Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CSMD 3.60%
2 PSL 3.28%
3 KSEA 2.75%
4 GLRY 2.72%
5 PVAL 2.24%
6 PXMV 2.05%
7 XMMO 1.82%
8 FCUS 1.81%
9 SMCO 1.81%
10 SMAP 1.74%
11 FFSM 1.68%
12 XVOL 1.57%
13 XRT 1.45%
14 QMID 1.37%
15 XMLV 1.30%
16 FDLS 1.18%
17 KOCG 1.15%
18 EWMC 1.12%
19 TSME 1.06%
20 MCDS 1.02%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 13.12M (10.02%) -31.37K
Decreased by -0.24%
Mar 31, 25
2 FMR Inc 13.08M (9.99%) -1.29M
Decreased by -9.89%
Mar 31, 25
3 BlackRock Inc 11.61M (8.87%) -45.72K
Decreased by -0.39%
Mar 31, 25
4 Franklin Resources Inc 5.59M (4.27%) 322.28K
Increased by +5.76%
Mar 31, 25
5 Amundi 4.84M (3.70%) -673.93K
Decreased by -13.91%
Mar 31, 25
6 Kayne Anderson Rudnick Investment Management LLC 4.37M (3.33%) 35.13K
Increased by +0.80%
Mar 31, 25
7 Bessemer Group Inc 4.19M (3.20%) 1.66M
Increased by +39.71%
Mar 31, 25
8 State Street Corp 4.17M (3.18%) 6.75K
Increased by +0.16%
Mar 31, 25
9 State Street Corporation 4.07M (3.11%) 102.34K
Increased by +2.51%
Mar 31, 24
10 Putnam Investments LLC 3.65M (2.79%) 150.41K
Increased by +4.12%
Dec 31, 23
11 Putnam Investments, LLC., a Franklin Templeton company 3.65M (2.79%) 150.41K
Increased by +4.12%
Dec 31, 23
12 Morgan Stanley - Brokerage Accounts 3.60M (2.75%) -1.43M
Decreased by -39.82%
Mar 31, 25
13 Massachusetts Financial Services Company 3.23M (2.47%) 741.78K
Increased by +22.97%
Mar 31, 25
14 Bank of New York Mellon Corp 2.99M (2.28%) 1.99M
Increased by +66.63%
Mar 31, 25
15 Victory Capital Management Inc. 2.95M (2.25%) -2.34M
Decreased by -79.58%
Mar 31, 25
16 River Road Asset Management, LLC 2.46M (1.88%) -332.52K
Decreased by -13.54%
Mar 31, 25
17 Geode Capital Management, LLC 2.32M (1.77%) 108.15K
Increased by +4.66%
Mar 31, 25
18 ClearBridge Advisors, LLC 2.12M (1.62%) -209.21K
Decreased by -9.86%
Mar 31, 25
19 JPMorgan Chase & Co 1.80M (1.37%) -771.95K
Decreased by -42.89%
Mar 31, 25
20 Amvescap Plc. 1.74M (1.33%) -150.31K
Decreased by -8.64%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 4.29M (3.28%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard Total Stock Mkt Idx Inv 4.24M (3.24%) 61.13K
Increased by +1.44%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 4.19M (3.20%) 3.25K
Increased by +0.08%
Sep 30, 24
4 Vanguard Small Cap Index 3.32M (2.53%) 19.79K
Increased by +0.60%
Apr 30, 25
5 Putnam Large Cap Value A 2.55M (1.94%) 0.00
Increased by 0.00%
Apr 30, 25
6 Putnam US Large Cap Value Equity 2.55M (1.94%) 112.42K
Increased by +4.42%
Mar 31, 25
7 Pioneer A 2.43M (1.86%) -66.94K
Decreased by -2.75%
Jan 31, 25
8 Vanguard Small Cap Value Index Inv 2.14M (1.64%) 6.75K
Increased by +0.31%
Apr 30, 25
9 Pioneer US Large Core Equity 2.06M (1.57%) -439.95K
Decreased by -21.38%
Mar 31, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 2.04M (1.56%) 10.00K
Increased by +0.49%
Apr 30, 25
11 Fidelity Advisor Growth Opps M 1.98M (1.51%) -34.50K
Decreased by -1.74%
Apr 30, 25
12 Victory Pioneer A 1.85M (1.41%) -209.44K
Decreased by -11.33%
Apr 30, 25
13 Select Retailing 1.58M (1.20%) 100.00K
Increased by +6.34%
Nov 30, 23
14 Sycamore Mid Cap Value Comp 1.57M (1.20%) 1.45M
Increased by +92.65%
Mar 31, 25
15 Victory Sycamore Established Value R 1.57M (1.20%) -2.05M
Decreased by -131.01%
Mar 31, 25
16 Fidelity® Low-Priced Stock 1.51M (1.15%) -1.57K
Decreased by -0.10%
Oct 31, 23
17 Vanguard Explorer Inv 1.33M (1.02%) -150.07K
Decreased by -11.29%
Jun 30, 24
18 Fidelity Low-Priced Stock 1.30M (0.99%) -1.25K
Decreased by -0.10%
Jun 30, 24
19 MFS Mid Cap Growth A 1.14M (0.87%) 242.14K
Increased by +21.20%
Apr 30, 25
20 JPM US Small Cap Core-Composite 1.13M (0.87%) -14.50K
Decreased by -1.28%
Dec 31, 23