Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GLRY 3.48%
2 CSMD 2.92%
3 PSL 2.76%
4 SMAP 2.25%
5 PXMV 2.05%
6 SMCO 1.75%
7 PVAL 1.73%
8 KSEA 1.71%
9 XRT 1.49%
10 XMLV 1.30%
11 QMID 1.13%
12 RETL 1.13%
13 EWMC 1.12%
14 RWK 1.03%
15 KOCG 1.02%
16 AIEQ 0.92%
17 IJJ 0.88%
18 MDYV 0.88%
19 IVOV 0.83%
20 MCDS 0.83%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 14.36M (10.94%) 966.53K
Increased by +6.73%
Sep 30, 24
2 Vanguard Group Inc 13.16M (10.02%) -25.91K
Decreased by -0.20%
Sep 30, 24
3 BlackRock Inc 11.43M (8.71%) -312.98K
Decreased by -2.74%
Jun 30, 24
4 Franklin Resources Inc 7.38M (5.62%) 2.95M
Increased by +40.01%
Sep 30, 24
5 Amundi 6.53M (4.97%) 452.72K
Increased by +6.93%
Sep 30, 24
6 Victory Capital Management Inc. 6.44M (4.91%) 217.38K
Increased by +3.38%
Sep 30, 24
7 Morgan Stanley - Brokerage Accounts 5.03M (3.83%) -5.03M
Decreased by -100.11%
Sep 30, 24
8 Kayne Anderson Rudnick Investment Management LLC 4.29M (3.27%) 98.34K
Increased by +2.29%
Sep 30, 24
9 State Street Corporation 4.07M (3.10%) 102.34K
Increased by +2.51%
Mar 31, 24
10 State Street Corp 4.05M (3.08%) 45.29K
Increased by +1.12%
Sep 30, 24
11 Putnam Investments LLC 3.65M (2.78%) 150.41K
Increased by +4.12%
Dec 31, 23
12 Putnam Investments, LLC., a Franklin Templeton company 3.65M (2.78%) 150.41K
Increased by +4.12%
Dec 31, 23
13 River Road Asset Management, LLC 2.88M (2.19%) -352.84K
Decreased by -12.27%
Sep 30, 24
14 Bessemer Group Inc 2.73M (2.08%) -281.02K
Decreased by -10.30%
Sep 30, 24
15 JPMorgan Chase & Co 2.50M (1.90%) -172.26K
Decreased by -6.89%
Sep 30, 24
16 Massachusetts Financial Services Company 2.39M (1.82%) 896.26K
Increased by +37.54%
Sep 30, 24
17 Geode Capital Management, LLC 2.22M (1.69%) 34.94K
Increased by +1.58%
Sep 30, 24
18 ClearBridge Advisors, LLC 2.08M (1.59%) -567.30K
Decreased by -27.21%
Sep 30, 24
19 Fiduciary Management, Inc. of Milwaukee 2.01M (1.53%) -758.52K
Decreased by -37.77%
Sep 30, 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 Victory Sycamore Established Value R 4.47M (3.41%) 310.00K
Increased by +6.93%
Sep 30, 24
2 iShares Core S&P Mid-Cap ETF 4.26M (3.25%) 8.38K
Increased by +0.20%
Nov 27, 24
3 Vanguard Total Stock Mkt Idx Inv 4.18M (3.18%) -15.75K
Decreased by -0.38%
Oct 31, 24
4 Vanguard Small Cap Index 3.33M (2.54%) 6.50K
Increased by +0.20%
Oct 31, 24
5 Pioneer A 3.20M (2.44%) 337.56K
Increased by +10.56%
Sep 30, 24
6 Pioneer US Large Core Equity 3.20M (2.44%) 141.59K
Increased by +4.43%
Sep 30, 24
7 Putnam Large Cap Value A 2.32M (1.77%) 50.62K
Increased by +2.18%
Sep 30, 24
8 Putnam US Large Cap Value Equity 2.32M (1.77%) 137.97K
Increased by +5.94%
Sep 30, 24
9 Vanguard Small Cap Value Index Inv 2.25M (1.71%) -776.00
Decreased by -0.03%
Oct 31, 24
10 Vanguard Institutional Extnd Mkt Idx Tr 1.97M (1.50%) -12.15K
Decreased by -0.62%
Oct 31, 24
11 Amundi Fds US Pioneer A USD C 1.81M (1.38%) 77.86K
Increased by +4.30%
Oct 31, 24
12 Fidelity Advisor Growth Opps M 1.71M (1.31%) 731.10K
Increased by +42.67%
Sep 30, 24
13 Select Retailing 1.58M (1.20%) 100.00K
Increased by +6.34%
Nov 30, 23
14 Fidelity® Low-Priced Stock 1.51M (1.15%) -1.57K
Decreased by -0.10%
Oct 31, 23
15 MFS Mid Cap Value A 1.35M (1.03%) 0.00
Increased by 0.00%
Oct 31, 24
16 MFS Mid Cap Value Equity 1.35M (1.03%) 213.20K
Increased by +15.80%
Sep 30, 24
17 Vanguard Explorer Inv 1.33M (1.01%) -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 JPM US Small Cap Core-Composite 1.13M (0.86%) -14.50K
Decreased by -1.28%
Dec 31, 23
20 JPMorgan Small Cap Equity A 1.13M (0.86%) 0.00
Increased by 0.00%
Dec 31, 23