Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCD 3.88%
2 ZIG 3.51%
3 MVFD 2.88%
4 TPMN 2.78%
5 KLXY 2.37%
6 TOGA 2.34%
7 RSPD 2.19%
8 RCD 2.19%
9 COWS 1.87%
10 HCOW 1.82%
11 SPDV 1.50%
12 MPAY 1.31%
13 XRT 1.27%
14 ALTL 0.95%
15 FXD 0.92%
16 SURE 0.88%
17 WBIG 0.86%
18 AIEQ 0.86%
19 HIDV 0.85%
20 CALF 0.85%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 26.97M (13.14%) 940.35K
Increased by +3.49%
Jun 30, 25
2 BlackRock Inc 21.30M (10.38%) -217.03K
Decreased by -1.02%
Jun 30, 25
3 Victory Capital Management Inc. 13.04M (6.35%) 6.24M
Increased by +47.85%
Jun 30, 25
4 FMR Inc 12.41M (6.05%) 3.64M
Increased by +29.36%
Jun 30, 25
5 Third Point, LLC 11.79M (5.74%) -190.00K
Decreased by -1.61%
Sep 30, 24
6 Lone Pine Capital LLC 11.32M (5.51%) 1.55M
Increased by +13.68%
Jun 30, 24
7 T. Rowe Price Investment Management,Inc. 11.02M (5.37%) 781.68K
Increased by +7.10%
Mar 31, 25
8 State Street Corporation 9.67M (4.71%) -249.22K
Decreased by -2.58%
Mar 31, 24
9 JPMorgan Chase & Co 7.08M (3.45%) 809.00K
Increased by +11.43%
Jun 30, 25
10 State Street Corp 6.91M (3.37%) -246.78K
Decreased by -3.57%
Jun 30, 25
11 AllianceBernstein L.P. 5.74M (2.80%) 315.74K
Increased by +5.50%
Jun 30, 25
12 Point72 Asset Management, L.P. 5.61M (2.73%) 1.54M
Increased by +27.45%
Jun 30, 25
13 Cooper Creek Partners Management LLC 5.41M (2.64%) 1.62M
Increased by +29.93%
Jun 30, 25
14 PRIMECAP Management Company 5.34M (2.60%) -83.95K
Decreased by -1.57%
Dec 31, 24
15 Champlain Investment Partners, LLC 4.68M (2.28%) -130.13K
Decreased by -2.78%
Mar 31, 24
16 Fuller & Thaler Asset Management Inc 4.38M (2.14%) 702.05K
Increased by +16.02%
Jun 30, 25
17 AQR Capital Management LLC 4.20M (2.05%) 210.15K
Increased by +5.00%
Jun 30, 25
18 Steadfast Capital Management LLC 4.17M (2.03%) -630.50K
Decreased by -15.14%
Jun 30, 24
19 GMT Capital Corp 4.07M (1.98%) 329.30K
Increased by +8.10%
Jun 30, 25
20 Amvescap Plc. 4.01M (1.95%) -109.03K
Decreased by -2.72%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 13.97M (6.81%) -2.92K
Decreased by -0.02%
Feb 28, 25
2 Victory Sycamore Established Value R 8.60M (4.19%) 4.18M
Increased by +48.60%
Jun 30, 25
3 iShares Core S&P Mid-Cap ETF 6.93M (3.38%) 0.00
Increased by 0.00%
Aug 31, 25
4 Vanguard US Total Market Shares ETF 6.90M (3.36%) -167.13K
Decreased by -2.42%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 6.69M (3.26%) -141.35K
Decreased by -2.11%
Jul 31, 25
6 Vanguard Institutional 500 Index Trust 5.85M (2.85%) 43.78K
Increased by +0.75%
Aug 31, 24
7 Vanguard Small Cap Index 5.17M (2.52%) -34.56K
Decreased by -0.67%
Jul 31, 25
8 Invesco S&P 500® Equal Weight ETF 4.63M (2.25%) 2.69K
Increased by +0.06%
Sep 30, 24
9 Sycamore Mid Cap Value Comp 4.42M (2.15%) 4.42M
Increased by +100.00%
Mar 31, 25
10 T. Rowe Price Mid-Cap Growth 4.29M (2.09%) -5.20K
Decreased by -0.12%
Mar 31, 25
11 T. Rowe Price US Mid-Cap Growth Equity 4.29M (2.09%) -7.00K
Decreased by -0.16%
Mar 31, 25
12 Vanguard Equity-Income Inv 4.22M (2.06%) 730.90K
Increased by +17.30%
Jun 30, 25
13 Vanguard PRIMECAP Inv 3.48M (1.70%) 0.00
Increased by 0.00%
Dec 31, 24
14 Vanguard Small Cap Value Index Inv 3.32M (1.62%) -2.93K
Decreased by -0.09%
Jul 31, 25
15 JPM US Mid Cap Value-Composite 3.03M (1.48%) 735.25K
Increased by +24.26%
Jun 30, 25
16 Fidelity 500 Index 2.74M (1.34%) -11.33K
Decreased by -0.41%
Sep 30, 24
17 SPDR® S&P 500 ETF Trust 2.72M (1.33%) 18.76K
Increased by +0.69%
May 30, 24
18 SPDR® S&P 500® ETF Trust 2.71M (1.32%) -2.51K
Decreased by -0.09%
Sep 30, 24
19 JPMorgan Mid Cap Value L 2.68M (1.31%) -352.85K
Decreased by -13.18%
Jul 31, 25
20 Fidelity® 500 Index 2.67M (1.30%) 16.98K
Increased by +0.64%
Nov 30, 23