Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UDI 4.29%
2 LBAY 4.14%
3 TPMN 4.10%
4 ADPV 3.75%
5 WBIF 3.58%
6 LSAT 3.06%
7 SMCF 2.98%
8 DVLU 2.96%
9 NEWZ 2.90%
10 BOUT 2.72%
11 DDIV 2.64%
12 DVOL 2.61%
13 GLRY 2.43%
14 FOVL 2.38%
15 FTDS 2.31%
16 REGL 1.98%
17 CPAI 1.98%
18 KIE 1.92%
19 IPDP 1.89%
20 WBIG 1.88%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 27.54M (12.28%) -1.43M
Decreased by -5.18%
Mar 31, 25
2 Vanguard Group Inc 25.30M (11.28%) -92.52K
Decreased by -0.37%
Mar 31, 25
3 State Street Corporation 12.88M (5.74%) -279.08K
Decreased by -2.17%
Mar 31, 24
4 State Street Corp 11.18M (4.99%) -587.88K
Decreased by -5.26%
Mar 31, 25
5 Victory Capital Management Inc. 9.97M (4.45%) -55.09K
Decreased by -0.55%
Mar 31, 25
6 Dimensional Fund Advisors, Inc. 7.11M (3.17%) -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 (1.76%) -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 3.55M (1.58%) 375.92K
Increased by +10.58%
Mar 31, 25
12 Bank of New York Mellon Corp 2.92M (1.30%) 100.26K
Increased by +3.44%
Mar 31, 25
13 NORGES BANK 2.92M (1.30%) -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. 2.52M (1.12%) 171.50K
Increased by +6.80%
Mar 31, 25
17 Miller Howard Investments Inc 2.02M (0.90%) 2.78K
Increased by +0.14%
Jun 30, 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 7.41M (3.30%) 3.87K
Increased by +0.05%
Jun 30, 25
2 Vanguard US Total Market Shares ETF 7.40M (3.30%) -304.18K
Decreased by -4.11%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 7.32M (3.26%) 3.85K
Increased by +0.05%
May 31, 25
4 Sycamore Mid Cap Value Comp 7.10M (3.17%) 6.87M
Increased by +96.78%
Mar 31, 25
5 Victory Sycamore Established Value R 7.10M (3.17%) 0.00
Increased by 0.00%
Jun 30, 25
6 Vanguard Small Cap Index 5.75M (2.57%) 25.12K
Increased by +0.44%
May 31, 25
7 iShares Select Dividend ETF 4.86M (2.17%) 0.00
Increased by 0.00%
Jun 30, 25
8 Vanguard Small Cap Value Index Inv 3.70M (1.65%) -3.23K
Decreased by -0.09%
May 31, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 3.65M (1.63%) 37.12K
Increased by +1.02%
May 31, 25
10 Hamlin Equity Income Strategy 3.17M (1.41%) 81.79K
Increased by +2.58%
Mar 31, 25
11 Fidelity® Small Cap Value 3.03M (1.35%) 0.00
Increased by 0.00%
Oct 31, 23
12 SPDR® S&P Dividend ETF 2.65M (1.18%) 0.00
Increased by 0.00%
Jun 30, 25
13 Hamlin High Dividend Equity Instl 1.83M (0.82%) 0.00
Increased by 0.00%
Mar 31, 25
14 Fidelity Small Cap Value Fund 1.82M (0.81%) -1.27M
Decreased by -69.85%
Apr 30, 25
15 SPDR® S&P MIDCAP 400 ETF Trust 1.79M (0.80%) -15.68K
Decreased by -0.88%
Jun 30, 25
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 (0.74%) -60.31K
Decreased by -3.62%
Nov 30, 24
18 Principal MidCap Value I Inst 1.38M (0.61%) -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 Invesco S&P MidCap Momentum ETF 1.30M (0.58%) 0.00
Increased by 0.00%
Jun 30, 25