Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ETEC 6.49%
2 PSCD 4.12%
3 UTRN 4.03%
4 RNEW 3.88%
5 EVAV 2.35%
6 HCOW 2.06%
7 COWS 2.06%
8 FTXR 1.89%
9 RSPD 1.84%
10 RCD 1.83%
11 SMRI 1.79%
12 HAIL 1.64%
13 SPVM 1.46%
14 MGMT 1.35%
15 DEMZ 1.35%
16 RPV 1.29%
17 FXD 1.19%
18 RWJ 1.19%
19 RZV 1.15%
20 SLYV 1.15%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 35.17M (16.15%) 17.62M
Increased by +50.09%
Mar 31, 25
2 Vanguard Group Inc 25.16M (11.55%) -486.46K
Decreased by -1.93%
Mar 31, 25
3 Harris Associates L.P. 11.78M (5.41%) 40.52K
Increased by +0.34%
Mar 31, 25
4 Dimensional Fund Advisors, Inc. 11.57M (5.31%) 284.59K
Increased by +2.46%
Mar 31, 25
5 State Street Corporation 9.79M (4.50%) -856.47K
Decreased by -8.75%
Mar 31, 24
6 Victory Capital Management Inc. 9.60M (4.41%) -2.59M
Decreased by -26.97%
Mar 31, 25
7 State Street Corp 7.25M (3.33%) -1.08M
Decreased by -14.89%
Mar 31, 25
8 Amvescap Plc. 6.80M (3.12%) 628.93K
Increased by +9.26%
Dec 31, 24
9 AllianceBernstein L.P. 5.98M (2.75%) 381.50K
Increased by +6.38%
Dec 31, 24
10 LSV Asset Management 5.89M (2.70%) 1.58M
Increased by +26.85%
Mar 31, 25
11 Diamond Hill Capital Management Inc 5.81M (2.67%) 350.83K
Increased by +6.03%
Dec 31, 23
12 Macquarie Group Ltd 5.81M (2.67%) 344.56K
Increased by +5.93%
Sep 30, 23
13 Boston Partners Global Investors, Inc 5.27M (2.42%) 1.95M
Increased by +37.05%
Sep 30, 23
14 Pacer Advisors, INC. 5.25M (2.41%) 606.29K
Increased by +11.54%
Dec 31, 24
15 Balyasny Asset Management LLC 4.76M (2.19%) 3.67M
Increased by +77.09%
Jun 30, 24
16 Citadel Advisors Llc 4.24M (1.95%) 1.80M
Increased by +42.39%
Jun 30, 24
17 Turtle Creek Asset Management Inc. 4.20M (1.93%) 120.71K
Increased by +2.87%
Mar 31, 25
18 Bank of America Corp 4.00M (1.84%) 120.48K
Increased by +3.01%
Mar 31, 25
19 Earnest Partners LLC 3.91M (1.80%) -17.93K
Decreased by -0.46%
Mar 31, 25
20 Geode Capital Management, LLC 3.82M (1.76%) -1.61M
Decreased by -41.99%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 13.27M (6.09%) -11.28K
Decreased by -0.09%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 7.23M (3.32%) 5.13K
Increased by +0.07%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 7.02M (3.23%) 121.12K
Increased by +1.72%
Apr 30, 25
4 Sycamore Mid Cap Value Comp 6.95M (3.19%) 6.67M
Increased by +96.02%
Mar 31, 25
5 Victory Sycamore Established Value R 6.95M (3.19%) -1.91M
Decreased by -27.48%
Mar 31, 25
6 Oakmark Investor 6.62M (3.04%) 0.00
Increased by 0.00%
Mar 31, 25
7 Vanguard Institutional 500 Index Trust 6.07M (2.79%) 53.40K
Increased by +0.88%
Feb 28, 25
8 Vanguard Small Cap Index 5.49M (2.52%) 32.22K
Increased by +0.59%
Apr 30, 25
9 Pacer US Cash Cows 100 ETF 5.22M (2.40%) 7.71K
Increased by +0.15%
Feb 28, 25
10 Invesco S&P 500® Equal Weight ETF 4.35M (2.00%) 4.89K
Increased by +0.11%
Feb 28, 25
11 Diamond Hill Large Cap Equity 4.24M (1.95%) -149.07K
Decreased by -3.51%
Jan 31, 24
12 Vanguard Small Cap Value Index Inv 3.55M (1.63%) 11.06K
Increased by +0.31%
Apr 30, 25
13 Vanguard Institutional Extnd Mkt Idx Tr 3.37M (1.55%) 17.18K
Increased by +0.51%
Apr 30, 25
14 Delaware Ivy Mid Cap Growth A 3.20M (1.47%) 0.00
Increased by 0.00%
Sep 30, 23
15 DFA US Small Cap Value I 2.90M (1.33%) 0.00
Increased by 0.00%
Mar 31, 25
16 SPDR® S&P 500 ETF Trust 2.78M (1.28%) 6.12K
Increased by +0.22%
Apr 30, 24
17 Fidelity® 500 Index 2.74M (1.26%) 17.43K
Increased by +0.64%
Nov 30, 23
18 Fidelity 500 Index 2.74M (1.26%) 12.20K
Increased by +0.45%
Feb 28, 25
19 SPDR® S&P 500® ETF Trust 2.70M (1.24%) -20.12K
Decreased by -0.74%
Feb 28, 25
20 Vanguard Mid Cap Index Institutional 2.67M (1.23%) -2.62K
Decreased by -0.10%
Nov 30, 23