Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCD 3.88%
2 ZIG 3.24%
3 KLXY 2.94%
4 MVFD 2.88%
5 TPMN 2.78%
6 RCD 2.19%
7 RSPD 2.19%
8 TOGA 2.17%
9 COWS 2.13%
10 HCOW 2.08%
11 SPDV 1.50%
12 XRT 1.44%
13 DWSH 1.39%
14 MPAY 1.31%
15 CALF 1.19%
16 SURE 1.02%
17 EPSV 0.96%
18 ALTL 0.95%
19 EPMV 0.94%
20 RETL 0.89%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 26.02M (12.36%) -2.17M
Decreased by -8.36%
Mar 31, 25
2 BlackRock Inc 21.52M (10.22%) -6.47M
Decreased by -30.07%
Mar 31, 25
3 Third Point, LLC 11.79M (5.60%) -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 iShares Core S&P Mid-Cap ETF 6.94M (3.30%) -12.48K
Decreased by -0.18%
Jul 31, 25
4 Vanguard US Total Market Shares ETF 6.90M (3.28%) -167.13K
Decreased by -2.42%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 6.83M (3.24%) -117.16K
Decreased by -1.71%
Jun 30, 25
6 Vanguard Institutional 500 Index Trust 5.85M (2.78%) 43.78K
Increased by +0.75%
Aug 31, 24
7 Vanguard Small Cap Index 5.21M (2.47%) -257.98K
Decreased by -4.96%
Jun 30, 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 Vanguard Equity-Income Inv 4.22M (2.01%) 730.90K
Increased by +17.30%
Jun 30, 25
13 Vanguard PRIMECAP Inv 3.48M (1.65%) 0.00
Increased by 0.00%
Dec 31, 24
14 Vanguard Small Cap Value Index Inv 3.32M (1.58%) -190.97K
Decreased by -5.75%
Jun 30, 25
15 Vanguard Institutional Extnd Mkt Idx Tr 3.28M (1.56%) -92.13K
Decreased by -2.81%
Jun 30, 25
16 JPM US Mid Cap Value-Composite 3.03M (1.44%) 735.25K
Increased by +24.26%
Jun 30, 25
17 JPMorgan Mid Cap Value L 3.03M (1.44%) 189.43K
Increased by +6.25%
Jun 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