Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CUT 4.08%
2 BOUT 2.50%
3 FLV 2.07%
4 SYV 1.75%
5 JSMD 1.62%
6 PRAY 1.52%
7 PPI 1.38%
8 PFUT 1.38%
9 XMLV 1.21%
10 EWMC 1.08%
11 FXR 1.07%
12 LSEQ 1.02%
13 LSAF 0.93%
14 XMVM 0.88%
15 ABCS 0.87%
16 QMID 0.78%
17 SYE 0.73%
18 LCLG 0.73%
19 FNK 0.61%
20 VAW 0.60%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 29.81M (10.03%) 789.73K
Increased by +2.65%
Dec 31, 24
2 Vanguard Group Inc 29.73M (10.00%) 145.21K
Increased by +0.49%
Dec 31, 24
3 American Century Companies Inc 16.56M (5.57%) 1.21M
Increased by +7.29%
Dec 31, 24
4 Allspring Global Investments Holdings, LLC 16.50M (5.55%) 1.70M
Increased by +10.32%
Dec 31, 24
5 FMR Inc 15.32M (5.16%) -5.14M
Decreased by -33.56%
Dec 31, 24
6 Fuller & Thaler Asset Management Inc 14.60M (4.91%) 788.07K
Increased by +5.40%
Dec 31, 24
7 Massachusetts Financial Services Company 10.35M (3.48%) 781.51K
Increased by +7.55%
Mar 31, 25
8 State Street Corp 9.88M (3.32%) 242.26K
Increased by +2.45%
Dec 31, 24
9 State Street Corporation 9.74M (3.28%) 154.38K
Increased by +1.58%
Mar 31, 24
10 JPMorgan Chase & Co 9.60M (3.23%) -11.62M
Decreased by -120.98%
Dec 31, 24
11 Wellington Management Company LLP 9.04M (3.04%) -1.47M
Decreased by -16.28%
Dec 31, 24
12 Morgan Stanley - Brokerage Accounts 7.66M (2.58%) 1.63M
Increased by +21.24%
Jun 30, 24
13 Dimensional Fund Advisors, Inc. 6.87M (2.31%) 414.11K
Increased by +6.03%
Dec 31, 24
14 Eminence Capital LLC 5.82M (1.96%) 418.01K
Increased by +7.18%
Dec 31, 24
15 Shapiro Capital Management Co Inc 5.09M (1.71%) -475.50K
Decreased by -9.34%
Dec 31, 24
16 Geode Capital Management, LLC 5.01M (1.69%) 9.69K
Increased by +0.19%
Dec 31, 24
17 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 4.85M (1.63%) -300.32K
Decreased by -6.20%
Sep 30, 23
18 Amundi 4.80M (1.62%) 302.17K
Increased by +6.30%
Dec 31, 24
19 Neuberger Berman Group LLC 4.36M (1.47%) -18.31K
Decreased by -0.42%
Dec 31, 24
20 Impax Asset Management Group PLC 4.20M (1.41%) -417.36K
Decreased by -9.94%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Allspring Mid Value SMA 12.91M (4.34%) 12.91M
Increased by +99.99%
Dec 31, 24
2 Allspring Special Mid Cap Value Inst 12.91M (4.34%) 0.00
Increased by 0.00%
Mar 31, 25
3 Allspring Special US Mid Cap Value Eq 12.91M (4.34%) 0.00
Increased by 0.00%
Mar 31, 25
4 FullerThaler Behavioral Small-Cap Value 9.76M (3.29%) -256.24K
Decreased by -2.62%
Mar 31, 25
5 iShares Core S&P Mid-Cap ETF 9.75M (3.28%) -4.80K
Decreased by -0.05%
Apr 29, 25
6 Vanguard US Total Market Shares ETF 9.54M (3.21%) -164.43K
Decreased by -1.72%
Sep 30, 24
7 Vanguard Total Stock Mkt Idx Inv 9.53M (3.21%) 26.02K
Increased by +0.27%
Mar 31, 25
8 Undiscovered Managers Behavioral Val L 9.29M (3.13%) -222.73K
Decreased by -2.40%
Mar 31, 25
9 Fuller & Thaler Behavrl Small-Cap Value 8.61M (2.90%) 654.76K
Increased by +7.60%
Nov 30, 23
10 Vanguard Small Cap Index 7.49M (2.52%) -171.27K
Decreased by -2.29%
Mar 31, 25
11 MFS Mid Cap Value Equity 6.65M (2.24%) 302.09K
Increased by +4.54%
Mar 31, 25
12 MFS Mid Cap Value A 6.35M (2.14%) 0.00
Increased by 0.00%
Feb 28, 25
13 Sycamore Mid Cap Value Comp 6.12M (2.06%) 6.12M
Increased by +100.00%
Mar 31, 25
14 Victory Sycamore Established Value R 6.12M (2.06%) 6.12M
Increased by +100.00%
Mar 31, 25
15 American Century Small Cap Value Inv 5.09M (1.71%) 575.00K
Increased by +11.29%
Mar 31, 25
16 American Century U.S. Small Cap Value 5.09M (1.71%) 575.00K
Increased by +11.29%
Mar 31, 25
17 Vanguard Small Cap Value Index Inv 4.86M (1.63%) -190.22K
Decreased by -3.92%
Mar 31, 25
18 Vanguard Institutional Extnd Mkt Idx Tr 4.61M (1.55%) 55.29K
Increased by +1.20%
Mar 31, 25
19 Fidelity Small Cap Value Fund 4.45M (1.50%) 0.00
Increased by 0.00%
Feb 28, 25
20 American Century Mid Cap Value Inv 4.12M (1.39%) 627.80K
Increased by +15.25%
Mar 31, 25