Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PXMV 1.36%
2 EBIT 1.19%
3 CSB 0.86%
4 XSVM 0.76%
5 XSLV 0.76%
6 MYLD 0.72%
7 RZV 0.59%
8 FYT 0.49%
9 USVM 0.39%
10 WBIY 0.38%
11 CVY 0.34%
12 FYX 0.34%
13 SEIS 0.33%
14 BSVO 0.32%
15 PSCF 0.30%
16 EES 0.29%
17 RWJ 0.27%
18 TPSC 0.21%
19 FNDA 0.21%
20 DES 0.21%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Sherborne Investors Management LP 29.45M (47.19%) 0.00
Increased by 0.00%
Mar 31, 26
2 BlackRock Inc 12.72M (20.37%) 452.37K
Increased by +3.56%
Mar 31, 26
3 Vanguard Group Inc 7.48M (11.99%) -73.04K
Decreased by -0.98%
Dec 31, 25
4 Dimensional Fund Advisors, Inc. 6.38M (10.23%) -957.53K
Decreased by -15.00%
Mar 31, 26
5 Vanguard Portfolio Management, LLC 3.68M (5.89%) 3.68M
Increased by +100.00%
Mar 31, 26
6 State Street Corporation 3.62M (5.80%) -74.09K
Decreased by -2.05%
Mar 31, 24
7 Donald Smith & Co Inc 3.58M (5.74%) 779.97K
Increased by +21.78%
Sep 30, 24
8 Vanguard Capital Management, LLC 2.89M (4.63%) 2.89M
Increased by +100.00%
Mar 31, 26
9 Orbis Allan Gray Ltd 2.85M (4.56%) 536.93K
Increased by +18.85%
Jun 30, 25
10 State Street Corp 2.60M (4.17%) -906.69K
Decreased by -34.83%
Mar 31, 26
11 Charles Schwab Investment Management Inc 2.19M (3.51%) -295.54K
Decreased by -13.50%
Mar 31, 26
12 American Century Companies Inc 2.10M (3.36%) -49.32K
Decreased by -2.35%
Mar 31, 26
13 Geode Capital Management, LLC 1.74M (2.78%) 63.52K
Increased by +3.66%
Mar 31, 26
14 Philadelphia Financial Mgmt Of San Franc 1.70M (2.72%) 1.70M
Increased by +100.00%
Jun 30, 25
15 Jacobs Levy Equity Management, Inc. 1.65M (2.64%) -169.09K
Decreased by -10.27%
Jun 30, 24
16 Lighthouse Investment Partners, LLC 1.59M (2.55%) 1.41M
Increased by +88.76%
Sep 30, 25
17 FMR Inc 1.53M (2.44%) 171.00
Increased by +0.01%
Sep 30, 24
18 JPMorgan Chase & Co 1.50M (2.40%) 762.06K
Increased by +50.81%
Sep 30, 25
19 Hotchkis & Wiley Capital Management LLC 1.41M (2.25%) 418.72K
Increased by +29.76%
Mar 31, 26
20 Wellington Management Company LLP 1.37M (2.20%) -128.32K
Decreased by -9.36%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 4.02M (6.44%) 1.75K
Increased by +0.04%
May 29, 26
2 Vanguard US Total Market Shares ETF 2.54M (4.06%) 0.00
Increased by 0.00%
Sep 30, 24
3 Orbis SICAV Global Bal Instl Inv 2.16M (3.47%) 0.00
Increased by 0.00%
Sep 30, 25
4 Vanguard Total Stock Mkt Idx Inv 2.03M (3.25%) 0.00
Increased by 0.00%
Apr 30, 26
5 Donald Smith & Co. Md-Cap Val Eq 1.94M (3.11%) 133.44K
Increased by +6.88%
Sep 30, 24
6 Vanguard Selected Value Inv 1.94M (3.11%) 133.44K
Increased by +6.88%
Sep 30, 24
7 DFA US Small Cap Value I 1.87M (2.99%) -47.01K
Decreased by -2.52%
Apr 30, 26
8 Avantis US Small Cap Value ETF 1.71M (2.73%) 0.00
Increased by 0.00%
May 30, 26
9 iShares Russell 2000 ETF 1.67M (2.68%) 15.44K
Increased by +0.92%
May 29, 26
10 Vanguard Small Cap Index 1.43M (2.29%) -6.10K
Decreased by -0.43%
Apr 30, 26
11 Fidelity Value 1.29M (2.07%) 0.00
Increased by 0.00%
Nov 30, 24
12 Schwab Fundamental U.S. Small CompanyETF 1.11M (1.78%) -448.00
Decreased by -0.04%
May 30, 26
13 SMDS Donald Smith US Deep Value Eq MF 1.10M (1.75%) 1.10M
Increased by +100.00%
Sep 24, 24
14 Vanguard Small Cap Value Index Inv 916.33K (1.47%) 7.97K
Increased by +0.87%
Apr 30, 26
15 Stt Strt SPDR S&P Glbl DivAristETF 905.29K (1.45%) 905.29K
Increased by +100.00%
Jan 31, 26
16 Fidelity® Small Cap Index 846.98K (1.36%) 21.11K
Increased by +2.49%
Oct 31, 23
17 SPDR S&P Global Div Aristocrats ETF 837.84K (1.34%) 22.80K
Increased by +2.72%
Aug 31, 25
18 PIMCO RAE US Small Instl 834.61K (1.34%) 166.16K
Increased by +19.91%
Mar 31, 26
19 Vanguard Institutional Extnd Mkt Idx Tr 751.15K (1.20%) 4.13K
Increased by +0.55%
Apr 30, 26
20 DFA US Small Cap I 731.83K (1.17%) 0.00
Increased by 0.00%
Apr 30, 26