Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SCAP 3.31%
2 CVRD 2.90%
3 PSI 2.28%
4 SMAP 1.31%
5 SMCO 1.30%
6 NBSM 1.28%
7 QTUM 1.25%
8 GTEK 1.20%
9 EQWM 1.10%
10 JSMD 1.08%
11 PEXL 0.98%
12 AIEQ 0.94%
13 TMSL 0.90%
14 FDLS 0.88%
15 SOXX 0.84%
16 SOXL 0.63%
17 PAMC 0.61%
18 FPX 0.55%
19 SEIV 0.53%
20 QQQS 0.50%

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 State Street Corp 2.08M (3.13%) 13.13K
Increased by +0.63%
Mar 31, 25
10 Amvescap Plc. 2.05M (3.08%) -181.90K
Decreased by -8.88%
Mar 31, 25
11 Neuberger Berman Group LLC 1.94M (2.92%) 159.81K
Increased by +8.22%
Mar 31, 25
12 State Street Corporation 1.89M (2.84%) 65.25K
Increased by +3.45%
Mar 31, 24
13 Nordea Investment Mgmt Bank Demark A/s 1.69M (2.54%) -579.33K
Decreased by -34.20%
Jun 30, 25
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 2.99M (4.49%) 153.59K
Increased by +5.14%
Jun 30, 25
2 Victory Sycamore Established Value R 2.58M (3.87%) 285.00K
Increased by +11.05%
Jun 30, 25
3 Sycamore Mid Cap Value Comp 2.29M (3.45%) 2.23M
Increased by +97.08%
Mar 31, 25
4 iShares Core S&P Mid-Cap ETF 2.19M (3.29%) 142.00
Increased by +0.01%
Jul 30, 25
5 Vanguard Total Stock Mkt Idx Inv 2.17M (3.25%) -396.00
Decreased by -0.02%
Jun 30, 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 2.04M (3.07%) -2.60K
Decreased by -0.13%
Jun 30, 25
8 T. Rowe Price US Mid-Cap Value Equity 2.04M (3.07%) 332.13K
Increased by +16.26%
Jun 30, 25
9 Fidelity® Low-Priced Stock 1.66M (2.49%) 137.12K
Increased by +8.26%
Oct 31, 23
10 Vanguard Small Cap Index 1.64M (2.46%) -61.05K
Decreased by -3.73%
Jun 30, 25
11 Fidelity Low-Priced Stock 1.34M (2.01%) -2.46K
Decreased by -0.18%
May 31, 25
12 iShares Semiconductor ETF 1.17M (1.76%) 3.16K
Increased by +0.27%
Jul 30, 25
13 T. Rowe Price U.S. Mid-Cap Val Eq Tr-D 1.10M (1.65%) 185.57K
Increased by +16.91%
Jun 30, 25
14 Neuberger Berman Genesis Inv 1.07M (1.61%) -41.15K
Decreased by -3.83%
Jun 30, 25
15 Vanguard Small Cap Value Index Inv 1.05M (1.57%) -46.82K
Decreased by -4.48%
Jun 30, 25
16 Vanguard Institutional Extnd Mkt Idx Tr 1.03M (1.55%) -13.95K
Decreased by -1.35%
Jun 30, 25
17 Invesco Small Cap Value A 1.01M (1.52%) 332.18K
Increased by +32.80%
Jun 30, 25
18 Vanguard Information Technology ETF 971.96K (1.46%) 35.67K
Increased by +3.67%
Jun 30, 25
19 T. Rowe Price U.S. Mid-Cap Val Eq Tr-Z 911.98K (1.37%) 37.73K
Increased by +4.14%
Mar 31, 25
20 Direxion Daily Semicondct Bull 3X ETF 825.89K (1.24%) -17.75K
Decreased by -2.15%
Jul 31, 25