Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 10.31%
2 HEWI 4.50%
3 EWI 4.38%
4 FLIY 4.04%
5 ADPV 3.34%
6 BOUT 3.24%
7 BRNY 2.92%
8 HCOW 2.52%
9 COWS 2.49%
10 SRHQ 2.45%
11 EFAS 2.41%
12 FTDS 2.16%
13 IMOM 2.10%
14 JHID 2.03%
15 MGMT 1.98%
16 RUNN 1.95%
17 DMDV 1.86%
18 FXR 1.55%
19 VGFO 1.49%
20 CGV 1.37%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 20.11M (12.49%) -4.46M
Decreased by -22.16%
Dec 31, 24
2 Vanguard Group Inc 16.96M (10.53%) 61.38K
Increased by +0.36%
Dec 31, 24
3 BlackRock Inc 15.83M (9.83%) -2.39M
Decreased by -15.11%
Dec 31, 24
4 Nalanda India Equity Fund Ltd. 12.69M (7.88%) 0.00
Increased by 0.00%
Dec 31, 24
5 Victory Capital Management Inc. 9.85M (6.12%) 1.51M
Increased by +15.34%
Dec 31, 24
6 Fiduciary Management, Inc. of Milwaukee 9.15M (5.68%) -349.45K
Decreased by -3.82%
Dec 31, 24
7 State Street Corp 5.20M (3.23%) 552.15K
Increased by +10.62%
Dec 31, 24
8 Wellington Management Company LLP 4.97M (3.09%) -4.96M
Decreased by -99.75%
Mar 31, 24
9 State Street Corporation 4.62M (2.87%) 78.60K
Increased by +1.70%
Mar 31, 24
10 Franklin Resources Inc 4.20M (2.61%) 55.77K
Increased by +1.33%
Dec 31, 24
11 Brown Advisory Holdings Inc 3.91M (2.43%) -428.83K
Decreased by -10.97%
Sep 30, 23
12 Dimensional Fund Advisors, Inc. 3.85M (2.39%) 208.76K
Increased by +5.42%
Dec 31, 24
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 (2.36%) -47.02K
Decreased by -1.24%
Dec 31, 24
15 Fidelity International Ltd 3.73M (2.31%) -1.15M
Decreased by -30.94%
Dec 31, 24
16 Morgan Stanley - Brokerage Accounts 3.42M (2.12%) -1.04M
Decreased by -30.31%
Jun 30, 24
17 JPMorgan Chase & Co 3.40M (2.11%) -2.86M
Decreased by -84.04%
Dec 31, 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 Citadel Advisors Llc 2.27M (1.41%) -88.45K
Decreased by -3.89%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Victory Sycamore Established Value R 7.15M (4.44%) 1.16M
Increased by +16.15%
Dec 31, 24
2 Vanguard Total Stock Mkt Idx Inv 5.55M (3.45%) 40.17K
Increased by +0.72%
Feb 28, 25
3 iShares Core S&P Mid-Cap ETF 5.28M (3.28%) 3.96K
Increased by +0.07%
Feb 28, 25
4 Vanguard Small Cap Index 4.50M (2.80%) 3.71K
Increased by +0.08%
Feb 28, 25
5 Fidelity® Low-Priced Stock 3.98M (2.47%) 789.78K
Increased by +19.85%
Oct 31, 23
6 FMI International Investor 3.90M (2.42%) -325.00K
Decreased by -8.33%
Dec 31, 24
7 Fiduciary Mgt of Milwaukee Intl Comp 3.90M (2.42%) -325.00K
Decreased by -8.33%
Dec 31, 24
8 Vanguard Small Cap Value Index Inv 2.97M (1.84%) -10.10K
Decreased by -0.34%
Feb 28, 25
9 Strategic Advisers Fidelity US TtlStk 2.64M (1.64%) 17.10K
Increased by +0.65%
Jan 31, 25
10 FMI Common Stock Investor 2.63M (1.64%) 20.00K
Increased by +0.76%
Dec 31, 24
11 Vanguard Small Cap Growth Index Inv 2.63M (1.63%) 16.27K
Increased by +0.62%
Nov 30, 23
12 Vanguard Institutional Extnd Mkt Idx Tr 2.46M (1.53%) 8.18K
Increased by +0.33%
Feb 28, 25
13 Fidelity Low-Priced Stock 2.42M (1.50%) -558.40K
Decreased by -23.05%
Dec 31, 24
14 Fidelity Small Cap Discovery 2.35M (1.46%) 0.00
Increased by 0.00%
Dec 31, 24
15 Hartford MidCap Y 2.09M (1.30%) -43.93K
Decreased by -2.10%
Dec 31, 23
16 First Trust SMID Cp Rising Div Achv ETF 2.09M (1.30%) 4.47K
Increased by +0.21%
Feb 27, 25
17 Vanguard Windsor Investor Shares 1.89M (1.17%) -997.44K
Decreased by -52.83%
Mar 31, 24
18 FullerThaler Behavioral Small-Cap Value 1.69M (1.05%) -121.76K
Decreased by -7.18%
Dec 31, 24
19 Fidelity Small Cap America Sr B 1.67M (1.04%) -712.02K
Decreased by -42.53%
Mar 31, 24
20 Tandem Large Cap Core WRAP 1.65M (1.03%) 1.31M
Increased by +79.11%
Dec 31, 24