Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BEEZ 3.77%
2 BBHM 2.94%
3 GLRY 2.68%
4 SMLL 2.12%
5 BOUT 2.12%
6 NBSM 2.07%
7 PXMG 1.87%
8 DEF 1.86%
9 FTDS 1.79%
10 SMAP 1.69%
11 WBIF 1.67%
12 SCDV 1.51%
13 REGL 1.42%
14 XMLV 1.16%
15 OSCV 1.16%
16 SMCO 1.08%
17 FSCS 1.06%
18 RNMC 1.04%
19 EVSTC_old 1.01%
20 LSAF 1.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 6.92M (10.95%) -42.89K
Decreased by -0.62%
Dec 31, 25
2 BlackRock Inc 6.08M (9.63%) 38.95K
Increased by +0.64%
Mar 31, 26
3 State Farm Mutual Automobile Ins Co 4.74M (7.51%) 0.00
Increased by 0.00%
Mar 31, 26
4 Vanguard Portfolio Management, LLC 3.77M (5.96%) 3.77M
Increased by +100.00%
Mar 31, 26
5 Morgan Stanley - Brokerage Accounts 3.38M (5.34%) -674.00K
Decreased by -19.97%
Mar 31, 26
6 State Street Corporation 2.97M (4.70%) -82.47K
Decreased by -2.77%
Mar 31, 24
7 Vanguard Capital Management, LLC 2.89M (4.57%) 2.89M
Increased by +100.00%
Mar 31, 26
8 State Street Corp 2.78M (4.41%) -8.16K
Decreased by -0.29%
Mar 31, 26
9 Victory Capital Management Inc. 2.42M (3.83%) 127.43K
Increased by +5.27%
Mar 31, 26
10 Geode Capital Management, LLC 1.69M (2.68%) 75.18K
Increased by +4.44%
Mar 31, 26
11 Dimensional Fund Advisors, Inc. 1.50M (2.38%) 203.67K
Increased by +13.54%
Mar 31, 26
12 BTIM Corp 1.35M (2.14%) -65.23K
Decreased by -4.83%
Mar 31, 26
13 Fiduciary Management, Inc. of Milwaukee 1.25M (1.98%) 4.78K
Increased by +0.38%
Mar 31, 26
14 AQR Capital Management LLC 1.23M (1.95%) 385.68K
Increased by +31.37%
Mar 31, 26
15 River Road Asset Management, LLC 1.18M (1.86%) 259.33K
Increased by +22.03%
Mar 31, 26
16 Neuberger Berman Group LLC 1.17M (1.86%) 53.23K
Increased by +4.53%
Mar 31, 26
17 JPMorgan Chase & Co 1.11M (1.75%) 575.19K
Increased by +51.90%
Sep 30, 25
18 Northern Trust Corp 1.07M (1.69%) 3.45K
Increased by +0.32%
Mar 31, 26
19 FMR Inc 1.03M (1.63%) 25.15K
Increased by +2.45%
Mar 31, 26
20 London Company of Virginia 828.78K (1.31%) -81.37K
Decreased by -9.82%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 2.18M (3.46%) 408.00
Increased by +0.02%
May 29, 26
2 Vanguard US Total Market Shares ETF 2.10M (3.32%) 1.25K
Increased by +0.06%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 2.05M (3.24%) 4.70K
Increased by +0.23%
Apr 30, 26
4 Eaton Vance Atlanta Capital SMID-Cap I 1.77M (2.80%) -423.88K
Decreased by -23.95%
Mar 31, 26
5 Victory Sycamore Established Value R 1.75M (2.76%) 98.00K
Increased by +5.62%
Mar 31, 26
6 Sycamore Mid Cap Value Comp 1.61M (2.56%) 1.57M
Increased by +97.16%
Mar 31, 25
7 Vanguard Small Cap Index 1.48M (2.35%) -4.22K
Decreased by -0.28%
Apr 30, 26
8 Vanguard Small Cap Value Index Inv 952.66K (1.51%) 6.77K
Increased by +0.71%
Apr 30, 26
9 Touchstone Mid Cap Y 760.47K (1.20%) -81.72K
Decreased by -10.75%
Mar 31, 26
10 Vanguard Institutional Extnd Mkt Idx Tr 727.33K (1.15%) 7.62K
Increased by +1.05%
Apr 30, 26
11 Neuberger Berman Genesis Inv 704.06K (1.11%) -26.96K
Decreased by -3.83%
Jun 30, 25
12 Allspring Mid Value SMA 663.70K (1.05%) 663.63K
Increased by +99.99%
Jun 30, 25
13 Allspring Special US Mid Cap Value Eq 663.70K (1.05%) -79.50K
Decreased by -11.98%
Jun 30, 25
14 State Street® SPDR® S&P® Dividend ETF 662.40K (1.05%) -472.00
Decreased by -0.07%
May 29, 26
15 Neuberger Genesis Inv 647.62K (1.02%) 945.00
Increased by +0.15%
Mar 31, 26
16 SPDR® S&P Dividend ETF 621.32K (0.98%) 0.00
Increased by 0.00%
Aug 31, 25
17 Allspring Special Mid Cap Value Inst 600.20K (0.95%) -63.50K
Decreased by -10.58%
Jul 31, 25
18 FMI Common Stock Investor 600.00K (0.95%) -45.00K
Decreased by -7.50%
Mar 31, 26
19 Fidelity VIP Mid Cap Initial 551.20K (0.87%) 0.00
Increased by 0.00%
Apr 30, 26
20 SPDR® S&P MIDCAP 400 ETF Trust 505.88K (0.80%) -12.66K
Decreased by -2.50%
Jul 31, 25