Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CVRD 2.61%
2 SCAP 2.57%
3 PSI 2.28%
4 SMCO 1.21%
5 GTEK 1.20%
6 SMAP 1.19%
7 NBSM 1.18%
8 EQWM 1.10%
9 JSMD 1.04%
10 QTUM 1.02%
11 AIEQ 0.94%
12 PEXL 0.93%
13 FDLS 0.88%
14 TMSL 0.86%
15 SOXX 0.76%
16 SHRT 0.76%
17 PAMC 0.61%
18 SOXL 0.56%
19 FPX 0.55%
20 QQQS 0.52%

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 Amvescap Plc. 2.23M (3.35%) 6.96K
Increased by +0.31%
Dec 31, 24
11 State Street Corp 2.08M (3.13%) 13.13K
Increased by +0.63%
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 2.18M (3.27%) -7.15K
Decreased by -0.33%
Apr 30, 25
5 Vanguard Total Stock Mkt Idx Inv 2.16M (3.25%) 41.54K
Increased by +1.92%
Apr 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 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 1.69M (2.54%) 9.97K
Increased by +0.59%
Apr 30, 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%) -2.14K
Decreased by -0.16%
Feb 28, 25
12 Neuberger Berman Genesis Inv 1.12M (1.68%) 101.29K
Increased by +9.08%
Mar 31, 25
13 iShares Semiconductor ETF 1.11M (1.67%) -1.90K
Decreased by -0.17%
Apr 30, 25
14 Nordea 1 - Global Climate & Envir BI EUR 1.10M (1.64%) -35.76K
Decreased by -3.27%
Mar 31, 25
15 Vanguard Small Cap Value Index Inv 1.09M (1.64%) 3.46K
Increased by +0.32%
Apr 30, 25
16 Vanguard Institutional Extnd Mkt Idx Tr 1.04M (1.56%) 8.85K
Increased by +0.85%
Apr 30, 25
17 Vanguard Information Technology ETF 935.92K (1.41%) 6.73K
Increased by +0.72%
Apr 30, 25
18 T. Rowe Price U.S. Mid-Cap Val Eq Tr-D 911.98K (1.37%) 37.73K
Increased by +4.14%
Mar 31, 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 Invesco Small Cap Value A 732.34K (1.10%) 26.44K
Increased by +3.61%
Mar 31, 25