Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NEWZ 3.37%
2 RSMC 3.26%
3 BBHM 2.77%
4 KSEA 2.75%
5 PSL 2.69%
6 CSMD 2.65%
7 GLRY 2.01%
8 FCUS 1.81%
9 SMAP 1.78%
10 SMCO 1.72%
11 XVOL 1.57%
12 QUSA 1.31%
13 XMLV 1.30%
14 XRT 1.29%
15 EWMC 1.12%
16 PVAL 1.10%
17 XMVM 1.09%
18 PXMV 1.09%
19 XMMO 1.06%
20 CGGG 1.04%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 12.74M (10.03%) -241.54K
Decreased by -1.90%
Dec 31, 25
2 BlackRock Inc 12.41M (9.77%) 135.96K
Increased by +1.10%
Mar 31, 26
3 Victory Capital Management Inc. 11.25M (8.86%) -1.68M
Decreased by -14.89%
Mar 31, 26
4 FMR Inc 7.32M (5.77%) -519.39K
Decreased by -7.09%
Mar 31, 26
5 Franklin Resources Inc 7.12M (5.61%) 605.77K
Increased by +8.51%
Mar 31, 26
6 Vanguard Portfolio Management, LLC 6.09M (4.80%) 6.09M
Increased by +100.00%
Mar 31, 26
7 Vanguard Capital Management, LLC 5.89M (4.64%) 5.89M
Increased by +100.00%
Mar 31, 26
8 State Street Corp 5.48M (4.31%) 3.85K
Increased by +0.07%
Mar 31, 26
9 Amundi 4.84M (3.81%) -673.93K
Decreased by -13.91%
Mar 31, 25
10 State Street Corporation 4.07M (3.21%) 102.34K
Increased by +2.51%
Mar 31, 24
11 Putnam Investments LLC 3.65M (2.87%) 150.41K
Increased by +4.12%
Dec 31, 23
12 Putnam Investments, LLC., a Franklin Templeton company 3.65M (2.87%) 150.41K
Increased by +4.12%
Dec 31, 23
13 Kayne Anderson Rudnick Investment Management LLC 3.55M (2.79%) -362.24K
Decreased by -10.22%
Mar 31, 26
14 River Road Asset Management, LLC 3.50M (2.76%) 99.76K
Increased by +2.85%
Mar 31, 26
15 Morgan Stanley - Brokerage Accounts 3.43M (2.70%) 355.75K
Increased by +10.36%
Mar 31, 26
16 Massachusetts Financial Services Company 3.31M (2.61%) -146.99K
Decreased by -4.44%
Mar 31, 26
17 Geode Capital Management, LLC 3.14M (2.48%) 73.62K
Increased by +2.34%
Mar 31, 26
18 Wellington Management Company LLP 2.85M (2.24%) -607.10K
Decreased by -21.34%
Mar 31, 26
19 JPMorgan Chase & Co 2.78M (2.19%) -307.77K
Decreased by -11.07%
Mar 31, 26
20 Select Equity Group LP 2.69M (2.12%) -236.04K
Decreased by -8.77%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 4.44M (3.50%) 834.00
Increased by +0.02%
May 29, 26
2 Vanguard US Total Market Shares ETF 4.19M (3.30%) 3.25K
Increased by +0.08%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 4.18M (3.29%) 10.43K
Increased by +0.25%
Apr 30, 26
4 Pioneer SMA 3.27M (2.58%) 3.19M
Increased by +97.66%
Mar 31, 26
5 Pioneer US Large Core Equity 3.27M (2.58%) 146.77K
Increased by +4.49%
Mar 31, 26
6 Victory Pioneer A 3.27M (2.58%) 0.00
Increased by 0.00%
Mar 31, 26
7 Vanguard Small Cap Index 3.01M (2.37%) -6.33K
Decreased by -0.21%
Apr 30, 26
8 Putnam Large Cap Value A 2.74M (2.15%) 0.00
Increased by 0.00%
Apr 30, 26
9 Putnam US Large Cap Value Equity 2.59M (2.04%) 0.00
Increased by 0.00%
Dec 31, 25
10 Amundi Fds US Pioneer A USD C 2.56M (2.01%) 198.45K
Increased by +7.76%
Apr 30, 26
11 Pioneer A 2.43M (1.91%) -66.94K
Decreased by -2.75%
Jan 31, 25
12 Fidelity Advisor Growth Opps M 2.10M (1.65%) 0.00
Increased by 0.00%
Jul 31, 25
13 Vanguard Small Cap Value Index Inv 1.94M (1.53%) 14.89K
Increased by +0.77%
Apr 30, 26
14 Victory Sycamore Established Value R 1.66M (1.30%) 1.66M
Increased by +100.00%
Mar 31, 26
15 Select Retailing 1.58M (1.24%) 100.00K
Increased by +6.34%
Nov 30, 23
16 Sycamore Mid Cap Value Comp 1.57M (1.23%) 1.45M
Increased by +92.65%
Mar 31, 25
17 Fidelity® Low-Priced Stock 1.51M (1.19%) -1.57K
Decreased by -0.10%
Oct 31, 23
18 Vanguard Institutional Extnd Mkt Idx Tr 1.48M (1.16%) 13.65K
Increased by +0.92%
Apr 30, 26
19 Vanguard Explorer Inv 1.33M (1.05%) -150.07K
Decreased by -11.29%
Jun 30, 24
20 Fidelity Low-Priced Stock 1.30M (1.02%) -1.25K
Decreased by -0.10%
Jun 30, 24