MDC Holdings Inc (MDC) Ownership

33.84 ↑0.00 (0.00%)
As of Market Close on July 1st, 2022.

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of MDC Holdings Inc (MDC), owning a total of 12.1 million shares. Combined, the top 103 institutional holders of MDC own 261.01% of the company with a total of 184.7 million shares.

In the latest ownership report, the top 103 institutional holders have increased their combined ownership of MDC by 3.9 million shares, a 2.06% increase from the quarter prior.

Institution Ownership Chart

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Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
BlackRock Inc17.068%2.953%12,145,873348,4212021-12-31
BlackRock Inc16.250%0.524%11,475,65359,8242021-06-30
BlackRock Inc16.246%5.824%11,415,829628,2582021-03-31
Cventures Inc12.480%2.304%8,881,097200,0072021-12-31
Cventures Inc11.439%-0.474%8,038,046-38,2582020-12-31
Vanguard Group Inc9.010%1.453%6,411,85391,8222022-03-31
Vanguard Group Inc8.881%1.741%6,320,031108,1642021-12-31
Vanguard Group Inc8.789%0.790%6,211,86748,7012021-09-30
Vanguard Group Inc8.727%2.447%6,163,166147,2322021-06-30
Vanguard Group Inc8.562%3.685%6,015,934213,7822021-03-31
Dimensional Fund Advisors, Inc.6.616%-6.943%4,648,657-346,8212021-03-31
Dimensional Fund Advisors, Inc.6.077%-7.687%4,291,295-357,3622021-06-30
Dimensional Fund Advisors, Inc.6.027%-0.741%4,259,480-31,8152021-09-30
Dimensional Fund Advisors, Inc.5.959%1.327%4,240,69355,5342022-03-31
Dimensional Fund Advisors, Inc.5.881%-1.745%4,185,159-74,3212021-12-31
State Street Corporation3.536%2.590%2,516,45863,5192022-03-31
State Street Corporation3.447%7.657%2,452,939174,4542021-12-31
State Street Corporation3.410%7.704%2,408,364172,2622021-06-30
State Street Corporation3.224%-5.393%2,278,485-129,8792021-09-30
State Street Corporation3.182%5.428%2,236,102115,1262021-03-31
Hamlin Capital Management, LLC2.821%9.089%2,007,657167,2792022-03-31
Hamlin Capital Management, LLC2.586%13.428%1,840,378217,8652021-12-31
Hamlin Capital Management, LLC2.296%6.452%1,622,51398,3452021-09-30
LSV Asset Management2.275%-6.605%1,598,878-113,0662021-03-31
Hamlin Capital Management, LLC2.158%0.880%1,524,16813,2972021-06-30
Hamlin Capital Management, LLC2.150%-10.328%1,510,871-174,0122021-03-31
LSV Asset Management2.090%-7.690%1,475,920-122,9582021-06-30
LSV Asset Management1.867%-10.612%1,319,300-156,6202021-09-30
Principal Financial Group Inc1.864%35.624%1,326,146348,3382022-03-31
FMR Inc1.757%19.960%1,240,446206,4002021-06-30
LSV Asset Management1.682%-9.254%1,197,210-122,0902021-12-31
FMR Inc1.556%-11.350%1,099,656-140,7902021-09-30
Geode Capital Management, LLC1.554%6.551%1,091,71067,1242020-12-31
FMR Inc1.549%0.237%1,102,2672,6112021-12-31
Bank of New York Mellon Corp1.512%1.640%1,076,26817,3692022-03-31
LSV Asset Management1.489%-11.494%1,059,599-137,6112022-03-31
Bank of New York Mellon Corp1.488%15.179%1,058,899139,5502021-12-31
Capital World Investors1.487%0.000%1,044,93002021-03-31
