Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KSEA 4.18%
2 LOPP 3.01%
3 BECO 2.19%
4 FLOW 1.16%
5 SURE 1.13%
6 XMLV 1.11%
7 OCEN 1.07%
8 PEXL 1.06%
9 PAMC 1.05%
10 LSAF 1.04%
11 FDLS 1.02%
12 TEMP 1.00%
13 LSEQ 0.99%
14 VAW 0.91%
15 FMAT 0.87%
16 IVOV 0.87%
17 VSMV 0.85%
18 IJJ 0.85%
19 MDYV 0.85%
20 BKDV 0.75%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 16.08M (14.51%) 330.50K
Increased by +2.05%
Mar 31, 25
2 Vanguard Group Inc 11.84M (10.68%) -65.06K
Decreased by -0.55%
Mar 31, 25
3 FMR Inc 8.68M (7.83%) -89.88K
Decreased by -1.04%
Mar 31, 25
4 Victory Capital Management Inc. 5.25M (4.73%) -530.75K
Decreased by -10.11%
Mar 31, 25
5 State Street Corp 4.35M (3.92%) 278.43K
Increased by +6.40%
Mar 31, 25
6 State Street Corporation 3.91M (3.53%) 60.47K
Increased by +1.55%
Mar 31, 24
7 Bank of New York Mellon Corp 3.14M (2.83%) 167.25K
Increased by +5.33%
Mar 31, 25
8 Pacer Advisors, INC. 3.11M (2.80%) 3.07M
Increased by +99.02%
Dec 31, 24
9 Impactive Capital LP 2.95M (2.66%) -4.80K
Decreased by -0.16%
Jun 30, 24
10 Franklin Resources Inc 2.86M (2.58%) 2.07M
Increased by +72.39%
Mar 31, 25
11 Millennium Management LLC 2.79M (2.52%) 2.28M
Increased by +81.73%
Sep 30, 24
12 Metropolis Capital Ltd 2.40M (2.17%) -52.26K
Decreased by -2.17%
Mar 31, 25
13 The Toronto-Dominion Bank 2.21M (2.00%) 654.08K
Increased by +29.54%
Sep 30, 23
14 Geode Capital Management, LLC 2.18M (1.96%) 122.85K
Increased by +5.65%
Mar 31, 25
15 Sessa Capital IM LP 2.01M (1.81%) -1.03M
Decreased by -51.46%
Mar 31, 25
16 1832 Asset Management L.P 1.98M (1.78%) 473.00K
Increased by +23.93%
Jun 30, 24
17 William Blair Investment Management, LLC 1.92M (1.73%) -734.85K
Decreased by -38.35%
Sep 30, 24
18 AQR Capital Management LLC 1.77M (1.60%) 63.40K
Increased by +3.58%
Mar 31, 25
19 Nuveen Asset Management, LLC 1.65M (1.49%) -1.06M
Decreased by -64.46%
Sep 30, 24
20 Dimensional Fund Advisors, Inc. 1.64M (1.48%) 83.52K
Increased by +5.10%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 3.84M (3.46%) 41.15K
Increased by +1.07%
Apr 30, 25
2 Sycamore Mid Cap Value Comp 3.83M (3.45%) 3.69M
Increased by +96.52%
Mar 31, 25
3 Victory Sycamore Established Value R 3.83M (3.45%) -405.00K
Decreased by -10.59%
Mar 31, 25
4 Vanguard US Total Market Shares ETF 3.80M (3.43%) -51.37K
Decreased by -1.35%
Sep 30, 24
5 iShares Core S&P Mid-Cap ETF 3.79M (3.42%) -12.22K
Decreased by -0.32%
Apr 30, 25
6 Pacer US Cash Cows 100 ETF 3.05M (2.75%) 4.51K
Increased by +0.15%
Feb 28, 25
7 Vanguard Small Cap Index 3.00M (2.71%) 18.16K
Increased by +0.60%
Apr 30, 25
8 Vanguard Small Cap Value Index Inv 1.94M (1.75%) 6.11K
Increased by +0.31%
Apr 30, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 1.81M (1.63%) 9.20K
Increased by +0.51%
Apr 30, 25
10 Janus Henderson Opportunistic Alpha MA 1.52M (1.38%) 1.52M
Increased by +99.98%
Jun 30, 24
11 Strategic Advisers Fidelity US TtlStk 1.36M (1.22%) 261.75K
Increased by +19.27%
Mar 31, 25
12 Vanguard Mid Cap Index Institutional 1.35M (1.22%) -1.39M
Decreased by -102.72%
Dec 31, 23
13 American Funds Fundamental Invs A 1.17M (1.06%) -286.60K
Decreased by -24.45%
Dec 31, 23
14 Capital Group Fundamental Invtrs Comp 1.17M (1.06%) -286.60K
Decreased by -24.45%
Dec 31, 23
15 MFS Mid Cap Value A 1.15M (1.04%) -4.73K
Decreased by -0.41%
Sep 30, 24
16 MFS Mid Cap Value Equity 1.15M (1.04%) -4.73K
Decreased by -0.41%
Sep 30, 24
17 Janus Henderson US SMID Cap Growth 1.08M (0.98%) -247.33K
Decreased by -22.80%
Dec 31, 24
18 Janus Henderson US SMID Cap Growth MA 1.08M (0.98%) 1.08M
Increased by +99.99%
Dec 31, 24
19 Janus Henderson Triton D 1.07M (0.96%) -11.12K
Decreased by -1.04%
Mar 31, 25
20 Janus Henderson Contrarian D 1.05M (0.94%) -209.78K
Decreased by -20.03%
Oct 31, 24