Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MDPL 3.48%
2 CUT 2.51%
3 BOUT 2.50%
4 CBSE 2.27%
5 CBLS 1.89%
6 SYV 1.75%
7 WBIY 1.70%
8 AFSC 1.69%
9 JSMD 1.62%
10 PPI 1.38%
11 FXR 1.15%
12 XMLV 1.10%
13 EWMC 1.08%
14 LSEQ 1.02%
15 LSAF 0.93%
16 RFV 0.80%
17 OSCV 0.76%
18 FLV 0.75%
19 FNK 0.74%
20 SYE 0.73%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 36.39M (12.51%) 10.34M
Increased by +28.42%
Mar 31, 26
2 Vanguard Group Inc 29.38M (10.10%) -742.00K
Decreased by -2.53%
Dec 31, 25
3 JPMorgan Chase & Co 23.00M (7.91%) 14.33M
Increased by +62.29%
Sep 30, 25
4 Fuller & Thaler Asset Management Inc 20.32M (6.99%) -17.09M
Decreased by -84.14%
Mar 31, 26
5 Allspring Global Investments Holdings, LLC 18.00M (6.19%) -1.51M
Decreased by -8.38%
Mar 31, 26
6 Vanguard Portfolio Management, LLC 14.51M (4.99%) 14.51M
Increased by +100.00%
Mar 31, 26
7 Vanguard Capital Management, LLC 13.27M (4.56%) 13.27M
Increased by +100.00%
Mar 31, 26
8 Victory Capital Management Inc. 12.24M (4.21%) 3.00M
Increased by +24.51%
Jun 30, 25
9 Dimensional Fund Advisors, Inc. 10.86M (3.74%) -864.20K
Decreased by -7.95%
Mar 31, 26
10 State Street Corp 10.11M (3.48%) 234.12K
Increased by +2.32%
Mar 31, 26
11 FMR Inc 10.00M (3.44%) -1.53M
Decreased by -15.26%
Mar 31, 26
12 State Street Corporation 9.74M (3.35%) 154.38K
Increased by +1.58%
Mar 31, 24
13 Manning & Napier Advisors, LLC 8.48M (2.92%) 8.35M
Increased by +98.43%
Mar 31, 26
14 AQR Capital Management LLC 7.97M (2.74%) -724.58K
Decreased by -9.09%
Mar 31, 26
15 American Century Companies Inc 7.80M (2.68%) -11.44M
Decreased by -146.61%
Mar 31, 26
16 Eminence Capital LLC 7.65M (2.63%) 4.76M
Increased by +62.21%
Sep 30, 25
17 UBS Group AG 7.59M (2.61%) -1.43M
Decreased by -18.88%
Mar 31, 26
18 Thompson, Siegel & Walmsley LLC 7.49M (2.58%) 1.29M
Increased by +17.29%
Mar 31, 26
19 Massachusetts Financial Services Company 7.46M (2.56%) -3.30M
Decreased by -44.25%
Mar 31, 26
20 AllianceBernstein L.P. 6.59M (2.27%) 1.32M
Increased by +20.10%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 FullerThaler Behavioral Small-Cap Value 15.70M (5.40%) 672.86K
Increased by +4.29%
Mar 31, 26
2 Undiscovered Managers Behavioral Val L 14.69M (5.05%) 0.00
Increased by 0.00%
Apr 30, 26
3 Allspring Mid Value SMA 13.88M (4.77%) -1.49M
Decreased by -10.76%
Mar 31, 26
4 Allspring Special US Mid Cap Value Eq 13.88M (4.77%) -1.49M
Decreased by -10.76%
Mar 31, 26
5 iShares Core S&P Mid-Cap ETF 10.01M (3.44%) 1.88K
Increased by +0.02%
May 29, 26
6 Vanguard US Total Market Shares ETF 9.54M (3.28%) -164.43K
Decreased by -1.72%
Sep 30, 24
7 Vanguard Total Stock Mkt Idx Inv 9.46M (3.25%) 28.52K
Increased by +0.30%
Apr 30, 26
8 Allspring Special Mid Cap Value Inst 8.91M (3.07%) -4.96M
Decreased by -55.67%
Apr 30, 26
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 Vanguard Small Cap Index 6.92M (2.38%) -10.26K
Decreased by -0.15%
Apr 30, 26
12 iShares Select Dividend ETF 6.62M (2.28%) 0.00
Increased by 0.00%
May 29, 26
13 Sycamore Mid Cap Value Comp 6.12M (2.11%) 6.12M
Increased by +100.00%
Mar 31, 25
14 MFS Mid Cap Value A 5.07M (1.74%) 0.00
Increased by 0.00%
Apr 30, 26
15 MFS Mid Cap Value Equity 5.07M (1.74%) -1.94M
Decreased by -38.22%
Mar 31, 26
16 Fidelity Small Cap Value Fund 4.45M (1.53%) 0.00
Increased by 0.00%
Mar 31, 25
17 Vanguard Small Cap Value Index Inv 4.45M (1.53%) 38.34K
Increased by +0.86%
Apr 30, 26
18 American Century Mid Cap Value Inv 3.62M (1.25%) -144.53K
Decreased by -3.99%
Dec 31, 25
19 American Century U.S. Mid Cap Value 3.62M (1.25%) -144.53K
Decreased by -3.99%
Dec 31, 25
20 American Century Small Cap Value Inv 3.50M (1.21%) -2.61M
Decreased by -74.47%
Mar 31, 26