Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SULR 3.73%
2 SOLR 3.73%
3 FMTM 3.47%
4 MOTO 3.05%
5 MVFD 3.04%
6 FDRV 2.82%
7 SNSR 2.32%
8 KOID 2.21%
9 EPMB 1.46%
10 DTEC 1.40%
11 ELFY 1.22%
12 MYLD 1.21%
13 HAIL 1.15%
14 SMOT 0.93%
15 SCIX 0.89%
16 SAEF 0.84%
17 CLSE 0.79%
18 PAMC 0.76%
19 FXR 0.75%
20 HWSM 0.72%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 14.98M (10.40%) -15.00K
Decreased by -0.10%
Dec 31, 25
2 BlackRock Inc 13.45M (9.34%) 309.08K
Increased by +2.30%
Mar 31, 26
3 HHG PLC 10.40M (7.22%) 112.82K
Increased by +1.08%
Mar 31, 26
4 T. Rowe Price Associates, Inc. 8.64M (6.00%) 853.47K
Increased by +9.88%
Mar 31, 26
5 Vanguard Portfolio Management, LLC 7.75M (5.38%) 7.75M
Increased by +100.00%
Mar 31, 26
6 Artisan Partners Limited Partnership 7.43M (5.16%) -5.85M
Decreased by -78.74%
Mar 31, 26
7 Dimensional Fund Advisors, Inc. 7.39M (5.13%) 125.13K
Increased by +1.69%
Mar 31, 26
8 Fuller & Thaler Asset Management Inc 6.86M (4.76%) -5.18M
Decreased by -75.43%
Mar 31, 26
9 Vanguard Capital Management, LLC 6.54M (4.54%) 6.54M
Increased by +100.00%
Mar 31, 26
10 Morgan Stanley - Brokerage Accounts 6.35M (4.41%) -1.62M
Decreased by -25.45%
Jun 30, 24
11 State Street Corporation 5.54M (3.84%) 282.07K
Increased by +5.09%
Mar 31, 24
12 Nomura Holdings Inc 5.05M (3.51%) 5.05M
Increased by +100.00%
Mar 31, 24
13 State Street Corp 4.75M (3.30%) 80.17K
Increased by +1.69%
Mar 31, 26
14 Eminence Capital LLC 4.32M (3.00%) 870.42K
Increased by +20.15%
Dec 31, 24
15 Barrow Hanley Mewhinney & Strauss LLC 4.15M (2.88%) -163.63K
Decreased by -3.94%
Mar 31, 26
16 AllianceBernstein L.P. 3.98M (2.76%) 88.33K
Increased by +2.22%
Jun 30, 24
17 FMR Inc 3.90M (2.70%) 618.20K
Increased by +15.87%
Sep 30, 24
18 Woodline Partners LP 3.89M (2.70%) -1.15M
Decreased by -29.56%
Mar 31, 26
19 Pzena Investment Management, LLC 3.48M (2.42%) -27.15K
Decreased by -0.78%
Mar 31, 26
20 Select Equity Group LP 3.40M (2.36%) -3.22M
Decreased by -94.70%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Artisan International Value 9.30M (6.46%) 9.30M
Increased by +100.00%
Jun 30, 24
2 Artisan International Value Investor 9.30M (6.46%) 9.30M
Increased by +100.00%
Jun 30, 24
3 Janus Henderson Enterprise D 6.98M (4.84%) 0.00
Increased by 0.00%
Apr 30, 26
4 Janus Inst Mid Cap Growth CF 6.98M (4.84%) 0.00
Increased by 0.00%
Mar 31, 26
5 iShares Core S&P Mid-Cap ETF 4.95M (3.44%) -27.12K
Decreased by -0.55%
Jun 30, 26
6 Vanguard US Total Market Shares ETF 4.78M (3.32%) 3.83K
Increased by +0.08%
Sep 30, 24
7 Vanguard Total Stock Mkt Idx Inv 4.61M (3.20%) -31.68K
Decreased by -0.69%
Jun 30, 26
8 T. Rowe Price Mid-Cap Value 4.41M (3.06%) -108.21K
Decreased by -2.46%
Jun 30, 26
9 FullerThaler Behavioral Small-Cap Value 4.36M (3.03%) -779.34K
Decreased by -17.86%
May 31, 26
10 T. Rowe Price US Mid-Cap Value Equity 4.35M (3.02%) 365.48K
Increased by +8.40%
Mar 31, 26
11 Undiscovered Managers Behavioral Val L 4.09M (2.84%) -725.40K
Decreased by -17.74%
May 31, 26
12 Vanguard Small Cap Index 3.34M (2.32%) -18.08K
Decreased by -0.54%
Jun 30, 26
13 T. Rowe Price U.S. Mid-Cap Val Eq Tr-D 2.76M (1.92%) -51.91K
Decreased by -1.88%
Jun 30, 26
14 T. Rowe Price U.S. Mid-Cap Val Eq Tr-Z 2.66M (1.84%) 335.45K
Increased by +12.63%
Mar 31, 25
15 Vanguard Small Cap Value Index Inv 2.12M (1.47%) -42.34K
Decreased by -2.00%
Jun 30, 26
16 MFS Mid Cap Value A 2.06M (1.43%) 0.00
Increased by 0.00%
Nov 30, 24
17 MFS Mid Cap Value Equity 2.06M (1.43%) -8.48K
Decreased by -0.41%
Sep 30, 24
18 DFA US Small Cap Value I 1.89M (1.31%) 0.00
Increased by 0.00%
May 31, 26
19 JHancock Disciplined Value Mid Cap I 1.88M (1.31%) -761.86K
Decreased by -40.46%
Mar 31, 25
20 Vanguard Institutional Extnd Mkt Idx Tr 1.67M (1.16%) 20.47K
Increased by +1.23%
Jun 30, 26