Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 8.37%
2 HEWI 4.50%
3 EWI 4.14%
4 FLIY 4.04%
5 MDPL 3.38%
6 ADPV 3.34%
7 NEWZ 3.32%
8 BOUT 3.24%
9 TDV 2.47%
10 HCOW 2.37%
11 COWS 2.33%
12 FTDS 2.16%
13 IMOM 2.10%
14 OUSM 1.99%
15 TXUE 1.99%
16 JHID 1.98%
17 RUNN 1.95%
18 EFAS 1.88%
19 DMDV 1.86%
20 MGMT 1.57%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 19.04M (11.86%) -1.07M
Decreased by -5.62%
Mar 31, 25
2 Vanguard Group Inc 16.91M (10.53%) -51.51K
Decreased by -0.30%
Mar 31, 25
3 BlackRock Inc 16.49M (10.27%) 656.70K
Increased by +3.98%
Mar 31, 25
4 Nalanda India Equity Fund Ltd. 12.69M (7.90%) 0.00
Increased by 0.00%
Jun 30, 25
5 Victory Capital Management Inc. 9.69M (6.04%) -161.19K
Decreased by -1.66%
Mar 31, 25
6 Fiduciary Management, Inc. of Milwaukee 6.96M (4.33%) -2.19M
Decreased by -31.45%
Mar 31, 25
7 State Street Corp 5.33M (3.32%) 134.54K
Increased by +2.52%
Mar 31, 25
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 JPMorgan Chase & Co 4.11M (2.56%) 710.70K
Increased by +17.29%
Mar 31, 25
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 (2.40%) 779.00
Increased by +0.02%
Mar 31, 25
13 Geode Capital Management, LLC 3.56M (2.21%) -269.92K
Decreased by -7.59%
Mar 31, 25
14 Franklin Resources Inc 3.52M (2.19%) -686.70K
Decreased by -19.52%
Mar 31, 25
15 Morgan Stanley - Brokerage Accounts 3.42M (2.13%) -1.04M
Decreased by -30.31%
Jun 30, 24
16 First Trust Advisors L.P. 3.24M (2.02%) -560.90K
Decreased by -17.29%
Mar 31, 25
17 AllianceBernstein L.P. 3.05M (1.90%) 118.69K
Increased by +3.90%
Mar 31, 25
18 Westfield Capital Management Company, LP 2.99M (1.86%) 43.70K
Increased by +1.46%
Dec 31, 23
19 Fidelity International Ltd 2.70M (1.68%) -1.03M
Decreased by -37.99%
Mar 31, 25
20 Nordea Investment Mgmt Bank Demark A/s 2.62M (1.63%) 983.77K
Increased by +37.59%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Victory Sycamore Established Value R 7.12M (4.44%) 82.00K
Increased by +1.15%
Jun 30, 25
2 Sycamore Mid Cap Value Comp 7.04M (4.39%) 6.81M
Increased by +96.76%
Mar 31, 25
3 Vanguard US Total Market Shares ETF 5.65M (3.52%) 4.21K
Increased by +0.07%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 5.59M (3.48%) -64.56K
Decreased by -1.15%
Jun 30, 25
5 iShares Core S&P Mid-Cap ETF 5.25M (3.27%) 342.00
Increased by +0.01%
Jul 30, 25
6 Vanguard Small Cap Index 4.27M (2.66%) -174.24K
Decreased by -4.08%
Jun 30, 25
7 Fidelity® Low-Priced Stock 3.98M (2.48%) 789.78K
Increased by +19.85%
Oct 31, 23
8 Fidelity Low-Priced Stock 2.76M (1.72%) 522.33K
Increased by +18.94%
May 31, 25
9 FMI International Investor 2.75M (1.71%) -1.15M
Decreased by -41.82%
Mar 31, 25
10 Vanguard Small Cap Value Index Inv 2.73M (1.70%) -133.25K
Decreased by -4.89%
Jun 30, 25
11 Templeton Emg Mkts Eq 2.70M (1.68%) 2.18M
Increased by +80.96%
Jun 30, 25
12 Strategic Advisers Fidelity US TtlStk 2.67M (1.66%) 56.54K
Increased by +2.12%
Jun 30, 25
13 Vanguard Small Cap Growth Index Inv 2.63M (1.64%) 16.27K
Increased by +0.62%
Nov 30, 23
14 Vanguard Institutional Extnd Mkt Idx Tr 2.48M (1.54%) -28.61K
Decreased by -1.15%
Jun 30, 25
15 FMI Common Stock Investor 2.18M (1.36%) -455.00K
Decreased by -20.87%
Mar 31, 25
16 Fidelity Small Cap Discovery 2.16M (1.35%) 0.00
Increased by 0.00%
May 31, 25
17 Hartford MidCap Y 2.09M (1.30%) -43.93K
Decreased by -2.10%
Dec 31, 23
18 Tandem Large Cap Core WRAP 2.00M (1.25%) 238.16K
Increased by +11.91%
Jun 30, 25
19 Vanguard Windsor Investor Shares 1.89M (1.18%) -997.44K
Decreased by -52.83%
Mar 31, 24
20 Fiduciary Mgt of Milwaukee Intl Comp 1.82M (1.14%) -925.00K
Decreased by -50.68%
Jun 30, 25