Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 8.37%
2 HEWI 4.50%
3 EWI 4.48%
4 FLIY 4.04%
5 ADPV 3.34%
6 BOUT 3.24%
7 MDPL 3.18%
8 NEWZ 2.90%
9 FORH 2.83%
10 HCOW 2.45%
11 COWS 2.28%
12 TDV 2.27%
13 FTDS 2.16%
14 TXUE 2.11%
15 IMOM 2.10%
16 OUSM 2.05%
17 RUNN 1.95%
18 JHID 1.92%
19 EFAS 1.92%
20 DMDV 1.86%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 19.04M (11.91%) -1.07M
Decreased by -5.62%
Mar 31, 25
2 Vanguard Group Inc 16.69M (10.44%) -222.87K
Decreased by -1.34%
Jun 30, 25
3 BlackRock Inc 16.49M (10.31%) 656.70K
Increased by +3.98%
Mar 31, 25
4 Nalanda India Equity Fund Ltd. 12.69M (7.94%) 0.00
Increased by 0.00%
Jun 30, 25
5 Victory Capital Management Inc. 9.69M (6.06%) -161.19K
Decreased by -1.66%
Mar 31, 25
6 State Street Corp 5.33M (3.34%) 134.54K
Increased by +2.52%
Mar 31, 25
7 Wellington Management Company LLP 4.97M (3.11%) -4.96M
Decreased by -99.75%
Mar 31, 24
8 State Street Corporation 4.62M (2.89%) 78.60K
Increased by +1.70%
Mar 31, 24
9 Fiduciary Management, Inc. of Milwaukee 4.24M (2.65%) -2.72M
Decreased by -64.21%
Jun 30, 25
10 JPMorgan Chase & Co 4.11M (2.57%) 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. 3.66M (2.29%) -190.88K
Decreased by -5.22%
Jun 30, 25
13 Geode Capital Management, LLC 3.56M (2.22%) -269.92K
Decreased by -7.59%
Mar 31, 25
14 Morgan Stanley - Brokerage Accounts 3.42M (2.14%) -1.04M
Decreased by -30.31%
Jun 30, 24
15 Franklin Resources Inc 3.38M (2.11%) -139.15K
Decreased by -4.12%
Jun 30, 25
16 AllianceBernstein L.P. 3.05M (1.90%) 118.69K
Increased by +3.90%
Mar 31, 25
17 Westfield Capital Management Company, LP 2.99M (1.87%) 43.70K
Increased by +1.46%
Dec 31, 23
18 First Trust Advisors L.P. 2.87M (1.80%) -369.18K
Decreased by -12.84%
Jun 30, 25
19 Nordea Investment Mgmt Bank Demark A/s 2.62M (1.64%) 983.77K
Increased by +37.59%
Jun 30, 25
20 Tandem Investment Advisors Inc 2.58M (1.62%) 314.18K
Increased by +12.16%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Victory Sycamore Established Value R 7.12M (4.45%) 82.00K
Increased by +1.15%
Jun 30, 25
2 Sycamore Mid Cap Value Comp 7.04M (4.40%) 6.81M
Increased by +96.76%
Mar 31, 25
3 Vanguard US Total Market Shares ETF 5.65M (3.54%) 4.21K
Increased by +0.07%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 5.48M (3.43%) -115.73K
Decreased by -2.11%
Jul 31, 25
5 iShares Core S&P Mid-Cap ETF 5.24M (3.28%) 0.00
Increased by 0.00%
Aug 31, 25
6 Vanguard Small Cap Index 4.24M (2.66%) -28.27K
Decreased by -0.67%
Jul 31, 25
7 Fidelity® Low-Priced Stock 3.98M (2.49%) 789.78K
Increased by +19.85%
Oct 31, 23
8 Fidelity Low-Priced Stock 2.75M (1.72%) -7.38K
Decreased by -0.27%
Jun 30, 25
9 Vanguard Small Cap Value Index Inv 2.73M (1.71%) 7.86K
Increased by +0.29%
Jul 31, 25
10 Templeton Emg Mkts Eq 2.70M (1.69%) 2.18M
Increased by +80.96%
Jun 30, 25
11 Strategic Advisers Fidelity US TtlStk 2.69M (1.68%) 15.77K
Increased by +0.59%
Jul 31, 25
12 Vanguard Small Cap Growth Index Inv 2.63M (1.64%) 16.27K
Increased by +0.62%
Nov 30, 23
13 Fidelity Small Cap Discovery 2.23M (1.40%) 69.80K
Increased by +3.13%
Jun 30, 25
14 Hartford MidCap Y 2.09M (1.31%) -43.93K
Decreased by -2.10%
Dec 31, 23
15 Tandem Large Cap Core WRAP 2.00M (1.25%) 238.16K
Increased by +11.91%
Jun 30, 25
16 Vanguard Windsor Investor Shares 1.89M (1.18%) -997.44K
Decreased by -52.83%
Mar 31, 24
17 FMI International Investor 1.82M (1.14%) -925.00K
Decreased by -50.68%
Jun 30, 25
18 Fiduciary Mgt of Milwaukee Intl Comp 1.82M (1.14%) -925.00K
Decreased by -50.68%
Jun 30, 25
19 Vanguard Institutional Extnd Mkt Idx Tr 1.73M (1.08%) -748.19K
Decreased by -43.24%
Jul 31, 25
20 Fidelity Series Small Cap Discovery 1.70M (1.07%) 27.20K
Increased by +1.60%
Jun 30, 25