Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KSEA 4.18%
2 LOPP 2.84%
3 BECO 2.19%
4 QVAL 1.91%
5 TMVE 1.88%
6 TEMP 1.60%
7 CALF 1.46%
8 SMOT 1.29%
9 XMLV 1.15%
10 FLOW 1.14%
11 SURE 1.13%
12 OCEN 1.07%
13 FDLS 0.98%
14 PEXL 0.94%
15 LSAF 0.89%
16 ROE 0.86%
17 SEIV 0.83%
18 VAW 0.82%
19 HSMV 0.81%
20 FMAT 0.80%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 14.93M (13.23%) -1.15M
Decreased by -7.73%
Jun 30, 25
2 Vanguard Group Inc 11.69M (10.36%) -151.94K
Decreased by -1.30%
Jun 30, 25
3 FMR Inc 8.30M (7.36%) -378.94K
Decreased by -4.56%
Jun 30, 25
4 Victory Capital Management Inc. 4.84M (4.29%) -409.79K
Decreased by -8.47%
Jun 30, 25
5 State Street Corp 4.42M (3.92%) 71.36K
Increased by +1.61%
Jun 30, 25
6 State Street Corporation 3.91M (3.47%) 60.47K
Increased by +1.55%
Mar 31, 24
7 Bank of New York Mellon Corp 3.30M (2.93%) 165.60K
Increased by +5.02%
Jun 30, 25
8 Pacer Advisors, INC. 3.11M (2.75%) 3.07M
Increased by +99.02%
Dec 31, 24
9 Impactive Capital LP 2.95M (2.61%) -4.80K
Decreased by -0.16%
Jun 30, 24
10 Franklin Resources Inc 2.83M (2.51%) -33.71K
Decreased by -1.19%
Jun 30, 25
11 Millennium Management LLC 2.79M (2.47%) 2.28M
Increased by +81.73%
Sep 30, 24
12 Amvescap Plc. 2.73M (2.42%) 1.01M
Increased by +36.96%
Jun 30, 25
13 AQR Capital Management LLC 2.53M (2.25%) 765.14K
Increased by +30.20%
Jun 30, 25
14 The Toronto-Dominion Bank 2.21M (1.96%) 654.08K
Increased by +29.54%
Sep 30, 23
15 Geode Capital Management, LLC 2.06M (1.83%) -112.13K
Decreased by -5.44%
Jun 30, 25
16 Sessa Capital IM LP 2.01M (1.78%) -1.03M
Decreased by -51.46%
Mar 31, 25
17 1832 Asset Management L.P 1.98M (1.75%) 473.00K
Increased by +23.93%
Jun 30, 24
18 William Blair Investment Management, LLC 1.92M (1.70%) -734.85K
Decreased by -38.35%
Sep 30, 24
19 NORGES BANK 1.79M (1.58%) 413.79K
Increased by +23.15%
Jun 30, 25
20 Nordea Investment Mgmt Bank Demark A/s 1.69M (1.50%) 242.07K
Increased by +14.31%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Sycamore Mid Cap Value Comp 3.83M (3.39%) 3.69M
Increased by +96.52%
Mar 31, 25
2 Vanguard US Total Market Shares ETF 3.80M (3.37%) -51.37K
Decreased by -1.35%
Sep 30, 24
3 iShares Core S&P Mid-Cap ETF 3.75M (3.32%) 0.00
Increased by 0.00%
Aug 31, 25
4 Vanguard Total Stock Mkt Idx Inv 3.66M (3.24%) -93.30K
Decreased by -2.55%
Jul 31, 25
5 Victory Sycamore Established Value R 3.30M (2.93%) -523.00K
Decreased by -15.84%
Jun 30, 25
6 Pacer US Cash Cows 100 ETF 3.05M (2.71%) 4.51K
Increased by +0.15%
Feb 28, 25
7 Vanguard Small Cap Index 2.83M (2.50%) -17.95K
Decreased by -0.64%
Jul 31, 25
8 Vanguard Small Cap Value Index Inv 1.82M (1.61%) 3.12K
Increased by +0.17%
Jul 31, 25
9 Janus Henderson Opportunistic Alpha MA 1.52M (1.35%) 1.52M
Increased by +99.98%
Jun 30, 24
10 Vanguard Mid Cap Index Institutional 1.35M (1.20%) -1.39M
Decreased by -102.72%
Dec 31, 23
11 Invesco Small Cap Value A 1.35M (1.20%) 0.00
Increased by 0.00%
Jul 31, 25
12 Strategic Advisers Fidelity US TtlStk 1.32M (1.17%) 0.00
Increased by 0.00%
Jul 31, 25
13 Vanguard Institutional Extnd Mkt Idx Tr 1.23M (1.09%) -536.49K
Decreased by -43.44%
Jul 31, 25
14 American Funds Fundamental Invs A 1.17M (1.04%) -286.60K
Decreased by -24.45%
Dec 31, 23
15 Capital Group Fundamental Invtrs Comp 1.17M (1.04%) -286.60K
Decreased by -24.45%
Dec 31, 23
16 MFS Mid Cap Value A 1.15M (1.02%) -4.73K
Decreased by -0.41%
Sep 30, 24
17 MFS Mid Cap Value Equity 1.15M (1.02%) -4.73K
Decreased by -0.41%
Sep 30, 24
18 Janus Henderson Triton D 1.06M (0.94%) -12.45K
Decreased by -1.18%
Jun 30, 25
19 Janus Henderson US SMID Cap Growth 1.06M (0.94%) -12.45K
Decreased by -1.18%
Jun 30, 25
20 Janus Henderson US SMID Cap Growth MA 1.06M (0.94%) 1.06M
Increased by +100.00%
Jun 30, 25