Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XTN 2.57%
2 SUPL 1.73%
3 PXMV 1.55%
4 FTXR 1.45%
5 FXR 1.02%
6 TPOR 1.00%
7 PAMC 0.94%
8 XMVM 0.72%
9 DSTL 0.68%
10 IVOV 0.57%
11 DFSV 0.57%
12 RFV 0.54%
13 IJJ 0.54%
14 MDYV 0.53%
15 HSMV 0.48%
16 SHPP 0.45%
17 DFAT 0.45%
18 IQSM 0.44%
19 MIDE 0.41%
20 USVM 0.38%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 16.70M (10.63%) 393.27K
Increased by +2.36%
Dec 31, 24
2 Wellington Management Company LLP 14.94M (9.51%) -4.62M
Decreased by -30.94%
Dec 31, 24
3 Vanguard Group Inc 14.42M (9.18%) -556.91K
Decreased by -3.86%
Dec 31, 24
4 FMR Inc 8.10M (5.16%) -206.84K
Decreased by -2.55%
Dec 31, 24
5 Victory Capital Management Inc. 7.98M (5.08%) 506.49K
Increased by +6.35%
Dec 31, 24
6 Dimensional Fund Advisors, Inc. 6.99M (4.45%) 505.54K
Increased by +7.23%
Dec 31, 24
7 State Street Corporation 5.65M (3.60%) -55.49K
Decreased by -0.98%
Mar 31, 24
8 State Street Corp 5.64M (3.59%) 30.90K
Increased by +0.55%
Dec 31, 24
9 Morgan Stanley - Brokerage Accounts 4.40M (2.80%) 104.37K
Increased by +2.37%
Dec 31, 24
10 Allspring Global Investments Holdings, LLC 4.20M (2.68%) 125.83K
Increased by +2.99%
Dec 31, 24
11 Balyasny Asset Management LLC 3.75M (2.39%) 1.79M
Increased by +47.87%
Sep 30, 24
12 DZ BANK AG Deutsche Zentral-Genossenschaftsbank Frankfurt am Main 3.56M (2.26%) 63.24K
Increased by +1.78%
Dec 31, 24
13 Millennium Management LLC 3.50M (2.23%) 2.80M
Increased by +79.75%
Dec 31, 24
14 Geode Capital Management, LLC 2.73M (1.74%) -9.93K
Decreased by -0.36%
Dec 31, 24
15 Massachusetts Financial Services Company 2.70M (1.72%) -74.78K
Decreased by -2.77%
Dec 31, 24
16 Holocene Advisors, LP 2.64M (1.68%) 2.64M
Increased by +100.00%
Mar 31, 24
17 JPMorgan Chase & Co 1.99M (1.27%) -577.54K
Decreased by -29.06%
Jun 30, 24
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 Franklin Resources Inc 1.89M (1.20%) 507.37K
Increased by +26.91%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Victory Sycamore Established Value R 5.40M (3.44%) 400.00K
Increased by +7.41%
Dec 31, 24
2 iShares Core S&P Mid-Cap ETF 5.26M (3.35%) 3.96K
Increased by +0.08%
Feb 28, 25
3 Vanguard Total Stock Mkt Idx Inv 4.58M (2.92%) 2.68K
Increased by +0.06%
Feb 28, 25
4 Vanguard Windsor Investor Shares 3.82M (2.43%) 68.59K
Increased by +1.80%
Dec 31, 24
5 Vanguard Small Cap Index 3.72M (2.37%) 3.02K
Increased by +0.08%
Feb 28, 25
6 Vanguard Equity-Income Inv 3.64M (2.32%) -1.84M
Decreased by -50.48%
Sep 30, 24
7 Allspring Mid Value SMA 3.46M (2.20%) 3.46M
Increased by +99.99%
Dec 31, 24
8 Allspring Special US Mid Cap Value Eq 3.46M (2.20%) 102.80K
Increased by +2.97%
Dec 31, 24
9 Allspring Special Mid Cap Value Inst 2.72M (1.73%) -116.90K
Decreased by -4.29%
Feb 28, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 2.46M (1.57%) 3.33K
Increased by +0.14%
Feb 28, 25
11 Vanguard Small Cap Value Index Inv 2.45M (1.56%) -9.42K
Decreased by -0.38%
Feb 28, 25
12 UniRak 1.98M (1.26%) 0.00
Increased by 0.00%
Jan 31, 25
13 Fidelity Series Stk Selec Lg Cp Val 1.84M (1.17%) 50.30K
Increased by +2.73%
Jan 31, 25
14 DFA US Small Cap Value I 1.70M (1.08%) 56.04K
Increased by +3.30%
Jan 31, 25
15 Fidelity® Series Stk Selec Lg Cp Val 1.55M (0.98%) 0.00
Increased by 0.00%
Nov 30, 23
16 Hartford Capital Appreciation Y 1.51M (0.96%) -142.40K
Decreased by -9.44%
Nov 30, 24
17 MFS Mid Cap Value A 1.39M (0.88%) 0.00
Increased by 0.00%
Feb 28, 25
18 MFS Mid Cap Value Equity 1.39M (0.88%) 0.00
Increased by 0.00%
Dec 31, 24
19 Franklin Small Cap Value A 1.34M (0.85%) 0.00
Increased by 0.00%
Feb 28, 25
20 SPDR® S&P MIDCAP 400 ETF Trust 1.31M (0.83%) 12.43K
Increased by +0.95%
Feb 28, 25