Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 8.37%
2 EWI 4.50%
3 HEWI 4.50%
4 FLIY 4.04%
5 ADPV 3.34%
6 BOUT 3.24%
7 HCOW 2.17%
8 COWS 2.17%
9 FTDS 2.16%
10 IMOM 2.10%
11 RUNN 1.95%
12 JHID 1.93%
13 EFAS 1.91%
14 DMDV 1.86%
15 MGMT 1.67%
16 RAYD 1.51%
17 VGFO 1.49%
18 SRHQ 1.43%
19 CID 1.32%
20 MPAY 1.26%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 19.04M (11.87%) -1.07M
Decreased by -5.62%
Mar 31, 25
2 Vanguard Group Inc 16.91M (10.54%) -51.51K
Decreased by -0.30%
Mar 31, 25
3 BlackRock Inc 16.49M (10.28%) 656.70K
Increased by +3.98%
Mar 31, 25
4 Nalanda India Equity Fund Ltd. 12.69M (7.91%) 0.00
Increased by 0.00%
Mar 31, 25
5 Victory Capital Management Inc. 9.69M (6.04%) -161.19K
Decreased by -1.66%
Mar 31, 25
6 Fiduciary Management, Inc. of Milwaukee 9.15M (5.70%) -349.45K
Decreased by -3.82%
Dec 31, 24
7 State Street Corp 5.33M (3.32%) 134.54K
Increased by +2.52%
Mar 31, 25
8 Wellington Management Company LLP 4.97M (3.10%) -4.96M
Decreased by -99.75%
Mar 31, 24
9 State Street Corporation 4.62M (2.88%) 78.60K
Increased by +1.70%
Mar 31, 24
10 JPMorgan Chase & Co 4.11M (2.56%) 710.70K
Increased by +17.29%
Mar 31, 25
11 Brown Advisory Holdings Inc 3.91M (2.44%) -428.83K
Decreased by -10.97%
Sep 30, 23
12 Dimensional Fund Advisors, Inc. 3.85M (2.40%) 779.00
Increased by +0.02%
Mar 31, 25
13 Geode Capital Management, LLC 3.83M (2.38%) 133.94K
Increased by +3.50%
Dec 31, 24
14 First Trust Advisors L.P. 3.80M (2.37%) -47.02K
Decreased by -1.24%
Dec 31, 24
15 Fidelity International Ltd 3.73M (2.32%) -1.15M
Decreased by -30.94%
Dec 31, 24
16 Franklin Resources Inc 3.52M (2.19%) -686.70K
Decreased by -19.52%
Mar 31, 25
17 Morgan Stanley - Brokerage Accounts 3.42M (2.13%) -1.04M
Decreased by -30.31%
Jun 30, 24
18 Westfield Capital Management Company, LP 2.99M (1.86%) 43.70K
Increased by +1.46%
Dec 31, 23
19 AllianceBernstein L.P. 2.93M (1.82%) -105.67K
Decreased by -3.61%
Dec 31, 24
20 Sumitomo Mitsui Trust Group Inc 2.30M (1.43%) 2.30M
Increased by +100.00%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Sycamore Mid Cap Value Comp 7.04M (4.39%) 6.81M
Increased by +96.76%
Mar 31, 25
2 Victory Sycamore Established Value R 7.04M (4.39%) -110.00K
Decreased by -1.56%
Mar 31, 25
3 Vanguard US Total Market Shares ETF 5.65M (3.52%) 4.21K
Increased by +0.07%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 5.65M (3.52%) 77.29K
Increased by +1.37%
Apr 30, 25
5 iShares Core S&P Mid-Cap ETF 5.20M (3.24%) -16.79K
Decreased by -0.32%
Apr 30, 25
6 Vanguard Small Cap Index 4.43M (2.76%) 27.76K
Increased by +0.63%
Apr 30, 25
7 Fidelity® Low-Priced Stock 3.98M (2.48%) 789.78K
Increased by +19.85%
Oct 31, 23
8 Vanguard Small Cap Value Index Inv 2.86M (1.78%) 9.07K
Increased by +0.32%
Apr 30, 25
9 FMI International Investor 2.75M (1.71%) -1.15M
Decreased by -41.82%
Mar 31, 25
10 Fiduciary Mgt of Milwaukee Intl Comp 2.75M (1.71%) -1.15M
Decreased by -41.82%
Mar 31, 25
11 Vanguard Small Cap Growth Index Inv 2.63M (1.64%) 16.27K
Increased by +0.62%
Nov 30, 23
12 Strategic Advisers Fidelity US TtlStk 2.55M (1.59%) 35.92K
Increased by +1.41%
Mar 31, 25
13 Vanguard Institutional Extnd Mkt Idx Tr 2.49M (1.55%) 13.14K
Increased by +0.53%
Apr 30, 25
14 Fidelity Low-Priced Stock 2.42M (1.51%) -3.94K
Decreased by -0.16%
Feb 28, 25
15 FMI Common Stock Investor 2.18M (1.36%) -455.00K
Decreased by -20.87%
Mar 31, 25
16 Fidelity Small Cap Discovery 2.16M (1.35%) -185.39K
Decreased by -8.58%
Feb 28, 25
17 Hartford MidCap Y 2.09M (1.30%) -43.93K
Decreased by -2.10%
Dec 31, 23
18 Vanguard Windsor Investor Shares 1.89M (1.18%) -997.44K
Decreased by -52.83%
Mar 31, 24
19 Tandem Large Cap Core WRAP 1.76M (1.10%) 107.47K
Increased by +6.10%
Mar 31, 25
20 Fidelity Series Small Cap Discovery 1.68M (1.04%) -71.82K
Decreased by -4.29%
Feb 28, 25