Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XTN 2.78%
2 CCFE 2.55%
3 PXMV 1.55%
4 SUPL 1.55%
5 FTXR 1.45%
6 BUSA 1.42%
7 FXR 1.34%
8 BSMC 1.19%
9 IYT 1.16%
10 PAMC 0.94%
11 QUVU 0.85%
12 FNK 0.83%
13 TPOR 0.79%
14 XMVM 0.72%
15 DSTL 0.68%
16 DFSV 0.53%
17 RFV 0.53%
18 IVOV 0.50%
19 IJJ 0.50%
20 HSMV 0.48%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 14.95M (9.49%) 306.95K
Increased by +2.05%
Jun 30, 25
2 Vanguard Group Inc 14.90M (9.45%) -39.00K
Decreased by -0.26%
Jun 30, 25
3 Wellington Management Company LLP 14.03M (8.91%) 2.87M
Increased by +20.43%
Jun 30, 25
4 FMR Inc 12.89M (8.18%) 4.31M
Increased by +33.40%
Jun 30, 25
5 Victory Capital Management Inc. 8.42M (5.34%) 75.42K
Increased by +0.90%
Jun 30, 25
6 Dimensional Fund Advisors, Inc. 8.14M (5.17%) 513.55K
Increased by +6.31%
Jun 30, 25
7 State Street Corporation 5.65M (3.59%) -55.49K
Decreased by -0.98%
Mar 31, 24
8 State Street Corp 4.94M (3.13%) -85.88K
Decreased by -1.74%
Jun 30, 25
9 Morgan Stanley - Brokerage Accounts 4.48M (2.84%) 187.17K
Increased by +4.18%
Jun 30, 25
10 DZ BANK AG Deutsche Zentral-Genossenschaftsbank Frankfurt am Main 3.92M (2.49%) -263.22K
Decreased by -6.71%
Jun 30, 25
11 Balyasny Asset Management LLC 3.75M (2.38%) 1.79M
Increased by +47.87%
Sep 30, 24
12 Allspring Global Investments Holdings, LLC 3.60M (2.28%) 268.76K
Increased by +7.48%
Jun 30, 25
13 Geode Capital Management, LLC 2.78M (1.76%) -11.52K
Decreased by -0.42%
Jun 30, 25
14 Holocene Advisors, LP 2.64M (1.67%) 2.64M
Increased by +100.00%
Mar 31, 24
15 Massachusetts Financial Services Company 2.58M (1.63%) -122.44K
Decreased by -4.75%
Jun 30, 25
16 AQR Capital Management LLC 2.25M (1.43%) 601.11K
Increased by +26.74%
Jun 30, 25
17 Bank of New York Mellon Corp 2.16M (1.37%) 904.90K
Increased by +41.88%
Jun 30, 25
18 Millennium Management LLC 2.05M (1.30%) -26.99K
Decreased by -1.32%
Jun 30, 25
19 Ensign Peak Advisors Inc 2.05M (1.30%) 305.09K
Increased by +14.91%
Jun 30, 25
20 AllianceBernstein L.P. 1.89M (1.20%) -543.65K
Decreased by -28.77%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Sycamore Mid Cap Value Comp 5.74M (3.64%) 5.57M
Increased by +96.98%
Mar 31, 25
2 Victory Sycamore Established Value R 5.74M (3.64%) 0.00
Increased by 0.00%
Jun 30, 25
3 iShares Core S&P Mid-Cap ETF 5.27M (3.35%) 0.00
Increased by 0.00%
Aug 31, 25
4 Vanguard US Total Market Shares ETF 4.88M (3.10%) 4.12K
Increased by +0.08%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 4.85M (3.08%) -119.04K
Decreased by -2.46%
Jul 31, 25
6 Vanguard Small Cap Index 3.74M (2.37%) -25.44K
Decreased by -0.68%
Jul 31, 25
7 Vanguard Equity-Income Inv 3.64M (2.31%) -1.84M
Decreased by -50.48%
Sep 30, 24
8 Allspring Special Mid Cap Value Inst 3.05M (1.94%) 139.10K
Increased by +4.56%
Jul 31, 25
9 Allspring Mid Value SMA 2.91M (1.85%) 2.91M
Increased by +99.99%
Jun 30, 25
10 Allspring Special US Mid Cap Value Eq 2.91M (1.85%) 187.90K
Increased by +6.46%
Jun 30, 25
11 Vanguard Windsor Investor Shares 2.76M (1.75%) -6.81K
Decreased by -0.25%
Jun 30, 25
12 Vanguard Small Cap Value Index Inv 2.40M (1.53%) 4.25K
Increased by +0.18%
Jul 31, 25
13 DFA US Small Cap Value I 2.07M (1.31%) 53.87K
Increased by +2.60%
Jul 31, 25
14 UniRak 1.99M (1.26%) -666.63K
Decreased by -33.52%
Jun 30, 25
15 Vanguard Institutional Extnd Mkt Idx Tr 1.74M (1.10%) -755.59K
Decreased by -43.40%
Jul 31, 25
16 Strategic Advisers Fidelity US TtlStk 1.73M (1.10%) 0.00
Increased by 0.00%
Jul 31, 25
17 Franklin Small Cap Value SMA Composite 1.70M (1.08%) 359.28K
Increased by +21.16%
Jun 30, 25
18 Franklin US Small Cap Value Equity 1.70M (1.08%) 359.28K
Increased by +21.16%
Jun 30, 25
19 Fidelity® Series Stk Selec Lg Cp Val 1.55M (0.98%) 0.00
Increased by 0.00%
Nov 30, 23
20 Hartford Capital Appreciation Y 1.51M (0.96%) -142.40K
Decreased by -9.44%
Nov 30, 24