Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SULR 2.28%
2 SOLR 2.28%
3 MOTO 2.00%
4 SNSR 1.92%
5 HAIL 1.09%
6 DTEC 0.92%
7 SCIX 0.89%
8 FXR 0.86%
9 SAEF 0.84%
10 MVIN 0.64%
11 FBOT 0.64%
12 TMSL 0.61%
13 WCEO 0.55%
14 PAMC 0.54%
15 CARZ 0.50%
16 USVT 0.46%
17 SHRT 0.45%
18 SQLV 0.42%
19 AUSF 0.39%
20 BTAL 0.38%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 14.55M (9.80%) -93.57K
Decreased by -0.64%
Dec 31, 24
2 BlackRock Inc 13.96M (9.40%) 302.22K
Increased by +2.16%
Dec 31, 24
3 Artisan Partners Limited Partnership 12.07M (8.13%) 12.58K
Increased by +0.10%
Dec 31, 24
4 HHG PLC 9.77M (6.58%) 44.23K
Increased by +0.45%
Dec 31, 24
5 T. Rowe Price Associates, Inc. 7.82M (5.27%) 2.09M
Increased by +26.70%
Dec 31, 24
6 Boston Partners Global Investors, Inc 6.53M (4.40%) 677.32K
Increased by +10.38%
Dec 31, 24
7 Morgan Stanley - Brokerage Accounts 6.35M (4.28%) -1.62M
Decreased by -25.45%
Jun 30, 24
8 UBS Group AG 6.05M (4.07%) 5.69M
Increased by +94.14%
Mar 31, 24
9 State Street Corp 5.88M (3.96%) 414.05K
Increased by +7.04%
Dec 31, 24
10 Dimensional Fund Advisors, Inc. 5.81M (3.91%) 648.03K
Increased by +11.16%
Dec 31, 24
11 State Street Corporation 5.54M (3.73%) 282.07K
Increased by +5.09%
Mar 31, 24
12 Fuller & Thaler Asset Management Inc 5.26M (3.54%) 2.59M
Increased by +49.18%
Dec 31, 24
13 Nomura Holdings Inc 5.05M (3.40%) 5.05M
Increased by +100.00%
Mar 31, 24
14 Eminence Capital LLC 4.32M (2.91%) 870.42K
Increased by +20.15%
Dec 31, 24
15 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 4.02M (2.70%) -194.37K
Decreased by -4.84%
Dec 31, 24
16 AllianceBernstein L.P. 3.98M (2.68%) 88.33K
Increased by +2.22%
Jun 30, 24
17 FMR Inc 3.90M (2.62%) 618.20K
Increased by +15.87%
Sep 30, 24
18 Select Equity Group LP 3.40M (2.29%) -3.22M
Decreased by -94.70%
Dec 31, 23
19 Shapiro Capital Management Co Inc 3.31M (2.23%) -552.52K
Decreased by -16.71%
Dec 31, 24
20 Elliott Investment Management L.P. 3.25M (2.19%) 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 (6.27%) 9.30M
Increased by +100.00%
Jun 30, 24
2 Artisan International Value Investor 9.30M (6.27%) 9.30M
Increased by +100.00%
Jun 30, 24
3 Janus Henderson Enterprise D 6.98M (4.70%) 0.00
Increased by 0.00%
Jan 31, 25
4 Janus Inst Mid Cap Growth CF 6.98M (4.70%) 0.00
Increased by 0.00%
Dec 31, 24
5 iShares Core S&P Mid-Cap ETF 4.86M (3.28%) 3.66K
Increased by +0.08%
Feb 28, 25
6 FullerThaler Behavioral Small-Cap Value 4.82M (3.25%) 407.76K
Increased by +8.46%
Dec 31, 24
7 Vanguard Total Stock Mkt Idx Inv 4.76M (3.21%) 3.19K
Increased by +0.07%
Feb 28, 25
8 T. Rowe Price Mid-Cap Value 4.71M (3.17%) 336.76K
Increased by +7.15%
Jan 31, 25
9 Undiscovered Managers Behavioral Val L 4.60M (3.10%) 0.00
Increased by 0.00%
Jan 31, 25
10 T. Rowe Price US Mid-Cap Value Equity 4.37M (2.95%) 1.48M
Increased by +33.73%
Dec 31, 24
11 Vanguard Small Cap Index 3.82M (2.57%) 3.11K
Increased by +0.08%
Feb 28, 25
12 JHancock Disciplined Value Mid Cap I 2.64M (1.78%) 0.00
Increased by 0.00%
Jan 31, 25
13 Vanguard Small Cap Value Index Inv 2.52M (1.69%) -7.62K
Decreased by -0.30%
Feb 28, 25
14 Vanguard Explorer Inv 2.32M (1.56%) -40.90K
Decreased by -1.76%
Dec 31, 24
15 T. Rowe Price U.S. Mid-Cap Val Eq Tr-Z 2.32M (1.56%) 787.75K
Increased by +33.96%
Dec 31, 24
16 Vanguard Institutional Extnd Mkt Idx Tr 2.28M (1.53%) -2.38K
Decreased by -0.10%
Feb 28, 25
17 MFS Mid Cap Value A 2.06M (1.39%) 0.00
Increased by 0.00%
Nov 30, 24
18 MFS Mid Cap Value Equity 2.06M (1.39%) -8.48K
Decreased by -0.41%
Sep 30, 24
19 DFA US Small Cap Value I 1.72M (1.16%) 78.31K
Increased by +4.55%
Jan 31, 25
20 Fidelity® Series Stk Selec Lg Cp Val 1.29M (0.87%) -19.50K
Decreased by -1.51%
Oct 31, 23