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 REGL 2.06%
7 OUSM 2.04%
8 CSMD 1.96%
9 XMHQ 1.81%
10 EQWM 1.81%
11 IBOT 1.66%
12 PRNT 1.65%
13 DFRA 1.52%
14 BUL 1.41%
15 WBIF 1.40%
16 LCLG 1.39%
17 XMMO 1.36%
18 GRPM 1.35%
19 NBSM 1.31%
20 FLM 1.15%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 5.50M (10.20%) -59.02K
Decreased by -1.07%
Jun 30, 25
2 BlackRock Inc 5.17M (9.58%) -146.25K
Decreased by -2.83%
Jun 30, 25
3 State Street Corp 2.44M (4.52%) -26.94K
Decreased by -1.10%
Jun 30, 25
4 State Street Corporation 2.27M (4.20%) -261.76K
Decreased by -11.54%
Mar 31, 24
5 EdgePoint Investment Group, Inc. 1.90M (3.51%) -160.50K
Decreased by -8.46%
Jun 30, 25
6 Victory Capital Management Inc. 1.78M (3.29%) 426.77K
Increased by +24.00%
Jun 30, 25
7 NORGES BANK 1.71M (3.16%) 68.38K
Increased by +4.00%
Jun 30, 25
8 JPMorgan Chase & Co 1.56M (2.89%) 83.03K
Increased by +5.33%
Jun 30, 25
9 Geode Capital Management, LLC 1.29M (2.38%) -14.88K
Decreased by -1.16%
Jun 30, 25
10 Capital Research & Mgmt Co - Division 3 1.13M (2.09%) -4.14K
Decreased by -0.37%
Sep 30, 24
11 Amvescap Plc. 698.07K (1.29%) -180.77K
Decreased by -25.89%
Jun 30, 25
12 Boston Partners Global Investors, Inc 682.43K (1.26%) 682.43K
Increased by +100.00%
Jun 30, 25
13 Park Edge Advisors, LLC 670.89K (1.24%) 0.00
Increased by 0.00%
Jun 30, 25
14 KeyBank National Association 660.09K (1.22%) -40.83K
Decreased by -6.19%
Jun 30, 25
15 Westfield Capital Management Company, LP 646.44K (1.20%) -41.40K
Decreased by -6.40%
Mar 31, 24
16 Macquarie Group Ltd 605.38K (1.12%) -140.98K
Decreased by -23.29%
Jun 30, 25
17 AQR Capital Management LLC 596.62K (1.11%) 486.09K
Increased by +81.47%
Jun 30, 25
18 UBS Group AG 590.75K (1.09%) 144.92K
Increased by +24.53%
Jun 30, 25
19 Champlain Investment Partners, LLC 581.58K (1.08%) 45.19K
Increased by +7.77%
Jun 30, 25
20 Dimensional Fund Advisors, Inc. 544.03K (1.01%) 12.03K
Increased by +2.21%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 1.82M (3.37%) 0.00
Increased by 0.00%
Aug 31, 25
2 Vanguard US Total Market Shares ETF 1.81M (3.35%) 1.32K
Increased by +0.07%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 1.76M (3.25%) -44.20K
Decreased by -2.52%
Jul 31, 25
4 Vanguard Small Cap Index 1.36M (2.51%) -8.85K
Decreased by -0.65%
Jul 31, 25
5 Victory Sycamore Established Value R 1.26M (2.33%) 291.00K
Increased by +23.15%
Jun 30, 25
6 American Funds Invmt Co of Amer A 979.24K (1.81%) -232.00
Decreased by -0.02%
Sep 30, 24
7 Capital Group Investment Co of Amer Comp 979.24K (1.81%) -232.00
Decreased by -0.02%
Sep 30, 24
8 Sycamore Mid Cap Value Comp 966.00K (1.79%) 940.00K
Increased by +97.31%
Mar 31, 25
9 EdgePoint Global 869.50K (1.61%) -115.85K
Decreased by -13.32%
Jun 30, 25
10 EdgePoint Global Portfolio Series F 869.50K (1.61%) -115.85K
Decreased by -13.32%
Jun 30, 25
11 Vanguard Small Cap Growth Index Inv 763.29K (1.41%) -1.57K
Decreased by -0.21%
Jul 31, 25
12 JPM US Mid Cap Value-Composite 723.13K (1.34%) 36.52K
Increased by +5.05%
Jun 30, 25
13 JPM US Mid Cap Value-MA 686.61K (1.27%) -156.78K
Decreased by -22.83%
Mar 31, 25
14 American Funds IS® Growth-Income 1 675.75K (1.25%) 0.00
Increased by 0.00%
Mar 31, 24
15 Capital Group Core Equity Composite 675.75K (1.25%) 0.00
Increased by 0.00%
Mar 31, 24
16 Vanguard Institutional Extnd Mkt Idx Tr 599.30K (1.11%) -260.23K
Decreased by -43.42%
Jul 31, 25
17 JHancock Disciplined Value Mid Cap I 595.29K (1.10%) 104.62K
Increased by +17.57%
Jul 31, 25
18 Champlain Mid Cap Fund, LLC 559.50K (1.04%) 3.89K
Increased by +0.70%
Aug 31, 25
19 SPDR® S&P Dividend ETF 554.82K (1.03%) 0.00
Increased by 0.00%
Aug 31, 25
20 Vanguard Small Cap Value Index Inv 516.93K (0.96%) 1.71K
Increased by +0.33%
Nov 30, 23