Capital World Investors1.480%0.000%1,044,93002021-06-30
Capital World Investors1.478%0.000%1,044,93002021-09-30
FMR Inc1.472%18.359%1,034,046160,3912021-03-31
Capital World Investors1.468%0.000%1,044,93002021-12-31
Capital World Investors1.468%0.000%1,044,93002022-03-31
Principal Financial Group Inc1.433%13.337%1,012,233119,1152021-06-30
Geode Capital Management, LLC1.430%-14.359%1,009,753-169,2942021-06-30
Geode Capital Management, LLC1.412%-1.154%998,096-11,6572021-09-30
Geode Capital Management, LLC1.390%-0.876%989,350-8,7462021-12-31
Principal Financial Group Inc1.374%6.723%977,80861,5992021-12-31
Geode Capital Management, LLC1.374%-1.199%977,487-11,8632022-03-31
Bank of New York Mellon Corp1.371%0.937%963,5278,9412021-03-31
NFJ Investment Group, LLC1.337%120.224%951,094519,2182022-03-31
Bank of New York Mellon Corp1.306%-4.306%922,036-41,4912021-06-30
Principal Financial Group Inc1.296%-9.486%916,209-96,0242021-09-30
Principal Financial Group Inc1.271%134.586%893,118512,3972021-03-31
Northern Trust Corp1.215%-21.563%853,625-234,6682021-03-31
Miller Howard Investments Inc1.101%2.386%783,62818,2632021-12-31
Miller Howard Investments Inc1.089%-1.089%775,098-8,5302022-03-31
FMR Inc1.084%-30.040%771,151-331,1162022-03-31
Miller Howard Investments Inc1.083%31.995%765,365185,5192021-09-30
Investment Counselors Of Maryland LLC1.079%-11.951%757,894-102,8712021-03-31
Morgan Stanley - Brokerage Accounts1.058%93.945%747,189361,9312021-06-30
Bank of America Corp1.036%58.973%736,952273,3802021-12-31
Raymond James & Associates1.023%9.402%728,29662,5912021-12-31
Mellon Investments Corporation1.008%24.489%717,623141,1702021-12-31
Bank of America Corp0.989%-10.210%695,241-79,0522021-03-31
Bank of America Corp0.947%-8.570%673,799-63,1532022-03-31
Raymond James & Associates0.942%71.440%665,705277,4032021-09-30
Morgan Stanley - Brokerage Accounts0.933%13.222%663,81577,5192021-12-31
Northern Trust Corp0.930%-23.029%657,048-196,5772021-06-30
Charles Schwab Investment Management Inc0.922%8.512%656,31751,4822022-03-31
Northern Trust Corp0.917%-1.353%648,160-8,8882021-09-30
NORGES BANK0.897%-6.924%630,492-46,9002020-12-31
Northern Trust Corp0.895%-1.795%636,527-11,6332021-12-31
Northern Trust Corp0.876%-2.076%623,316-13,2112022-03-31
Charles Schwab Investment Management Inc0.850%4.804%604,83527,7232021-12-31
Morgan Stanley - Brokerage Accounts0.830%-21.533%586,296-160,8932021-09-30
Mellon Investments Corporation0.829%-0.233%582,530-1,3592021-03-31
Miller Howard Investments Inc0.821%12.744%579,84665,5442021-06-30
Charles Schwab Investment Management Inc0.817%4.986%577,11227,4102021-09-30
Mellon Investments Corporation0.808%-2.086%570,377-12,1532021-06-30
Morgan Stanley - Brokerage Accounts0.804%-13.772%572,397-91,4182022-03-31
Charles Schwab Investment Management Inc0.778%2.441%549,70213,1002021-06-30
Charles Schwab Investment Management Inc0.764%2.271%536,60211,9132021-03-31
Ameriprise Financial Inc0.754%108.291%536,375278,8632021-12-31
