Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CUT 4.28%
2 MDPL 3.37%
3 BOUT 2.50%
4 FLV 1.91%
5 SYV 1.75%
6 AFSC 1.69%
7 JSMD 1.62%
8 PRAY 1.43%
9 PPI 1.38%
10 FXR 1.21%
11 XMVM 1.19%
12 XMLV 1.10%
13 EWMC 1.08%
14 LSEQ 1.02%
15 OSCV 1.01%
16 LSAF 0.93%
17 ABCS 0.82%
18 SYE 0.73%
19 QMID 0.65%
20 LCLG 0.63%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 30.66M (10.51%) 929.76K
Increased by +3.03%
Mar 31, 25
2 BlackRock Inc 30.25M (10.37%) 434.57K
Increased by +1.44%
Mar 31, 25
3 American Century Companies Inc 18.49M (6.34%) 1.93M
Increased by +10.45%
Mar 31, 25
4 FMR Inc 17.92M (6.15%) 2.60M
Increased by +14.50%
Mar 31, 25
5 Allspring Global Investments Holdings, LLC 16.37M (5.62%) -131.81K
Decreased by -0.81%
Mar 31, 25
6 Fuller & Thaler Asset Management Inc 14.62M (5.01%) 14.67K
Increased by +0.10%
Mar 31, 25
7 Massachusetts Financial Services Company 10.35M (3.55%) 781.51K
Increased by +7.55%
Mar 31, 25
8 State Street Corp 9.94M (3.41%) 58.94K
Increased by +0.59%
Mar 31, 25
9 State Street Corporation 9.74M (3.34%) 154.38K
Increased by +1.58%
Mar 31, 24
10 Victory Capital Management Inc. 9.24M (3.17%) 8.40M
Increased by +90.95%
Mar 31, 25
11 JPMorgan Chase & Co 8.50M (2.91%) -1.11M
Decreased by -13.04%
Mar 31, 25
12 Wellington Management Company LLP 8.36M (2.87%) -677.24K
Decreased by -8.10%
Mar 31, 25
13 Dimensional Fund Advisors, Inc. 7.89M (2.71%) 1.02M
Increased by +12.90%
Mar 31, 25
14 Morgan Stanley - Brokerage Accounts 7.66M (2.63%) 1.63M
Increased by +21.24%
Jun 30, 24
15 UBS Group AG 6.75M (2.32%) 3.89M
Increased by +57.56%
Mar 31, 25
16 Eminence Capital LLC 5.82M (2.00%) 418.01K
Increased by +7.18%
Dec 31, 24
17 Geode Capital Management, LLC 5.65M (1.94%) 637.70K
Increased by +11.28%
Mar 31, 25
18 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 4.85M (1.66%) -300.32K
Decreased by -6.20%
Sep 30, 23
19 Shapiro Capital Management Co Inc 4.74M (1.63%) -344.58K
Decreased by -7.26%
Mar 31, 25
20 AllianceBernstein L.P. 4.58M (1.57%) 402.23K
Increased by +8.79%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Allspring Mid Value SMA 13.69M (4.69%) 13.69M
Increased by +99.99%
Jun 30, 25
2 Allspring Special Mid Cap Value Inst 13.69M (4.69%) 0.00
Increased by 0.00%
Jun 30, 25
3 Allspring Special US Mid Cap Value Eq 13.69M (4.69%) 780.90K
Increased by +5.70%
Jun 30, 25
4 Undiscovered Managers Behavioral Val L 10.98M (3.77%) 1.51M
Increased by +13.74%
May 31, 25
5 iShares Core S&P Mid-Cap ETF 9.83M (3.37%) 5.14K
Increased by +0.05%
Jun 30, 25
6 FullerThaler Behavioral Small-Cap Value 9.76M (3.35%) -256.24K
Decreased by -2.62%
Mar 31, 25
7 Vanguard Total Stock Mkt Idx Inv 9.63M (3.30%) 5.83K
Increased by +0.06%
May 31, 25
8 Vanguard US Total Market Shares ETF 9.54M (3.27%) -164.43K
Decreased by -1.72%
Sep 30, 24
9 Fuller & Thaler Behavrl Small-Cap Value 8.61M (2.95%) 654.76K
Increased by +7.60%
Nov 30, 23
10 Victory Sycamore Established Value R 8.00M (2.74%) 1.88M
Increased by +23.47%
Jun 30, 25
11 Vanguard Small Cap Index 7.57M (2.60%) 34.72K
Increased by +0.46%
May 31, 25
12 MFS Mid Cap Value A 7.50M (2.57%) 843.47K
Increased by +11.25%
May 31, 25
13 MFS Mid Cap Value Equity 6.65M (2.28%) 302.09K
Increased by +4.54%
Mar 31, 25
14 Sycamore Mid Cap Value Comp 6.12M (2.10%) 6.12M
Increased by +100.00%
Mar 31, 25
15 American Century Small Cap Value Inv 5.57M (1.91%) 479.53K
Increased by +8.60%
Jun 30, 25
16 American Century U.S. Small Cap Value 5.57M (1.91%) 479.53K
Increased by +8.60%
Jun 30, 25
17 Vanguard Small Cap Value Index Inv 4.87M (1.67%) -4.44K
Decreased by -0.09%
May 31, 25
18 Vanguard Institutional Extnd Mkt Idx Tr 4.68M (1.61%) 36.54K
Increased by +0.78%
May 31, 25
19 Fidelity Small Cap Value Fund 4.45M (1.53%) 0.00
Increased by 0.00%
Mar 31, 25
20 American Century Mid Cap Value Inv 4.43M (1.52%) 312.81K
Increased by +7.06%
Jun 30, 25