Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FORH 2.28%
2 PBJ 2.12%
3 ACTX_old 1.86%
4 KSEA 1.08%
5 FDLS 0.86%
6 UDI 0.78%
7 NIXT 0.68%
8 ERSX 0.65%
9 BAFE 0.51%
10 FSST 0.39%
11 SMLV 0.31%
12 ABCS 0.29%
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 ESGV 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Boston Partners Global Investors, Inc 8.82M (7.45%) -3.43M
Decreased by -38.93%
Dec 31, 25
2 AllianceBernstein L.P. 7.24M (6.11%) -92.01K
Decreased by -1.27%
Sep 30, 25
3 Brown Advisory Holdings Inc 7.00M (5.91%) -671.05K
Decreased by -9.59%
Dec 31, 25
4 Allspring Global Investments Holdings, LLC 5.62M (4.74%) -628.69K
Decreased by -11.19%
Dec 31, 25
5 Fuller & Thaler Asset Management Inc 4.24M (3.58%) -765.43K
Decreased by -18.05%
Mar 31, 25
6 River Road Asset Management, LLC 3.64M (3.07%) -171.58K
Decreased by -4.71%
Dec 31, 25
7 Amundi 2.94M (2.48%) -411.65K
Decreased by -14.00%
Mar 31, 24
8 T. Rowe Price Investment Management,Inc. 2.86M (2.41%) -1.22M
Decreased by -42.61%
Jun 30, 25
9 Doma Perpetual Capital Management LLC 2.85M (2.41%) 2.69M
Increased by +94.23%
Dec 31, 25
10 Renaissance Technologies Corp 2.85M (2.41%) -945.36K
Decreased by -33.15%
Dec 31, 25
11 Massachusetts Financial Services Company 2.78M (2.35%) -383.12K
Decreased by -13.78%
Dec 31, 25
12 Royce & Associates, LP 2.48M (2.10%) 33.05K
Increased by +1.33%
Dec 31, 25
13 D. E. Shaw & Co LP 2.40M (2.03%) 1.37M
Increased by +56.97%
Dec 31, 25
14 Polaris Capital Management, LLC 2.33M (1.97%) -1.11M
Decreased by -47.75%
Dec 31, 25
15 Millennium Management LLC 2.15M (1.82%) -143.75K
Decreased by -6.68%
Mar 31, 24
16 Ruffer LLP 2.14M (1.81%) 2.14M
Increased by +100.00%
Dec 31, 25
17 FMR Inc 2.00M (1.69%) -7.16M
Decreased by -357.38%
Dec 31, 25
18 Loomis, Sayles & Company LP 1.86M (1.57%) 48.06K
Increased by +2.59%
Dec 31, 25
19 HHG PLC 1.85M (1.57%) -145.73K
Decreased by -7.86%
Mar 31, 24
20 Mount Capital Ltd 1.78M (1.50%) 0.00
Increased by 0.00%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Boston Partners International Equity 4.49M (3.79%) 248.75K
Increased by +5.54%
Dec 31, 25
2 Fuller & Thaler Behavrl Small-Cap Value 4.48M (3.78%) -30.64K
Decreased by -0.68%
Nov 30, 23
3 FullerThaler Behavioral Small-Cap Value 3.79M (3.20%) -773.59K
Decreased by -20.40%
Mar 31, 25
4 Fidelity Low-Priced Stock 3.32M (2.81%) -8.92K
Decreased by -0.27%
Jun 30, 25
5 Allspring Special Small Cap Value A 3.02M (2.55%) -100.60K
Decreased by -3.33%
Feb 28, 26
6 JHancock Disciplined Value Intl R6 2.63M (2.22%) -1.87M
Decreased by -71.05%
Jan 31, 26
7 Robeco BP Global Premium Eqs B EUR 2.55M (2.16%) 79.12K
Increased by +3.10%
Jul 31, 25
8 SKAGEN Vekst A 2.22M (1.87%) 0.00
Increased by 0.00%
Feb 28, 26
9 Fidelity® Series Small Cap Opps 2.16M (1.82%) 0.00
Increased by 0.00%
Oct 31, 23
10 Fidelity Global Value Growth Eq MF 1.99M (1.68%) 112.20K
Increased by +5.63%
Aug 20, 25
11 Fidelity® Mid-Cap Stock 1.83M (1.55%) 0.00
Increased by 0.00%
Nov 30, 23
12 Fidelity Global Bargain Growth Stocks MF 1.83M (1.54%) 1.03M
Increased by +56.12%
Aug 21, 23
13 Fidelity Mid-Cap Stock 1.73M (1.46%) 0.00
Increased by 0.00%
Sep 30, 24
14 MFS New Discovery Value I 1.51M (1.28%) 872.02K
Increased by +57.73%
Jan 31, 26
15 Undiscovered Managers Behavioral Val L 1.42M (1.20%) -2.19M
Decreased by -154.68%
Apr 30, 25
16 Fidelity Series Small Cap Opps 1.40M (1.18%) -8.30K
Decreased by -0.59%
Nov 30, 25
17 Undrly Scot Eq North American Pen 1.37M (1.16%) -24.49K
Decreased by -1.78%
Dec 31, 23
18 Janus Henderson Small Cap Value L 1.36M (1.15%) -138.95K
Decreased by -10.23%
Jun 30, 24
19 VIP Mid Cap Initial 1.33M (1.12%) 0.00
Increased by 0.00%
Nov 30, 23
20 T. Rowe Price U.S. SC Value Eq Tr-Z 1.32M (1.11%) 37.57K
Increased by +2.85%
Mar 31, 25