Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NEWZ 3.37%
2 RSMC 3.33%
3 BBHM 2.93%
4 KSEA 2.75%
5 CSMD 2.75%
6 PSL 2.58%
7 GLRY 2.01%
8 FCUS 1.81%
9 SMAP 1.76%
10 SMCO 1.61%
11 XVOL 1.57%
12 XRT 1.43%
13 QUSA 1.31%
14 XMLV 1.30%
15 EWMC 1.12%
16 PVAL 1.10%
17 XMVM 1.09%
18 PXMV 1.09%
19 RETL 1.06%
20 XMMO 1.06%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Victory Capital Management Inc. 12.93M (10.11%) 4.70M
Increased by +36.38%
Dec 31, 25
2 Vanguard Group Inc 12.74M (9.96%) -241.54K
Decreased by -1.90%
Dec 31, 25
3 BlackRock Inc 12.28M (9.60%) 266.94K
Increased by +2.17%
Dec 31, 25
4 FMR Inc 7.84M (6.13%) -309.08K
Decreased by -3.94%
Dec 31, 25
5 Franklin Resources Inc 7.12M (5.57%) 605.77K
Increased by +8.51%
Mar 31, 26
6 State Street Corp 5.47M (4.28%) 389.33K
Increased by +7.12%
Dec 31, 25
7 Amundi 4.84M (3.79%) -673.93K
Decreased by -13.91%
Mar 31, 25
8 State Street Corporation 4.07M (3.18%) 102.34K
Increased by +2.51%
Mar 31, 24
9 Kayne Anderson Rudnick Investment Management LLC 3.91M (3.05%) -345.63K
Decreased by -8.84%
Dec 31, 25
10 Putnam Investments LLC 3.65M (2.85%) 150.41K
Increased by +4.12%
Dec 31, 23
11 Putnam Investments, LLC., a Franklin Templeton company 3.65M (2.85%) 150.41K
Increased by +4.12%
Dec 31, 23
12 Wellington Management Company LLP 3.45M (2.70%) 179.72K
Increased by +5.21%
Dec 31, 25
13 River Road Asset Management, LLC 3.40M (2.66%) 297.95K
Increased by +8.75%
Dec 31, 25
14 Massachusetts Financial Services Company 3.31M (2.59%) -146.99K
Decreased by -4.44%
Mar 31, 26
15 Morgan Stanley - Brokerage Accounts 3.08M (2.41%) -791.63K
Decreased by -25.73%
Dec 31, 25
16 Geode Capital Management, LLC 3.07M (2.40%) 49.61K
Increased by +1.62%
Dec 31, 25
17 JPMorgan Chase & Co 2.78M (2.17%) -307.77K
Decreased by -11.07%
Mar 31, 26
18 Select Equity Group LP 2.69M (2.10%) -236.04K
Decreased by -8.77%
Dec 31, 25
19 Bank of New York Mellon Corp 2.67M (2.09%) -167.98K
Decreased by -6.29%
Mar 31, 26
20 Capital Research & Mgmt Co - Division 3 2.20M (1.72%) 1.09M
Increased by +49.61%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 4.42M (3.46%) -2.22K
Decreased by -0.05%
Apr 30, 26
2 Vanguard US Total Market Shares ETF 4.19M (3.28%) 3.25K
Increased by +0.08%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 4.17M (3.26%) 30.62K
Increased by +0.73%
Mar 31, 26
4 Victory Pioneer A 3.28M (2.56%) 154.01K
Increased by +4.70%
Jan 31, 26
5 Pioneer SMA 3.27M (2.56%) 3.19M
Increased by +97.66%
Mar 31, 26
6 Pioneer US Large Core Equity 3.27M (2.56%) 146.77K
Increased by +4.49%
Mar 31, 26
7 Vanguard Small Cap Index 3.02M (2.36%) 49.67K
Increased by +1.64%
Mar 31, 26
8 Putnam Large Cap Value A 2.74M (2.14%) 56.64K
Increased by +2.07%
Mar 31, 26
9 Putnam US Large Cap Value Equity 2.59M (2.03%) 0.00
Increased by 0.00%
Dec 31, 25
10 Pioneer A 2.43M (1.90%) -66.94K
Decreased by -2.75%
Jan 31, 25
11 Amundi Fds US Pioneer A USD C 2.36M (1.84%) -13.16K
Decreased by -0.56%
Mar 31, 26
12 Fidelity Advisor Growth Opps M 2.10M (1.64%) 0.00
Increased by 0.00%
Jul 31, 25
13 Vanguard Small Cap Value Index Inv 1.92M (1.50%) 14.04K
Increased by +0.73%
Mar 31, 26
14 Victory Sycamore Established Value R 1.66M (1.29%) 1.66M
Increased by +100.00%
Mar 31, 26
15 Select Retailing 1.58M (1.23%) 100.00K
Increased by +6.34%
Nov 30, 23
16 Sycamore Mid Cap Value Comp 1.57M (1.22%) 1.45M
Increased by +92.65%
Mar 31, 25
17 Fidelity® Low-Priced Stock 1.51M (1.18%) -1.57K
Decreased by -0.10%
Oct 31, 23
18 Vanguard Institutional Extnd Mkt Idx Tr 1.46M (1.14%) 26.85K
Increased by +1.84%
Mar 31, 26
19 Vanguard Explorer Inv 1.33M (1.04%) -150.07K
Decreased by -11.29%
Jun 30, 24
20 Fidelity Low-Priced Stock 1.30M (1.01%) -1.25K
Decreased by -0.10%
Jun 30, 24