Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BCUS 2.65%
2 TSCV 1.56%
3 RNMC 1.16%
4 FSCS 1.16%
5 FXR 1.09%
6 CVY 1.01%
7 SURE 0.98%
8 DGRS 0.46%
9 QIDX 0.43%
10 BTAL 0.41%
11 ROSC 0.40%
12 XMHQ 0.38%
13 DWAS 0.36%
14 TPSC 0.33%
15 FSGS 0.29%
16 RNSC 0.29%
17 RUSC 0.27%
18 FYT 0.26%
19 MADE 0.24%
20 EES 0.24%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 7.08M (12.35%) -1.53M
Decreased by -21.63%
Mar 31, 26
2 Vanguard Group Inc 5.98M (10.43%) -23.75K
Decreased by -0.40%
Dec 31, 25
3 BlackRock Inc 4.93M (8.59%) 517.23K
Increased by +10.50%
Mar 31, 26
4 Vanguard Portfolio Management, LLC 3.48M (6.07%) 3.48M
Increased by +100.00%
Mar 31, 26
5 AllianceBernstein L.P. 2.63M (4.59%) 696.84K
Increased by +26.46%
Mar 31, 26
6 Vanguard Capital Management, LLC 2.19M (3.83%) 2.19M
Increased by +100.00%
Mar 31, 26
7 Dimensional Fund Advisors, Inc. 1.93M (3.37%) 214.86K
Increased by +11.13%
Mar 31, 26
8 Channing Capital Management, LLC 1.67M (2.91%) 97.47K
Increased by +5.84%
Mar 31, 26
9 State Street Corp 1.60M (2.79%) 36.98K
Increased by +2.31%
Mar 31, 26
10 Congress Asset Management Company, LLP 1.37M (2.39%) 153.97K
Increased by +11.23%
Mar 31, 26
11 Victory Capital Management Inc. 1.36M (2.37%) -300.80K
Decreased by -22.10%
Mar 31, 26
12 Amvescap Plc. 1.35M (2.36%) -31.00K
Decreased by -2.29%
Mar 31, 26
13 Morgan Stanley - Brokerage Accounts 992.55K (1.73%) 472.13K
Increased by +47.57%
Mar 31, 26
14 Thrivent Financial For Lutherans 971.70K (1.69%) 10.76K
Increased by +1.11%
Mar 31, 26
15 Geode Capital Management, LLC 946.86K (1.65%) 29.77K
Increased by +3.14%
Mar 31, 26
16 UBS Group AG 928.87K (1.62%) 141.07K
Increased by +15.19%
Mar 31, 26
17 Silvercrest Asset Management Group LLC 850.50K (1.48%) 37.98K
Increased by +4.47%
Mar 31, 26
18 Wellington Management Company LLP 814.16K (1.42%) -2.47M
Decreased by -303.69%
Mar 31, 26
19 SouthernSun Asset Management, LLC 783.81K (1.37%) 115.60K
Increased by +14.75%
Mar 31, 26
20 Loomis, Sayles & Company LP 682.17K (1.19%) -10.71K
Decreased by -1.57%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity Low-Priced Stock 2.47M (4.30%) 0.00
Increased by 0.00%
Mar 31, 26
2 iShares Core S&P Mid-Cap ETF 1.68M (2.92%) 312.00
Increased by +0.02%
May 29, 26
3 Vanguard Total Stock Mkt Idx Inv 1.56M (2.72%) 5.04K
Increased by +0.32%
Apr 30, 26
4 Invesco Small Cap Value A 1.33M (2.31%) 117.33K
Increased by +8.84%
Apr 30, 26
5 Vanguard Information Technology ETF 1.28M (2.23%) 6.77K
Increased by +0.53%
Apr 30, 26
6 Vanguard Small Cap Index 1.12M (1.96%) -4.49K
Decreased by -0.40%
Apr 30, 26
7 Fidelity Global Value Growth Eq MF 956.91K (1.67%) 13.02K
Increased by +1.36%
Aug 20, 25
8 Congress Small Cap Growth Institutional 805.00K (1.40%) 20.00K
Increased by +2.48%
Apr 30, 26
9 Vanguard Small Cap Value Index Inv 724.08K (1.26%) 6.77K
Increased by +0.94%
Apr 30, 26
10 Victory Sycamore Small Company Opp R 715.00K (1.25%) -330.00K
Decreased by -46.15%
Mar 31, 26
11 AB Discovery Value Advisor 632.41K (1.10%) 0.00
Increased by 0.00%
Apr 30, 26
12 Strategic Advisers Fidelity US TtlStk 626.44K (1.09%) 0.00
Increased by 0.00%
Apr 30, 26
13 Thrivent Small Cap Stock A 622.57K (1.09%) -1.61K
Decreased by -0.26%
Apr 30, 26
14 SouthernSun Small Cap 578.20K (1.01%) 82.07K
Increased by +14.19%
Mar 31, 26
15 Vanguard Institutional Extnd Mkt Idx Tr 557.15K (0.97%) 4.30K
Increased by +0.77%
Apr 30, 26
16 Fidelity Equity-Income 531.82K (0.93%) 0.00
Increased by 0.00%
Apr 30, 26
17 Fidelity LowPriced Stock Commingled Pl A 494.82K (0.86%) 0.00
Increased by 0.00%
Mar 31, 26
18 Nuveen Mid Cap Value R6 468.83K (0.82%) 287.59K
Increased by +61.34%
Apr 30, 26
19 BlackRock Global Equity Mkt Netrl Instl 458.06K (0.80%) 43.11K
Increased by +9.41%
Apr 30, 26
20 Fidelity Series Intrinsic Opps 451.71K (0.79%) 0.00
Increased by 0.00%
Mar 31, 26