Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SULR 2.34%
2 SOLR 2.34%
3 KOID 2.24%
4 SNSR 2.18%
5 FDRV 2.17%
6 MOTO 1.96%
7 EPMB 1.13%
8 MYLD 1.01%
9 DTEC 1.00%
10 HAIL 0.93%
11 SCIX 0.89%
12 NIXT 0.84%
13 SAEF 0.84%
14 TMSL 0.81%
15 PAMC 0.76%
16 FXR 0.69%
17 SMOT 0.64%
18 MVIN 0.64%
19 FBOT 0.64%
20 WCEO 0.58%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 14.65M (10.14%) -366.38K
Decreased by -2.50%
Jun 30, 25
2 Artisan Partners Limited Partnership 14.10M (9.75%) 354.25K
Increased by +2.51%
Jun 30, 25
3 BlackRock Inc 13.52M (9.36%) -711.20K
Decreased by -5.26%
Jun 30, 25
4 HHG PLC 9.97M (6.90%) 60.43K
Increased by +0.61%
Jun 30, 25
5 T. Rowe Price Associates, Inc. 9.91M (6.86%) 949.91K
Increased by +9.58%
Jun 30, 25
6 Dimensional Fund Advisors, Inc. 6.87M (4.76%) 233.34K
Increased by +3.39%
Jun 30, 25
7 Fuller & Thaler Asset Management Inc 6.78M (4.69%) 1.30M
Increased by +19.20%
Jun 30, 25
8 Morgan Stanley - Brokerage Accounts 6.35M (4.40%) -1.62M
Decreased by -25.45%
Jun 30, 24
9 UBS Group AG 6.05M (4.19%) 5.69M
Increased by +94.14%
Mar 31, 24
10 State Street Corporation 5.54M (3.83%) 282.07K
Increased by +5.09%
Mar 31, 24
11 Nomura Holdings Inc 5.05M (3.50%) 5.05M
Increased by +100.00%
Mar 31, 24
12 State Street Corp 4.82M (3.33%) -1.10M
Decreased by -22.80%
Jun 30, 25
13 Eminence Capital LLC 4.32M (2.99%) 870.42K
Increased by +20.15%
Dec 31, 24
14 AllianceBernstein L.P. 3.98M (2.75%) 88.33K
Increased by +2.22%
Jun 30, 24
15 FMR Inc 3.90M (2.70%) 618.20K
Increased by +15.87%
Sep 30, 24
16 Select Equity Group LP 3.40M (2.36%) -3.22M
Decreased by -94.70%
Dec 31, 23
17 Elliott Investment Management L.P. 3.25M (2.25%) 3.25M
Increased by +100.00%
Jun 30, 24
18 Elliott Investment Management LP 3.25M (2.25%) 0.00
Increased by 0.00%
Jun 30, 25
19 Shapiro Capital Management Co Inc 3.20M (2.21%) -110.36K
Decreased by -3.45%
Mar 31, 25
20 Schroder Investment Management Group 2.98M (2.06%) 31.35K
Increased by +1.05%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Artisan International Value 9.30M (6.44%) 9.30M
Increased by +100.00%
Jun 30, 24
2 Artisan International Value Investor 9.30M (6.44%) 9.30M
Increased by +100.00%
Jun 30, 24
3 Janus Henderson Enterprise D 6.98M (4.83%) 0.00
Increased by 0.00%
Jun 30, 25
4 Janus Inst Mid Cap Growth CF 6.98M (4.83%) 0.00
Increased by 0.00%
Jun 30, 25
5 FullerThaler Behavioral Small-Cap Value 6.05M (4.18%) -2.94K
Decreased by -0.05%
Jun 30, 25
6 Undiscovered Managers Behavioral Val L 5.64M (3.90%) -168.14K
Decreased by -2.98%
Jul 31, 25
7 T. Rowe Price US Mid-Cap Value Equity 5.41M (3.74%) 413.58K
Increased by +7.65%
Jun 30, 25
8 T. Rowe Price Mid-Cap Value 5.40M (3.74%) -8.14K
Decreased by -0.15%
Jul 31, 25
9 Vanguard US Total Market Shares ETF 4.78M (3.31%) 3.83K
Increased by +0.08%
Sep 30, 24
10 iShares Core S&P Mid-Cap ETF 4.76M (3.29%) 0.00
Increased by 0.00%
Aug 31, 25
11 Vanguard Total Stock Mkt Idx Inv 4.59M (3.18%) -96.59K
Decreased by -2.10%
Jul 31, 25
12 Vanguard Small Cap Index 3.55M (2.46%) -23.77K
Decreased by -0.67%
Jul 31, 25
13 T. Rowe Price U.S. Mid-Cap Val Eq Tr-D 3.02M (2.09%) 368.33K
Increased by +12.18%
Jun 30, 25
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 2.28M (1.58%) -2.01K
Decreased by -0.09%
Jul 31, 25
16 MFS Mid Cap Value A 2.06M (1.42%) 0.00
Increased by 0.00%
Nov 30, 24
17 MFS Mid Cap Value Equity 2.06M (1.42%) -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%
Jul 31, 25
19 JHancock Disciplined Value Mid Cap I 1.88M (1.30%) -761.86K
Decreased by -40.46%
Mar 31, 25
20 Vanguard Institutional Extnd Mkt Idx Tr 1.57M (1.09%) -684.89K
Decreased by -43.54%
Jul 31, 25