Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCD 3.88%
2 ZIG 3.07%
3 TPMN 2.78%
4 KLXY 2.76%
5 COWS 2.23%
6 RSPD 2.19%
7 RCD 2.19%
8 SPDV 1.50%
9 DWSH 1.39%
10 MPAY 1.31%
11 LSEQ 1.15%
12 XRT 1.15%
13 SURE 0.99%
14 ALTL 0.95%
15 WBIG 0.86%
16 AIEQ 0.86%
17 HIDV 0.85%
18 RETL 0.82%
19 PY 0.77%
20 LSAF 0.75%

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 PRIMECAP Management Company 5.34M (2.53%) -83.95K
Decreased by -1.57%
Dec 31, 24
13 AllianceBernstein L.P. 5.18M (2.46%) 1.36M
Increased by +26.27%
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 iShares Core S&P Mid-Cap ETF 7.01M (3.33%) -22.62K
Decreased by -0.32%
Apr 30, 25
3 Vanguard Total Stock Mkt Idx Inv 6.94M (3.30%) 97.65K
Increased by +1.41%
Apr 30, 25
4 Vanguard US Total Market Shares ETF 6.90M (3.27%) -167.13K
Decreased by -2.42%
Sep 30, 24
5 Vanguard Institutional 500 Index Trust 5.85M (2.77%) 43.78K
Increased by +0.75%
Aug 31, 24
6 Vanguard Small Cap Index 5.44M (2.58%) 32.26K
Increased by +0.59%
Apr 30, 25
7 Invesco S&P 500® Equal Weight ETF 4.63M (2.20%) 2.69K
Increased by +0.06%
Sep 30, 24
8 Sycamore Mid Cap Value Comp 4.42M (2.10%) 4.42M
Increased by +100.00%
Mar 31, 25
9 Victory Sycamore Established Value R 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 (1.97%) -1.02K
Decreased by -0.02%
Mar 31, 25
13 T. Rowe Price US Mid-Cap Value Equity 4.16M (1.97%) -4.10K
Decreased by -0.10%
Mar 31, 25
14 Vanguard Small Cap Value Index Inv 3.51M (1.67%) 11.03K
Increased by +0.31%
Apr 30, 25
15 Vanguard Equity-Income Inv 3.49M (1.66%) 0.00
Increased by 0.00%
Mar 31, 25
16 Vanguard PRIMECAP Inv 3.48M (1.65%) 0.00
Increased by 0.00%
Dec 31, 24
17 Vanguard Institutional Extnd Mkt Idx Tr 3.35M (1.59%) 19.63K
Increased by +0.59%
Apr 30, 25
18 Fidelity 500 Index 2.74M (1.30%) -11.33K
Decreased by -0.41%
Sep 30, 24
19 SPDR® S&P 500 ETF Trust 2.72M (1.29%) 18.76K
Increased by +0.69%
May 30, 24
20 SPDR® S&P 500® ETF Trust 2.71M (1.29%) -2.51K
Decreased by -0.09%
Sep 30, 24