Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 8.37%
2 EWI 4.57%
3 HEWI 4.50%
4 FLIY 4.04%
5 MDPL 3.55%
6 NEWZ 3.39%
7 ADPV 3.34%
8 BOUT 3.24%
9 PLGI 2.70%
10 FORH 2.48%
11 COWS 2.35%
12 HCOW 2.29%
13 FTDS 2.16%
14 TDV 2.14%
15 IMOM 2.10%
16 OUSM 2.05%
17 RUNN 1.95%
18 TXUE 1.92%
19 EFAS 1.89%
20 DMDV 1.86%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 18.80M (13.19%) 370.35K
Increased by +1.97%
Dec 31, 25
2 Vanguard Group Inc 16.10M (11.30%) -403.99K
Decreased by -2.51%
Dec 31, 25
3 BlackRock Inc 15.66M (10.98%) -819.66K
Decreased by -5.24%
Dec 31, 25
4 Nalanda India Equity Fund Ltd. 13.70M (9.61%) 0.00
Increased by 0.00%
Mar 31, 26
5 AQR Capital Management LLC 6.58M (4.61%) 3.13M
Increased by +47.63%
Dec 31, 25
6 Dimensional Fund Advisors, Inc. 5.61M (3.94%) 598.88K
Increased by +10.68%
Mar 31, 26
7 Victory Capital Management Inc. 5.32M (3.74%) -4.60M
Decreased by -86.40%
Sep 30, 25
8 State Street Corp 5.05M (3.54%) -87.91K
Decreased by -1.74%
Dec 31, 25
9 Wellington Management Company LLP 4.97M (3.49%) -4.96M
Decreased by -99.75%
Mar 31, 24
10 Fidelity International Ltd 4.80M (3.37%) 2.56M
Increased by +53.35%
Dec 31, 25
11 State Street Corporation 4.62M (3.24%) 78.60K
Increased by +1.70%
Mar 31, 24
12 Geode Capital Management, LLC 4.33M (3.04%) 107.87K
Increased by +2.49%
Dec 31, 25
13 Fiduciary Management, Inc. of Milwaukee 4.24M (2.97%) -2.72M
Decreased by -64.21%
Jun 30, 25
14 Brown Advisory Holdings Inc 3.91M (2.74%) -428.83K
Decreased by -10.97%
Sep 30, 23
15 Franklin Resources Inc 3.70M (2.60%) 191.08K
Increased by +5.16%
Mar 31, 26
16 JPMorgan Chase & Co 3.69M (2.59%) -81.85K
Decreased by -2.22%
Mar 31, 26
17 LSV Asset Management 3.36M (2.36%) 890.76K
Increased by +26.52%
Mar 31, 26
18 AllianceBernstein L.P. 3.05M (2.14%) 118.69K
Increased by +3.90%
Mar 31, 25
19 Westfield Capital Management Company, LP 2.99M (2.10%) 43.70K
Increased by +1.46%
Dec 31, 23
20 Tandem Investment Advisors Inc 2.82M (1.98%) -114.26K
Decreased by -4.05%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Victory Sycamore Established Value R 7.12M (5.00%) 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 5.39M (3.78%) -50.47K
Decreased by -0.94%
Mar 31, 26
5 iShares Core S&P Mid-Cap ETF 5.35M (3.75%) -2.69K
Decreased by -0.05%
Apr 30, 26
6 Fidelity® Low-Priced Stock 3.98M (2.79%) 789.78K
Increased by +19.85%
Oct 31, 23
7 Vanguard Small Cap Index 3.92M (2.75%) 6.04K
Increased by +0.15%
Mar 31, 26
8 Fidelity Low-Priced Stock 3.65M (2.56%) 1.01M
Increased by +27.72%
Feb 28, 26
9 Strategic Advisers Fidelity US TtlStk 3.23M (2.27%) 41.44K
Increased by +1.28%
Mar 31, 26
10 FullerThaler Beh Small-Cap Equity SMA 2.97M (2.08%) 99.70K
Increased by +3.36%
Dec 31, 25
11 FullerThaler Behavioral Sm-Cp Eq R6 2.97M (2.08%) 918.80K
Increased by +30.95%
Dec 31, 25
12 FullerThaler Behavioral Small-Cap Equity 2.97M (2.08%) 918.80K
Increased by +30.95%
Dec 31, 25
13 Templeton Emg Mkts Eq 2.70M (1.89%) 2.18M
Increased by +80.96%
Jun 30, 25
14 Vanguard Small Cap Growth Index Inv 2.63M (1.84%) 16.27K
Increased by +0.62%
Nov 30, 23
15 Vanguard Small Cap Value Index Inv 2.50M (1.75%) -19.01K
Decreased by -0.76%
Mar 31, 26
16 Clark Navigator International Equity/ADR 2.35M (1.65%) 12.89K
Increased by +0.55%
Mar 31, 26
17 Fidelity Small Cap Discovery 2.25M (1.58%) 0.00
Increased by 0.00%
Feb 28, 26
18 Hartford MidCap Y 2.09M (1.46%) -43.93K
Decreased by -2.10%
Dec 31, 23
19 First Trust SMID Cp Rising Div Achv ETF 2.05M (1.43%) 2.76K
Increased by +0.13%
Apr 30, 26
20 Vanguard Windsor Investor Shares 1.89M (1.32%) -997.44K
Decreased by -52.83%
Mar 31, 24