Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NORW 11.15%
2 BPAY 4.10%
3 MARB 3.99%
4 MNA 3.89%
5 ADPV 3.36%
6 BIGD 3.10%
7 TDI 1.92%
8 BLCV 1.65%
9 SAEF 1.27%
10 BLCR 1.18%
11 HCOW 1.14%
12 COWS 1.10%
13 RNMC 0.92%
14 EUFN 0.83%
15 RYJ 0.55%
16 FXL 0.51%
17 LEND 0.45%
18 BTAL 0.42%
19 USVT 0.38%
20 USVM 0.37%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Cannae Holdings Inc 69.05M (21.36%) 0.00
Increased by 0.00%
Mar 31, 25
2 Massachusetts Financial Services Company 34.50M (10.67%) -23.27M
Decreased by -67.45%
Mar 31, 25
3 BlackRock Inc 33.59M (10.39%) 3.51M
Increased by +10.45%
Dec 31, 24
4 Vanguard Group Inc 32.35M (10.01%) -602.20K
Decreased by -1.86%
Dec 31, 24
5 Lee Thomas H Partners LP 22.53M (6.97%) 0.00
Increased by 0.00%
Dec 31, 24
6 Allspring Global Investments Holdings, LLC 21.08M (6.52%) -7.02K
Decreased by -0.03%
Dec 31, 24
7 Dimensional Fund Advisors, Inc. 17.62M (5.45%) 1.35M
Increased by +7.66%
Dec 31, 24
8 Glenview Capital Management LLC 14.79M (4.58%) 5.24M
Increased by +35.39%
Dec 31, 24
9 Mawer Investment Management Ltd 13.30M (4.11%) -102.25K
Decreased by -0.77%
Dec 31, 23
10 StepStone Group LLC 13.22M (4.09%) -7.52M
Decreased by -56.91%
Sep 30, 24
11 FMR Inc 12.58M (3.89%) 1.11M
Increased by +8.83%
Dec 31, 24
12 Azora Capital LP 9.21M (2.85%) 1.24M
Increased by +13.46%
Dec 31, 24
13 Fuller & Thaler Asset Management Inc 8.77M (2.71%) 9.62K
Increased by +0.11%
Dec 31, 24
14 Capital Research & Mgmt Co - Division 3 8.51M (2.63%) 12.27K
Increased by +0.14%
Dec 31, 24
15 Morgan Stanley - Brokerage Accounts 8.09M (2.50%) 7.15M
Increased by +88.31%
Dec 31, 23
16 Shapiro Capital Management Co Inc 7.89M (2.44%) -433.29K
Decreased by -5.49%
Dec 31, 24
17 Bank of America Corp 6.84M (2.12%) -353.31K
Decreased by -5.17%
Dec 31, 24
18 Crescent Grove Advisors, LLC 6.68M (2.07%) 498.56K
Increased by +7.47%
Mar 31, 25
19 Ardian France SA 6.26M (1.94%) 0.00
Increased by 0.00%
Sep 30, 23
20 RIVULET CAPITAL, LLC 6.22M (1.92%) 0.00
Increased by 0.00%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Allspring Special Mid Cap Value Inst 14.84M (4.59%) 139.70K
Increased by +0.94%
Mar 31, 25
2 Allspring Special US Mid Cap Value Eq 14.84M (4.59%) 514.60K
Increased by +3.47%
Mar 31, 25
3 Allspring Mid Value SMA 14.32M (4.43%) 14.32M
Increased by +99.99%
Dec 31, 24
4 Vanguard US Total Market Shares ETF 10.68M (3.31%) 10.70K
Increased by +0.10%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 10.45M (3.23%) 40.11K
Increased by +0.38%
Mar 31, 25
6 American Funds Fundamental Invs A 8.40M (2.60%) 0.00
Increased by 0.00%
Dec 31, 24
7 Capital Group Fundamental Invtrs Comp 8.40M (2.60%) 0.00
Increased by 0.00%
Dec 31, 24
8 Vanguard Small Cap Index 8.25M (2.55%) -199.81K
Decreased by -2.42%
Mar 31, 25
9 Vanguard Instl Ttl Stck Mkt Idx Tr 8.12M (2.51%) 179.53K
Increased by +2.21%
Mar 31, 23
10 MFS Mid Cap Value A 7.39M (2.29%) 0.00
Increased by 0.00%
Feb 28, 25
11 MFS Mid Cap Value Equity 7.39M (2.29%) 0.00
Increased by 0.00%
Dec 31, 24
12 Fuller & Thaler Behavrl Small-Cap Value 7.35M (2.27%) -14.00K
Decreased by -0.19%
Jun 30, 23
13 MFS Research Equity - Industry Neutral 7.20M (2.23%) 148.96K
Increased by +2.07%
Dec 31, 24
14 FullerThaler Behavioral Small-Cap Value 7.13M (2.21%) -186.79K
Decreased by -2.62%
Mar 31, 25
15 MFS Core Equity A 6.94M (2.15%) -200.57K
Decreased by -2.89%
Feb 28, 25
16 Undiscovered Managers Behavioral Val L 6.78M (2.10%) -162.44K
Decreased by -2.40%
Mar 31, 25
17 MFS Massachusetts Investors Tr A 5.81M (1.80%) -49.21K
Decreased by -0.85%
Mar 31, 25
18 MFS Total Return A 5.48M (1.70%) 406.37K
Increased by +7.41%
Mar 31, 25
19 Vanguard Small Cap Value Index Inv 5.36M (1.66%) -212.95K
Decreased by -3.98%
Mar 31, 25
20 Mawer Global Equity A 5.25M (1.62%) 0.00
Increased by 0.00%
Dec 31, 23