Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWR 1000.00%
2 ISCV 1000.00%
3 ITOT 1000.00%
4 IYY 1000.00%
5 IYW 1000.00%
6 IWB 1000.00%
7 IWV 1000.00%
8 IWS 1000.00%
9 IWD 1000.00%
10 ISCB 1000.00%
11 JKJ 1000.00%
12 BIGD 3.10%
13 SAEF 1.50%
14 FXL 1.13%
15 EUFN 1.00%
16 RNMC 0.96%
17 USVT 0.54%
18 DFSV 0.43%
19 SFYX 0.38%
20 FNK 0.33%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Cannae Holdings Inc 79.05M (30.62%) 0.00
Increased by 0.00%
Jun 30, 23
2 Lee Thomas H Partners LP 49.58M (19.21%) 0.00
Increased by 0.00%
Jun 30, 23
3 Massachusetts Financial Services Company 27.52M (10.66%) 9.05M
Increased by +32.88%
Jun 30, 23
4 Vanguard Group Inc 24.12M (9.34%) -31.09K
Decreased by -0.13%
Jun 30, 23
5 BlackRock Inc 22.81M (8.84%) 3.20M
Increased by +14.04%
Jun 30, 23
6 StepStone Group LLC 22.04M (8.54%) 0.00
Increased by 0.00%
Jun 30, 23
7 Allspring Global Investments Holdings, LLC 13.86M (5.37%) -252.82K
Decreased by -1.82%
Jun 30, 23
8 Mawer Investment Management Ltd 13.61M (5.27%) -18.47K
Decreased by -0.14%
Jun 30, 23
9 Capital Research & Mgmt Co - Division 3 12.34M (4.78%) -9.74M
Decreased by -78.92%
Jun 30, 23
10 Fuller & Thaler Asset Management Inc 9.21M (3.57%) 615.71K
Increased by +6.68%
Jun 30, 23
11 River Road Asset Management, LLC 7.54M (2.92%) 698.27K
Increased by +9.26%
Jun 30, 23
12 Ardian France SA 6.26M (2.42%) 0.00
Increased by 0.00%
Jun 30, 23
13 RIVULET CAPITAL, LLC 6.22M (2.41%) 0.00
Increased by 0.00%
Jun 30, 23
14 Goldman Sachs Group Inc 6.05M (2.34%) 562.27K
Increased by +9.30%
Jun 30, 23
15 Dimensional Fund Advisors, Inc. 5.58M (2.16%) 1.16M
Increased by +20.85%
Jun 30, 23
16 Bank of America Corp 5.30M (2.05%) 1.37M
Increased by +25.85%
Jun 30, 23
17 Crescent Grove Advisors, LLC 5.19M (2.01%) 201.12K
Increased by +3.88%
Jun 30, 23
18 State Street Corporation 3.86M (1.49%) 212.67K
Increased by +5.51%
Jun 30, 23
19 FMR Inc 3.76M (1.46%) -4.37M
Decreased by -116.05%
Jun 30, 23
20 Sunriver Management LLC 3.72M (1.44%) 1.19M
Increased by +32.11%
Jun 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Fundamental Invs A 9.62M (3.73%) 200.14K
Increased by +2.08%
Jun 30, 23
2 Capital Group Fundamental Invtrs Comp 9.62M (3.73%) 200.14K
Increased by +2.08%
Jun 30, 23
3 Allspring Special Mid Cap Value Inst 9.09M (3.52%) 0.00
Increased by 0.00%
Aug 31, 23
4 Allspring Special US Mid Cap Value Eq 9.09M (3.52%) 0.00
Increased by 0.00%
Jun 30, 23
5 Vanguard Total Stock Mkt Idx Inv 8.13M (3.15%) -869.00
Decreased by -0.01%
Aug 31, 23
6 Vanguard Instl Ttl Stck Mkt Idx Tr 8.12M (3.14%) 179.53K
Increased by +2.21%
Mar 31, 23
7 Fuller & Thaler Behavrl Small-Cap Value 7.35M (2.85%) -14.00K
Decreased by -0.19%
Jun 30, 23
8 Vanguard Small Cap Index 6.87M (2.66%) 33.15K
Increased by +0.48%
Aug 31, 23
9 Undiscovered Managers Behavioral Val L 6.85M (2.65%) -102.40K
Decreased by -1.50%
Jul 31, 23
10 Mawer Global Equity A 5.37M (2.08%) 0.00
Increased by 0.00%
Jul 31, 23
11 Vanguard Small Cap Value Index Inv 4.74M (1.84%) -15.54K
Decreased by -0.33%
Aug 31, 23
12 MFS Mid Cap Value A 4.64M (1.80%) 0.00
Increased by 0.00%
Jul 31, 23
13 MFS Mid Cap Value Equity 4.64M (1.80%) 73.67K
Increased by +1.59%
Jun 30, 23
14 MFS Research Equity - Industry Neutral 3.74M (1.45%) 2.84M
Increased by +75.97%
Jun 30, 23
15 MFS Core Equity A 3.71M (1.44%) -28.96K
Decreased by -0.78%
Jul 31, 23
16 MFS New Discovery Value I 3.32M (1.28%) -38.87K
Decreased by -1.17%
Jul 31, 23
17 MFS Mid Cap Growth A 3.28M (1.27%) 0.00
Increased by 0.00%
Jul 31, 23
18 MFS Mid Cap Growth Equity 3.28M (1.27%) -3.19M
Decreased by -97.15%
Jun 30, 23
19 Vanguard Extended Market Index Investor 3.06M (1.19%) -559.00
Decreased by -0.02%
Aug 31, 23
20 BlackRock Large Cap Focus Value Instl 2.87M (1.11%) -83.70K
Decreased by -2.92%
Aug 31, 23