Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 4.78%
2 UDI 4.58%
3 LBAY 4.32%
4 ADPV 3.95%
5 WBIF 3.58%
6 LSAT 3.07%
7 SMCF 3.01%
8 NEWZ 2.90%
9 FOVL 2.88%
10 BOUT 2.72%
11 GLRY 2.65%
12 DVOL 2.62%
13 DVLU 2.61%
14 FTDS 2.31%
15 DDIV 2.13%
16 KIE 1.92%
17 WBIG 1.88%
18 RNDM 1.76%
19 BVNSC 1.73%
20 RFDA 1.73%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 27.54M (12.33%) -1.43M
Decreased by -5.18%
Mar 31, 25
2 Vanguard Group Inc 25.30M (11.33%) -92.52K
Decreased by -0.37%
Mar 31, 25
3 State Street Corporation 12.88M (5.77%) -279.08K
Decreased by -2.17%
Mar 31, 24
4 State Street Corp 11.18M (5.01%) -587.88K
Decreased by -5.26%
Mar 31, 25
5 Victory Capital Management Inc. 9.97M (4.47%) -55.09K
Decreased by -0.55%
Mar 31, 25
6 Dimensional Fund Advisors, Inc. 7.11M (3.18%) -24.55K
Decreased by -0.35%
Mar 31, 25
7 Hamlin Capital Management, LLC 5.19M (2.32%) 79.80K
Increased by +1.54%
Mar 31, 25
8 Geode Capital Management, LLC 4.12M (1.84%) 189.15K
Increased by +4.59%
Mar 31, 25
9 FMR Inc 3.95M (1.77%) -1.13M
Decreased by -28.52%
Mar 31, 25
10 AQR Capital Management LLC 3.71M (1.66%) 1.83M
Increased by +49.22%
Mar 31, 25
11 Northern Trust Corp 3.18M (1.42%) 400.38K
Increased by +12.61%
Dec 31, 24
12 Bank of New York Mellon Corp 2.92M (1.31%) 100.26K
Increased by +3.44%
Mar 31, 25
13 NORGES BANK 2.92M (1.31%) -502.01K
Decreased by -17.21%
Dec 31, 24
14 Berkley W R Corp 2.68M (1.20%) 0.00
Increased by 0.00%
Mar 31, 24
15 Morgan Stanley - Brokerage Accounts 2.62M (1.17%) 74.56K
Increased by +2.85%
Mar 31, 25
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 LSV Asset Management 1.88M (0.84%) 214.63K
Increased by +11.41%
Mar 31, 25
19 Thompson, Siegel & Walmsley LLC 1.76M (0.79%) -160.25K
Decreased by -9.09%
Dec 31, 23
20 Charles Schwab Investment Management Inc 1.70M (0.76%) 4.29K
Increased by +0.25%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 7.55M (3.38%) -24.35K
Decreased by -0.32%
Apr 30, 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 7.31M (3.27%) 125.82K
Increased by +1.72%
Apr 30, 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 5.73M (2.56%) 35.94K
Increased by +0.63%
Apr 30, 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 3.70M (1.66%) 11.75K
Increased by +0.32%
Apr 30, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 3.61M (1.62%) 16.09K
Increased by +0.45%
Apr 30, 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 2.68M (1.20%) 44.70K
Increased by +1.67%
Apr 30, 25
14 SPDR® S&P MIDCAP 400 ETF Trust 1.84M (0.82%) -20.44K
Decreased by -1.11%
Apr 30, 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 State St Russell Sm/Mid Cp® Indx NL Cl C 1.34M (0.60%) 30.50K
Increased by +2.28%
Apr 30, 25
20 State St Russell Sm/Mid Cp® Indx SL Cl I 1.34M (0.60%) 30.50K
Increased by +2.28%
Apr 30, 25