Miller Howard Investments Inc0.732%0.000%514,302514,3022021-03-31
Clark Capital Management Group Inc0.730%2.168%515,72810,9452021-09-30
Vision Capital Corp0.723%0.775%507,7033,9062021-03-31
Clark Capital Management Group Inc0.715%0.531%504,7832,6642021-06-30
Clark Capital Management Group Inc0.711%-27.527%502,119-190,7122021-03-31
Bank of America Corp0.698%-29.059%493,214-202,0272021-06-30
Bank of America Corp0.656%-6.010%463,572-29,6422021-09-30
Parametric Portfolio Associates LLC0.635%2.760%452,16712,1452021-12-31
Parametric Portfolio Associates LLC0.633%3.496%447,11415,1042021-03-31
Parametric Portfolio Associates LLC0.626%-1.132%442,055-5,0592021-06-30
Parametric Portfolio Associates LLC0.623%-0.460%440,022-2,0332021-09-30
Amvescap Plc.0.596%33.777%421,129106,3302021-06-30
Barclays PLC0.593%128.663%421,744237,3052021-12-31
Raymond James & Associates0.550%2.763%388,30210,4402021-06-30
Morgan Stanley - Brokerage Accounts0.546%-16.231%385,258-74,6492021-03-31
Raymond James & Associates0.535%40.948%377,862109,7752021-03-31
STRS OHIO0.447%18.820%315,68050,0002021-09-30
Bank of Montreal0.421%-0.967%297,438-2,9052021-09-30
Systematic Financial Management LP0.415%1.691%293,1904,8752021-09-30

Mutual Fund Ownership

iShares Core S&P Small-Cap ETF is the biggest individual fund holder of MDC Holdings Inc (MDC), owning a total of 4.1 million shares. Combined, the top 248 mutual fund holders of MDC own 354.20% of the company with a total of 250.8 million shares.

In the latest ownership report, the top 248 mutual funds have increased their combined ownership of MDC by 723 thousand shares, a 0.29% increase from the quarter prior.

Mutual Funds Chart

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Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
iShares Core S&P Small-Cap ETF5.700%-0.026%4,056,455-1,0412022-04-28
iShares Core S&P Small-Cap ETF5.695%-0.085%4,053,005-3,4502022-04-29
iShares Core S&P Small-Cap ETF5.682%-0.051%4,043,529-2,0462022-03-31
iShares Core S&P Small-Cap ETF5.628%-0.077%3,977,330-3,0712022-01-31
iShares Core S&P Small-Cap ETF5.620%0.248%3,999,0009,8892022-02-28
iShares Core S&P Small-Cap ETF5.605%-0.009%3,961,382-3702021-12-31
iShares Core S&P Small-Cap ETF5.604%0.018%3,988,1857062022-06-29
iShares Core S&P Small-Cap ETF5.597%0.187%3,956,0237,3922021-12-29
iShares Core S&P Small-Cap ETF5.565%0.123%3,960,0404,8722022-05-31
iShares Core S&P Small-Cap ETF5.394%-0.223%3,812,277-8,5252021-11-30
iShares Core S&P Small-Cap ETF5.388%0.027%3,807,8861,0082021-10-29
iShares Core S&P Small-Cap ETF5.333%0.040%3,747,0591,4802021-06-30
iShares Core S&P Small-Cap ETF5.325%0.079%3,760,7652,9802021-09-30
iShares Core S&P Small-Cap ETF5.256%0.874%3,711,84432,1552021-07-30
iShares Core S&P Small-Cap ETF5.249%0.016%3,707,0525962021-08-31
iShares Core S&P Small-Cap ETF5.211%0.040%3,679,6891,4752021-07-28
Vanguard Total Stock Mkt Idx Inv2.350%1.288%1,672,29921,2592022-05-31
Vanguard Total Stock Mkt Idx Inv2.320%0.212%1,651,0403,4892022-04-30
