Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSL 4.63%
2 CSMD 3.99%
3 SMAP 3.41%
4 GLRY 3.08%
5 KSEA 2.74%
6 PXMV 2.05%
7 XMMO 2.00%
8 PVAL 1.99%
9 SMCO 1.95%
10 QMID 1.50%
11 XRT 1.43%
12 XMLV 1.30%
13 KOCG 1.25%
14 FDLS 1.18%
15 EWMC 1.12%
16 MCDS 1.06%
17 LSEQ 0.99%
18 RETL 0.94%
19 AIEQ 0.92%
20 RWK 0.90%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 14.38M (11.02%) 21.81K
Increased by +0.15%
Dec 31, 24
2 Vanguard Group Inc 13.15M (10.08%) -5.66K
Decreased by -0.04%
Dec 31, 24
3 BlackRock Inc 11.66M (8.93%) 301.15K
Increased by +2.58%
Dec 31, 24
4 Amundi 5.52M (4.23%) -1.01M
Decreased by -18.36%
Dec 31, 24
5 Victory Capital Management Inc. 5.29M (4.05%) -1.15M
Decreased by -21.71%
Dec 31, 24
6 Franklin Resources Inc 5.27M (4.04%) 504.96K
Increased by +9.58%
Dec 31, 24
7 Morgan Stanley - Brokerage Accounts 5.04M (3.86%) 7.22K
Increased by +0.14%
Dec 31, 24
8 Kayne Anderson Rudnick Investment Management LLC 4.33M (3.32%) 43.11K
Increased by +1.00%
Dec 31, 24
9 State Street Corp 4.16M (3.19%) 114.33K
Increased by +2.75%
Dec 31, 24
10 State Street Corporation 4.07M (3.12%) 102.34K
Increased by +2.51%
Mar 31, 24
11 Putnam Investments LLC 3.65M (2.79%) 150.41K
Increased by +4.12%
Dec 31, 23
12 Putnam Investments, LLC., a Franklin Templeton company 3.65M (2.79%) 150.41K
Increased by +4.12%
Dec 31, 23
13 River Road Asset Management, LLC 2.79M (2.14%) -85.89K
Decreased by -3.08%
Dec 31, 24
14 JPMorgan Chase & Co 2.57M (1.97%) -2.43M
Decreased by -94.30%
Dec 31, 24
15 Bessemer Group Inc 2.52M (1.93%) -202.78K
Decreased by -8.03%
Dec 31, 24
16 Massachusetts Financial Services Company 2.49M (1.91%) 99.31K
Increased by +3.99%
Dec 31, 24
17 ClearBridge Advisors, LLC 2.33M (1.79%) 245.73K
Increased by +10.54%
Dec 31, 24
18 Geode Capital Management, LLC 2.22M (1.70%) -121.00
Decreased by -0.01%
Dec 31, 24
19 Fiduciary Management, Inc. of Milwaukee 2.01M (1.54%) -7.00
Decreased by -0.00%
Dec 31, 24
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 4.31M (3.30%) 3.24K
Increased by +0.08%
Feb 28, 25
2 Vanguard Total Stock Mkt Idx Inv 4.16M (3.19%) 19.33K
Increased by +0.46%
Feb 28, 25
3 Victory Sycamore Established Value R 3.62M (2.77%) -855.00K
Decreased by -23.62%
Dec 31, 24
4 Vanguard Small Cap Index 3.37M (2.58%) 2.75K
Increased by +0.08%
Feb 28, 25
5 Pioneer US Large Core Equity 2.50M (1.91%) -699.01K
Decreased by -27.99%
Dec 31, 24
6 Putnam Large Cap Value A 2.49M (1.91%) 0.00
Increased by 0.00%
Feb 28, 25
7 Putnam US Large Cap Value Equity 2.43M (1.86%) 109.96K
Increased by +4.52%
Dec 31, 24
8 Pioneer A 2.43M (1.86%) -66.94K
Decreased by -2.75%
Jan 31, 25
9 Vanguard Small Cap Value Index Inv 2.22M (1.70%) -7.78K
Decreased by -0.35%
Feb 28, 25
10 Fidelity Advisor Growth Opps M 2.09M (1.60%) -35.50K
Decreased by -1.70%
Jan 31, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 2.02M (1.54%) 7.49K
Increased by +0.37%
Feb 28, 25
12 Select Retailing 1.58M (1.21%) 100.00K
Increased by +6.34%
Nov 30, 23
13 Fidelity® Low-Priced Stock 1.51M (1.15%) -1.57K
Decreased by -0.10%
Oct 31, 23
14 Amundi Fds US Pioneer A USD C 1.40M (1.07%) -50.99K
Decreased by -3.65%
Jan 31, 25
15 MFS Mid Cap Value Equity 1.35M (1.03%) 0.00
Increased by 0.00%
Dec 31, 24
16 Vanguard Explorer Inv 1.33M (1.02%) -150.07K
Decreased by -11.29%
Jun 30, 24
17 Fidelity Low-Priced Stock 1.30M (0.99%) -1.25K
Decreased by -0.10%
Jun 30, 24
18 MFS Mid Cap Value A 1.18M (0.91%) -166.90K
Decreased by -14.11%
Feb 28, 25
19 JPM US Small Cap Core-Composite 1.13M (0.87%) -14.50K
Decreased by -1.28%
Dec 31, 23
20 JPMorgan Small Cap Equity A 1.13M (0.87%) 0.00
Increased by 0.00%
Dec 31, 23