Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOTT 3.26%
2 BCUS 3.25%
3 OUSM 2.68%
4 MDCP 2.47%
5 IPDP 2.37%
6 NBSM 2.12%
7 CSMD 2.07%
8 REGL 2.05%
9 IBOT 1.85%
10 PRNT 1.77%
11 XMHQ 1.73%
12 EQWM 1.72%
13 PAMC 1.68%
14 DFRA 1.51%
15 LCLG 1.50%
16 BUL 1.41%
17 XMMO 1.36%
18 GRPM 1.35%
19 FITE 1.27%
20 SOVF 1.24%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 5.50M (10.19%) -59.02K
Decreased by -1.07%
Jun 30, 25
2 BlackRock Inc 5.32M (9.84%) 23.44K
Increased by +0.44%
Mar 31, 25
3 State Street Corp 2.47M (4.56%) -97.54K
Decreased by -3.96%
Mar 31, 25
4 State Street Corporation 2.27M (4.20%) -261.76K
Decreased by -11.54%
Mar 31, 24
5 EdgePoint Investment Group, Inc. 2.06M (3.81%) -514.83K
Decreased by -25.02%
Mar 31, 25
6 NORGES BANK 1.71M (3.16%) 68.38K
Increased by +4.00%
Jun 30, 25
7 JPMorgan Chase & Co 1.48M (2.73%) -259.78K
Decreased by -17.60%
Mar 31, 25
8 Victory Capital Management Inc. 1.35M (2.50%) 188.10K
Increased by +13.92%
Mar 31, 25
9 Geode Capital Management, LLC 1.30M (2.41%) 65.35K
Increased by +5.02%
Mar 31, 25
10 Capital Research & Mgmt Co - Division 3 1.13M (2.08%) -4.14K
Decreased by -0.37%
Sep 30, 24
11 Amvescap Plc. 878.84K (1.63%) -256.70K
Decreased by -29.21%
Mar 31, 25
12 Macquarie Group Ltd 746.36K (1.38%) -15.11K
Decreased by -2.02%
Mar 31, 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 Champlain Investment Partners, LLC 581.58K (1.08%) 45.19K
Increased by +7.77%
Jun 30, 25
17 Bank of New York Mellon Corp 553.64K (1.02%) -2.20K
Decreased by -0.40%
Mar 31, 25
18 Dimensional Fund Advisors, Inc. 544.03K (1.01%) 12.03K
Increased by +2.21%
Jun 30, 25
19 Bessemer Group Inc 542.82K (1.00%) -98.90K
Decreased by -18.22%
Dec 31, 23
20 First Trust Advisors L.P. 527.59K (0.98%) -198.52K
Decreased by -37.63%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 1.82M (3.37%) -3.25K
Decreased by -0.18%
Jul 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 EdgePoint Global 985.35K (1.82%) 985.35K
Increased by +100.00%
Mar 31, 25
7 EdgePoint Global Portfolio Series F 985.35K (1.82%) -235.36K
Decreased by -23.89%
Mar 31, 25
8 American Funds Invmt Co of Amer A 979.24K (1.81%) -232.00
Decreased by -0.02%
Sep 30, 24
9 Capital Group Investment Co of Amer Comp 979.24K (1.81%) -232.00
Decreased by -0.02%
Sep 30, 24
10 Sycamore Mid Cap Value Comp 966.00K (1.79%) 940.00K
Increased by +97.31%
Mar 31, 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 JPMorgan Mid Cap Value L 723.13K (1.34%) 4.25K
Increased by +0.59%
Jun 30, 25
14 JPM US Mid Cap Value-MA 686.61K (1.27%) -156.78K
Decreased by -22.83%
Mar 31, 25
15 American Funds IS® Growth-Income 1 675.75K (1.25%) 0.00
Increased by 0.00%
Mar 31, 24
16 Capital Group Core Equity Composite 675.75K (1.25%) 0.00
Increased by 0.00%
Mar 31, 24
17 Vanguard Institutional Extnd Mkt Idx Tr 599.30K (1.11%) -260.23K
Decreased by -43.42%
Jul 31, 25
18 SPDR® S&P Dividend ETF 557.56K (1.03%) -91.40K
Decreased by -16.39%
Jul 31, 25
19 Champlain Mid Cap Fund, LLC 555.62K (1.03%) -18.05K
Decreased by -3.25%
Jul 31, 25
20 Vanguard Small Cap Value Index Inv 516.93K (0.96%) 1.71K
Increased by +0.33%
Nov 30, 23