Vanguard Total Stock Mkt Idx Inv2.315%1.000%1,647,55116,3052022-03-31
Vanguard Total Stock Mkt Idx Inv2.306%1.409%1,629,81722,6462022-01-31
DFA US Small Cap Value I2.303%0.000%1,617,91702021-05-31
Vanguard Total Stock Mkt Idx Inv2.292%0.088%1,631,2461,4292022-02-28
DFA US Small Cap Value I2.291%0.000%1,617,91702021-06-30
Vanguard Total Stock Mkt Idx Inv2.282%0.386%1,613,1036,2042021-11-30
Vanguard Total Stock Mkt Idx Inv2.274%-0.368%1,607,171-5,9322021-12-31
Vanguard Total Stock Mkt Idx Inv2.274%0.102%1,606,8991,6382021-10-31
Vanguard Total Stock Mkt Idx Inv2.271%0.761%1,605,26112,1232021-09-30
Vanguard Total Stock Mkt Idx Inv2.266%0.687%1,592,07910,8662021-06-30
Vanguard Total Stock Mkt Idx Inv2.261%0.292%1,596,7254,6462021-07-31
Vanguard Total Stock Mkt Idx Inv2.256%-0.225%1,593,138-3,5872021-08-31
DFA US Small Cap Value I2.241%-2.198%1,582,361-35,5562021-07-31
DFA US Small Cap Value I2.225%-0.706%1,571,190-11,1712021-08-31
DFA US Small Cap Value I2.204%-0.855%1,557,752-13,4382021-09-30
DFA US Small Cap Value I2.202%-0.077%1,556,552-1,2002021-10-31
DFA US Small Cap Value I2.191%-0.508%1,548,652-7,9002021-11-30
DFA US Small Cap Value I2.159%-1.497%1,525,471-23,1812021-12-31
DFA US Small Cap Value I2.120%0.366%1,508,6915,5002022-04-30
DFA US Small Cap Value I2.120%0.000%1,508,69102022-05-31
DFA US Small Cap Value I2.112%-1.461%1,503,191-22,2802022-01-31
DFA US Small Cap Value I2.112%0.000%1,503,19102022-02-28
DFA US Small Cap Value I2.112%0.000%1,503,19102022-03-31
Vanguard Small Cap Index2.016%0.075%1,424,5411,0702022-01-31
Vanguard Small Cap Index2.014%0.283%1,423,4714,0192021-12-31
Vanguard Small Cap Index2.008%0.592%1,419,4528,3522021-11-30
Vanguard Small Cap Index1.997%0.455%1,411,1006,3902021-10-31
Vanguard Small Cap Index1.994%0.080%1,419,2621,1312022-03-31
Vanguard Small Cap Index1.994%0.019%1,419,1282722022-05-31
Vanguard Small Cap Index1.994%-0.029%1,418,856-4062022-04-30
Vanguard Small Cap Index1.993%-0.450%1,418,131-6,4102022-02-28
Vanguard Small Cap Index1.989%0.998%1,397,51813,8132021-06-30
Vanguard Small Cap Index1.988%0.395%1,403,9865,5202021-08-31
Vanguard Small Cap Index1.987%0.052%1,404,7107242021-09-30
Vanguard Small Cap Index1.980%0.068%1,398,4669482021-07-31
iShares Russell 2000 ETF1.906%-0.016%1,347,260-2142021-11-30
iShares Russell 2000 ETF1.891%-0.415%1,336,346-5,5642021-12-29
iShares Russell 2000 ETF1.879%0.065%1,328,0008562021-12-31
iShares Russell 2000 ETF1.872%0.308%1,323,0784,0662021-10-29
iShares Russell 2000 ETF1.865%-0.247%1,317,031-3,2552021-08-31
iShares Russell 2000 ETF1.852%-0.725%1,301,474-9,5042021-06-30
iShares Russell 2000 ETF1.847%0.278%1,304,2273,6212021-09-30
iShares Russell 2000 ETF1.844%-1.024%1,302,962-13,4822022-01-31
iShares Russell 2000 ETF1.840%1.626%1,309,68520,9522022-06-29
iShares Russell 2000 ETF1.836%-0.592%1,306,493-7,7762022-02-28
iShares Russell 2000 ETF1.831%-0.163%1,293,312-2,1142021-07-30
Hamlin Equity Income Strategy1.824%5.905%1,298,05272,3762022-03-31
iShares Russell 2000 ETF1.812%-0.314%1,289,281-4,0662022-03-31
