Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SCAP 3.54%
2 CVRD 3.20%
3 PSI 2.28%
4 SMCO 1.45%
5 SMAP 1.43%
6 NBSM 1.42%
7 QTUM 1.35%
8 JSMD 1.21%
9 GTEK 1.20%
10 EQWM 1.10%
11 TMSL 1.07%
12 PEXL 1.07%
13 AIEQ 0.94%
14 SOXX 0.90%
15 FDLS 0.88%
16 SOXL 0.63%
17 PAMC 0.61%
18 FPX 0.55%
19 QQQS 0.55%
20 SEIV 0.53%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 7.45M (11.19%) 4.66K
Increased by +0.06%
Mar 31, 25
2 BlackRock Inc 7.07M (10.61%) -53.18K
Decreased by -0.75%
Mar 31, 25
3 FMR Inc 4.04M (6.07%) -176.72K
Decreased by -4.37%
Mar 31, 25
4 T. Rowe Price Associates, Inc. 3.52M (5.28%) 173.94K
Increased by +4.95%
Mar 31, 25
5 The Carlyle Group Inc 3.48M (5.23%) 0.00
Increased by 0.00%
Sep 30, 23
6 Victory Capital Management Inc. 3.39M (5.09%) 300.36K
Increased by +8.86%
Mar 31, 25
7 Wellington Management Company LLP 3.25M (4.88%) 958.61K
Increased by +29.49%
Mar 31, 25
8 Capital Research & Mgmt Co - Division 3 3.10M (4.65%) 1.32K
Increased by +0.04%
Mar 31, 25
9 Nordea Investment Mgmt Bank Demark A/s 2.27M (3.41%) -251.75K
Decreased by -11.07%
Mar 31, 25
10 State Street Corp 2.08M (3.13%) 13.13K
Increased by +0.63%
Mar 31, 25
11 Amvescap Plc. 2.05M (3.08%) -181.90K
Decreased by -8.88%
Mar 31, 25
12 Neuberger Berman Group LLC 1.94M (2.92%) 159.81K
Increased by +8.22%
Mar 31, 25
13 State Street Corporation 1.89M (2.84%) 65.25K
Increased by +3.45%
Mar 31, 24
14 JPMorgan Chase & Co 1.64M (2.46%) -1.57M
Decreased by -95.61%
Sep 30, 24
15 Madison Asset Management, LLC 1.43M (2.14%) 494.21K
Increased by +34.60%
Mar 31, 25
16 Morgan Stanley - Brokerage Accounts 1.28M (1.92%) 255.23K
Increased by +19.95%
Jun 30, 24
17 Geode Capital Management, LLC 1.22M (1.84%) 48.82K
Increased by +3.99%
Mar 31, 25
18 Cooke & Bieler LP 1.04M (1.56%) 161.91K
Increased by +15.58%
Mar 31, 25
19 Goldman Sachs Group Inc 982.69K (1.48%) 54.66K
Increased by +5.56%
Dec 31, 24
20 Madison Investment Advisors, LLC 933.94K (1.40%) 933.94K
Increased by +100.00%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 2.83M (4.26%) 0.00
Increased by 0.00%
Mar 31, 25
2 Sycamore Mid Cap Value Comp 2.29M (3.45%) 2.23M
Increased by +97.08%
Mar 31, 25
3 Victory Sycamore Established Value R 2.29M (3.45%) 195.00K
Increased by +8.50%
Mar 31, 25
4 iShares Core S&P Mid-Cap ETF 2.19M (3.28%) 0.00
Increased by 0.00%
May 31, 25
5 Vanguard Total Stock Mkt Idx Inv 2.17M (3.25%) 1.37K
Increased by +0.06%
May 31, 25
6 Vanguard US Total Market Shares ETF 2.12M (3.19%) 1.63K
Increased by +0.08%
Sep 30, 24
7 T. Rowe Price Mid-Cap Value 1.71M (2.57%) -421.00
Decreased by -0.02%
Mar 31, 25
8 T. Rowe Price US Mid-Cap Value Equity 1.71M (2.57%) 73.47K
Increased by +4.30%
Mar 31, 25
9 Vanguard Small Cap Index 1.70M (2.55%) 8.39K
Increased by +0.49%
May 31, 25
10 Fidelity® Low-Priced Stock 1.66M (2.49%) 137.12K
Increased by +8.26%
Oct 31, 23
11 Fidelity Low-Priced Stock 1.31M (1.97%) -2.22K
Decreased by -0.17%
Mar 31, 25
12 Neuberger Berman Genesis Inv 1.12M (1.68%) 101.29K
Increased by +9.08%
Mar 31, 25
13 Vanguard Small Cap Value Index Inv 1.09M (1.64%) -959.00
Decreased by -0.09%
May 31, 25
14 iShares Semiconductor ETF 1.07M (1.60%) 0.00
Increased by 0.00%
May 31, 25
15 Vanguard Institutional Extnd Mkt Idx Tr 1.05M (1.57%) 7.04K
Increased by +0.67%
May 31, 25
16 Vanguard Information Technology ETF 936.29K (1.41%) 372.00
Increased by +0.04%
May 31, 25
17 T. Rowe Price U.S. Mid-Cap Val Eq Tr-D 911.98K (1.37%) 37.73K
Increased by +4.14%
Mar 31, 25
18 T. Rowe Price U.S. Mid-Cap Val Eq Tr-Z 911.98K (1.37%) 37.73K
Increased by +4.14%
Mar 31, 25
19 Direxion Daily Semicondct Bull 3X ETF 754.89K (1.13%) 15.80K
Increased by +2.09%
May 29, 25
20 Nordea 1 - Global Climate & Envir BI EUR 713.48K (1.07%) -381.59K
Decreased by -53.48%
Apr 30, 25