Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CVRD 2.96%
2 SCAP 2.60%
3 PSI 2.28%
4 SMAP 1.43%
5 SMCO 1.42%
6 QTUM 1.31%
7 GTEK 1.20%
8 NBSM 1.13%
9 JSMD 1.13%
10 EQWM 1.10%
11 PEXL 1.04%
12 TMSL 0.97%
13 JKK 0.95%
14 AIEQ 0.94%
15 FDLS 0.88%
16 SOXX 0.86%
17 SOXL 0.61%
18 PAMC 0.61%
19 FPX 0.55%
20 SEIV 0.53%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 7.46M (11.18%) 6.00K
Increased by +0.08%
Jun 30, 25
2 BlackRock Inc 7.07M (10.60%) -53.18K
Decreased by -0.75%
Mar 31, 25
3 T. Rowe Price Associates, Inc. 4.13M (6.19%) 613.75K
Increased by +14.86%
Jun 30, 25
4 FMR Inc 4.04M (6.07%) -176.72K
Decreased by -4.37%
Mar 31, 25
5 The Carlyle Group Inc 3.48M (5.22%) 0.00
Increased by 0.00%
Sep 30, 23
6 Victory Capital Management Inc. 3.39M (5.08%) 300.36K
Increased by +8.86%
Mar 31, 25
7 Capital Research & Mgmt Co - Division 3 3.25M (4.88%) 153.59K
Increased by +4.72%
Jun 30, 25
8 Wellington Management Company LLP 3.00M (4.50%) -250.63K
Decreased by -8.36%
Jun 30, 25
9 State Street Corp 2.08M (3.12%) 13.13K
Increased by +0.63%
Mar 31, 25
10 Amvescap Plc. 2.05M (3.07%) -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 1.46M (2.20%) 35.54K
Increased by +2.43%
Jun 30, 25
16 Morgan Stanley - Brokerage Accounts 1.28M (1.92%) 255.23K
Increased by +19.95%
Jun 30, 24
17 Cooke & Bieler LP 1.23M (1.84%) 188.24K
Increased by +15.34%
Jun 30, 25
18 Geode Capital Management, LLC 1.22M (1.83%) 48.82K
Increased by +3.99%
Mar 31, 25
19 Channing Capital Management, LLC 991.30K (1.49%) 438.34K
Increased by +44.22%
Jun 30, 25
20 Goldman Sachs Group Inc 982.69K (1.47%) 54.66K
Increased by +5.56%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 2.99M (4.48%) 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 (3.44%) 2.23M
Increased by +97.08%
Mar 31, 25
4 iShares Core S&P Mid-Cap ETF 2.18M (3.28%) -3.90K
Decreased by -0.18%
Jul 31, 25
5 Vanguard US Total Market Shares ETF 2.12M (3.19%) 1.63K
Increased by +0.08%
Sep 30, 24
6 Vanguard Total Stock Mkt Idx Inv 2.11M (3.17%) -52.06K
Decreased by -2.46%
Jul 31, 25
7 T. Rowe Price Mid-Cap Value 2.04M (3.06%) -2.60K
Decreased by -0.13%
Jun 30, 25
8 T. Rowe Price US Mid-Cap Value Equity 2.04M (3.06%) 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 1.63M (2.44%) -9.36K
Decreased by -0.57%
Jul 31, 25
11 Fidelity Low-Priced Stock 1.34M (2.00%) -2.46K
Decreased by -0.18%
May 31, 25
12 iShares Semiconductor ETF 1.20M (1.80%) 32.67K
Increased by +2.72%
Jul 31, 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 (1.58%) 4.71K
Increased by +0.45%
Jul 31, 25
16 Invesco Small Cap Value A 1.01M (1.52%) 332.18K
Increased by +32.80%
Jun 30, 25
17 Vanguard Information Technology ETF 981.96K (1.47%) 10.00K
Increased by +1.02%
Jul 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 825.89K (1.24%) -17.75K
Decreased by -2.15%
Jul 31, 25
20 Madison Mid Cap Y 720.93K (1.08%) 0.00
Increased by 0.00%
Jul 31, 25