Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SAEF 2.35%
2 SMLL 1.25%
3 RISN 1.06%
4 TMSL 0.98%
5 PMOM 0.91%
6 AIEQ 0.80%
7 PAMC 0.79%
8 SFLO 0.72%
9 FLOW 0.70%
10 FXR 0.69%
11 MADE 0.60%
12 IJJ 0.59%
13 MDYV 0.59%
14 IVOV 0.55%
15 MIDE 0.49%
16 PSM 0.45%
17 TMFX 0.42%
18 AFMC 0.37%
19 SMDY 0.33%
20 GVLU 0.31%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Select Equity Group LP 5.51M (12.55%) -775.40K
Decreased by -14.06%
Mar 31, 25
2 Vanguard Group Inc 5.22M (11.88%) -42.38K
Decreased by -0.81%
Mar 31, 25
3 BlackRock Inc 4.66M (10.60%) -40.73K
Decreased by -0.87%
Mar 31, 25
4 Wellington Management Company LLP 3.14M (7.14%) -860.89K
Decreased by -27.45%
Mar 31, 25
5 T. Rowe Price Associates, Inc. 3.03M (6.90%) 1.13M
Increased by +37.43%
Mar 31, 25
6 Garden Investment Management, L.P. 2.64M (6.00%) 1.88M
Increased by +71.44%
Mar 31, 25
7 Bank of America Corp 2.59M (5.90%) 331.46K
Increased by +12.78%
Mar 31, 25
8 Victory Capital Management Inc. 2.24M (5.09%) -566.90K
Decreased by -25.35%
Mar 31, 25
9 EdgePoint Investment Group, Inc. 1.95M (4.44%) -48.31K
Decreased by -2.48%
Jun 30, 24
10 JPMorgan Chase & Co 1.85M (4.22%) 398.39K
Increased by +21.49%
Mar 31, 25
11 State Street Corp 1.64M (3.74%) 7.45K
Increased by +0.45%
Mar 31, 25
12 State Street Corporation 1.56M (3.56%) 44.58K
Increased by +2.85%
Mar 31, 24
13 Turtle Creek Asset Management Inc. 1.47M (3.34%) -401.15K
Decreased by -27.38%
Mar 31, 25
14 Earnest Partners LLC 1.32M (3.00%) 7.79K
Increased by +0.59%
Mar 31, 25
15 Assenagon Asset Management SA 1.27M (2.88%) 1.24M
Increased by +97.82%
Dec 31, 24
16 Dimensional Fund Advisors, Inc. 1.24M (2.83%) -6.34K
Decreased by -0.51%
Mar 31, 25
17 Fiera Capital Corporation 1.12M (2.55%) 41.33K
Increased by +3.68%
Mar 31, 24
18 Pacer Advisors, INC. 1.08M (2.46%) -58.84K
Decreased by -5.45%
Dec 31, 24
19 BMO Capital Markets Corp. 1.02M (2.32%) 172.51K
Increased by +16.93%
Mar 31, 25
20 Ariel Investments, LLC 990.52K (2.25%) -207.66K
Decreased by -20.96%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 1.74M (3.96%) -5.62K
Decreased by -0.32%
Apr 30, 25
2 Vanguard Total Stock Mkt Idx Inv 1.72M (3.92%) 19.84K
Increased by +1.15%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 1.70M (3.87%) 1.24K
Increased by +0.07%
Sep 30, 24
4 Sycamore Mid Cap Value Comp 1.61M (3.67%) 1.55M
Increased by +96.04%
Mar 31, 25
5 Victory Sycamore Established Value R 1.61M (3.67%) -420.00K
Decreased by -26.09%
Mar 31, 25
6 Vanguard Small Cap Index 1.35M (3.06%) 8.08K
Increased by +0.60%
Apr 30, 25
7 T. Rowe Price Mid-Cap Value 1.29M (2.94%) 129.50K
Increased by +10.03%
Mar 31, 25
8 T. Rowe Price US Mid-Cap Value Equity 1.29M (2.94%) 575.74K
Increased by +44.58%
Mar 31, 25
9 EdgePoint Global 1.15M (2.61%) -79.92K
Decreased by -6.96%
Dec 31, 23
10 EdgePoint Global Portfolio Series F 1.15M (2.61%) 0.00
Increased by 0.00%
Mar 31, 24
11 Pacer US Cash Cows 100 ETF 1.07M (2.44%) 1.59K
Increased by +0.15%
Feb 28, 25
12 JPM US Mid Cap Value-Composite 1.07M (2.43%) -11.73K
Decreased by -1.10%
Jun 30, 24
13 Vanguard Explorer Inv 974.72K (2.22%) 0.00
Increased by 0.00%
Mar 31, 25
14 Vanguard Small Cap Value Index Inv 870.28K (1.98%) 2.74K
Increased by +0.31%
Apr 30, 25
15 Vanguard Institutional Extnd Mkt Idx Tr 832.00K (1.89%) 3.89K
Increased by +0.47%
Apr 30, 25
16 Nordea 1 - Global Climate & Envir BI EUR 706.30K (1.61%) -198.21K
Decreased by -28.06%
May 31, 24
17 T. Rowe Price U.S. Mid-Cap Val Eq Tr-D 686.41K (1.56%) 304.96K
Increased by +44.43%
Mar 31, 25
18 T. Rowe Price U.S. Mid-Cap Val Eq Tr-Z 686.41K (1.56%) 304.96K
Increased by +44.43%
Mar 31, 25
19 Vanguard Windsor Investor Shares 628.91K (1.43%) -11.75K
Decreased by -1.87%
Dec 31, 24
20 EARNEST Partners Smid Cap Core Founders 555.28K (1.26%) -2.74K
Decreased by -0.49%
Apr 30, 25