Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MDPL 3.26%
2 BOUT 2.50%
3 CBSE 2.27%
4 CUT 2.13%
5 CBLS 1.89%
6 SYV 1.75%
7 AFSC 1.69%
8 JSMD 1.62%
9 WBIY 1.61%
10 PPI 1.38%
11 XMLV 1.10%
12 EWMC 1.08%
13 FXR 1.06%
14 LSEQ 1.02%
15 LSAF 0.93%
16 RFV 0.86%
17 OSCV 0.76%
18 FLV 0.75%
19 SYE 0.73%
20 PXMV 0.70%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Fuller & Thaler Asset Management Inc 37.41M (12.86%) 18.68M
Increased by +49.93%
Dec 31, 25
2 Vanguard Group Inc 29.38M (10.10%) -742.00K
Decreased by -2.53%
Dec 31, 25
3 BlackRock Inc 27.08M (9.31%) -3.42M
Decreased by -12.62%
Sep 30, 25
4 JPMorgan Chase & Co 23.00M (7.91%) 14.33M
Increased by +62.29%
Sep 30, 25
5 Allspring Global Investments Holdings, LLC 19.51M (6.71%) 373.62K
Increased by +1.91%
Dec 31, 25
6 American Century Companies Inc 19.24M (6.61%) -220.47K
Decreased by -1.15%
Dec 31, 25
7 Victory Capital Management Inc. 12.24M (4.21%) 3.00M
Increased by +24.51%
Jun 30, 25
8 Dimensional Fund Advisors, Inc. 11.73M (4.03%) 1.82M
Increased by +15.55%
Dec 31, 25
9 FMR Inc 11.52M (3.96%) 853.71K
Increased by +7.41%
Dec 31, 25
10 Massachusetts Financial Services Company 10.76M (3.70%) -462.03K
Decreased by -4.29%
Dec 31, 25
11 State Street Corp 9.80M (3.37%) -4.06K
Decreased by -0.04%
Sep 30, 25
12 State Street Corporation 9.74M (3.35%) 154.38K
Increased by +1.58%
Mar 31, 24
13 AQR Capital Management LLC 8.69M (2.99%) 7.25M
Increased by +83.43%
Dec 31, 25
14 Eminence Capital LLC 7.65M (2.63%) 4.76M
Increased by +62.21%
Sep 30, 25
15 Wellington Management Company LLP 6.59M (2.26%) -722.88K
Decreased by -10.98%
Dec 31, 25
16 Thompson, Siegel & Walmsley LLC 6.20M (2.13%) 2.11M
Increased by +34.08%
Dec 31, 25
17 Shapiro Capital Management Co Inc 5.85M (2.01%) 518.49K
Increased by +8.86%
Dec 31, 25
18 Geode Capital Management, LLC 5.66M (1.95%) -126.37K
Decreased by -2.23%
Dec 31, 25
19 AllianceBernstein L.P. 5.27M (1.81%) 318.36K
Increased by +6.05%
Sep 30, 25
20 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 4.85M (1.67%) -300.32K
Decreased by -6.20%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 FullerThaler Behavioral Small-Cap Value 15.03M (5.17%) 199.92K
Increased by +1.33%
Feb 28, 26
2 Undiscovered Managers Behavioral Val L 14.08M (4.84%) 0.00
Increased by 0.00%
Feb 28, 26
3 Allspring Mid Value SMA 13.88M (4.77%) -1.49M
Decreased by -10.76%
Mar 31, 26
4 Allspring Special Mid Cap Value Inst 13.88M (4.77%) -550.20K
Decreased by -3.96%
Mar 31, 26
5 Allspring Special US Mid Cap Value Eq 13.88M (4.77%) -1.49M
Decreased by -10.76%
Mar 31, 26
6 iShares Core S&P Mid-Cap ETF 9.78M (3.36%) 7.78K
Increased by +0.08%
Mar 31, 26
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 9.44M (3.24%) 56.80K
Increased by +0.60%
Mar 31, 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 MFS Mid Cap Value Equity 7.01M (2.41%) -284.05K
Decreased by -4.05%
Dec 31, 25
12 Vanguard Small Cap Index 6.93M (2.38%) 227.41K
Increased by +3.28%
Mar 31, 26
13 MFS Mid Cap Value A 6.83M (2.35%) -85.93K
Decreased by -1.26%
Feb 28, 26
14 iShares Select Dividend ETF 6.70M (2.30%) 0.00
Increased by 0.00%
Mar 31, 26
15 Sycamore Mid Cap Value Comp 6.12M (2.10%) 6.12M
Increased by +100.00%
Mar 31, 25
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 4.41M (1.52%) 105.59K
Increased by +2.39%
Mar 31, 26
18 Vanguard Explorer Inv 3.71M (1.28%) -266.44K
Decreased by -7.18%
Dec 31, 25
19 American Century Mid Cap Value Inv 3.62M (1.24%) -144.53K
Decreased by -3.99%
Dec 31, 25
20 American Century U.S. Mid Cap Value 3.62M (1.24%) -144.53K
Decreased by -3.99%
Dec 31, 25