Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BCUS 3.25%
2 BOTT 3.22%
3 OUSM 2.57%
4 MDCP 2.47%
5 IPDP 2.25%
6 REGL 2.22%
7 NBSM 2.00%
8 CSMD 1.97%
9 IBOT 1.73%
10 XMHQ 1.62%
11 PRNT 1.55%
12 EQWM 1.54%
13 LCLG 1.43%
14 BUL 1.41%
15 DFRA 1.40%
16 XMMO 1.36%
17 GRPM 1.35%
18 SOVF 1.18%
19 FDLS 1.17%
20 FLM 1.15%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 5.56M (10.29%) -38.33K
Decreased by -0.69%
Mar 31, 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 1.64M (3.03%) 12.37K
Increased by +0.75%
Dec 31, 24
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 KeyBank National Association 700.92K (1.30%) -8.01K
Decreased by -1.14%
Mar 31, 25
14 Park Edge Advisors, LLC 670.89K (1.24%) 0.00
Increased by 0.00%
Jun 30, 25
15 Westfield Capital Management Company, LP 646.44K (1.20%) -41.40K
Decreased by -6.40%
Mar 31, 24
16 Bank of New York Mellon Corp 553.64K (1.02%) -2.20K
Decreased by -0.40%
Mar 31, 25
17 Bessemer Group Inc 542.82K (1.00%) -98.90K
Decreased by -18.22%
Dec 31, 23
18 Champlain Investment Partners, LLC 536.39K (0.99%) -50.70K
Decreased by -9.45%
Mar 31, 25
19 Dimensional Fund Advisors, Inc. 532.00K (0.98%) -3.43K
Decreased by -0.65%
Mar 31, 25
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%) 944.00
Increased by +0.05%
Jun 30, 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 1.80M (3.33%) 1.06K
Increased by +0.06%
May 31, 25
4 Vanguard Small Cap Index 1.41M (2.62%) 6.63K
Increased by +0.47%
May 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 Institutional Extnd Mkt Idx Tr 880.67K (1.63%) 7.28K
Increased by +0.83%
May 31, 25
12 Vanguard Small Cap Growth Index Inv 779.00K (1.44%) -5.03K
Decreased by -0.65%
May 31, 25
13 JPM US Mid Cap Value-Composite 723.13K (1.34%) 36.52K
Increased by +5.05%
Jun 30, 25
14 JPMorgan Mid Cap Value L 718.88K (1.33%) 16.79K
Increased by +2.33%
May 31, 25
15 JPM US Mid Cap Value-MA 686.61K (1.27%) -156.78K
Decreased by -22.83%
Mar 31, 25
16 American Funds IS® Growth-Income 1 675.75K (1.25%) 0.00
Increased by 0.00%
Mar 31, 24
17 Capital Group Core Equity Composite 675.75K (1.25%) 0.00
Increased by 0.00%
Mar 31, 24
18 SPDR® S&P Dividend ETF 649.66K (1.20%) 0.00
Increased by 0.00%
Jun 30, 25
19 Champlain Mid Cap Fund, LLC 573.66K (1.06%) 26.60K
Increased by +4.64%
Jun 30, 25
20 Vanguard Small Cap Value Index Inv 516.93K (0.96%) 1.71K
Increased by +0.33%
Nov 30, 23