Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TINT 3.73%
2 MRGR 2.32%
3 MNA 2.24%
4 TMVE 1.41%
5 SAEF 1.22%
6 BLCV 1.16%
7 LSEQ 1.14%
8 JHAC 1.06%
9 SMN 1.00%
10 SBM 1.00%
11 PEXL 0.99%
12 FXR 0.94%
13 HWSM 0.93%
14 PMOM 0.80%
15 SMIZ 0.60%
16 TFPN 0.57%
17 LVDS 0.56%
18 AIEQ 0.55%
19 JHSC 0.55%
20 PSM 0.55%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Artisan Partners Limited Partnership 28.80M (13.54%) 16.22M
Increased by +56.33%
Mar 31, 26
2 Vanguard Group Inc 20.68M (9.72%) -2.16M
Decreased by -10.43%
Dec 31, 25
3 BlackRock Inc 19.50M (9.17%) -645.07K
Decreased by -3.31%
Dec 31, 25
4 Barrow Hanley Mewhinney & Strauss LLC 18.26M (8.58%) 804.53K
Increased by +4.41%
Mar 31, 26
5 Dimensional Fund Advisors, Inc. 7.70M (3.62%) 754.10K
Increased by +9.80%
Mar 31, 26
6 State Street Corporation 6.92M (3.25%) 277.50K
Increased by +4.01%
Mar 31, 24
7 State Street Corp 6.66M (3.13%) -100.46K
Decreased by -1.51%
Dec 31, 25
8 Wellington Management Company LLP 6.25M (2.94%) -482.38K
Decreased by -7.72%
Jun 30, 25
9 Victory Capital Management Inc. 6.13M (2.88%) -4.90M
Decreased by -79.99%
Sep 30, 25
10 Massachusetts Financial Services Company 5.63M (2.65%) 2.67M
Increased by +47.36%
Mar 31, 26
11 FMR Inc 5.41M (2.54%) -3.15M
Decreased by -58.29%
Dec 31, 25
12 Millennium Management LLC 5.15M (2.42%) -2.69M
Decreased by -52.31%
Dec 31, 25
13 Fuller & Thaler Asset Management Inc 5.08M (2.39%) -828.92K
Decreased by -16.32%
Dec 31, 25
14 Ariel Investments, LLC 4.86M (2.29%) 675.59K
Increased by +13.89%
Dec 31, 25
15 The Goldman Sachs Group Inc 4.53M (2.13%) -305.36K
Decreased by -6.74%
Dec 31, 25
16 Boston Partners Global Investors, Inc 4.46M (2.10%) -1.10M
Decreased by -24.57%
Dec 31, 23
17 UBS Group AG 4.39M (2.06%) 1.49M
Increased by +33.88%
Mar 31, 26
18 Citigroup Inc 4.16M (1.96%) 2.50M
Increased by +60.04%
Mar 31, 26
19 Geode Capital Management, LLC 3.92M (1.84%) -34.29K
Decreased by -0.87%
Dec 31, 25
20 AQR Capital Management LLC 3.57M (1.68%) -251.74K
Decreased by -7.04%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Artisan International Value 13.63M (6.40%) 13.63M
Increased by +100.00%
Mar 31, 26
2 Artisan International Value Investor 13.63M (6.40%) 13.63M
Increased by +100.00%
Mar 31, 26
3 Sycamore Mid Cap Value Comp 7.42M (3.49%) 7.18M
Increased by +96.75%
Mar 31, 25
4 Victory Sycamore Established Value R 7.39M (3.47%) -30.00K
Decreased by -0.41%
Jun 30, 25
5 iShares Core S&P Mid-Cap ETF 7.21M (3.39%) -3.63K
Decreased by -0.05%
Apr 30, 26
6 Vanguard US Total Market Shares ETF 6.96M (3.27%) 5.20K
Increased by +0.07%
Sep 30, 24
7 Vanguard Total Stock Mkt Idx Inv 6.78M (3.19%) 58.02K
Increased by +0.86%
Mar 31, 26
8 Vanguard Small Cap Index 4.93M (2.32%) 81.71K
Increased by +1.66%
Mar 31, 26
9 Barrow Hanley Global Value Equity 4.09M (1.92%) 527.11K
Increased by +12.90%
Mar 31, 26
10 Fidelity® Low-Priced Stock 3.91M (1.84%) 674.03K
Increased by +17.23%
Oct 31, 23
11 Bridge Builder Large Cap Value 3.41M (1.60%) 0.00
Increased by 0.00%
Apr 30, 26
12 JHancock Disciplined Value Mid Cap I 3.39M (1.59%) -14.06K
Decreased by -0.41%
Dec 31, 23
13 Vanguard Small Cap Value Index Inv 3.13M (1.47%) 23.44K
Increased by +0.75%
Mar 31, 26
14 JPM US Value-MA 2.99M (1.41%) 2.95M
Increased by +98.47%
Sep 30, 23
15 Vanguard Explorer Inv 2.81M (1.32%) -245.57K
Decreased by -8.74%
Jun 30, 25
16 Strategic Advisers Fidelity US TtlStk 2.50M (1.18%) -28.69K
Decreased by -1.15%
Jul 31, 25
17 MFS Mid Cap Value Equity 2.45M (1.15%) -751.96K
Decreased by -30.72%
Sep 30, 23
18 T. Rowe Price Integrated US SmCapGrEq 2.44M (1.15%) 1.39M
Increased by +56.99%
Dec 31, 24
19 FullerThaler Beh Small-Cap Equity SMA 2.43M (1.14%) -906.45K
Decreased by -37.25%
Dec 31, 25
20 FullerThaler Behavioral Sm-Cp Eq R6 2.43M (1.14%) -3.20M
Decreased by -131.33%
Dec 31, 25