Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CCFE 3.59%
2 XTN 3.05%
3 DRES 2.96%
4 ARWG 2.61%
5 SUPL 2.34%
6 BUSA 2.29%
7 FTXR 1.92%
8 BSMC 1.89%
9 NPFE 1.80%
10 PXMV 1.55%
11 IYT 1.54%
12 QUVU 1.28%
13 TPOR 1.26%
14 RFV 1.24%
15 DGLO 0.95%
16 PAMC 0.94%
17 FXR 0.92%
18 LSEQ 0.87%
19 DFSV 0.87%
20 QIDX 0.85%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 14.93M (9.46%) 449.41K
Increased by +3.01%
Mar 31, 26
2 Vanguard Group Inc 14.65M (9.28%) -161.55K
Decreased by -1.10%
Dec 31, 25
3 FMR Inc 9.71M (6.15%) -6.67M
Decreased by -68.67%
Mar 31, 26
4 Dimensional Fund Advisors, Inc. 8.46M (5.36%) 60.75K
Increased by +0.72%
Mar 31, 26
5 Vanguard Capital Management, LLC 7.03M (4.46%) 7.03M
Increased by +100.00%
Mar 31, 26
6 Vanguard Portfolio Management, LLC 6.61M (4.19%) 6.61M
Increased by +100.00%
Mar 31, 26
7 Victory Capital Management Inc. 6.33M (4.01%) -500.82K
Decreased by -7.91%
Mar 31, 26
8 Wellington Management Company LLP 5.94M (3.77%) -6.97M
Decreased by -117.30%
Mar 31, 26
9 State Street Corporation 5.65M (3.58%) -55.49K
Decreased by -0.98%
Mar 31, 24
10 D1 Capital Partners L.P. 5.49M (3.48%) -2.23M
Decreased by -40.55%
Mar 31, 26
11 State Street Corp 5.09M (3.22%) 139.19K
Increased by +2.74%
Mar 31, 26
12 Slate Path Capital LP 4.62M (2.93%) 332.50K
Increased by +7.20%
Mar 31, 26
13 Allspring Global Investments Holdings, LLC 4.26M (2.70%) -416.15K
Decreased by -9.77%
Mar 31, 26
14 Amvescap Plc. 3.66M (2.32%) 1.25M
Increased by +34.02%
Mar 31, 26
15 Point72 Asset Management, L.P. 3.41M (2.16%) 1.53M
Increased by +44.84%
Sep 30, 25
16 AQR Capital Management LLC 3.41M (2.16%) 1.56M
Increased by +45.78%
Mar 31, 26
17 Morgan Stanley - Brokerage Accounts 3.39M (2.15%) -215.83K
Decreased by -6.37%
Mar 31, 26
18 Ensign Peak Advisors Inc 3.39M (2.15%) 448.22K
Increased by +13.23%
Mar 31, 26
19 Geode Capital Management, LLC 2.97M (1.88%) 97.74K
Increased by +3.29%
Mar 31, 26
20 Hood River Capital Management LLC 2.68M (1.70%) 1.09M
Increased by +40.71%
Mar 31, 26

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 5.51M (3.49%) 1.03K
Increased by +0.02%
May 29, 26
3 Vanguard Total Stock Mkt Idx Inv 4.93M (3.12%) 12.15K
Increased by +0.25%
Apr 30, 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 (2.25%) -7.55K
Decreased by -0.21%
Apr 30, 26
8 Allspring Mid Value SMA 3.39M (2.15%) -349.60K
Decreased by -10.33%
Mar 31, 26
9 Allspring Special US Mid Cap Value Eq 3.39M (2.15%) -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 2.28M (1.45%) 16.29K
Increased by +0.71%
Apr 30, 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%
Apr 30, 26
14 UniRak 1.99M (1.26%) -666.63K
Decreased by -33.52%
Jun 30, 25
15 Vanguard Institutional Extnd Mkt Idx Tr 1.83M (1.16%) 18.78K
Increased by +1.02%
Apr 30, 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 Invesco Discovery A 1.54M (0.98%) 169.06K
Increased by +10.97%
Apr 30, 26