Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CCFE 3.32%
2 DRES 2.86%
3 XTN 2.84%
4 ARWG 2.61%
5 SUPL 2.09%
6 BUSA 2.09%
7 FTXR 1.71%
8 BSMC 1.71%
9 IYT 1.66%
10 NPFE 1.59%
11 PXMV 1.55%
12 QUVU 1.28%
13 TPOR 1.14%
14 RFV 1.12%
15 FXR 1.01%
16 PAMC 0.94%
17 DGLO 0.86%
18 DFSV 0.77%
19 QIDX 0.73%
20 XMVM 0.72%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 16.37M (10.37%) 2.15M
Increased by +13.11%
Dec 31, 25
2 Vanguard Group Inc 14.65M (9.28%) -161.55K
Decreased by -1.10%
Dec 31, 25
3 BlackRock Inc 14.48M (9.18%) -26.15K
Decreased by -0.18%
Dec 31, 25
4 Wellington Management Company LLP 12.92M (8.19%) 2.47M
Increased by +19.11%
Dec 31, 25
5 Dimensional Fund Advisors, Inc. 8.46M (5.36%) 60.75K
Increased by +0.72%
Mar 31, 26
6 Victory Capital Management Inc. 6.83M (4.33%) -1.66M
Decreased by -24.31%
Dec 31, 25
7 State Street Corporation 5.65M (3.58%) -55.49K
Decreased by -0.98%
Mar 31, 24
8 D1 Capital Partners L.P. 5.49M (3.48%) -2.23M
Decreased by -40.55%
Mar 31, 26
9 State Street Corp 4.95M (3.14%) -22.25K
Decreased by -0.45%
Dec 31, 25
10 Allspring Global Investments Holdings, LLC 4.68M (2.96%) 315.19K
Increased by +6.74%
Dec 31, 25
11 Slate Path Capital LP 4.62M (2.93%) 332.50K
Increased by +7.20%
Mar 31, 26
12 Amvescap Plc. 3.66M (2.32%) 1.25M
Increased by +34.02%
Mar 31, 26
13 Morgan Stanley - Brokerage Accounts 3.61M (2.28%) -697.96K
Decreased by -19.36%
Dec 31, 25
14 Point72 Asset Management, L.P. 3.41M (2.16%) 1.53M
Increased by +44.84%
Sep 30, 25
15 DZ BANK AG Deutsche Zentral-Genossenschaftsbank Frankfurt am Main 3.15M (2.00%) 2.82M
Increased by +89.62%
Dec 31, 25
16 Ensign Peak Advisors Inc 2.94M (1.86%) 984.42K
Increased by +33.49%
Dec 31, 25
17 AllianceBernstein L.P. 2.91M (1.84%) 2.57M
Increased by +88.19%
Dec 31, 25
18 Geode Capital Management, LLC 2.87M (1.82%) -49.96K
Decreased by -1.74%
Dec 31, 25
19 JPMorgan Chase & Co 2.62M (1.66%) 1.25M
Increased by +47.78%
Sep 30, 25
20 Massachusetts Financial Services Company 2.58M (1.63%) -122.44K
Decreased by -4.75%
Jun 30, 25

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 iShares Core S&P Mid-Cap ETF 5.48M (3.47%) -2.77K
Decreased by -0.05%
Apr 30, 26
3 Vanguard Total Stock Mkt Idx Inv 4.91M (3.11%) 24.93K
Increased by +0.51%
Mar 31, 26
4 Vanguard US Total Market Shares ETF 4.88M (3.09%) 4.12K
Increased by +0.08%
Sep 30, 24
5 Victory Sycamore Established Value R 4.09M (2.59%) -365.00K
Decreased by -8.91%
Mar 31, 26
6 Vanguard Equity-Income Inv 3.64M (2.31%) -1.84M
Decreased by -50.48%
Sep 30, 24
7 Vanguard Small Cap Index 3.56M (2.26%) 60.19K
Increased by +1.69%
Mar 31, 26
8 Allspring Mid Value SMA 3.39M (2.14%) -349.60K
Decreased by -10.33%
Mar 31, 26
9 Allspring Special US Mid Cap Value Eq 3.39M (2.14%) -349.60K
Decreased by -10.33%
Mar 31, 26
10 Allspring Special Mid Cap Value Inst 3.31M (2.10%) -73.90K
Decreased by -2.23%
Apr 30, 26
11 Vanguard Small Cap Value Index Inv 2.27M (1.44%) 17.78K
Increased by +0.78%
Mar 31, 26
12 Vanguard Windsor Investor Shares 2.09M (1.32%) -546.64K
Decreased by -26.16%
Dec 31, 25
13 DFA US Small Cap Value I 2.07M (1.31%) 0.00
Increased by 0.00%
Mar 31, 26
14 UniRak 1.99M (1.26%) -666.63K
Decreased by -33.52%
Jun 30, 25
15 Vanguard Institutional Extnd Mkt Idx Tr 1.81M (1.15%) 46.48K
Increased by +2.56%
Mar 31, 26
16 Franklin Small Cap Value SMA Composite 1.70M (1.08%) 359.28K
Increased by +21.16%
Jun 30, 25
17 Franklin US Small Cap Value Equity 1.70M (1.08%) 359.28K
Increased by +21.16%
Jun 30, 25
18 Fidelity Series Stk Selec Lg Cp Val 1.66M (1.05%) -13.00K
Decreased by -0.78%
Dec 31, 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