Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BEEZ 3.86%
2 GLRY 2.68%
3 BOUT 2.12%
4 NBSM 2.11%
5 SMLL 1.91%
6 PXMG 1.87%
7 DEF 1.86%
8 SMAP 1.77%
9 REGL 1.64%
10 OSCV 1.34%
11 SMMV 1.30%
12 XMLV 1.26%
13 HSMV 1.08%
14 RNMC 1.01%
15 EVSTC_old 1.01%
16 FSGS 1.00%
17 SMCO 1.00%
18 FSCS 1.00%
19 SURE 0.95%
20 FDLS 0.94%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 7.16M (10.96%) -45.02K
Decreased by -0.63%
Mar 31, 25
2 BlackRock Inc 6.18M (9.47%) -37.05K
Decreased by -0.60%
Mar 31, 25
3 State Farm Mutual Automobile Ins Co 4.74M (7.26%) 0.00
Increased by 0.00%
Mar 31, 25
4 Morgan Stanley - Brokerage Accounts 4.39M (6.72%) -344.98K
Decreased by -7.85%
Mar 31, 25
5 State Street Corporation 2.97M (4.55%) -82.47K
Decreased by -2.77%
Mar 31, 24
6 State Street Corp 2.83M (4.32%) -118.96K
Decreased by -4.21%
Mar 31, 25
7 FMR Inc 2.32M (3.55%) -164.78K
Decreased by -7.11%
Mar 31, 25
8 Victory Capital Management Inc. 2.22M (3.40%) 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 Northern Trust Corp 1.11M (1.69%) -10.47K
Decreased by -0.95%
Mar 31, 25
13 London Company of Virginia 1.06M (1.63%) -44.75K
Decreased by -4.21%
Mar 31, 25
14 BTIM Corp 1.06M (1.62%) -79.33K
Decreased by -7.48%
Jun 30, 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 2.41M (3.69%) -14.53K
Decreased by -0.60%
Jun 30, 25
2 iShares Core S&P Mid-Cap ETF 2.15M (3.29%) -3.85K
Decreased by -0.18%
Jul 31, 25
3 Vanguard Total Stock Mkt Idx Inv 2.11M (3.24%) -17.06K
Decreased by -0.81%
Jun 30, 25
4 Vanguard US Total Market Shares ETF 2.10M (3.21%) 1.25K
Increased by +0.06%
Sep 30, 24
5 Victory Sycamore Established Value R 1.63M (2.49%) 10.00K
Increased by +0.62%
Jun 30, 25
6 Sycamore Mid Cap Value Comp 1.61M (2.47%) 1.57M
Increased by +97.16%
Mar 31, 25
7 Vanguard Small Cap Index 1.61M (2.47%) -63.36K
Decreased by -3.93%
Jun 30, 25
8 Vanguard Small Cap Value Index Inv 1.03M (1.58%) -48.52K
Decreased by -4.71%
Jun 30, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 1.02M (1.56%) -22.05K
Decreased by -2.17%
Jun 30, 25
10 Touchstone Mid Cap Y 946.24K (1.45%) -41.03K
Decreased by -4.34%
Jun 30, 25
11 Neuberger Berman Genesis Inv 704.06K (1.08%) -26.96K
Decreased by -3.83%
Jun 30, 25
12 Allspring Mid Value SMA 663.70K (1.02%) 663.63K
Increased by +99.99%
Jun 30, 25
13 Allspring Special Mid Cap Value Inst 663.70K (1.02%) 0.00
Increased by 0.00%
Jun 30, 25
14 Allspring Special US Mid Cap Value Eq 663.70K (1.02%) -79.50K
Decreased by -11.98%
Jun 30, 25
15 SPDR® S&P Dividend ETF 624.36K (0.96%) -21.80K
Decreased by -3.49%
Jul 31, 25
16 Fidelity VIP Mid Cap Initial 578.00K (0.88%) 0.00
Increased by 0.00%
Jun 30, 25
17 SPDR® S&P MIDCAP 400 ETF Trust 518.54K (0.79%) 5.14K
Increased by +0.99%
Jun 30, 25
18 Mawer US Equity A 485.84K (0.74%) -46.41K
Decreased by -9.55%
Jun 30, 25
19 Handelsbanken Global Tema (A1 SEK) 485.80K (0.74%) 0.00
Increased by 0.00%
Jul 31, 25
20 VIP Mid Cap Initial 478.00K (0.73%) 44.60K
Increased by +9.33%
Nov 30, 23