Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 4.10%
2 LSAT 3.84%
3 ADPV 3.75%
4 LBAY 3.50%
5 SMCF 2.91%
6 NEWZ 2.90%
7 UDI 2.86%
8 BOUT 2.72%
9 DVLU 2.67%
10 DVOL 2.52%
11 DDIV 2.44%
12 FOVL 2.38%
13 FTDS 2.31%
14 GLRY 2.16%
15 CPAI 2.06%
16 TSCV 1.97%
17 BEDY 1.79%
18 RNDM 1.76%
19 KIE 1.74%
20 BVNSC 1.73%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 27.18M (11.24%) 261.39K
Increased by +0.96%
Dec 31, 25
2 Vanguard Group Inc 24.21M (10.01%) -1.26M
Decreased by -5.22%
Dec 31, 25
3 State Street Corporation 12.88M (5.32%) -279.08K
Decreased by -2.17%
Mar 31, 24
4 Bank of New York Mellon Corp 12.24M (5.06%) 388.87K
Increased by +3.18%
Mar 31, 26
5 State Street Corp 10.05M (4.16%) -808.81K
Decreased by -8.05%
Dec 31, 25
6 Victory Capital Management Inc. 8.01M (3.31%) -491.99K
Decreased by -6.14%
Dec 31, 25
7 AQR Capital Management LLC 7.41M (3.06%) -144.65K
Decreased by -1.95%
Dec 31, 25
8 Dimensional Fund Advisors, Inc. 6.72M (2.78%) 60.40K
Increased by +0.90%
Mar 31, 26
9 Hamlin Capital Management, LLC 4.74M (1.96%) -46.83K
Decreased by -0.99%
Mar 31, 26
10 Geode Capital Management, LLC 4.18M (1.73%) 72.86K
Increased by +1.74%
Dec 31, 25
11 Thrivent Financial For Lutherans 3.95M (1.63%) 22.50K
Increased by +0.57%
Dec 31, 25
12 GQG Partners LLC 3.53M (1.46%) 115.04K
Increased by +3.26%
Mar 31, 26
13 CapTrust Financial Advisors 3.26M (1.35%) 58.62K
Increased by +1.80%
Dec 31, 25
14 NORGES BANK 2.95M (1.22%) -43.62K
Decreased by -1.48%
Dec 31, 25
15 FMR Inc 2.90M (1.20%) -1.06M
Decreased by -36.41%
Jun 30, 25
16 Northern Trust Corp 2.71M (1.12%) 172.13K
Increased by +6.35%
Mar 31, 26
17 Berkley W R Corp 2.68M (1.11%) 0.00
Increased by 0.00%
Mar 31, 24
18 LSV Asset Management 2.62M (1.08%) -99.30K
Decreased by -3.78%
Mar 31, 26
19 Morgan Stanley - Brokerage Accounts 2.61M (1.08%) -19.94K
Decreased by -0.76%
Dec 31, 25
20 First Trust Advisors L.P. 2.38M (0.99%) 50.87K
Increased by +2.14%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 7.69M (3.18%) -3.87K
Decreased by -0.05%
Apr 30, 26
2 Vanguard US Total Market Shares ETF 7.40M (3.06%) -304.18K
Decreased by -4.11%
Sep 30, 24
3 Sycamore Mid Cap Value Comp 7.10M (2.94%) 6.87M
Increased by +96.78%
Mar 31, 25
4 Vanguard Total Stock Mkt Idx Inv 7.01M (2.90%) -20.23K
Decreased by -0.29%
Mar 31, 26
5 Schwab US Dividend Equity ETF™ 5.26M (2.17%) 4.51K
Increased by +0.09%
Apr 30, 26
6 Vanguard Small Cap Index 5.11M (2.11%) 48.44K
Increased by +0.95%
Mar 31, 26
7 Victory Sycamore Established Value R 4.63M (1.91%) -750.00K
Decreased by -16.22%
Mar 31, 26
8 iShares Select Dividend ETF 4.43M (1.83%) 0.00
Increased by 0.00%
Apr 30, 26
9 Vanguard Small Cap Value Index Inv 3.25M (1.34%) 1.18K
Increased by +0.04%
Mar 31, 26
10 Fidelity® Small Cap Value 3.03M (1.25%) 0.00
Increased by 0.00%
Oct 31, 23
11 Fidelity High Dividend ETF 2.87M (1.19%) 0.00
Increased by 0.00%
Apr 30, 26
12 Hamlin Equity Income Strategy 2.77M (1.14%) -392.25K
Decreased by -14.18%
Dec 31, 25
13 SPDR® S&P Dividend ETF 2.62M (1.09%) 0.00
Increased by 0.00%
Aug 31, 25
14 Vanguard Institutional Extnd Mkt Idx Tr 2.55M (1.05%) 64.40K
Increased by +2.53%
Mar 31, 26
15 State Street® SPDR® S&P® Dividend ETF 2.33M (0.96%) 1.60K
Increased by +0.07%
Apr 30, 26
16 UWS BNY Mellon Global Higher Inc B 1.89M (0.78%) 0.00
Increased by 0.00%
Feb 28, 26
17 Utmost Newton Global Income 1.86M (0.77%) -24.40K
Decreased by -1.31%
Mar 31, 26
18 Fidelity Small Cap Value Fund 1.84M (0.76%) 115.00K
Increased by +6.26%
Jun 30, 25
19 Hamlin High Dividend Equity Instl 1.83M (0.76%) 0.00
Increased by 0.00%
Dec 31, 25
20 SPDR® S&P MIDCAP 400 ETF Trust 1.74M (0.72%) -43.57K
Decreased by -2.50%
Jul 31, 25