Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CUT 3.21%
2 MDPL 3.16%
3 BOUT 2.50%
4 SYV 1.75%
5 AFSC 1.69%
6 JSMD 1.62%
7 PPI 1.38%
8 XMLV 1.10%
9 EWMC 1.08%
10 LSEQ 1.02%
11 PRAY 1.01%
12 FXR 0.98%
13 LSAF 0.93%
14 XMVM 0.79%
15 PXMV 0.78%
16 OSCV 0.76%
17 FLV 0.75%
18 SYE 0.73%
19 QMID 0.65%
20 FNK 0.63%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 30.50M (10.50%) 252.57K
Increased by +0.83%
Jun 30, 25
2 Vanguard Group Inc 30.49M (10.50%) -163.15K
Decreased by -0.54%
Jun 30, 25
3 American Century Companies Inc 22.02M (7.58%) 3.53M
Increased by +16.05%
Jun 30, 25
4 Fuller & Thaler Asset Management Inc 18.02M (6.20%) 3.40M
Increased by +18.89%
Jun 30, 25
5 Allspring Global Investments Holdings, LLC 17.64M (6.07%) 1.26M
Increased by +7.17%
Jun 30, 25
6 FMR Inc 14.86M (5.12%) -3.06M
Decreased by -20.56%
Jun 30, 25
7 Victory Capital Management Inc. 12.24M (4.21%) 3.00M
Increased by +24.51%
Jun 30, 25
8 Massachusetts Financial Services Company 11.57M (3.98%) 1.22M
Increased by +10.53%
Jun 30, 25
9 State Street Corp 9.80M (3.37%) -137.27K
Decreased by -1.40%
Jun 30, 25
10 State Street Corporation 9.74M (3.35%) 154.38K
Increased by +1.58%
Mar 31, 24
11 Wellington Management Company LLP 9.41M (3.24%) 1.04M
Increased by +11.09%
Jun 30, 25
12 Dimensional Fund Advisors, Inc. 8.94M (3.08%) 1.05M
Increased by +11.73%
Jun 30, 25
13 JPMorgan Chase & Co 8.67M (2.99%) 177.99K
Increased by +2.05%
Jun 30, 25
14 UBS Group AG 6.75M (2.32%) 3.89M
Increased by +57.56%
Mar 31, 25
15 Eminence Capital LLC 5.82M (2.00%) 418.01K
Increased by +7.18%
Dec 31, 24
16 Geode Capital Management, LLC 5.67M (1.95%) 17.83K
Increased by +0.31%
Jun 30, 25
17 AllianceBernstein L.P. 4.95M (1.70%) 368.74K
Increased by +7.45%
Jun 30, 25
18 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 4.85M (1.67%) -300.32K
Decreased by -6.20%
Sep 30, 23
19 Shapiro Capital Management Co Inc 4.37M (1.50%) -379.03K
Decreased by -8.68%
Jun 30, 25
20 Impax Asset Management Group PLC 4.20M (1.45%) -417.36K
Decreased by -9.94%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Allspring Special Mid Cap Value Inst 15.27M (5.26%) 720.50K
Increased by +4.72%
Aug 31, 25
2 FullerThaler Behavioral Small-Cap Value 14.38M (4.95%) 2.94M
Increased by +20.44%
Jun 30, 25
3 Undiscovered Managers Behavioral Val L 13.78M (4.74%) -28.43K
Decreased by -0.21%
Jul 31, 25
4 Allspring Mid Value SMA 13.69M (4.71%) 13.69M
Increased by +99.99%
Jun 30, 25
5 Allspring Special US Mid Cap Value Eq 13.69M (4.71%) 780.90K
Increased by +5.70%
Jun 30, 25
6 iShares Core S&P Mid-Cap ETF 9.82M (3.38%) 0.00
Increased by 0.00%
Aug 31, 25
7 Vanguard US Total Market Shares ETF 9.54M (3.28%) -164.43K
Decreased by -1.72%
Sep 30, 24
8 Vanguard Total Stock Mkt Idx Inv 9.46M (3.26%) -200.40K
Decreased by -2.12%
Jul 31, 25
9 Fuller & Thaler Behavrl Small-Cap Value 8.61M (2.96%) 654.76K
Increased by +7.60%
Nov 30, 23
10 Victory Sycamore Established Value R 8.00M (2.75%) 1.88M
Increased by +23.47%
Jun 30, 25
11 MFS Mid Cap Value Equity 7.50M (2.58%) 843.47K
Increased by +11.25%
Jun 30, 25
12 MFS Mid Cap Value A 7.39M (2.54%) -102.68K
Decreased by -1.39%
Jul 31, 25
13 Vanguard Small Cap Index 7.33M (2.52%) -42.74K
Decreased by -0.58%
Jul 31, 25
14 Sycamore Mid Cap Value Comp 6.12M (2.11%) 6.12M
Increased by +100.00%
Mar 31, 25
15 American Century Small Cap Value Inv 5.57M (1.92%) 479.53K
Increased by +8.60%
Jun 30, 25
16 American Century U.S. Small Cap Value 5.57M (1.92%) 479.53K
Increased by +8.60%
Jun 30, 25
17 Vanguard Small Cap Value Index Inv 4.71M (1.62%) 7.12K
Increased by +0.15%
Jul 31, 25
18 Fidelity Small Cap Value Fund 4.45M (1.53%) 0.00
Increased by 0.00%
Mar 31, 25
19 American Century Mid Cap Value Inv 4.43M (1.53%) 312.81K
Increased by +7.06%
Jun 30, 25
20 American Century U.S. Mid Cap Value 4.43M (1.53%) 312.81K
Increased by +7.06%
Jun 30, 25