund Advisors, Inc. 2.43M (4.52%) -96.10K
Decreased by -3.96%
Sep 30, 23
6 AQR Capital Management LLC 1.96M (3.64%) 43.79K
Increased by +2.24%
Sep 30, 23
7 Greenhaven Associates Inc 1.76M (3.27%) 259.09K
Increased by +14.75%
Sep 30, 23
8 Cooke & Bieler LP 1.73M (3.22%) -578.99K
Decreased by -33.46%
Sep 30, 23
9 Ameriprise Financial Inc 1.16M (2.17%) 349.56K
Increased by +30.02%
Sep 30, 23
10 Earnest Partners LLC 1.15M (2.14%) 60.87K
Increased by +5.29%
Sep 30, 23
11 Lyrical Asset Management LP 1.09M (2.03%) -53.21K
Decreased by -4.87%
Sep 30, 23
12 Caisse De Depot Et Placement Du Quebec 946.40K (1.76%) 380.38K
Increased by +40.19%
Sep 30, 23
13 Geode Capital Management, LLC 899.33K (1.67%) 51.05K
Increased by +5.68%
Sep 30, 23
14 Amvescap Plc. 826.10K (1.54%) 226.77K
Increased by +27.45%
Sep 30, 23
15 Bank of America Corp 769.77K (1.43%) 15.17K
Increased by +1.97%
Sep 30, 23
16 Fiduciary Management, Inc. of Milwaukee 739.66K (1.38%) 7.11K
Increased by +0.96%
Sep 30, 23
17 Morgan Stanley - Brokerage Accounts 710.65K (1.32%) 59.13K
Increased by +8.32%
Sep 30, 23
18 Northern Trust Corp 685.14K (1.27%) -10.01K
Decreased by -1.46%
Sep 30, 23
19 Bank of New York Mellon Corp 661.15K (1.23%) -14.72K
Decreased by -2.23%
Sep 30, 23
20 Hotchkis & Wiley Capital Management LLC 545.42K (1.01%) -30.29K
Decreased by -5.55%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.73M (3.22%) 1.84K
Increased by +0.11%
Nov 30, 23
2 iShares Core S&P Mid-Cap ETF 1.64M (3.06%) -298.00
Decreased by -0.02%
Dec 29, 23
3 Vanguard Small Cap Index 1.44M (2.68%) 5.73K
Increased by +0.40%
Nov 30, 23
4 Vanguard Small Cap Value Index Inv 1.00M (1.86%) 2.40K
Increased by +0.24%
Nov 30, 23
5 iShares MSCI USA Min Vol Factor ETF 839.51K (1.56%) -10.21K
Decreased by -1.22%
Nov 29, 23
6 Vanguard Institutional Extnd Mkt Idx Tr 807.88K (1.50%) 19.40K
Increased by +2.40%
Nov 30, 23
7 Vanguard Selected Value Inv 671.60K (1.25%) -43.37K
Decreased by -6.46%
Sep 30, 23
8 DFA US Targeted Value I 602.48K (1.12%) 0.00
Increased by 0.00%
Nov 30, 23
9 Lyrical U.S. Value Equity - CS 597.54K (1.11%) 29.38K
Increased by +4.92%
Dec 31, 23
10 Lyrical U.S. Value Equity – EQ 521.12K (0.97%) -2.74K
Decreased by -0.53%
Dec 31, 23
11 EARNEST Partners Smid Cap Core Founders 490.32K (0.91%) 4.10K
Increased by +0.84%
Dec 31, 23
12 Dimensional US Targeted Value ETF 466.84K (0.87%) 0.00
Increased by 0.00%
Dec 29, 23
13 Vanguard Information Technology ETF 464.37K (0.86%) -10.11K
Decreased by -2.18%
Nov 30, 23
14 SPDR® S&P MIDCAP 400 ETF Trust 445.74K (0.83%) -3.84K
Decreased by -0.86%
Nov 30, 23
15 Vanguard Strategic Equity Inv 362.13K (0.67%) 0.00
Increased by 0.00%
Sep 30, 23
16 State St Russell Sm/Mid Cp® Indx NL Cl C 321.35K (0.60%) -6.90K
Decreased by -2.15%
Dec 31, 23
17 iShares S&P Mid-Cap 400 Value ETF 316.83K (0.59%) 0.00
Increased by 0.00%
Dec 29, 23
18 FMI Common Stock Investor 309.00K (0.57%) 23.00K
Increased by +7.44%
Sep 30, 23
19 Fidelity® Extended Market Index 300.07K (0.56%) 4.69K
Increased by +1.56%
Nov 30, 23
20 DNB Teknologi A 282.89K (0.53%) 0.00
Increased by 0.00%
Nov 30, 23