Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FMTM 3.30%
2 BOTT 3.26%
3 BCUS 3.25%
4 MDCP 2.47%
5 IPDP 2.44%
6 OUSM 2.11%
7 CSMD 2.08%
8 VNSE 1.98%
9 EQWM 1.96%
10 XMHQ 1.87%
11 IBOT 1.70%
12 PRNT 1.66%
13 MCOW 1.56%
14 REGL 1.53%
15 WBIF 1.48%
16 DFRA 1.47%
17 BUL 1.41%
18 GRPM 1.35%
19 LCLG 1.31%
20 FLM 1.15%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 5.32M (9.89%) -84.03K
Decreased by -1.58%
Dec 31, 25
2 BlackRock Inc 5.22M (9.71%) 197.07K
Increased by +3.77%
Mar 31, 26
3 Diamant Asset Management Inc 3.84M (7.14%) 3.82M
Increased by +99.60%
Mar 31, 26
4 Vanguard Portfolio Management, LLC 2.54M (4.72%) 2.54M
Increased by +100.00%
Mar 31, 26
5 Vanguard Capital Management, LLC 2.46M (4.58%) 2.46M
Increased by +100.00%
Mar 31, 26
6 State Street Corporation 2.27M (4.22%) -261.76K
Decreased by -11.54%
Mar 31, 24
7 State Street Corp 2.23M (4.15%) 1.75K
Increased by +0.08%
Mar 31, 26
8 EdgePoint Investment Group, Inc. 1.90M (3.53%) -160.50K
Decreased by -8.46%
Jun 30, 25
9 NORGES BANK 1.73M (3.22%) 24.60K
Increased by +1.42%
Dec 31, 25
10 Victory Capital Management Inc. 1.48M (2.76%) -243.20K
Decreased by -16.39%
Mar 31, 26
11 Geode Capital Management, LLC 1.37M (2.54%) 58.67K
Increased by +4.30%
Mar 31, 26
12 Amvescap Plc. 1.17M (2.17%) 253.13K
Increased by +21.65%
Mar 31, 26
13 AQR Capital Management LLC 1.14M (2.11%) 173.72K
Increased by +15.30%
Mar 31, 26
14 Capital Research & Mgmt Co - Division 3 1.13M (2.09%) -4.14K
Decreased by -0.37%
Sep 30, 24
15 JPMorgan Chase & Co 965.56K (1.80%) -314.55K
Decreased by -32.58%
Mar 31, 26
16 Vaughan Nelson Scarbrgh & Mccullough LP 800.52K (1.49%) 335.47K
Increased by +41.91%
Mar 31, 26
17 Boston Partners Global Investors, Inc 799.88K (1.49%) -35.30K
Decreased by -4.41%
Mar 31, 26
18 Westfield Capital Management Company, LP 646.44K (1.20%) -41.40K
Decreased by -6.40%
Mar 31, 24
19 Park Edge Advisors, LLC 631.14K (1.17%) -37.31K
Decreased by -5.91%
Mar 31, 26
20 UBS Group AG 590.75K (1.10%) 144.92K
Increased by +24.53%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 1.87M (3.47%) 348.00
Increased by +0.02%
May 29, 26
2 Vanguard US Total Market Shares ETF 1.81M (3.37%) 1.32K
Increased by +0.07%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 1.74M (3.24%) 4.12K
Increased by +0.24%
Apr 30, 26
4 Vanguard Small Cap Index 1.26M (2.35%) -2.75K
Decreased by -0.22%
Apr 30, 26
5 Victory Sycamore Established Value R 1.04M (1.94%) -158.00K
Decreased by -15.12%
Mar 31, 26
6 American Funds Invmt Co of Amer A 979.24K (1.82%) -232.00
Decreased by -0.02%
Sep 30, 24
7 Capital Group Investment Co of Amer Comp 979.24K (1.82%) -232.00
Decreased by -0.02%
Sep 30, 24
8 Sycamore Mid Cap Value Comp 966.00K (1.80%) 940.00K
Increased by +97.31%
Mar 31, 25
9 Vanguard Small Cap Growth Index Inv 708.09K (1.32%) -26.00
Decreased by -0.00%
Apr 30, 26
10 JPM US Mid Cap Value-MA 686.61K (1.28%) -156.78K
Decreased by -22.83%
Mar 31, 25
11 American Funds IS® Growth-Income 1 675.75K (1.26%) 0.00
Increased by 0.00%
Mar 31, 24
12 Capital Group Core Equity Composite 675.75K (1.26%) 0.00
Increased by 0.00%
Mar 31, 24
13 Vanguard Institutional Extnd Mkt Idx Tr 621.30K (1.16%) 6.30K
Increased by +1.01%
Apr 30, 26
14 JHancock Disciplined Value Mid Cap I 563.52K (1.05%) 0.00
Increased by 0.00%
Apr 30, 26
15 SPDR® S&P Dividend ETF 554.82K (1.03%) 0.00
Increased by 0.00%
Aug 31, 25
16 Vanguard Small Cap Value Index Inv 516.93K (0.96%) 1.71K
Increased by +0.33%
Nov 30, 23
17 Delaware Ivy Mid Cap Growth A 482.06K (0.90%) 0.00
Increased by 0.00%
Oct 31, 24
18 JPMorgan Mid Cap Value L 472.83K (0.88%) 98.87K
Increased by +20.91%
Apr 30, 26
19 First Trust SMID Cp Rising Div Achv ETF 463.78K (0.86%) 990.00
Increased by +0.21%
Feb 27, 25
20 EdgePoint Global Growth & Inc Port Sr F 447.47K (0.83%) -51.56K
Decreased by -11.52%
Jun 30, 25