Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BCUS 3.25%
2 BOTT 3.06%
3 MDCP 2.47%
4 OUSM 2.33%
5 REGL 2.11%
6 IPDP 2.08%
7 CSMD 1.87%
8 NBSM 1.86%
9 IBOT 1.66%
10 XMHQ 1.57%
11 EQWM 1.54%
12 PRNT 1.48%
13 BUL 1.41%
14 LCLG 1.37%
15 XMMO 1.36%
16 GRPM 1.35%
17 DFRA 1.29%
18 FDLS 1.17%
19 FLM 1.15%
20 FITE 1.14%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 5.56M (10.03%) -38.33K
Decreased by -0.69%
Mar 31, 25
2 BlackRock Inc 5.32M (9.59%) 23.44K
Increased by +0.44%
Mar 31, 25
3 State Street Corp 2.47M (4.45%) -97.54K
Decreased by -3.96%
Mar 31, 25
4 State Street Corporation 2.27M (4.09%) -261.76K
Decreased by -11.54%
Mar 31, 24
5 EdgePoint Investment Group, Inc. 2.06M (3.71%) -514.83K
Decreased by -25.02%
Mar 31, 25
6 NORGES BANK 1.64M (2.96%) 12.37K
Increased by +0.75%
Dec 31, 24
7 JPMorgan Chase & Co 1.48M (2.66%) -259.78K
Decreased by -17.60%
Mar 31, 25
8 Victory Capital Management Inc. 1.35M (2.44%) 188.10K
Increased by +13.92%
Mar 31, 25
9 Geode Capital Management, LLC 1.30M (2.35%) 65.35K
Increased by +5.02%
Mar 31, 25
10 Capital Research & Mgmt Co - Division 3 1.13M (2.03%) -4.14K
Decreased by -0.37%
Sep 30, 24
11 Amvescap Plc. 878.84K (1.58%) -256.70K
Decreased by -29.21%
Mar 31, 25
12 Macquarie Group Ltd 746.36K (1.35%) -15.11K
Decreased by -2.02%
Mar 31, 25
13 First Trust Advisors L.P. 726.11K (1.31%) 75.65K
Increased by +10.42%
Dec 31, 24
14 KeyBank National Association 700.92K (1.26%) -8.01K
Decreased by -1.14%
Mar 31, 25
15 Park Edge Advisors, LLC 670.89K (1.21%) 0.00
Increased by 0.00%
Mar 31, 25
16 Westfield Capital Management Company, LP 646.44K (1.17%) -41.40K
Decreased by -6.40%
Mar 31, 24
17 Bank of New York Mellon Corp 553.64K (1.00%) -2.20K
Decreased by -0.40%
Mar 31, 25
18 Bessemer Group Inc 542.82K (0.98%) -98.90K
Decreased by -18.22%
Dec 31, 23
19 Champlain Investment Partners, LLC 536.39K (0.97%) -50.70K
Decreased by -9.45%
Mar 31, 25
20 Dimensional Fund Advisors, Inc. 532.00K (0.96%) -3.43K
Decreased by -0.65%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 1.83M (3.30%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard US Total Market Shares ETF 1.81M (3.26%) 1.32K
Increased by +0.07%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 1.80M (3.24%) 15.68K
Increased by +0.87%
Apr 30, 25
4 Vanguard Small Cap Index 1.41M (2.54%) 8.52K
Increased by +0.60%
Apr 30, 25
5 EdgePoint Global 985.35K (1.78%) 985.35K
Increased by +100.00%
Mar 31, 25
6 EdgePoint Global Portfolio Series F 985.35K (1.78%) -235.36K
Decreased by -23.89%
Mar 31, 25
7 American Funds Invmt Co of Amer A 979.24K (1.77%) -232.00
Decreased by -0.02%
Sep 30, 24
8 Capital Group Investment Co of Amer Comp 979.24K (1.77%) -232.00
Decreased by -0.02%
Sep 30, 24
9 Sycamore Mid Cap Value Comp 966.00K (1.74%) 940.00K
Increased by +97.31%
Mar 31, 25
10 Victory Sycamore Established Value R 966.00K (1.74%) 156.00K
Increased by +16.15%
Mar 31, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 873.40K (1.57%) 4.75K
Increased by +0.54%
Apr 30, 25
12 Vanguard Small Cap Growth Index Inv 784.03K (1.41%) -1.03K
Decreased by -0.13%
Apr 30, 25
13 JPMorgan Mid Cap Value L 702.10K (1.27%) 15.49K
Increased by +2.21%
Apr 30, 25
14 JPM US Mid Cap Value-Composite 686.61K (1.24%) -156.78K
Decreased by -22.83%
Mar 31, 25
15 JPM US Mid Cap Value-MA 686.61K (1.24%) -156.78K
Decreased by -22.83%
Mar 31, 25
16 American Funds IS® Growth-Income 1 675.75K (1.22%) 0.00
Increased by 0.00%
Mar 31, 24
17 Capital Group Core Equity Composite 675.75K (1.22%) 0.00
Increased by 0.00%
Mar 31, 24
18 SPDR® S&P Dividend ETF 654.33K (1.18%) -223.00
Decreased by -0.03%
May 31, 25
19 Champlain Mid Cap Fund, LLC 547.07K (0.99%) 35.28K
Increased by +6.45%
May 31, 25
20 Vanguard Small Cap Value Index Inv 516.93K (0.93%) 1.71K
Increased by +0.33%
Nov 30, 23