Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TINT 3.53%
2 SAEF 1.19%
3 JHAC 1.06%
4 SMN 1.00%
5 SBM 1.00%
6 PEXL 0.99%
7 FXR 0.88%
8 PMOM 0.80%
9 BLCV 0.79%
10 LSEQ 0.74%
11 NUSC 0.58%
12 TFPN 0.57%
13 SMIZ 0.56%
14 AIEQ 0.55%
15 JHSC 0.55%
16 PSM 0.55%
17 JAVA 0.53%
18 MDYG 0.51%
19 MCDS 0.50%
20 VNMC 0.50%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 23.67M (10.98%) -143.04K
Decreased by -0.60%
Mar 31, 25
2 BlackRock Inc 19.76M (9.17%) -338.35K
Decreased by -1.71%
Mar 31, 25
3 FMR Inc 18.10M (8.40%) 478.07K
Increased by +2.64%
Mar 31, 25
4 Barrow Hanley Mewhinney & Strauss LLC 13.54M (6.28%) -783.32K
Decreased by -5.79%
Mar 31, 25
5 JPMorgan Chase & Co 11.64M (5.40%) 356.14K
Increased by +3.06%
Mar 31, 25
6 Victory Capital Management Inc. 11.07M (5.13%) -253.89K
Decreased by -2.29%
Mar 31, 25
7 Fuller & Thaler Asset Management Inc 7.25M (3.36%) 1.66M
Increased by +22.94%
Mar 31, 25
8 State Street Corp 7.19M (3.33%) 82.77K
Increased by +1.15%
Mar 31, 25
9 State Street Corporation 6.92M (3.21%) 277.50K
Increased by +4.01%
Mar 31, 24
10 Wellington Management Company LLP 6.73M (3.12%) 132.23K
Increased by +1.96%
Mar 31, 25
11 Morgan Stanley - Brokerage Accounts 4.81M (2.23%) 441.09K
Increased by +9.17%
Mar 31, 25
12 Massachusetts Financial Services Company 4.76M (2.21%) -278.33K
Decreased by -5.85%
Mar 31, 25
13 Boston Partners Global Investors, Inc 4.46M (2.07%) -1.10M
Decreased by -24.57%
Dec 31, 23
14 Dimensional Fund Advisors, Inc. 4.14M (1.92%) 266.91K
Increased by +6.45%
Mar 31, 25
15 Ariel Investments, LLC 4.13M (1.91%) -87.65K
Decreased by -2.12%
Mar 31, 25
16 Locust Wood Capital Advisers, LLC 3.91M (1.82%) 520.84K
Increased by +13.31%
Mar 31, 25
17 Geode Capital Management, LLC 3.84M (1.78%) 181.27K
Increased by +4.72%
Mar 31, 25
18 Pzena Investment Management, LLC 3.19M (1.48%) -211.80K
Decreased by -6.64%
Mar 31, 24
19 Millennium Management LLC 3.09M (1.43%) 1.45M
Increased by +47.08%
Mar 31, 25
20 Hawk Ridge Management LLC 2.95M (1.37%) 974.97K
Increased by +33.03%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Sycamore Mid Cap Value Comp 7.42M (3.44%) 7.18M
Increased by +96.75%
Mar 31, 25
2 Victory Sycamore Established Value R 7.39M (3.43%) -30.00K
Decreased by -0.41%
Jun 30, 25
3 iShares Core S&P Mid-Cap ETF 7.13M (3.31%) 466.00
Increased by +0.01%
Jul 30, 25
4 Vanguard Total Stock Mkt Idx Inv 7.04M (3.27%) 20.55K
Increased by +0.29%
Jun 30, 25
5 Vanguard US Total Market Shares ETF 6.96M (3.23%) 5.20K
Increased by +0.07%
Sep 30, 24
6 Vanguard Small Cap Index 5.34M (2.48%) -162.75K
Decreased by -3.05%
Jun 30, 25
7 FullerThaler Behavioral Sm-Cp Eq R6 4.86M (2.25%) 1.07M
Increased by +22.07%
Mar 31, 25
8 FullerThaler Behavioral Small-Cap Equity 4.86M (2.25%) 1.07M
Increased by +22.07%
Mar 31, 25
9 Fidelity® Low-Priced Stock 3.91M (1.81%) 674.03K
Increased by +17.23%
Oct 31, 23
10 Vanguard Small Cap Value Index Inv 3.41M (1.58%) -129.78K
Decreased by -3.81%
Jun 30, 25
11 JHancock Disciplined Value Mid Cap I 3.39M (1.57%) -14.06K
Decreased by -0.41%
Dec 31, 23
12 Vanguard Institutional Extnd Mkt Idx Tr 3.37M (1.56%) -31.27K
Decreased by -0.93%
Jun 30, 25
13 Fidelity Low-Priced Stock 3.22M (1.50%) -5.93K
Decreased by -0.18%
May 31, 25
14 JPM US Value-MA 2.99M (1.39%) 2.95M
Increased by +98.47%
Sep 30, 23
15 Vanguard Explorer Inv 2.81M (1.30%) -245.57K
Decreased by -8.74%
Jun 30, 25
16 Strategic Advisers Fidelity US TtlStk 2.53M (1.18%) -78.28K
Decreased by -3.09%
Jun 30, 25
17 MFS Mid Cap Value Equity 2.45M (1.14%) -751.96K
Decreased by -30.72%
Sep 30, 23
18 T. Rowe Price Integrated US SmCapGrEq 2.44M (1.13%) 1.39M
Increased by +56.99%
Dec 31, 24
19 Bridge Builder Large Cap Value 2.41M (1.12%) 0.00
Increased by 0.00%
Jul 31, 25
20 BlackRock Large Cap Core (SMA) 2.22M (1.03%) 0.00
Increased by 0.00%
Mar 28, 24