Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BEEZ 4.24%
2 BBHM 3.01%
3 GLRY 2.68%
4 SMLL 2.35%
5 NBSM 2.30%
6 BOUT 2.12%
7 FTDS 1.99%
8 PXMG 1.87%
9 DEF 1.86%
10 SCDV 1.71%
11 SMAP 1.69%
12 WBIF 1.67%
13 REGL 1.57%
14 NRES 1.57%
15 OSCV 1.31%
16 XMLV 1.16%
17 SMCO 1.11%
18 SSMG 1.07%
19 FSCS 1.06%
20 RNMC 1.04%

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 River Road Asset Management, LLC 1.35M (2.14%) 173.70K
Increased by +12.86%
Jun 30, 26
13 BTIM Corp 1.35M (2.14%) -65.23K
Decreased by -4.83%
Mar 31, 26
14 Fiduciary Management, Inc. of Milwaukee 1.25M (1.98%) 4.78K
Increased by +0.38%
Mar 31, 26
15 AQR Capital Management LLC 1.23M (1.95%) 385.68K
Increased by +31.37%
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 2.17M (3.44%) -11.78K
Decreased by -0.54%
Jun 30, 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 2.03M (3.21%) -23.27K
Decreased by -1.15%
Jun 30, 26
4 Victory Sycamore Established Value R 1.86M (2.94%) 113.00K
Increased by +6.08%
Jun 30, 26
5 Eaton Vance Atlanta Capital SMID-Cap I 1.76M (2.78%) 0.00
Increased by 0.00%
May 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 1.46M (2.32%) -17.29K
Decreased by -1.18%
Jun 30, 26
8 Vanguard Small Cap Value Index Inv 929.21K (1.47%) -25.22K
Decreased by -2.71%
Jun 30, 26
9 Neuberger Genesis Inv 862.10K (1.36%) 214.48K
Increased by +24.88%
Jun 30, 26
10 Vanguard Institutional Extnd Mkt Idx Tr 732.79K (1.16%) 4.58K
Increased by +0.62%
Jun 30, 26
11 Touchstone Mid Cap Y 716.33K (1.13%) -44.14K
Decreased by -6.16%
Jun 30, 26
12 Neuberger Berman Genesis Inv 704.06K (1.11%) -26.96K
Decreased by -3.83%
Jun 30, 25
13 Allspring Mid Value SMA 663.70K (1.05%) 663.63K
Increased by +99.99%
Jun 30, 25
14 Allspring Special US Mid Cap Value Eq 663.70K (1.05%) -79.50K
Decreased by -11.98%
Jun 30, 25
15 State Street® SPDR® S&P® Dividend ETF 659.43K (1.04%) 665.00
Increased by +0.10%
Jun 30, 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%
May 31, 26
20 SPDR® S&P MIDCAP 400 ETF Trust 505.88K (0.80%) -12.66K
Decreased by -2.50%
Jul 31, 25