Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 6.12%
2 UDI 4.59%
3 LBAY 4.39%
4 WBIF 3.58%
5 LSAT 3.06%
6 SMCF 2.97%
7 NEWZ 2.95%
8 FOVL 2.88%
9 BOUT 2.72%
10 GLRY 2.67%
11 DVOL 2.66%
12 DVLU 2.61%
13 FTDS 2.31%
14 DDIV 2.13%
15 KIE 1.92%
16 WBIG 1.87%
17 RNDM 1.76%
18 BVNSC 1.73%
19 RFDA 1.72%
20 XMVM 1.52%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 28.96M (12.97%) 1.03M
Increased by +3.57%
Dec 31, 24
2 Vanguard Group Inc 25.39M (11.37%) -437.83K
Decreased by -1.72%
Dec 31, 24
3 State Street Corporation 12.88M (5.77%) -279.08K
Decreased by -2.17%
Mar 31, 24
4 State Street Corp 11.77M (5.27%) 67.39K
Increased by +0.57%
Dec 31, 24
5 Victory Capital Management Inc. 10.03M (4.49%) -947.54K
Decreased by -9.45%
Dec 31, 24
6 Dimensional Fund Advisors, Inc. 7.13M (3.19%) -80.80K
Decreased by -1.13%
Dec 31, 24
7 Hamlin Capital Management, LLC 5.11M (2.29%) -22.58K
Decreased by -0.44%
Dec 31, 24
8 FMR Inc 5.08M (2.27%) -1.30M
Decreased by -25.66%
Dec 31, 24
9 Geode Capital Management, LLC 3.93M (1.76%) -106.06K
Decreased by -2.70%
Dec 31, 24
10 Northern Trust Corp 3.18M (1.42%) 400.38K
Increased by +12.61%
Dec 31, 24
11 NORGES BANK 2.92M (1.31%) -502.01K
Decreased by -17.21%
Dec 31, 24
12 Bank of New York Mellon Corp 2.82M (1.26%) -53.38K
Decreased by -1.89%
Dec 31, 24
13 Berkley W R Corp 2.68M (1.20%) 0.00
Increased by 0.00%
Mar 31, 24
14 Morgan Stanley - Brokerage Accounts 2.54M (1.14%) 53.63K
Increased by +2.11%
Dec 31, 24
15 Arrowstreet Capital Limited Partnership 2.53M (1.13%) -341.71K
Decreased by -13.50%
Dec 31, 24
16 Amvescap Plc. 2.35M (1.05%) 490.79K
Increased by +20.89%
Dec 31, 24
17 Miller Howard Investments Inc 2.02M (0.90%) -31.04K
Decreased by -1.54%
Mar 31, 25
18 AQR Capital Management LLC 1.89M (0.84%) 49.16K
Increased by +2.61%
Dec 31, 24
19 Thompson, Siegel & Walmsley LLC 1.76M (0.79%) -160.25K
Decreased by -9.09%
Dec 31, 23
20 Charles Schwab Investment Management Inc 1.69M (0.76%) -20.72K
Decreased by -1.23%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 7.58M (3.39%) -3.73K
Decreased by -0.05%
Apr 29, 25
2 Vanguard US Total Market Shares ETF 7.40M (3.31%) -304.18K
Decreased by -4.11%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 7.19M (3.22%) 16.87K
Increased by +0.23%
Mar 31, 25
4 Sycamore Mid Cap Value Comp 7.10M (3.18%) 6.87M
Increased by +96.78%
Mar 31, 25
5 Victory Sycamore Established Value R 7.10M (3.18%) -90.00K
Decreased by -1.27%
Mar 31, 25
6 Vanguard Small Cap Index 5.69M (2.55%) -134.14K
Decreased by -2.36%
Mar 31, 25
7 iShares Select Dividend ETF 4.85M (2.17%) 0.00
Increased by 0.00%
Apr 30, 25
8 Vanguard Small Cap Value Index Inv 3.69M (1.65%) -146.50K
Decreased by -3.97%
Mar 31, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 3.59M (1.61%) 61.49K
Increased by +1.71%
Mar 31, 25
10 Hamlin Equity Income Strategy 3.09M (1.38%) -15.69K
Decreased by -0.51%
Dec 31, 24
11 Fidelity® Small Cap Value 3.03M (1.35%) 0.00
Increased by 0.00%
Oct 31, 23
12 Fidelity Small Cap Value Fund 2.98M (1.33%) 0.00
Increased by 0.00%
Feb 28, 25
13 SPDR® S&P Dividend ETF 2.64M (1.18%) 0.00
Increased by 0.00%
Apr 30, 25
14 SPDR® S&P MIDCAP 400 ETF Trust 1.86M (0.83%) -22.02K
Decreased by -1.18%
Mar 31, 25
15 Hamlin High Dividend Equity Instl 1.83M (0.82%) 0.00
Increased by 0.00%
Dec 31, 24
16 VIP Mid Cap Initial 1.73M (0.77%) 0.00
Increased by 0.00%
Nov 30, 23
17 Fidelity VIP Mid Cap Initial 1.67M (0.75%) -60.31K
Decreased by -3.62%
Nov 30, 24
18 Principal MidCap Value I Inst 1.38M (0.62%) -45.35K
Decreased by -3.29%
Jun 30, 24
19 iShares S&P Mid-Cap 400 Value ETF 1.31M (0.59%) 8.20K
Increased by +0.62%
Apr 30, 25
20 State St Russell Sm/Mid Cp® Indx NL Cl C 1.31M (0.59%) -136.90K
Decreased by -10.46%
Mar 31, 25