Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SOLR 2.35%
2 SULR 2.35%
3 MOTO 2.07%
4 SNSR 2.03%
5 FXR 1.10%
6 HAIL 1.04%
7 SCIX 0.89%
8 SAEF 0.84%
9 DTEC 0.80%
10 WCEO 0.78%
11 TMSL 0.75%
12 MVIN 0.64%
13 FBOT 0.64%
14 CARZ 0.60%
15 SHRT 0.59%
16 PAMC 0.54%
17 USVT 0.46%
18 SQLV 0.45%
19 AUSF 0.39%
20 BTAL 0.38%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 14.55M (10.02%) -93.57K
Decreased by -0.64%
Dec 31, 24
2 BlackRock Inc 13.96M (9.61%) 302.22K
Increased by +2.16%
Dec 31, 24
3 Artisan Partners Limited Partnership 12.07M (8.31%) 12.58K
Increased by +0.10%
Dec 31, 24
4 HHG PLC 9.77M (6.73%) 44.23K
Increased by +0.45%
Dec 31, 24
5 T. Rowe Price Associates, Inc. 7.82M (5.39%) 2.09M
Increased by +26.70%
Dec 31, 24
6 Boston Partners Global Investors, Inc 6.53M (4.49%) 677.32K
Increased by +10.38%
Dec 31, 24
7 Morgan Stanley - Brokerage Accounts 6.35M (4.37%) -1.62M
Decreased by -25.45%
Jun 30, 24
8 UBS Group AG 6.05M (4.17%) 5.69M
Increased by +94.14%
Mar 31, 24
9 State Street Corp 5.88M (4.05%) 414.05K
Increased by +7.04%
Dec 31, 24
10 Dimensional Fund Advisors, Inc. 5.81M (4.00%) 648.03K
Increased by +11.16%
Dec 31, 24
11 State Street Corporation 5.54M (3.81%) 282.07K
Increased by +5.09%
Mar 31, 24
12 Fuller & Thaler Asset Management Inc 5.26M (3.62%) 2.59M
Increased by +49.18%
Dec 31, 24
13 Nomura Holdings Inc 5.05M (3.48%) 5.05M
Increased by +100.00%
Mar 31, 24
14 Eminence Capital LLC 4.32M (2.97%) 870.42K
Increased by +20.15%
Dec 31, 24
15 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 4.02M (2.76%) -194.37K
Decreased by -4.84%
Dec 31, 24
16 AllianceBernstein L.P. 3.98M (2.74%) 88.33K
Increased by +2.22%
Jun 30, 24
17 FMR Inc 3.90M (2.68%) 618.20K
Increased by +15.87%
Sep 30, 24
18 Select Equity Group LP 3.40M (2.34%) -3.22M
Decreased by -94.70%
Dec 31, 23
19 Shapiro Capital Management Co Inc 3.31M (2.28%) -552.52K
Decreased by -16.71%
Dec 31, 24
20 Elliott Investment Management L.P. 3.25M (2.24%) 3.25M
Increased by +100.00%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Artisan International Value 9.30M (6.41%) 9.30M
Increased by +100.00%
Jun 30, 24
2 Artisan International Value Investor 9.30M (6.41%) 9.30M
Increased by +100.00%
Jun 30, 24
3 Janus Henderson Enterprise D 6.98M (4.80%) 0.00
Increased by 0.00%
Feb 28, 25
4 Janus Inst Mid Cap Growth CF 6.98M (4.80%) 0.00
Increased by 0.00%
Dec 31, 24
5 T. Rowe Price Mid-Cap Value 5.00M (3.44%) 187.42K
Increased by +3.75%
Mar 31, 25
6 T. Rowe Price US Mid-Cap Value Equity 5.00M (3.44%) 621.83K
Increased by +12.45%
Mar 31, 25
7 FullerThaler Behavioral Small-Cap Value 4.92M (3.39%) 97.06K
Increased by +1.97%
Mar 31, 25
8 iShares Core S&P Mid-Cap ETF 4.84M (3.33%) -12.49K
Decreased by -0.26%
Apr 30, 25
9 Vanguard Total Stock Mkt Idx Inv 4.78M (3.29%) 16.18K
Increased by +0.34%
Mar 31, 25
10 Vanguard US Total Market Shares ETF 4.78M (3.29%) 3.83K
Increased by +0.08%
Sep 30, 24
11 Undiscovered Managers Behavioral Val L 4.68M (3.22%) -112.19K
Decreased by -2.40%
Mar 31, 25
12 Vanguard Small Cap Index 3.73M (2.57%) -85.00K
Decreased by -2.28%
Mar 31, 25
13 T. Rowe Price U.S. Mid-Cap Val Eq Tr-Z 2.66M (1.83%) 335.45K
Increased by +12.63%
Mar 31, 25
14 JHancock Disciplined Value Mid Cap I 2.64M (1.82%) 7.33K
Increased by +0.28%
Feb 28, 25
15 Vanguard Small Cap Value Index Inv 2.42M (1.67%) -96.56K
Decreased by -3.99%
Mar 31, 25
16 T. Rowe Price U.S. Mid-Cap Val Eq Tr-D 2.32M (1.60%) 787.75K
Increased by +33.96%
Dec 31, 24
17 Vanguard Institutional Extnd Mkt Idx Tr 2.29M (1.58%) 11.48K
Increased by +0.50%
Mar 31, 25
18 Vanguard Explorer Inv 2.25M (1.55%) -68.70K
Decreased by -3.05%
Mar 31, 25
19 MFS Mid Cap Value A 2.06M (1.42%) 0.00
Increased by 0.00%
Nov 30, 24
20 MFS Mid Cap Value Equity 2.06M (1.42%) -8.48K
Decreased by -0.41%
Sep 30, 24