Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 8.37%
2 EWI 4.65%
3 HEWI 4.50%
4 FLIY 4.04%
5 MDPL 3.57%
6 NEWZ 3.39%
7 ADPV 3.34%
8 BOUT 3.24%
9 PLGI 2.66%
10 FORH 2.48%
11 COWS 2.35%
12 HCOW 2.29%
13 EFAS 2.21%
14 FTDS 2.16%
15 TDV 2.12%
16 IMOM 2.10%
17 OUSM 2.05%
18 TXUE 1.98%
19 JHID 1.97%
20 RUNN 1.95%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 19.89M (13.95%) 1.09M
Increased by +5.49%
Mar 31, 26
2 Vanguard Group Inc 16.10M (11.29%) -403.99K
Decreased by -2.51%
Dec 31, 25
3 BlackRock Inc 15.03M (10.54%) -623.95K
Decreased by -4.15%
Mar 31, 26
4 Nalanda India Equity Fund Ltd. 13.70M (9.61%) 0.00
Increased by 0.00%
Mar 31, 26
5 AQR Capital Management LLC 11.28M (7.91%) 4.70M
Increased by +41.70%
Mar 31, 26
6 Vanguard Portfolio Management, LLC 8.64M (6.06%) 8.64M
Increased by +100.00%
Mar 31, 26
7 Vanguard Capital Management, LLC 7.46M (5.23%) 7.46M
Increased by +100.00%
Mar 31, 26
8 Dimensional Fund Advisors, Inc. 5.61M (3.93%) 598.88K
Increased by +10.68%
Mar 31, 26
9 Victory Capital Management Inc. 5.32M (3.73%) -4.60M
Decreased by -86.40%
Sep 30, 25
10 State Street Corp 5.09M (3.57%) 45.59K
Increased by +0.90%
Mar 31, 26
11 Wellington Management Company LLP 4.97M (3.48%) -4.96M
Decreased by -99.75%
Mar 31, 24
12 Geode Capital Management, LLC 4.86M (3.41%) 532.70K
Increased by +10.95%
Mar 31, 26
13 State Street Corporation 4.62M (3.24%) 78.60K
Increased by +1.70%
Mar 31, 24
14 Fiduciary Management, Inc. of Milwaukee 4.24M (2.97%) -2.72M
Decreased by -64.21%
Jun 30, 25
15 Brown Advisory Holdings Inc 3.91M (2.74%) -428.83K
Decreased by -10.97%
Sep 30, 23
16 Franklin Resources Inc 3.70M (2.59%) 191.08K
Increased by +5.16%
Mar 31, 26
17 JPMorgan Chase & Co 3.69M (2.59%) -81.85K
Decreased by -2.22%
Mar 31, 26
18 LSV Asset Management 3.36M (2.36%) 890.76K
Increased by +26.52%
Mar 31, 26
19 Fidelity International Ltd 3.12M (2.19%) -1.68M
Decreased by -53.84%
Mar 31, 26
20 AllianceBernstein L.P. 3.05M (2.14%) 118.69K
Increased by +3.90%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Victory Sycamore Established Value R 7.12M (4.99%) 82.00K
Increased by +1.15%
Jun 30, 25
2 Sycamore Mid Cap Value Comp 7.04M (4.94%) 6.81M
Increased by +96.76%
Mar 31, 25
3 Vanguard US Total Market Shares ETF 5.65M (3.97%) 4.21K
Increased by +0.07%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 5.40M (3.79%) 13.64K
Increased by +0.25%
Apr 30, 26
5 iShares Core S&P Mid-Cap ETF 5.37M (3.77%) 1.01K
Increased by +0.02%
May 29, 26
6 Fidelity® Low-Priced Stock 3.98M (2.79%) 789.78K
Increased by +19.85%
Oct 31, 23
7 Vanguard Small Cap Index 3.91M (2.75%) -7.44K
Decreased by -0.19%
Apr 30, 26
8 Fidelity Low-Priced Stock 3.65M (2.56%) 0.00
Increased by 0.00%
Mar 31, 26
9 FullerThaler Beh Small-Cap Equity SMA 2.97M (2.08%) 99.70K
Increased by +3.36%
Dec 31, 25
10 FullerThaler Behavioral Small-Cap Equity 2.97M (2.08%) 918.80K
Increased by +30.95%
Dec 31, 25
11 Templeton Emg Mkts Eq 2.70M (1.89%) 2.18M
Increased by +80.96%
Jun 30, 25
12 Vanguard Small Cap Growth Index Inv 2.63M (1.84%) 16.27K
Increased by +0.62%
Nov 30, 23
13 Vanguard Small Cap Value Index Inv 2.51M (1.76%) 19.24K
Increased by +0.77%
Apr 30, 26
14 Clark Navigator International Equity/ADR 2.36M (1.66%) 10.25K
Increased by +0.43%
Apr 30, 26
15 Hartford MidCap Y 2.09M (1.46%) -43.93K
Decreased by -2.10%
Dec 31, 23
16 First Trust SMID Cp Rising Div Achv ETF 2.07M (1.45%) -5.13K
Decreased by -0.25%
May 31, 26
17 Fidelity Small Cap Discovery 2.02M (1.42%) -231.34K
Decreased by -11.46%
Mar 31, 26
18 Vanguard Windsor Investor Shares 1.89M (1.32%) -997.44K
Decreased by -52.83%
Mar 31, 24
19 Fidelity Global Technology A-Dis-EUR 1.85M (1.30%) 5.84K
Increased by +0.32%
Apr 30, 26
20 Fiduciary Mgt of Milwaukee Intl Comp 1.82M (1.28%) -925.00K
Decreased by -50.68%
Jun 30, 25