Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCD 3.88%
2 ZIG 3.06%
3 MVFD 2.88%
4 TPMN 2.78%
5 KLXY 2.32%
6 TOGA 2.22%
7 RCD 2.19%
8 RSPD 2.19%
9 LSEQ 2.13%
10 SPDV 1.50%
11 WBIY 1.39%
12 COWS 1.31%
13 MPAY 1.31%
14 HCOW 1.28%
15 XRT 1.24%
16 LOHA 1.01%
17 ALTL 0.95%
18 FXD 0.94%
19 PAMC 0.88%
20 WBIG 0.86%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 26.03M (13.74%) -502.25K
Decreased by -1.93%
Dec 31, 25
2 FMR Inc 20.89M (11.02%) 3.94M
Increased by +18.88%
Mar 31, 26
3 BlackRock Inc 19.32M (10.20%) -1.83M
Decreased by -9.45%
Mar 31, 26
4 Vanguard Portfolio Management, LLC 15.02M (7.93%) 15.02M
Increased by +100.00%
Mar 31, 26
5 JPMorgan Chase & Co 13.28M (7.01%) 6.20M
Increased by +46.67%
Sep 30, 25
6 Third Point, LLC 11.79M (6.22%) -190.00K
Decreased by -1.61%
Sep 30, 24
7 Lone Pine Capital LLC 11.32M (5.97%) 1.55M
Increased by +13.68%
Jun 30, 24
8 AQR Capital Management LLC 11.04M (5.83%) -405.21K
Decreased by -3.67%
Mar 31, 26
9 T. Rowe Price Investment Management,Inc. 11.02M (5.81%) 781.68K
Increased by +7.10%
Mar 31, 25
10 State Street Corporation 9.67M (5.11%) -249.22K
Decreased by -2.58%
Mar 31, 24
11 D. E. Shaw & Co LP 9.50M (5.02%) 3.74M
Increased by +39.30%
Mar 31, 26
12 Vanguard Capital Management, LLC 9.16M (4.83%) 9.16M
Increased by +100.00%
Mar 31, 26
13 Victory Capital Management Inc. 8.51M (4.49%) -4.53M
Decreased by -53.19%
Sep 30, 25
14 State Street Corp 6.94M (3.66%) 113.78K
Increased by +1.64%
Mar 31, 26
15 AllianceBernstein L.P. 5.75M (3.03%) 722.11K
Increased by +12.57%
Mar 31, 26
16 PRIMECAP Management Company 5.34M (2.82%) -83.95K
Decreased by -1.57%
Dec 31, 24
17 Cooper Creek Partners Management LLC 5.01M (2.64%) -402.96K
Decreased by -8.05%
Sep 30, 25
18 Champlain Investment Partners, LLC 4.68M (2.47%) -130.13K
Decreased by -2.78%
Mar 31, 24
19 American Century Companies Inc 4.47M (2.36%) -840.24K
Decreased by -18.78%
Mar 31, 26
20 GMT Capital Corp 4.17M (2.20%) 915.20K
Increased by +21.93%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 13.97M (7.37%) -2.92K
Decreased by -0.02%
Feb 28, 25
2 Victory Sycamore Established Value R 8.60M (4.54%) 4.18M
Increased by +48.60%
Jun 30, 25
3 iShares Core S&P Mid-Cap ETF 6.95M (3.67%) 1.30K
Increased by +0.02%
May 29, 26
4 Vanguard US Total Market Shares ETF 6.90M (3.64%) -167.13K
Decreased by -2.42%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 6.51M (3.44%) 17.76K
Increased by +0.27%
Apr 30, 26
6 Vanguard Institutional 500 Index Trust 5.85M (3.08%) 43.78K
Increased by +0.75%
Aug 31, 24
7 Vanguard Small Cap Index 4.72M (2.49%) -10.26K
Decreased by -0.22%
Apr 30, 26
8 Invesco S&P 500® Equal Weight ETF 4.63M (2.44%) 2.69K
Increased by +0.06%
Sep 30, 24
9 Sycamore Mid Cap Value Comp 4.42M (2.33%) 4.42M
Increased by +100.00%
Mar 31, 25
10 T. Rowe Price Mid-Cap Growth 4.29M (2.27%) -5.20K
Decreased by -0.12%
Mar 31, 25
11 T. Rowe Price US Mid-Cap Growth Equity 4.29M (2.27%) -7.00K
Decreased by -0.16%
Mar 31, 25
12 Vanguard Equity-Income Inv 4.13M (2.18%) -393.88K
Decreased by -9.53%
Mar 31, 26
13 Vanguard PRIMECAP Inv 3.48M (1.84%) 0.00
Increased by 0.00%
Dec 31, 24
14 JPM US Mid Cap Value-Composite 3.03M (1.60%) 735.25K
Increased by +24.26%
Jun 30, 25
15 Vanguard Small Cap Value Index Inv 3.03M (1.60%) 23.01K
Increased by +0.76%
Apr 30, 26
16 Fidelity Value 2.78M (1.47%) -238.20K
Decreased by -8.57%
Apr 30, 26
17 Fidelity 500 Index 2.74M (1.45%) -11.33K
Decreased by -0.41%
Sep 30, 24
18 SPDR® S&P 500 ETF Trust 2.72M (1.44%) 18.76K
Increased by +0.69%
May 30, 24
19 SPDR® S&P 500® ETF Trust 2.71M (1.43%) -2.51K
Decreased by -0.09%
Sep 30, 24
20 JPMorgan Mid Cap Value L 2.68M (1.41%) -352.85K
Decreased by -13.18%
Jul 31, 25