Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BEEZ 4.44%
2 GLRY 2.68%
3 NBSM 2.63%
4 SMLL 2.26%
5 BOUT 2.12%
6 HSMV 2.06%
7 SMAP 2.06%
8 PXMG 1.87%
9 DEF 1.86%
10 XMLV 1.65%
11 SMCO 1.19%
12 EVSTC_old 1.01%
13 RNMC 1.00%
14 FSCS 1.00%
15 RNSC 0.99%
16 FSGS 0.99%
17 SURE 0.98%
18 FDLS 0.94%
19 PEXL 0.91%
20 MCDS 0.82%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 7.21M (11.00%) 58.78K
Increased by +0.82%
Dec 31, 24
2 BlackRock Inc 6.22M (9.49%) 161.00K
Increased by +2.59%
Dec 31, 24
3 State Farm Mutual Automobile Ins Co 4.74M (7.24%) 0.00
Increased by 0.00%
Dec 31, 24
4 Morgan Stanley - Brokerage Accounts 4.74M (7.23%) -155.89K
Decreased by -3.29%
Dec 31, 24
5 State Street Corporation 2.97M (4.54%) -82.47K
Decreased by -2.77%
Mar 31, 24
6 State Street Corp 2.94M (4.49%) 54.33K
Increased by +1.85%
Dec 31, 24
7 FMR Inc 2.48M (3.79%) 617.37K
Increased by +24.88%
Dec 31, 24
8 Victory Capital Management Inc. 1.97M (3.01%) -135.21K
Decreased by -6.86%
Dec 31, 24
9 Geode Capital Management, LLC 1.56M (2.37%) 40.27K
Increased by +2.59%
Dec 31, 24
10 Neuberger Berman Group LLC 1.27M (1.94%) 24.15K
Increased by +1.90%
Dec 31, 24
11 Mawer Investment Management Ltd 1.21M (1.84%) 50.65K
Increased by +4.19%
Dec 31, 24
12 BTIM Corp 1.14M (1.74%) 5.89K
Increased by +0.52%
Mar 31, 25
13 Northern Trust Corp 1.12M (1.70%) 108.32K
Increased by +9.70%
Dec 31, 24
14 London Company of Virginia 1.11M (1.69%) -6.42K
Decreased by -0.58%
Dec 31, 24
15 Allspring Global Investments Holdings, LLC 954.42K (1.46%) 466.00
Increased by +0.05%
Dec 31, 24
16 American Century Companies Inc 805.30K (1.23%) 212.89K
Increased by +26.44%
Jun 30, 24
17 NORGES BANK 740.07K (1.13%) -16.37K
Decreased by -2.21%
Dec 31, 24
18 Acadian Asset Management LLC 733.97K (1.12%) -42.50K
Decreased by -5.79%
Mar 31, 24
19 Federated Hermes Inc 721.78K (1.10%) 111.24K
Increased by +15.41%
Dec 31, 24
20 Dimensional Fund Advisors, Inc. 712.46K (1.09%) -414.00
Decreased by -0.06%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Eaton Vance Atlanta Capital SMID-Cap I 2.43M (3.70%) 0.00
Increased by 0.00%
Feb 28, 25
2 iShares Core S&P Mid-Cap ETF 2.17M (3.31%) 3.78K
Increased by +0.17%
Mar 31, 25
3 Vanguard US Total Market Shares ETF 2.10M (3.21%) 1.25K
Increased by +0.06%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 2.10M (3.20%) 5.38K
Increased by +0.26%
Mar 31, 25
5 Vanguard Small Cap Index 1.66M (2.53%) -39.86K
Decreased by -2.40%
Mar 31, 25
6 Sycamore Mid Cap Value Comp 1.61M (2.46%) 1.57M
Increased by +97.16%
Mar 31, 25
7 Victory Sycamore Established Value R 1.61M (2.46%) 180.00K
Increased by +11.15%
Mar 31, 25
8 Vanguard Small Cap Value Index Inv 1.08M (1.64%) -43.40K
Decreased by -4.03%
Mar 31, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 1.02M (1.56%) 14.64K
Increased by +1.43%
Mar 31, 25
10 Touchstone Mid Cap Y 987.27K (1.51%) -46.50K
Decreased by -4.71%
Mar 31, 25
11 Allspring Mid Value SMA 743.20K (1.13%) 743.13K
Increased by +99.99%
Dec 31, 24
12 Allspring Special Mid Cap Value Inst 743.20K (1.13%) 0.00
Increased by 0.00%
Mar 31, 25
13 Allspring Special US Mid Cap Value Eq 743.20K (1.13%) 0.00
Increased by 0.00%
Mar 31, 25
14 Neuberger Berman Genesis Inv 731.02K (1.12%) -7.29K
Decreased by -1.00%
Mar 31, 25
15 SPDR® S&P Dividend ETF 588.24K (0.90%) -1.79K
Decreased by -0.30%
Mar 31, 25
16 Fidelity VIP Mid Cap Initial 578.00K (0.88%) 0.00
Increased by 0.00%
Feb 28, 25
17 Mawer US Equity A 552.24K (0.84%) -12.00K
Decreased by -2.17%
Feb 28, 25
18 SPDR® S&P MIDCAP 400 ETF Trust 530.92K (0.81%) -6.67K
Decreased by -1.26%
Mar 31, 25
19 Handelsbanken Global Tema (A1 SEK) 485.80K (0.74%) 0.00
Increased by 0.00%
Mar 31, 25
20 Calvert US Small-Cap Strategy 479.06K (0.73%) -122.47K
Decreased by -25.57%
Dec 31, 24