iShares Russell 2000 ETF1.807%0.357%1,276,4184,5362021-07-28
iShares Russell 2000 ETF1.778%0.459%1,264,8855,7782022-04-28
iShares Russell 2000 ETF1.769%0.170%1,258,6792,1402022-05-31
iShares Russell 2000 ETF1.756%-1.235%1,249,263-15,6222022-04-29
Hamlin Equity Income Strategy1.722%14.319%1,225,676153,5192021-12-31
Hamlin Equity Income Strategy1.517%8.303%1,072,15782,1942021-09-30
iShares S&P Small-Cap 600 Value ETF1.488%0.000%1,059,07802022-06-29
American Funds SMALLCAP World A1.487%0.000%1,044,93002021-06-30
American Funds SMALLCAP World A1.480%0.000%1,044,93002021-09-30
American Funds SMALLCAP World A1.478%0.000%1,044,93002021-12-31
American Funds SMALLCAP World A1.468%0.000%1,044,93002022-03-31
Hamlin Equity Income Strategy1.408%-9.137%989,261-99,4762021-03-31
Hamlin Equity Income Strategy1.402%0.071%989,9637022021-06-30
iShares S&P Small-Cap 600 Value ETF1.394%0.308%991,9873,0452022-05-31
iShares S&P Small-Cap 600 Value ETF1.365%0.000%971,23202022-02-28
iShares S&P Small-Cap 600 Value ETF1.331%-1.011%940,315-9,6022022-01-31
iShares S&P Small-Cap 600 Value ETF1.316%0.000%930,17402021-12-31
iShares S&P Small-Cap 600 Value ETF1.315%0.256%929,5802,3762021-12-29
Vanguard Small Cap Value Index Inv1.302%0.797%926,6557,3302022-03-31
iShares S&P Small-Cap 600 Value ETF1.302%-0.130%926,456-1,2062022-03-31
Vanguard Small Cap Value Index Inv1.299%-0.262%924,225-2,4302022-04-30
Vanguard Small Cap Value Index Inv1.296%1.470%916,13913,2722022-01-31
Vanguard Small Cap Value Index Inv1.292%0.348%919,3253,1862022-02-28
Vanguard Small Cap Value Index Inv1.281%-1.358%911,670-12,5552022-05-31
Vanguard Small Cap Value Index Inv1.277%0.594%902,8675,3312021-12-31
Vanguard Small Cap Value Index Inv1.270%0.881%897,5367,8412021-11-30
Vanguard Small Cap Value Index Inv1.259%0.975%889,6958,5882021-10-31
Vanguard Small Cap Value Index Inv1.247%0.967%881,1078,4352021-09-30
Vanguard Small Cap Value Index Inv1.242%3.971%872,98833,3392021-06-30
Vanguard Small Cap Value Index Inv1.238%0.127%874,0941,1062021-07-31
Vanguard Small Cap Value Index Inv1.236%-0.163%872,672-1,4222021-08-31
iShares S&P Small-Cap 600 Value ETF1.175%-0.362%836,141-3,0352022-04-28
iShares S&P Small-Cap 600 Value ETF1.174%-0.073%835,534-6072022-04-29
BlackRock Advantage Small Cap Core Instl1.168%3.622%825,72228,8642021-10-31
BlackRock Advantage Small Cap Core Instl1.162%-0.560%821,099-4,6232021-11-30
BlackRock Advantage Small Cap Core Instl1.128%4.609%796,85835,1062021-09-30
Fidelity® Series Small Cap Opps1.126%6.458%801,19248,6002022-02-28
Fidelity® Series Small Cap Opps1.126%0.978%794,9927,7002021-07-31
Vanguard Extended Market Index Investor1.124%0.103%794,0408192021-08-31
Vanguard Extended Market Index Investor1.123%1.686%793,22113,1542021-07-31
BlackRock Advantage Small Cap Core Instl1.122%-3.416%793,052-28,0472021-12-31
Fidelity® Series Small Cap Opps1.115%8.857%787,29264,0562021-06-30
Fidelity® Series Small Cap Opps1.113%-1.069%786,492-8,5002021-08-31
