Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XTN 2.46%
2 SUPL 1.70%
3 PXMV 1.55%
4 FTXR 1.45%
5 FXR 0.98%
6 PAMC 0.94%
7 TPOR 0.85%
8 XMVM 0.72%
9 DSTL 0.68%
10 DFSV 0.61%
11 RFV 0.55%
12 MDYV 0.53%
13 IJJ 0.53%
14 IVOV 0.49%
15 HSMV 0.48%
16 IQSM 0.44%
17 DFAT 0.44%
18 MIDE 0.41%
19 SHPP 0.41%
20 USVM 0.37%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 14.94M (9.51%) 515.21K
Increased by +3.45%
Mar 31, 25
2 BlackRock Inc 14.64M (9.32%) -2.06M
Decreased by -14.04%
Mar 31, 25
3 Wellington Management Company LLP 11.17M (7.11%) -3.77M
Decreased by -33.76%
Mar 31, 25
4 FMR Inc 8.58M (5.47%) 488.22K
Increased by +5.69%
Mar 31, 25
5 Victory Capital Management Inc. 8.34M (5.31%) 364.26K
Increased by +4.37%
Mar 31, 25
6 Dimensional Fund Advisors, Inc. 7.63M (4.86%) 638.35K
Increased by +8.37%
Mar 31, 25
7 State Street Corporation 5.65M (3.60%) -55.49K
Decreased by -0.98%
Mar 31, 24
8 State Street Corp 5.02M (3.20%) -616.09K
Decreased by -12.26%
Mar 31, 25
9 Morgan Stanley - Brokerage Accounts 4.29M (2.73%) -105.62K
Decreased by -2.46%
Mar 31, 25
10 DZ BANK AG Deutsche Zentral-Genossenschaftsbank Frankfurt am Main 4.19M (2.66%) 629.17K
Increased by +15.03%
Mar 31, 25
11 Balyasny Asset Management LLC 3.75M (2.39%) 1.79M
Increased by +47.87%
Sep 30, 24
12 Millennium Management LLC 3.50M (2.23%) 2.80M
Increased by +79.75%
Dec 31, 24
13 Allspring Global Investments Holdings, LLC 3.33M (2.12%) -874.64K
Decreased by -26.29%
Mar 31, 25
14 Geode Capital Management, LLC 2.79M (1.77%) 55.93K
Increased by +2.01%
Mar 31, 25
15 Massachusetts Financial Services Company 2.70M (1.72%) -1.00K
Decreased by -0.04%
Mar 31, 25
16 Holocene Advisors, LP 2.64M (1.68%) 2.64M
Increased by +100.00%
Mar 31, 24
17 Franklin Resources Inc 2.20M (1.40%) 316.75K
Increased by +14.38%
Mar 31, 25
18 AllianceBernstein L.P. 1.89M (1.20%) -543.65K
Decreased by -28.77%
Dec 31, 23
19 Anomaly Capital Management, LP 1.89M (1.20%) -341.52K
Decreased by -18.11%
Dec 31, 23
20 Interval Partners, LP 1.75M (1.12%) 1.34M
Increased by +76.23%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Sycamore Mid Cap Value Comp 5.74M (3.65%) 5.57M
Increased by +96.98%
Mar 31, 25
2 Victory Sycamore Established Value R 5.74M (3.65%) 340.00K
Increased by +5.92%
Mar 31, 25
3 iShares Core S&P Mid-Cap ETF 5.24M (3.34%) -16.90K
Decreased by -0.32%
Apr 30, 25
4 Vanguard Total Stock Mkt Idx Inv 4.95M (3.15%) 85.38K
Increased by +1.73%
Apr 30, 25
5 Vanguard US Total Market Shares ETF 4.88M (3.11%) 4.12K
Increased by +0.08%
Sep 30, 24
6 Vanguard Small Cap Index 3.86M (2.46%) 22.60K
Increased by +0.59%
Apr 30, 25
7 Vanguard Equity-Income Inv 3.64M (2.32%) -1.84M
Decreased by -50.48%
Sep 30, 24
8 Allspring Mid Value SMA 3.46M (2.20%) 3.46M
Increased by +99.99%
Dec 31, 24
9 Allspring Special Mid Cap Value Inst 2.82M (1.80%) 98.20K
Increased by +3.48%
Apr 30, 25
10 Vanguard Windsor Investor Shares 2.76M (1.76%) -1.05M
Decreased by -38.13%
Mar 31, 25
11 Allspring Special US Mid Cap Value Eq 2.72M (1.73%) -737.20K
Decreased by -27.07%
Mar 31, 25
12 Vanguard Institutional Extnd Mkt Idx Tr 2.50M (1.59%) 16.00K
Increased by +0.64%
Apr 30, 25
13 Vanguard Small Cap Value Index Inv 2.50M (1.59%) 7.82K
Increased by +0.31%
Apr 30, 25
14 UniRak 2.24M (1.43%) 0.00
Increased by 0.00%
Mar 31, 25
15 DFA US Small Cap Value I 1.86M (1.19%) 117.58K
Increased by +6.31%
Mar 31, 25
16 Fidelity® Series Stk Selec Lg Cp Val 1.55M (0.98%) 0.00
Increased by 0.00%
Nov 30, 23
17 Hartford Capital Appreciation Y 1.51M (0.96%) -142.40K
Decreased by -9.44%
Nov 30, 24
18 Fidelity Series Stk Selec Lg Cp Val 1.41M (0.90%) -360.00K
Decreased by -25.45%
Mar 31, 25
19 MFS Mid Cap Value A 1.39M (0.88%) 0.00
Increased by 0.00%
Mar 31, 25
20 MFS Mid Cap Value Equity 1.39M (0.88%) 0.00
Increased by 0.00%
Mar 31, 25