Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FORH 3.12%
2 PBJ 2.55%
3 ACTX_old 1.86%
4 UDI 1.48%
5 KSEA 1.08%
6 BAFE 0.87%
7 FDLS 0.86%
8 NIXT 0.68%
9 ERSX 0.65%
10 FSST 0.39%
11 SMLV 0.31%
12 ABCS 0.30%
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 VT 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 14.96M (11.99%) -1.31M
Decreased by -8.75%
Mar 31, 25
2 Boston Partners Global Investors, Inc 10.21M (8.18%) 1.02M
Increased by +9.99%
Mar 31, 25
3 Brown Advisory Holdings Inc 8.44M (6.76%) 66.06K
Increased by +0.78%
Mar 31, 25
4 AllianceBernstein L.P. 7.71M (6.18%) 187.15K
Increased by +2.43%
Dec 31, 24
5 Allspring Global Investments Holdings, LLC 6.82M (5.47%) 254.31K
Increased by +3.73%
Mar 31, 25
6 Fuller & Thaler Asset Management Inc 4.24M (3.40%) -765.43K
Decreased by -18.05%
Mar 31, 25
7 T. Rowe Price Investment Management,Inc. 4.08M (3.27%) -99.39K
Decreased by -2.44%
Mar 31, 25
8 River Road Asset Management, LLC 3.91M (3.13%) -134.23K
Decreased by -3.43%
Mar 31, 25
9 Renaissance Technologies Corp 3.51M (2.81%) -146.30K
Decreased by -4.17%
Mar 31, 25
10 Massachusetts Financial Services Company 3.19M (2.56%) -63.01K
Decreased by -1.97%
Mar 31, 25
11 Amundi 2.94M (2.36%) -411.65K
Decreased by -14.00%
Mar 31, 24
12 Victory Capital Management Inc. 2.72M (2.18%) 402.60K
Increased by +14.78%
Mar 31, 25
13 Millennium Management LLC 2.15M (1.72%) -143.75K
Decreased by -6.68%
Mar 31, 24
14 AltraVue Capital, LLC 2.12M (1.70%) -25.51K
Decreased by -1.20%
Mar 31, 24
15 Polaris Capital Management, LLC 2.03M (1.63%) -630.00K
Decreased by -31.01%
Mar 31, 25
16 HHG PLC 1.85M (1.49%) -145.73K
Decreased by -7.86%
Mar 31, 24
17 Ameriprise Financial Inc 1.85M (1.48%) 585.05K
Increased by +31.60%
Mar 31, 25
18 Wellington Management Company LLP 1.83M (1.47%) -46.98K
Decreased by -2.57%
Mar 31, 25
19 Mount Capital Ltd 1.78M (1.43%) 0.00
Increased by 0.00%
Mar 31, 25
20 Armistice Capital, LLC 1.67M (1.34%) 1.33M
Increased by +79.64%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fuller & Thaler Behavrl Small-Cap Value 4.48M (3.59%) -30.64K
Decreased by -0.68%
Nov 30, 23
2 FullerThaler Behavioral Small-Cap Value 3.79M (3.04%) -773.59K
Decreased by -20.40%
Mar 31, 25
3 Allspring Special Small Cap Value A 3.78M (3.03%) -104.90K
Decreased by -2.77%
Apr 30, 25
4 Undiscovered Managers Behavioral Val L 3.61M (2.90%) -714.07K
Decreased by -19.76%
Mar 31, 25
5 Fidelity Low-Priced Stock 3.35M (2.68%) -5.45K
Decreased by -0.16%
Feb 28, 25
6 T. Rowe Price Small-Cap Value 2.20M (1.76%) -98.27K
Decreased by -4.46%
Mar 31, 25
7 Fidelity® Series Small Cap Opps 2.16M (1.73%) 0.00
Increased by 0.00%
Oct 31, 23
8 Robeco BP Global Premium Eqs B EUR 2.07M (1.66%) -291.79K
Decreased by -14.07%
Mar 31, 25
9 MFS New Discovery Value I 2.02M (1.62%) -18.84K
Decreased by -0.93%
Mar 31, 25
10 Boston Partners International Equity 2.01M (1.61%) 456.06K
Increased by +22.65%
Mar 31, 25
11 JHancock Disciplined Value Intl R6 2.01M (1.61%) 316.23K
Increased by +15.71%
Mar 31, 25
12 Brown Advisory Small-Cap Fdmtl Val Inv 1.87M (1.50%) -77.93K
Decreased by -4.16%
Apr 30, 25
13 Fidelity® Mid-Cap Stock 1.83M (1.47%) 0.00
Increased by 0.00%
Nov 30, 23
14 Fidelity Global Bargain Growth Stocks MF 1.83M (1.46%) 1.03M
Increased by +56.12%
Aug 21, 23
15 AB Discovery Value Advisor 1.79M (1.44%) -106.96K
Decreased by -5.96%
Mar 31, 25
16 Fidelity Global Value Growth Eq MF 1.79M (1.44%) -30.20K
Decreased by -1.69%
Feb 20, 24
17 Fidelity Mid-Cap Stock 1.73M (1.39%) 0.00
Increased by 0.00%
Sep 30, 24
18 Fidelity Series Small Cap Opps 1.63M (1.30%) 0.00
Increased by 0.00%
Feb 28, 25
19 Fidelity Stock Selector Small Cap 1.41M (1.13%) 220.00K
Increased by +15.62%
Feb 28, 25
20 Undrly Scot Eq North American Pen 1.37M (1.10%) -24.49K
Decreased by -1.78%
Dec 31, 23