Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 8.37%
2 EWI 4.52%
3 HEWI 4.50%
4 FLIY 4.04%
5 ADPV 3.34%
6 BOUT 3.24%
7 EFAS 2.56%
8 HCOW 2.34%
9 BRNY 2.31%
10 COWS 2.17%
11 FTDS 2.16%
12 IMOM 2.10%
13 JHID 2.10%
14 RUNN 1.95%
15 DMDV 1.86%
16 MGMT 1.68%
17 RAYD 1.60%
18 VGFO 1.49%
19 SRHQ 1.43%
20 CID 1.32%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 20.11M (12.55%) -4.46M
Decreased by -22.16%
Dec 31, 24
2 Vanguard Group Inc 16.96M (10.58%) 61.38K
Increased by +0.36%
Dec 31, 24
3 BlackRock Inc 15.83M (9.88%) -2.39M
Decreased by -15.11%
Dec 31, 24
4 Nalanda India Equity Fund Ltd. 12.69M (7.91%) 0.00
Increased by 0.00%
Dec 31, 24
5 Victory Capital Management Inc. 9.85M (6.15%) 1.51M
Increased by +15.34%
Dec 31, 24
6 Fiduciary Management, Inc. of Milwaukee 9.15M (5.70%) -349.45K
Decreased by -3.82%
Dec 31, 24
7 State Street Corp 5.20M (3.24%) 552.15K
Increased by +10.62%
Dec 31, 24
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 Franklin Resources Inc 4.20M (2.62%) 55.77K
Increased by +1.33%
Dec 31, 24
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%) 208.76K
Increased by +5.42%
Dec 31, 24
13 Geode Capital Management, LLC 3.83M (2.39%) 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 (2.33%) -1.15M
Decreased by -30.94%
Dec 31, 24
16 Morgan Stanley - Brokerage Accounts 3.42M (2.13%) -1.04M
Decreased by -30.31%
Jun 30, 24
17 JPMorgan Chase & Co 3.40M (2.12%) -2.86M
Decreased by -84.04%
Dec 31, 24
18 Westfield Capital Management Company, LP 2.99M (1.87%) 43.70K
Increased by +1.46%
Dec 31, 23
19 AllianceBernstein L.P. 2.93M (1.83%) -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 (3.53%) 4.21K
Increased by +0.07%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 5.58M (3.48%) 24.40K
Increased by +0.44%
Mar 31, 25
5 iShares Core S&P Mid-Cap ETF 5.22M (3.26%) -2.56K
Decreased by -0.05%
Apr 29, 25
6 Vanguard Small Cap Index 4.40M (2.74%) -102.89K
Decreased by -2.34%
Mar 31, 25
7 Fidelity® Low-Priced Stock 3.98M (2.48%) 789.78K
Increased by +19.85%
Oct 31, 23
8 FMI International Investor 3.90M (2.43%) -325.00K
Decreased by -8.33%
Dec 31, 24
9 Vanguard Small Cap Value Index Inv 2.85M (1.78%) -112.71K
Decreased by -3.95%
Mar 31, 25
10 Fiduciary Mgt of Milwaukee Intl Comp 2.75M (1.72%) -1.15M
Decreased by -41.82%
Mar 31, 25
11 FMI Common Stock Investor 2.63M (1.64%) 20.00K
Increased by +0.76%
Dec 31, 24
12 Vanguard Small Cap Growth Index Inv 2.63M (1.64%) 16.27K
Increased by +0.62%
Nov 30, 23
13 Strategic Advisers Fidelity US TtlStk 2.55M (1.59%) 35.92K
Increased by +1.41%
Mar 31, 25
14 Vanguard Institutional Extnd Mkt Idx Tr 2.47M (1.54%) 10.66K
Increased by +0.43%
Mar 31, 25
15 Fidelity Low-Priced Stock 2.42M (1.51%) -3.94K
Decreased by -0.16%
Feb 28, 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 (1.05%) -71.82K
Decreased by -4.29%
Feb 28, 25