Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SULR 3.09%
2 SOLR 3.09%
3 MOTO 2.57%
4 FDRV 2.31%
5 SNSR 2.20%
6 KOID 2.19%
7 SMOT 1.44%
8 EPMB 1.26%
9 DTEC 1.08%
10 MYLD 1.00%
11 ELFY 0.95%
12 NIXT 0.90%
13 SCIX 0.89%
14 HAIL 0.88%
15 SAEF 0.84%
16 PAMC 0.76%
17 FXR 0.75%
18 TMSL 0.67%
19 MVIN 0.64%
20 FBOT 0.64%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 14.98M (10.35%) -15.00K
Decreased by -0.10%
Dec 31, 25
2 Artisan Partners Limited Partnership 13.28M (9.17%) -762.19K
Decreased by -5.74%
Dec 31, 25
3 BlackRock Inc 13.11M (9.06%) -416.16K
Decreased by -3.17%
Sep 30, 25
4 Fuller & Thaler Asset Management Inc 12.04M (8.32%) 5.43M
Increased by +45.10%
Dec 31, 25
5 HHG PLC 10.06M (6.95%) 87.28K
Increased by +0.87%
Sep 30, 25
6 T. Rowe Price Associates, Inc. 8.81M (6.09%) -1.10M
Decreased by -12.53%
Sep 30, 25
7 Dimensional Fund Advisors, Inc. 7.27M (5.02%) 242.87K
Increased by +3.34%
Dec 31, 25
8 Morgan Stanley - Brokerage Accounts 6.35M (4.39%) -1.62M
Decreased by -25.45%
Jun 30, 24
9 UBS Group AG 6.05M (4.18%) 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 (3.49%) 5.05M
Increased by +100.00%
Mar 31, 24
12 Woodline Partners LP 5.04M (3.48%) 64.97K
Increased by +1.29%
Dec 31, 25
13 State Street Corp 4.78M (3.30%) -39.53K
Decreased by -0.83%
Sep 30, 25
14 Eminence Capital LLC 4.32M (2.98%) 870.42K
Increased by +20.15%
Dec 31, 24
15 Barrow Hanley Mewhinney & Strauss LLC 4.31M (2.98%) 961.46K
Increased by +22.29%
Dec 31, 25
16 AllianceBernstein L.P. 3.98M (2.75%) 88.33K
Increased by +2.22%
Jun 30, 24
17 FMR Inc 3.90M (2.69%) 618.20K
Increased by +15.87%
Sep 30, 24
18 Pzena Investment Management, LLC 3.51M (2.42%) 2.78M
Increased by +79.18%
Dec 31, 25
19 Select Equity Group LP 3.40M (2.35%) -3.22M
Decreased by -94.70%
Dec 31, 23
20 Elliott Investment Management L.P. 3.25M (2.25%) 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 (6.43%) 9.30M
Increased by +100.00%
Jun 30, 24
2 Artisan International Value Investor 9.30M (6.43%) 9.30M
Increased by +100.00%
Jun 30, 24
3 Janus Henderson Enterprise D 6.98M (4.82%) 0.00
Increased by 0.00%
Jan 31, 26
4 Janus Inst Mid Cap Growth CF 6.98M (4.82%) 0.00
Increased by 0.00%
Dec 31, 25
5 FullerThaler Behavioral Small-Cap Value 5.30M (3.66%) -338.55K
Decreased by -6.38%
Dec 31, 25
6 Vanguard US Total Market Shares ETF 4.78M (3.30%) 3.83K
Increased by +0.08%
Sep 30, 24
7 Undiscovered Managers Behavioral Val L 4.75M (3.28%) -276.30K
Decreased by -5.81%
Jan 31, 26
8 iShares Core S&P Mid-Cap ETF 4.70M (3.25%) -76.57K
Decreased by -1.63%
Feb 28, 26
9 Vanguard Total Stock Mkt Idx Inv 4.61M (3.19%) 9.11K
Increased by +0.20%
Feb 28, 26
10 T. Rowe Price US Mid-Cap Value Equity 3.98M (2.75%) -616.79K
Decreased by -15.48%
Dec 31, 25
11 T. Rowe Price Mid-Cap Value 3.89M (2.68%) -97.42K
Decreased by -2.51%
Jan 31, 26
12 Vanguard Small Cap Index 3.31M (2.29%) 9.08K
Increased by +0.27%
Feb 28, 26
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 T. Rowe Price U.S. Mid-Cap Val Eq Tr-D 2.44M (1.69%) -371.31K
Decreased by -15.21%
Dec 31, 25
15 Vanguard Small Cap Value Index Inv 2.12M (1.47%) 6.08K
Increased by +0.29%
Feb 28, 26
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%
Jan 31, 26
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 1.59M (1.10%) 14.28K
Increased by +0.90%
Feb 28, 26