Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FORH 2.56%
2 PBJ 2.18%
3 ACTX_old 1.86%
4 KSEA 1.08%
5 FDLS 0.86%
6 UDI 0.81%
7 NIXT 0.68%
8 ERSX 0.65%
9 BAFE 0.57%
10 FSST 0.39%
11 SMLV 0.31%
12 ABCS 0.29%
13 FNDA 0.22%
14 JSTC 0.03%
15 PRF 0.01%
16 FNDB 0.01%
17 SPDW 0.01%
18 VYM 0.01%
19 MFUS 0.00%
20 ESGV 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 15.34M (12.60%) 376.97K
Increased by +2.46%
Jun 30, 25
2 Boston Partners Global Investors, Inc 14.32M (11.77%) 4.11M
Increased by +28.72%
Jun 30, 25
3 Brown Advisory Holdings Inc 7.48M (6.15%) -957.42K
Decreased by -12.79%
Jun 30, 25
4 AllianceBernstein L.P. 7.33M (6.02%) 27.18K
Increased by +0.37%
Jun 30, 25
5 Allspring Global Investments Holdings, LLC 6.62M (5.44%) -200.70K
Decreased by -3.03%
Jun 30, 25
6 Fuller & Thaler Asset Management Inc 4.24M (3.48%) -765.43K
Decreased by -18.05%
Mar 31, 25
7 River Road Asset Management, LLC 3.88M (3.19%) -30.58K
Decreased by -0.79%
Jun 30, 25
8 Renaissance Technologies Corp 3.62M (2.97%) 106.20K
Increased by +2.94%
Jun 30, 25
9 Massachusetts Financial Services Company 3.20M (2.63%) 5.04K
Increased by +0.16%
Jun 30, 25
10 Amundi 2.94M (2.42%) -411.65K
Decreased by -14.00%
Mar 31, 24
11 T. Rowe Price Investment Management,Inc. 2.86M (2.35%) -1.22M
Decreased by -42.61%
Jun 30, 25
12 Victory Capital Management Inc. 2.44M (2.01%) -284.18K
Decreased by -11.64%
Jun 30, 25
13 Millennium Management LLC 2.15M (1.77%) -143.75K
Decreased by -6.68%
Mar 31, 24
14 HHG PLC 1.85M (1.52%) -145.73K
Decreased by -7.86%
Mar 31, 24
15 Ameriprise Financial Inc 1.83M (1.51%) -17.79K
Decreased by -0.97%
Jun 30, 25
16 Loomis, Sayles & Company LP 1.79M (1.47%) 234.89K
Increased by +13.16%
Jun 30, 25
17 Mount Capital Ltd 1.78M (1.46%) 0.00
Increased by 0.00%
Jun 30, 25
18 Royce & Associates, LP 1.69M (1.39%) 1.20M
Increased by +71.13%
Jun 30, 25
19 Armistice Capital, LLC 1.67M (1.38%) 1.33M
Increased by +79.64%
Dec 31, 24
20 Deutsche Bank AG 1.65M (1.36%) -65.20K
Decreased by -3.95%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fuller & Thaler Behavrl Small-Cap Value 4.48M (3.68%) -30.64K
Decreased by -0.68%
Nov 30, 23
2 FullerThaler Behavioral Small-Cap Value 3.79M (3.12%) -773.59K
Decreased by -20.40%
Mar 31, 25
3 Allspring Special Small Cap Value A 3.78M (3.11%) 0.00
Increased by 0.00%
Jul 31, 25
4 JHancock Disciplined Value Intl R6 3.72M (3.06%) 52.70K
Increased by +1.42%
Jul 31, 25
5 Boston Partners International Equity 3.67M (3.01%) 1.65M
Increased by +45.10%
Jun 30, 25
6 Fidelity Low-Priced Stock 3.32M (2.73%) -8.92K
Decreased by -0.27%
Jun 30, 25
7 Robeco BP Global Premium Eqs B EUR 2.55M (2.10%) 79.12K
Increased by +3.10%
Jul 31, 25
8 Fidelity® Series Small Cap Opps 2.16M (1.77%) 0.00
Increased by 0.00%
Oct 31, 23
9 Fidelity Global Value Growth Eq MF 1.88M (1.55%) 33.50K
Increased by +1.78%
Feb 20, 25
10 Fidelity® Mid-Cap Stock 1.83M (1.51%) 0.00
Increased by 0.00%
Nov 30, 23
11 Fidelity Global Bargain Growth Stocks MF 1.83M (1.50%) 1.03M
Increased by +56.12%
Aug 21, 23
12 AB Discovery Value Advisor 1.74M (1.43%) 0.00
Increased by 0.00%
Jul 31, 25
13 Fidelity Mid-Cap Stock 1.73M (1.42%) 0.00
Increased by 0.00%
Sep 30, 24
14 MFS New Discovery Value I 1.65M (1.35%) -219.04K
Decreased by -13.29%
Jul 31, 25
15 Fidelity Series Small Cap Opps 1.54M (1.26%) 0.00
Increased by 0.00%
Jun 30, 25
16 Brown Advisory Small-Cap Fdmtl Val Inv 1.53M (1.25%) -11.40K
Decreased by -0.75%
Jul 31, 25
17 T. Rowe Price Small-Cap Value 1.50M (1.23%) 53.42K
Increased by +3.56%
Jul 31, 25
18 Undiscovered Managers Behavioral Val L 1.42M (1.17%) -2.19M
Decreased by -154.68%
Apr 30, 25
19 Fidelity Stock Selector Small Cap 1.41M (1.16%) 0.00
Increased by 0.00%
Jun 30, 25
20 Undrly Scot Eq North American Pen 1.37M (1.13%) -24.49K
Decreased by -1.78%
Dec 31, 23