Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BEEZ 3.94%
2 GLRY 2.68%
3 NBSM 2.53%
4 SMLL 2.26%
5 BOUT 2.12%
6 HSMV 2.11%
7 SMAP 2.08%
8 PXMG 1.87%
9 DEF 1.86%
10 XMLV 1.33%
11 SMCO 1.17%
12 RNMC 1.01%
13 FSCS 1.01%
14 EVSTC_old 1.01%
15 RNSC 1.00%
16 SURE 1.00%
17 FSGS 0.97%
18 FDLS 0.94%
19 PEXL 0.91%
20 MCDS 0.81%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 7.16M (10.94%) -45.02K
Decreased by -0.63%
Mar 31, 25
2 BlackRock Inc 6.18M (9.44%) -37.05K
Decreased by -0.60%
Mar 31, 25
3 State Farm Mutual Automobile Ins Co 4.74M (7.25%) 0.00
Increased by 0.00%
Mar 31, 25
4 Morgan Stanley - Brokerage Accounts 4.39M (6.71%) -344.98K
Decreased by -7.85%
Mar 31, 25
5 State Street Corporation 2.97M (4.54%) -82.47K
Decreased by -2.77%
Mar 31, 24
6 State Street Corp 2.83M (4.31%) -118.96K
Decreased by -4.21%
Mar 31, 25
7 FMR Inc 2.32M (3.54%) -164.78K
Decreased by -7.11%
Mar 31, 25
8 Victory Capital Management Inc. 2.22M (3.39%) 247.52K
Increased by +11.15%
Mar 31, 25
9 Geode Capital Management, LLC 1.69M (2.58%) 131.18K
Increased by +7.78%
Mar 31, 25
10 Neuberger Berman Group LLC 1.25M (1.91%) -25.66K
Decreased by -2.06%
Mar 31, 25
11 Mawer Investment Management Ltd 1.20M (1.84%) -5.21K
Decreased by -0.43%
Mar 31, 25
12 BTIM Corp 1.14M (1.74%) 5.89K
Increased by +0.52%
Mar 31, 25
13 Northern Trust Corp 1.12M (1.71%) 108.32K
Increased by +9.70%
Dec 31, 24
14 London Company of Virginia 1.06M (1.62%) -44.75K
Decreased by -4.21%
Mar 31, 25
15 Allspring Global Investments Holdings, LLC 952.98K (1.46%) -1.44K
Decreased by -0.15%
Mar 31, 25
16 American Century Companies Inc 805.30K (1.23%) 212.89K
Increased by +26.44%
Jun 30, 24
17 Dimensional Fund Advisors, Inc. 800.18K (1.22%) 87.72K
Increased by +10.96%
Mar 31, 25
18 Fiduciary Management, Inc. of Milwaukee 767.64K (1.17%) 222.58K
Increased by +29.00%
Mar 31, 25
19 Federated Hermes Inc 756.35K (1.16%) 34.57K
Increased by +4.57%
Mar 31, 25
20 NORGES BANK 740.07K (1.13%) -16.37K
Decreased by -2.21%
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%
Mar 31, 25
2 iShares Core S&P Mid-Cap ETF 2.15M (3.29%) -6.95K
Decreased by -0.32%
Apr 30, 25
3 Vanguard Total Stock Mkt Idx Inv 2.13M (3.25%) 29.83K
Increased by +1.40%
Apr 30, 25
4 Vanguard US Total Market Shares ETF 2.10M (3.21%) 1.25K
Increased by +0.06%
Sep 30, 24
5 Vanguard Small Cap Index 1.67M (2.55%) 10.37K
Increased by +0.62%
Apr 30, 25
6 Sycamore Mid Cap Value Comp 1.61M (2.47%) 1.57M
Increased by +97.16%
Mar 31, 25
7 Victory Sycamore Established Value R 1.61M (2.47%) 180.00K
Increased by +11.15%
Mar 31, 25
8 Vanguard Small Cap Value Index Inv 1.08M (1.65%) 3.41K
Increased by +0.32%
Apr 30, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 1.03M (1.57%) 5.30K
Increased by +0.51%
Apr 30, 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 US Mid Cap Value Eq 743.20K (1.13%) 0.00
Increased by 0.00%
Mar 31, 25
13 Neuberger Berman Genesis Inv 731.02K (1.12%) -7.29K
Decreased by -1.00%
Mar 31, 25
14 Allspring Special Mid Cap Value Inst 663.70K (1.01%) -79.50K
Decreased by -11.98%
Apr 30, 25
15 SPDR® S&P Dividend ETF 654.04K (1.00%) 46.70K
Increased by +7.14%
Apr 30, 25
16 Fidelity VIP Mid Cap Initial 578.00K (0.88%) 0.00
Increased by 0.00%
Mar 31, 25
17 Mawer US Equity A 541.84K (0.83%) -10.40K
Decreased by -1.92%
Mar 31, 25
18 SPDR® S&P MIDCAP 400 ETF Trust 525.13K (0.80%) -5.79K
Decreased by -1.10%
Apr 30, 25
19 Handelsbanken Global Tema (A1 SEK) 485.80K (0.74%) 0.00
Increased by 0.00%
Apr 30, 25
20 VIP Mid Cap Initial 478.00K (0.73%) 44.60K
Increased by +9.33%
Nov 30, 23