Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TINT 4.11%
2 SAEF 1.40%
3 JHAC 1.06%
4 SBM 1.00%
5 SMN 1.00%
6 PEXL 0.99%
7 BLCV 0.91%
8 PMOM 0.80%
9 LSEQ 0.74%
10 JAVA 0.69%
11 SMIZ 0.66%
12 TFPN 0.57%
13 VAW 0.56%
14 AIEQ 0.55%
15 JHSC 0.55%
16 PSM 0.55%
17 MCDS 0.53%
18 FMAT 0.51%
19 MDYG 0.51%
20 VNMC 0.50%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 23.67M (10.88%) -143.04K
Decreased by -0.60%
Mar 31, 25
2 BlackRock Inc 19.76M (9.08%) -338.35K
Decreased by -1.71%
Mar 31, 25
3 FMR Inc 18.10M (8.32%) 478.07K
Increased by +2.64%
Mar 31, 25
4 Barrow Hanley Mewhinney & Strauss LLC 13.54M (6.22%) -783.32K
Decreased by -5.79%
Mar 31, 25
5 JPMorgan Chase & Co 11.64M (5.35%) 356.14K
Increased by +3.06%
Mar 31, 25
6 Victory Capital Management Inc. 11.07M (5.09%) -253.89K
Decreased by -2.29%
Mar 31, 25
7 Fuller & Thaler Asset Management Inc 7.25M (3.33%) 1.66M
Increased by +22.94%
Mar 31, 25
8 State Street Corp 7.19M (3.30%) 82.77K
Increased by +1.15%
Mar 31, 25
9 State Street Corporation 6.92M (3.18%) 277.50K
Increased by +4.01%
Mar 31, 24
10 Wellington Management Company LLP 6.73M (3.09%) 132.23K
Increased by +1.96%
Mar 31, 25
11 Morgan Stanley - Brokerage Accounts 4.81M (2.21%) 441.09K
Increased by +9.17%
Mar 31, 25
12 Massachusetts Financial Services Company 4.76M (2.19%) -278.33K
Decreased by -5.85%
Mar 31, 25
13 Boston Partners Global Investors, Inc 4.46M (2.05%) -1.10M
Decreased by -24.57%
Dec 31, 23
14 Dimensional Fund Advisors, Inc. 4.14M (1.90%) 266.91K
Increased by +6.45%
Mar 31, 25
15 Ariel Investments, LLC 4.13M (1.90%) -87.65K
Decreased by -2.12%
Mar 31, 25
16 Locust Wood Capital Advisers, LLC 3.91M (1.80%) 520.84K
Increased by +13.31%
Mar 31, 25
17 Geode Capital Management, LLC 3.84M (1.76%) 181.27K
Increased by +4.72%
Mar 31, 25
18 Pzena Investment Management, LLC 3.19M (1.47%) -211.80K
Decreased by -6.64%
Mar 31, 24
19 Hawk Ridge Management LLC 2.95M (1.36%) 974.97K
Increased by +33.03%
Sep 30, 23
20 Shapiro Capital Management Co Inc 2.81M (1.29%) -256.01K
Decreased by -9.10%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Sycamore Mid Cap Value Comp 7.42M (3.41%) 7.18M
Increased by +96.75%
Mar 31, 25
2 Victory Sycamore Established Value R 7.42M (3.41%) -205.00K
Decreased by -2.76%
Mar 31, 25
3 iShares Core S&P Mid-Cap ETF 7.06M (3.25%) -22.77K
Decreased by -0.32%
Apr 30, 25
4 Vanguard Total Stock Mkt Idx Inv 7.02M (3.23%) 111.90K
Increased by +1.59%
Apr 30, 25
5 Vanguard US Total Market Shares ETF 6.96M (3.20%) 5.20K
Increased by +0.07%
Sep 30, 24
6 Vanguard Small Cap Index 5.48M (2.52%) 32.84K
Increased by +0.60%
Apr 30, 25
7 Fidelity® Low-Priced Stock 3.91M (1.80%) 674.03K
Increased by +17.23%
Oct 31, 23
8 FullerThaler Behavioral Sm-Cp Eq R6 3.78M (1.74%) 349.07K
Increased by +9.22%
Dec 31, 24
9 FullerThaler Behavioral Small-Cap Equity 3.78M (1.74%) 349.07K
Increased by +9.22%
Dec 31, 24
10 Vanguard Small Cap Value Index Inv 3.54M (1.63%) 11.17K
Increased by +0.32%
Apr 30, 25
11 JHancock Disciplined Value Mid Cap I 3.39M (1.56%) -14.06K
Decreased by -0.41%
Dec 31, 23
12 Vanguard Institutional Extnd Mkt Idx Tr 3.37M (1.55%) 24.19K
Increased by +0.72%
Apr 30, 25
13 Fidelity Low-Priced Stock 3.23M (1.49%) -5.27K
Decreased by -0.16%
Feb 28, 25
14 Vanguard Explorer Inv 3.06M (1.40%) -41.85K
Decreased by -1.37%
Mar 31, 25
15 JPM US Value-MA 2.99M (1.38%) 2.95M
Increased by +98.47%
Sep 30, 23
16 MFS Mid Cap Value Equity 2.45M (1.13%) -751.96K
Decreased by -30.72%
Sep 30, 23
17 T. Rowe Price Integrated US SmCapGrEq 2.44M (1.12%) 1.39M
Increased by +56.99%
Dec 31, 24
18 Bridge Builder Large Cap Value 2.41M (1.11%) 51.57K
Increased by +2.14%
Apr 30, 25
19 BlackRock Large Cap Core (SMA) 2.22M (1.02%) 0.00
Increased by 0.00%
Mar 28, 24
20 MFS Mid Cap Value A 2.18M (1.00%) -4.25K
Decreased by -0.20%
Nov 30, 23