Vanguard Extended Market Index Investor1.110%-0.811%780,067-6,3762021-06-30
Vanguard Extended Market Index Investor1.088%0.174%769,1281,3392021-10-31
Fidelity® Series Small Cap Opps1.088%-2.225%768,992-17,5002021-09-30
Vanguard Extended Market Index Investor1.086%-3.306%767,789-26,2512021-09-30
BlackRock Advantage Small Cap Core Instl1.079%8.332%761,75258,5872021-08-31
BlackRock Advantage Small Cap Core Instl1.072%-4.472%757,584-35,4682022-01-31
Vanguard Extended Market Index Investor1.069%-1.781%755,427-13,7012021-11-30
Fidelity® Series Small Cap Opps1.065%0.000%752,59202021-11-30
Fidelity® Series Small Cap Opps1.065%-2.133%752,592-16,4002021-10-31
BlackRock Advantage Small Cap Core Instl1.061%-0.390%754,629-2,9552022-02-28
Fidelity® Series Small Cap Opps1.058%0.000%752,59202021-12-31
Fidelity® Series Small Cap Opps1.058%0.000%752,59202022-01-31
iShares US Home Construction ETF1.048%-0.643%740,726-4,7902021-12-29
Vanguard Extended Market Index Investor1.048%-1.952%740,685-14,7422021-12-31
iShares US Home Construction ETF1.045%0.000%738,81002021-12-31
Vanguard Extended Market Index Investor1.044%0.685%742,7335,0532022-03-31
Vanguard Extended Market Index Investor1.043%0.108%742,0448022022-05-31
Vanguard Extended Market Index Investor1.042%-0.201%741,242-1,4912022-04-30
Vanguard Extended Market Index Investor1.039%-0.894%734,064-6,6212022-01-31
Vanguard Extended Market Index Investor1.037%0.493%737,6803,6162022-02-28
iShares US Home Construction ETF1.035%0.260%731,2901,8962021-10-29
BlackRock Advantage Small Cap Core Instl1.027%-3.162%730,771-23,8582022-03-31
Fidelity® Series Small Cap Opps1.024%11.629%723,23675,3442021-05-31
BlackRock Advantage Small Cap Core Instl1.003%-7.518%704,446-57,2662021-06-30
iShares US Home Construction ETF0.997%1.364%704,7469,4802021-11-30
BlackRock Advantage Small Cap Core Instl0.996%-0.182%703,165-1,2812021-07-31
iShares US Home Construction ETF0.975%-0.827%688,994-5,7482022-01-31
iShares US Home Construction ETF0.940%-0.427%663,982-2,8442021-09-30
iShares US Home Construction ETF0.903%-0.718%637,802-4,6152021-07-30
iShares US Home Construction ETF0.902%0.877%636,8795,5382021-07-28
iShares US Home Construction ETF0.893%1.949%627,64911,9992021-06-30
iShares US Home Construction ETF0.859%-0.905%606,420-5,5382021-08-31
iShares US Home Construction ETF0.853%-0.629%606,619-3,8402022-02-28
Hamlin High Dividend Equity Instl0.851%16.332%605,43985,0002022-03-31
iShares US Home Construction ETF0.825%0.846%587,0024,9252022-03-31
DFA US Targeted Value I0.758%1.459%539,6357,7622022-05-31
DFA US Small Cap I0.753%-4.340%529,363-24,0142021-05-31
DFA US Small Cap I0.750%0.000%529,36302021-06-30
DFA US Small Cap I0.750%0.000%529,36302021-07-31
DFA US Small Cap I0.750%0.000%529,36302021-08-31
DFA US Small Cap I0.749%0.000%529,36302021-09-30
DFA US Small Cap I0.749%0.000%529,36302021-10-31
DFA US Small Cap I0.749%0.000%529,36302021-11-30
DFA US Small Cap I0.749%-0.038%529,163-2002021-12-31
DFA US Targeted Value I0.747%1.064%531,8735,6002022-04-30
