Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BEEZ 3.54%
2 GLRY 2.68%
3 SCDV 2.31%
4 BOUT 2.12%
5 NBSM 1.97%
6 PXMG 1.87%
7 DEF 1.86%
8 SMLL 1.79%
9 SMAP 1.69%
10 REGL 1.52%
11 OSCV 1.25%
12 XMLV 1.16%
13 HSMV 1.11%
14 SMMV 1.01%
15 EVSTC_old 1.01%
16 RNMC 1.00%
17 FSCS 1.00%
18 FSGS 0.99%
19 SURE 0.95%
20 FDLS 0.94%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 7.08M (10.86%) -82.35K
Decreased by -1.16%
Jun 30, 25
2 BlackRock Inc 6.24M (9.58%) 56.16K
Increased by +0.90%
Jun 30, 25
3 State Farm Mutual Automobile Ins Co 4.74M (7.28%) 0.00
Increased by 0.00%
Jun 30, 25
4 Morgan Stanley - Brokerage Accounts 4.38M (6.72%) -15.57K
Decreased by -0.36%
Jun 30, 25
5 State Street Corporation 2.97M (4.56%) -82.47K
Decreased by -2.77%
Mar 31, 24
6 State Street Corp 2.87M (4.40%) 43.19K
Increased by +1.51%
Jun 30, 25
7 Victory Capital Management Inc. 2.23M (3.42%) 7.58K
Increased by +0.34%
Jun 30, 25
8 FMR Inc 2.06M (3.16%) -258.37K
Decreased by -12.55%
Jun 30, 25
9 Geode Capital Management, LLC 1.75M (2.68%) 62.54K
Increased by +3.58%
Jun 30, 25
10 Mawer Investment Management Ltd 1.40M (2.15%) 197.21K
Increased by +14.08%
Jun 30, 25
11 Neuberger Berman Group LLC 1.20M (1.85%) -44.57K
Decreased by -3.70%
Jun 30, 25
12 Northern Trust Corp 1.10M (1.70%) -1.50K
Decreased by -0.14%
Jun 30, 25
13 BTIM Corp 1.06M (1.63%) -79.33K
Decreased by -7.48%
Jun 30, 25
14 London Company of Virginia 1.02M (1.57%) -41.71K
Decreased by -4.08%
Jun 30, 25
15 Dimensional Fund Advisors, Inc. 892.96K (1.37%) 92.77K
Increased by +10.39%
Jun 30, 25
16 Allspring Global Investments Holdings, LLC 853.27K (1.31%) -99.71K
Decreased by -11.69%
Jun 30, 25
17 American Century Companies Inc 805.30K (1.24%) 212.89K
Increased by +26.44%
Jun 30, 24
18 Fiduciary Management, Inc. of Milwaukee 764.16K (1.17%) -3.48K
Decreased by -0.46%
Jun 30, 25
19 NORGES BANK 755.49K (1.16%) 15.42K
Increased by +2.04%
Jun 30, 25
20 Acadian Asset Management LLC 733.97K (1.13%) -42.50K
Decreased by -5.79%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Eaton Vance Atlanta Capital SMID-Cap I 2.25M (3.46%) -159.02K
Decreased by -7.06%
Jul 31, 25
2 iShares Core S&P Mid-Cap ETF 2.15M (3.30%) 0.00
Increased by 0.00%
Aug 31, 25
3 Vanguard US Total Market Shares ETF 2.10M (3.22%) 1.25K
Increased by +0.06%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 2.07M (3.18%) -43.91K
Decreased by -2.12%
Jul 31, 25
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 (2.48%) 1.57M
Increased by +97.16%
Mar 31, 25
7 Vanguard Small Cap Index 1.60M (2.46%) -10.41K
Decreased by -0.65%
Jul 31, 25
8 Vanguard Small Cap Value Index Inv 1.03M (1.58%) 1.57K
Increased by +0.15%
Jul 31, 25
9 Touchstone Mid Cap Y 946.24K (1.45%) -41.03K
Decreased by -4.34%
Jun 30, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 709.01K (1.09%) -307.07K
Decreased by -43.31%
Jul 31, 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 US Mid Cap Value Eq 663.70K (1.02%) -79.50K
Decreased by -11.98%
Jun 30, 25
14 SPDR® S&P Dividend ETF 621.32K (0.95%) 0.00
Increased by 0.00%
Aug 31, 25
15 Allspring Special Mid Cap Value Inst 600.20K (0.92%) -63.50K
Decreased by -10.58%
Jul 31, 25
16 Fidelity VIP Mid Cap Initial 578.00K (0.89%) 0.00
Increased by 0.00%
Jul 31, 25
17 SPDR® S&P MIDCAP 400 ETF Trust 505.88K (0.78%) -12.66K
Decreased by -2.50%
Jul 31, 25
18 Handelsbanken Global Tema (A1 SEK) 485.80K (0.75%) 0.00
Increased by 0.00%
Aug 31, 25
19 Mawer US Equity A 482.04K (0.74%) -3.80K
Decreased by -0.79%
Jul 31, 25
20 VIP Mid Cap Initial 478.00K (0.73%) 44.60K
Increased by +9.33%
Nov 30, 23