Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 12.52%
2 BRNY 5.06%
3 EWI 4.73%
4 WBIF 4.68%
5 HEWI 4.50%
6 FLIY 4.04%
7 BOUT 3.24%
8 COWS 3.13%
9 HCOW 2.78%
10 EFAS 2.61%
11 SRHQ 2.45%
12 FTDS 2.16%
13 JHID 2.12%
14 IMOM 2.10%
15 RUNN 1.95%
16 MGMT 1.94%
17 DMDV 1.86%
18 VGFO 1.49%
19 CGV 1.45%
20 SDVY 1.33%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 24.57M (15.35%) -2.42M
Decreased by -9.87%
Sep 30, 24
2 BlackRock Inc 19.93M (12.45%) -146.24K
Decreased by -0.73%
Jun 30, 24
3 Vanguard Group Inc 16.90M (10.56%) -289.04K
Decreased by -1.71%
Sep 30, 24
4 Nalanda India Equity Fund Ltd. 12.69M (7.93%) 0.00
Increased by 0.00%
Sep 30, 24
5 Fiduciary Management, Inc. of Milwaukee 9.49M (5.93%) -94.39K
Decreased by -0.99%
Sep 30, 24
6 Victory Capital Management Inc. 8.34M (5.21%) -851.05K
Decreased by -10.20%
Sep 30, 24
7 Wellington Management Company LLP 4.97M (3.10%) -4.96M
Decreased by -99.75%
Mar 31, 24
8 Fidelity International Ltd 4.88M (3.05%) 1.62M
Increased by +33.28%
Sep 30, 24
9 State Street Corp 4.65M (2.90%) -45.05K
Decreased by -0.97%
Sep 30, 24
10 State Street Corporation 4.62M (2.88%) 78.60K
Increased by +1.70%
Mar 31, 24
11 Franklin Resources Inc 4.15M (2.59%) 252.67K
Increased by +6.09%
Sep 30, 24
12 Brown Advisory Holdings Inc 3.91M (2.44%) -428.83K
Decreased by -10.97%
Sep 30, 23
13 First Trust Advisors L.P. 3.85M (2.41%) -101.96K
Decreased by -2.65%
Sep 30, 24
14 Geode Capital Management, LLC 3.69M (2.31%) 413.65K
Increased by +11.21%
Sep 30, 24
15 Dimensional Fund Advisors, Inc. 3.64M (2.27%) 313.64K
Increased by +8.62%
Sep 30, 24
16 Morgan Stanley - Brokerage Accounts 3.42M (2.13%) -1.04M
Decreased by -30.31%
Jun 30, 24
17 JPMorgan Chase & Co 3.13M (1.95%) 2.06M
Increased by +65.85%
Sep 30, 24
18 AllianceBernstein L.P. 3.03M (1.89%) -67.19K
Decreased by -2.22%
Sep 30, 24
19 Westfield Capital Management Company, LP 2.99M (1.87%) 43.70K
Increased by +1.46%
Dec 31, 23
20 Citadel Advisors Llc 2.36M (1.48%) 1.49M
Increased by +63.01%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Victory Sycamore Established Value R 7.15M (4.47%) 1.16M
Increased by +16.15%
Dec 31, 24
2 Vanguard Total Stock Mkt Idx Inv 5.50M (3.44%) -107.20K
Decreased by -1.95%
Dec 31, 24
3 iShares Core S&P Mid-Cap ETF 5.30M (3.31%) -1.38K
Decreased by -0.03%
Jan 31, 25
4 Vanguard Small Cap Index 4.49M (2.81%) -4.69K
Decreased by -0.10%
Dec 31, 24
5 FMI International Investor 4.22M (2.64%) -75.00K
Decreased by -1.78%
Sep 30, 24
6 Fidelity® Low-Priced Stock 3.98M (2.49%) 789.78K
Increased by +19.85%
Oct 31, 23
7 Fiduciary Mgt of Milwaukee Intl Comp 3.90M (2.44%) -325.00K
Decreased by -8.33%
Dec 31, 24
8 Vanguard Small Cap Value Index Inv 2.98M (1.86%) -57.22K
Decreased by -1.92%
Dec 31, 24
9 Fidelity Low-Priced Stock 2.98M (1.86%) -1.26M
Decreased by -42.38%
Nov 30, 24
10 Vanguard Small Cap Growth Index Inv 2.63M (1.64%) 16.27K
Increased by +0.62%
Nov 30, 23
11 Strategic Advisers Fidelity US TtlStk 2.62M (1.64%) -83.59K
Decreased by -3.19%
Dec 31, 24
12 FMI Common Stock Investor 2.62M (1.63%) 0.00
Increased by 0.00%
Sep 30, 24
13 Vanguard Institutional Extnd Mkt Idx Tr 2.45M (1.53%) 1.36K
Increased by +0.06%
Dec 31, 24
14 Fidelity Small Cap Discovery 2.35M (1.47%) 0.00
Increased by 0.00%
Nov 30, 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 1.99M (1.24%) 4.46K
Increased by +0.22%
Jan 30, 25
17 Vanguard Windsor Investor Shares 1.89M (1.18%) -997.44K
Decreased by -52.83%
Mar 31, 24
18 FullerThaler Behavioral Small-Cap Value 1.82M (1.13%) -10.94K
Decreased by -0.60%
Nov 30, 24
19 Fidelity Small Cap America Sr B 1.67M (1.05%) -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