SPDR® S&P Homebuilders ETF0.740%-0.372%520,259-1,9422021-06-30
DFA US Targeted Value I0.740%0.825%526,2734,3072022-03-31
Fidelity® Series Small Cap Opps0.738%-15.544%518,478-95,4222021-01-31
Vanguard Tax-Managed Small Cap Adm0.736%0.000%517,12202021-06-30
DFA US Targeted Value I0.734%3.526%521,96617,7782022-02-28
Vanguard Tax-Managed Small Cap Adm0.732%0.000%517,12202021-07-31
Vanguard Tax-Managed Small Cap Adm0.732%0.000%517,12202021-08-31
DFA US Small Cap I0.732%-1.586%520,773-8,3902022-01-31
Vanguard Tax-Managed Small Cap Adm0.732%0.000%517,12202022-01-31
DFA US Small Cap I0.732%0.000%520,77302022-02-28
DFA US Small Cap I0.732%0.000%520,77302022-03-31
DFA US Small Cap I0.732%0.000%520,77302022-04-30
DFA US Small Cap I0.732%0.000%520,77302022-05-31
Vanguard Tax-Managed Small Cap Adm0.732%0.000%517,12202021-09-30
Vanguard Tax-Managed Small Cap Adm0.732%0.000%517,12202021-10-31
Vanguard Tax-Managed Small Cap Adm0.732%0.000%517,12202021-11-30
Vanguard Tax-Managed Small Cap Adm0.732%0.000%517,12202021-12-31
Hamlin High Dividend Equity Instl0.731%12.526%520,43957,9322021-12-31
Vanguard Tax-Managed Small Cap Adm0.727%0.000%517,12202022-02-28
Vanguard Tax-Managed Small Cap Adm0.727%0.000%517,12202022-03-31
Vanguard Tax-Managed Small Cap Adm0.727%0.000%517,12202022-04-30
Vanguard Tax-Managed Small Cap Adm0.727%0.000%517,12202022-05-31
Fidelity® Series Small Cap Opps0.711%-36.850%505,950-295,2422022-03-31
DFA US Targeted Value I0.709%1.715%504,1888,5002022-01-31
DFA US Targeted Value I0.701%0.000%495,68802021-12-31
DFA US Targeted Value I0.701%1.012%495,6884,9642021-11-30
iShares US Home Construction ETF0.700%0.799%497,7573,9442022-05-31
iShares US Home Construction ETF0.699%-0.411%497,377-2,0522022-06-29
DFA US Targeted Value I0.694%0.686%490,7243,3452021-10-31
DFA US Targeted Value I0.694%0.000%487,37902021-05-31
DFA US Targeted Value I0.690%0.000%487,37902021-06-30
DFA US Targeted Value I0.690%0.000%487,37902021-07-31
DFA US Targeted Value I0.690%0.000%487,37902021-08-31
iShares US Home Construction ETF0.690%1.220%490,8555,9162022-04-28
DFA US Targeted Value I0.690%0.000%487,37902021-09-30
Clark Navigator High Dividend Equity0.689%0.999%486,5064,8142021-09-30
iShares US Home Construction ETF0.687%-0.402%488,883-1,9722022-04-29
Clark Navigator High Dividend Equity0.682%1.550%481,6927,3542021-08-31
iShares Russell 2000 Value ETF0.679%-0.248%477,213-1,1852021-06-30
SPDR® S&P Homebuilders ETF0.678%0.613%478,4632,9162021-07-31
Clark Navigator High Dividend Equity0.672%0.655%474,3383,0882021-07-31
Clark Navigator High Dividend Equity0.671%0.349%471,2501,6392021-06-30
SPDR® S&P 600 Small Cap Value ETF0.670%0.000%477,03002022-06-29
SPDR® S&P Homebuilders ETF0.665%-0.207%469,715-9722021-08-31
SPDR® S&P 600 Small Cap Value ETF0.660%0.193%469,5629042022-03-31
SPDR® S&P 600 Small Cap Value ETF0.658%0.097%468,4274522022-05-31
SPDR® S&P Homebuilders ETF0.658%-0.417%464,855-1,9442021-07-28
SPDR® S&P 600 Small Cap Value ETF0.655%0.000%462,90002022-01-31
