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 CSMD 2.22%
7 OUSM 2.14%
8 VNSE 1.98%
9 EQWM 1.96%
10 XMHQ 1.96%
11 PRNT 1.76%
12 IBOT 1.72%
13 REGL 1.55%
14 WBIF 1.48%
15 DFRA 1.47%
16 BUL 1.41%
17 LCLG 1.39%
18 GRPM 1.35%
19 QMID 1.21%
20 NBSM 1.19%

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 5.02M (9.35%) -56.52K
Decreased by -1.12%
Dec 31, 25
3 Diamant Asset Management Inc 3.84M (7.14%) 3.82M
Increased by +99.60%
Mar 31, 26
4 State Street Corporation 2.27M (4.22%) -261.76K
Decreased by -11.54%
Mar 31, 24
5 State Street Corp 2.23M (4.14%) -90.92K
Decreased by -4.08%
Dec 31, 25
6 EdgePoint Investment Group, Inc. 1.90M (3.53%) -160.50K
Decreased by -8.46%
Jun 30, 25
7 NORGES BANK 1.73M (3.22%) 24.60K
Increased by +1.42%
Dec 31, 25
8 Victory Capital Management Inc. 1.73M (3.21%) -124.12K
Decreased by -7.19%
Dec 31, 25
9 Geode Capital Management, LLC 1.31M (2.43%) 6.07K
Increased by +0.46%
Dec 31, 25
10 Amvescap Plc. 1.17M (2.17%) 253.13K
Increased by +21.65%
Mar 31, 26
11 Capital Research & Mgmt Co - Division 3 1.13M (2.09%) -4.14K
Decreased by -0.37%
Sep 30, 24
12 JPMorgan Chase & Co 965.56K (1.80%) -314.55K
Decreased by -32.58%
Mar 31, 26
13 AQR Capital Management LLC 961.73K (1.79%) 234.78K
Increased by +24.41%
Dec 31, 25
14 Vaughan Nelson Scarbrgh & Mccullough LP 800.52K (1.49%) 335.47K
Increased by +41.91%
Mar 31, 26
15 Boston Partners Global Investors, Inc 799.88K (1.49%) -35.30K
Decreased by -4.41%
Mar 31, 26
16 Westfield Capital Management Company, LP 646.44K (1.20%) -41.40K
Decreased by -6.40%
Mar 31, 24
17 Park Edge Advisors, LLC 631.14K (1.17%) -37.31K
Decreased by -5.91%
Mar 31, 26
18 William Blair Investment Management, LLC 609.81K (1.13%) 609.81K
Increased by +100.00%
Dec 31, 25
19 UBS Group AG 590.75K (1.10%) 144.92K
Increased by +24.53%
Jun 30, 25
20 Macquarie Group Ltd 547.48K (1.02%) -57.90K
Decreased by -10.58%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 1.86M (3.46%) -944.00
Decreased by -0.05%
Apr 30, 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%) 1.22K
Increased by +0.07%
Mar 31, 26
4 Vanguard Small Cap Index 1.27M (2.35%) 15.70K
Increased by +1.24%
Mar 31, 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 708.12K (1.32%) 14.16K
Increased by +2.00%
Mar 31, 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 615.00K (1.14%) 15.54K
Increased by +2.53%
Mar 31, 26
14 JHancock Disciplined Value Mid Cap I 563.52K (1.05%) -45.68K
Decreased by -8.11%
Mar 31, 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 First Trust SMID Cp Rising Div Achv ETF 463.78K (0.86%) 990.00
Increased by +0.21%
Feb 27, 25
19 State Street® SPDR® S&P® Dividend ETF 463.73K (0.86%) 318.00
Increased by +0.07%
Apr 30, 26
20 EdgePoint Global Growth & Inc Port Sr F 447.47K (0.83%) -51.56K
Decreased by -11.52%
Jun 30, 25