Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCD 3.88%
2 ZIG 3.44%
3 KLXY 3.05%
4 MVFD 2.88%
5 TPMN 2.78%
6 COWS 2.33%
7 HCOW 2.26%
8 TOGA 2.24%
9 RSPD 2.19%
10 RCD 2.19%
11 XRT 1.58%
12 SPDV 1.50%
13 DWSH 1.39%
14 MPAY 1.31%
15 CALF 1.30%
16 SURE 1.07%
17 RETL 0.96%
18 ALTL 0.95%
19 FXD 0.91%
20 WBIG 0.86%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 26.02M (12.35%) -2.17M
Decreased by -8.36%
Mar 31, 25
2 BlackRock Inc 21.52M (10.21%) -6.47M
Decreased by -30.07%
Mar 31, 25
3 Third Point, LLC 11.79M (5.59%) -190.00K
Decreased by -1.61%
Sep 30, 24
4 Lone Pine Capital LLC 11.32M (5.37%) 1.55M
Increased by +13.68%
Jun 30, 24
5 T. Rowe Price Investment Management,Inc. 11.02M (5.23%) 781.68K
Increased by +7.10%
Mar 31, 25
6 State Street Corporation 9.67M (4.59%) -249.22K
Decreased by -2.58%
Mar 31, 24
7 FMR Inc 8.77M (4.16%) 5.72M
Increased by +65.21%
Mar 31, 25
8 T. Rowe Price Associates, Inc. 8.36M (3.97%) -131.04K
Decreased by -1.57%
Mar 31, 25
9 State Street Corp 7.16M (3.40%) -592.48K
Decreased by -8.28%
Mar 31, 25
10 Victory Capital Management Inc. 6.80M (3.23%) 6.75M
Increased by +99.33%
Mar 31, 25
11 JPMorgan Chase & Co 6.27M (2.98%) -715.65K
Decreased by -11.41%
Mar 31, 25
12 AllianceBernstein L.P. 5.42M (2.57%) 243.61K
Increased by +4.49%
Mar 31, 25
13 PRIMECAP Management Company 5.34M (2.53%) -83.95K
Decreased by -1.57%
Dec 31, 24
14 Champlain Investment Partners, LLC 4.68M (2.22%) -130.13K
Decreased by -2.78%
Mar 31, 24
15 Steadfast Capital Management LLC 4.17M (1.98%) -630.50K
Decreased by -15.14%
Jun 30, 24
16 Point72 Asset Management, L.P. 4.07M (1.93%) 197.32K
Increased by +4.85%
Mar 31, 25
17 Amvescap Plc. 4.01M (1.90%) -109.03K
Decreased by -2.72%
Jun 30, 24
18 AQR Capital Management LLC 3.99M (1.90%) 2.91M
Increased by +72.81%
Mar 31, 25
19 Arrowstreet Capital Limited Partnership 3.88M (1.84%) 1.72M
Increased by +44.18%
Dec 31, 24
20 Cooper Creek Partners Management LLC 3.79M (1.80%) 975.96K
Increased by +25.75%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 13.97M (6.63%) -2.92K
Decreased by -0.02%
Feb 28, 25
2 Victory Sycamore Established Value R 8.60M (4.08%) 4.18M
Increased by +48.60%
Jun 30, 25
3 Vanguard Total Stock Mkt Idx Inv 6.95M (3.30%) 4.39K
Increased by +0.06%
May 31, 25
4 iShares Core S&P Mid-Cap ETF 6.94M (3.30%) 3.63K
Increased by +0.05%
Jun 30, 25
5 Vanguard US Total Market Shares ETF 6.90M (3.27%) -167.13K
Decreased by -2.42%
Sep 30, 24
6 Vanguard Institutional 500 Index Trust 5.85M (2.77%) 43.78K
Increased by +0.75%
Aug 31, 24
7 Vanguard Small Cap Index 5.46M (2.59%) 25.69K
Increased by +0.47%
May 31, 25
8 Invesco S&P 500® Equal Weight ETF 4.63M (2.20%) 2.69K
Increased by +0.06%
Sep 30, 24
9 Sycamore Mid Cap Value Comp 4.42M (2.10%) 4.42M
Increased by +100.00%
Mar 31, 25
10 T. Rowe Price Mid-Cap Growth 4.29M (2.04%) -5.20K
Decreased by -0.12%
Mar 31, 25
11 T. Rowe Price US Mid-Cap Growth Equity 4.29M (2.04%) -7.00K
Decreased by -0.16%
Mar 31, 25
12 T. Rowe Price Mid-Cap Value 4.16M (1.98%) -1.02K
Decreased by -0.02%
Mar 31, 25
13 Vanguard Small Cap Value Index Inv 3.51M (1.67%) -2.96K
Decreased by -0.08%
May 31, 25
14 Vanguard Equity-Income Inv 3.49M (1.66%) 0.00
Increased by 0.00%
Mar 31, 25
15 Vanguard PRIMECAP Inv 3.48M (1.65%) 0.00
Increased by 0.00%
Dec 31, 24
16 Vanguard Institutional Extnd Mkt Idx Tr 3.38M (1.60%) 22.88K
Increased by +0.68%
May 31, 25
17 JPM US Mid Cap Value-Composite 3.03M (1.44%) 735.25K
Increased by +24.26%
Jun 30, 25
18 JPMorgan Mid Cap Value L 2.84M (1.35%) 494.02K
Increased by +17.39%
May 31, 25
19 Fidelity 500 Index 2.74M (1.30%) -11.33K
Decreased by -0.41%
Sep 30, 24
20 SPDR® S&P 500 ETF Trust 2.72M (1.29%) 18.76K
Increased by +0.69%
May 30, 24