Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RSBA 12.38%
2 NORW 11.15%
3 ARB 4.46%
4 BPAY 4.10%
5 MARB 3.97%
6 MNA 3.88%
7 ADPV 3.36%
8 BIGD 3.10%
9 EVNT 3.07%
10 MRGR 2.80%
11 TDI 1.92%
12 BLCV 1.65%
13 SAEF 1.27%
14 BLCR 1.18%
15 HCOW 1.14%
16 COWS 1.10%
17 RNMC 0.92%
18 EUFN 0.83%
19 RYJ 0.55%
20 FXL 0.51%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Cannae Holdings Inc 69.05M (20.57%) 0.00
Increased by 0.00%
Mar 31, 25
2 Massachusetts Financial Services Company 34.50M (10.28%) -23.27M
Decreased by -67.45%
Mar 31, 25
3 Vanguard Group Inc 31.70M (9.44%) -649.29K
Decreased by -2.05%
Mar 31, 25
4 BlackRock Inc 28.26M (8.42%) -5.33M
Decreased by -18.85%
Mar 31, 25
5 Lee Thomas H Partners LP 22.53M (6.71%) 0.00
Increased by 0.00%
Mar 31, 25
6 Dimensional Fund Advisors, Inc. 19.63M (5.85%) 2.01M
Increased by +10.22%
Mar 31, 25
7 Allspring Global Investments Holdings, LLC 17.80M (5.30%) -3.28M
Decreased by -18.42%
Mar 31, 25
8 Mawer Investment Management Ltd 13.30M (3.96%) -102.25K
Decreased by -0.77%
Dec 31, 23
9 StepStone Group LLC 13.22M (3.94%) -7.52M
Decreased by -56.91%
Sep 30, 24
10 FMR Inc 11.82M (3.52%) -756.90K
Decreased by -6.40%
Mar 31, 25
11 Glenview Capital Management LLC 9.77M (2.91%) -5.02M
Decreased by -51.43%
Mar 31, 25
12 Azora Capital LP 9.21M (2.75%) 1.24M
Increased by +13.46%
Dec 31, 24
13 Capital Research & Mgmt Co - Division 3 8.51M (2.53%) 12.27K
Increased by +0.14%
Dec 31, 24
14 Fuller & Thaler Asset Management Inc 7.95M (2.37%) -820.79K
Decreased by -10.32%
Mar 31, 25
15 Shapiro Capital Management Co Inc 7.42M (2.21%) -466.57K
Decreased by -6.28%
Mar 31, 25
16 Bank of America Corp 6.84M (2.04%) -353.31K
Decreased by -5.17%
Dec 31, 24
17 Crescent Grove Advisors, LLC 6.68M (1.99%) 498.56K
Increased by +7.47%
Mar 31, 25
18 Ardian France SA 6.26M (1.86%) 0.00
Increased by 0.00%
Sep 30, 23
19 RIVULET CAPITAL, LLC 6.22M (1.85%) 0.00
Increased by 0.00%
Dec 31, 23
20 Hawk Ridge Management LLC 5.77M (1.72%) 0.00
Increased by 0.00%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Allspring Special Mid Cap Value Inst 14.84M (4.42%) 139.70K
Increased by +0.94%
Mar 31, 25
2 Allspring Special US Mid Cap Value Eq 14.84M (4.42%) 514.60K
Increased by +3.47%
Mar 31, 25
3 Allspring Mid Value SMA 14.32M (4.27%) 14.32M
Increased by +99.99%
Dec 31, 24
4 Vanguard US Total Market Shares ETF 10.68M (3.18%) 10.70K
Increased by +0.10%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 10.60M (3.16%) 8.27K
Increased by +0.08%
May 31, 25
6 American Funds Fundamental Invs A 8.40M (2.50%) 0.00
Increased by 0.00%
Dec 31, 24
7 Capital Group Fundamental Invtrs Comp 8.40M (2.50%) 0.00
Increased by 0.00%
Dec 31, 24
8 Vanguard Small Cap Index 8.36M (2.49%) 47.41K
Increased by +0.57%
May 31, 25
9 Vanguard Instl Ttl Stck Mkt Idx Tr 8.12M (2.42%) 179.53K
Increased by +2.21%
Mar 31, 23
10 MFS Mid Cap Value A 7.39M (2.20%) 0.00
Increased by 0.00%
Feb 28, 25
11 MFS Mid Cap Value Equity 7.39M (2.20%) 0.00
Increased by 0.00%
Dec 31, 24
12 Fuller & Thaler Behavrl Small-Cap Value 7.35M (2.19%) -14.00K
Decreased by -0.19%
Jun 30, 23
13 MFS Research Equity - Industry Neutral 7.20M (2.14%) 148.96K
Increased by +2.07%
Dec 31, 24
14 FullerThaler Behavioral Small-Cap Value 7.13M (2.13%) -186.79K
Decreased by -2.62%
Mar 31, 25
15 MFS Core Equity A 6.94M (2.07%) -200.57K
Decreased by -2.89%
Feb 28, 25
16 Undiscovered Managers Behavioral Val L 6.78M (2.02%) -162.44K
Decreased by -2.40%
Mar 31, 25
17 MFS Massachusetts Investors Tr A 5.81M (1.73%) -49.21K
Decreased by -0.85%
Mar 31, 25
18 Vanguard Small Cap Value Index Inv 5.37M (1.60%) -4.76K
Decreased by -0.09%
May 31, 25
19 Mawer Global Equity A 5.25M (1.56%) 0.00
Increased by 0.00%
Dec 31, 23
20 Vanguard Institutional Extnd Mkt Idx Tr 4.86M (1.45%) 32.46K
Increased by +0.67%
May 31, 25