Hamlin High Dividend Equity Instl0.654%4.378%462,50719,4002021-09-30
iShares Russell 2000 Value ETF0.650%-0.206%459,201-9482021-07-28
iShares Russell 2000 Value ETF0.650%0.000%459,20102021-07-30
SPDR® S&P 600 Small Cap Value ETF0.648%0.098%461,2704512022-04-30
SPDR® S&P 600 Small Cap Value ETF0.648%0.000%460,81902022-04-29
SPDR® S&P 600 Small Cap Value ETF0.646%0.099%456,3864512021-12-31
SPDR® S&P 600 Small Cap Value ETF0.645%0.000%455,93502021-12-30
iShares Russell 2000 Value ETF0.645%0.000%455,40902021-08-31
SPDR® S&P 600 Small Cap Value ETF0.640%-0.198%455,499-9042022-02-28
iShares Russell 2000 Value ETF0.638%0.000%450,45002021-09-30
iShares Russell 2000 Value ETF0.637%0.000%450,13102021-10-29
iShares Russell 2000 Value ETF0.633%0.000%447,10202021-11-30
iShares Russell 2000 Value ETF0.632%0.000%446,63702021-12-29
iShares Russell 2000 Value ETF0.632%0.000%446,63702021-12-31
Hamlin High Dividend Equity Instl0.628%6.848%443,10728,4002021-06-30
iShares Russell 2000 Value ETF0.626%0.000%442,46102022-01-31
AllianzGI MA Mid Cap Value0.622%0.000%442,519442,5192022-03-31
Virtus NFJ Mid-Cap Value C0.622%17.654%442,51966,4012022-03-31
iShares Russell 2000 Value ETF0.621%0.000%441,92302022-02-28
Virtus NFJ Mid-Cap Value C0.618%-0.687%439,479-3,0402022-04-30
iShares S&P Small-Cap 600 Growth ETF0.614%0.000%433,82102021-09-30
SPDR® S&P Homebuilders ETF0.612%-0.383%432,432-1,6622021-10-29
SPDR® S&P Homebuilders ETF0.612%0.000%432,43202021-10-31
iShares S&P Small-Cap 600 Growth ETF0.608%0.312%427,4171,3292021-06-30
Principal Small-MidCap Dividend Inc Inst0.608%3.776%432,32115,7322022-05-31
Fidelity® Small Cap Index0.605%0.527%430,1652,2532022-04-30
SPDR® S&P Homebuilders ETF0.602%5.282%425,14721,3302022-01-31
iShares S&P Small-Cap 600 Growth ETF0.601%0.000%424,62002021-08-31
Fidelity® Small Cap Index0.601%-0.679%427,912-2,9242022-03-31
Fidelity® Small Cap Index0.599%0.380%423,4371,6042021-08-31
SPDR® S&P Homebuilders ETF0.599%0.394%423,2911,6622021-11-30
iShares Russell 2000 Value ETF0.598%0.000%425,75602022-03-31
Fidelity® Small Cap Index0.598%2.296%422,1279,4742021-05-31
Fidelity® Small Cap Index0.597%0.944%421,8333,9442021-07-31
iShares S&P Small-Cap 600 Growth ETF0.597%0.848%421,6583,5442021-07-30
SPDR® S&P Homebuilders ETF0.593%-1.834%418,748-7,8212021-12-30
iShares S&P Small-Cap 600 Growth ETF0.592%-0.106%418,114-4432021-07-28
Fidelity® Small Cap Index0.592%-1.004%417,889-4,2382021-06-30
SPDR® S&P Homebuilders ETF0.592%-0.170%418,037-7112021-12-31
Hamlin High Dividend Equity Instl0.590%-12.409%414,707-58,7522021-03-31
Fidelity® Small Cap Index0.588%2.070%418,1158,4812022-01-31
Fidelity® Small Cap Index0.587%-2.067%414,684-8,7532021-09-30
iShares S&P Small-Cap 600 Growth ETF0.583%0.000%411,86002021-10-29
iShares S&P Small-Cap 600 Growth ETF0.582%0.000%411,61902021-11-30
Fidelity® Small Cap Index0.582%-0.882%411,484-3,6632021-11-30
Fidelity® Small Cap Index0.576%-0.450%409,634-1,8502021-12-31

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