Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PQSG 14.02%
2 PQSV 10.45%
3 SYV 3.09%
4 PUW 2.60%
5 NBSM 2.54%
6 AIRR 2.36%
7 SYE 2.29%
8 IYM 1.88%
9 BOUT 1.53%
10 PXMV 1.38%
11 RFG 1.36%
12 SMLL 1.33%
13 FXZ 0.94%
14 MMSC 0.91%
15 MDYG 0.78%
16 IJK 0.78%
17 IVOG 0.74%
18 TMFX 0.61%
19 PDP 0.60%
20 CLMA 0.57%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 6.34M (22.51%) -416.02K
Decreased by -6.56%
Mar 31, 25
2 BlackRock Inc 5.91M (20.99%) -506.89K
Decreased by -8.58%
Mar 31, 25
3 Capital World Investors 5.36M (19.03%) -931.67K
Decreased by -17.39%
Mar 31, 25
4 FMR Inc 5.08M (18.03%) -629.69K
Decreased by -12.41%
Mar 31, 25
5 Diamond Hill Capital Management Inc 3.08M (10.95%) 175.27K
Increased by +5.68%
Mar 31, 25
6 Massachusetts Financial Services Company 2.88M (10.24%) 115.56K
Increased by +4.01%
Mar 31, 25
7 Viking Global Investors LP 2.73M (9.69%) 1.86M
Increased by +68.24%
Mar 31, 25
8 Victory Capital Management Inc. 2.44M (8.66%) 259.88K
Increased by +10.66%
Mar 31, 25
9 State Street Corp 2.07M (7.34%) 14.34K
Increased by +0.69%
Mar 31, 25
10 State Street Corporation 1.95M (6.92%) 38.63K
Increased by +1.98%
Mar 31, 24
11 Dimensional Fund Advisors, Inc. 1.71M (6.08%) 396.74K
Increased by +23.17%
Mar 31, 25
12 NORGES BANK 1.52M (5.39%) -169.16K
Decreased by -11.16%
Dec 31, 24
13 Manufacturers Life Insurance Co 1.20M (4.26%) 69.44K
Increased by +5.78%
Mar 31, 25
14 UBS Asset Mgmt Americas Inc 1.18M (4.20%) -151.75K
Decreased by -12.85%
Mar 31, 25
15 Geode Capital Management, LLC 1.17M (4.15%) 68.09K
Increased by +5.83%
Mar 31, 25
16 HHG PLC 1.14M (4.06%) -430.01K
Decreased by -37.67%
Dec 31, 23
17 Westfield Capital Management Company, L.P. 1.00M (3.56%) -137.60K
Decreased by -13.74%
Mar 31, 25
18 Westfield Capital Management Company, LP 979.52K (3.48%) 399.65K
Increased by +40.80%
Sep 30, 24
19 Franklin Resources Inc 970.61K (3.45%) -94.91K
Decreased by -9.78%
Mar 31, 25
20 Nuveen Asset Management, LLC 899.69K (3.20%) 399.27K
Increased by +44.38%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Fundamental Invs A 3.63M (12.90%) -433.93K
Decreased by -11.95%
Mar 31, 25
2 Capital Group Fundamental Invtrs Comp 3.63M (12.90%) -433.93K
Decreased by -11.95%
Mar 31, 25
3 UBS: Global Equity 3.16M (11.24%) 0.00
Increased by 0.00%
Sep 30, 24
4 iShares Core S&P Mid-Cap ETF 2.14M (7.62%) -6.91K
Decreased by -0.32%
Apr 30, 25
5 Vanguard Total Stock Mkt Idx Inv 2.13M (7.55%) 33.30K
Increased by +1.57%
Apr 30, 25
6 Vanguard US Total Market Shares ETF 2.11M (7.48%) 1.78K
Increased by +0.08%
Sep 30, 24
7 Diamond Hill Large Cap Equity 1.97M (6.98%) 175.13K
Increased by +8.91%
Apr 30, 25
8 Vanguard Small Cap Index 1.66M (5.91%) 9.80K
Increased by +0.59%
Apr 30, 25
9 Sycamore Mid Cap Value Comp 1.60M (5.68%) 1.55M
Increased by +97.08%
Mar 31, 25
10 Victory Sycamore Established Value R 1.60M (5.68%) 140.00K
Increased by +8.75%
Mar 31, 25
11 Diamond Hill Large Cap Inv 1.21M (4.31%) 118.58K
Increased by +9.78%
Apr 30, 25
12 Vanguard Small Cap Value Index Inv 1.08M (3.82%) 3.38K
Increased by +0.31%
Apr 30, 25
13 Vanguard Institutional Extnd Mkt Idx Tr 1.02M (3.64%) 4.38K
Increased by +0.43%
Apr 30, 25
14 American Funds SMALLCAP World A 941.62K (3.35%) -105.55K
Decreased by -11.21%
Mar 31, 25
15 MFS Mid Cap Value A 840.24K (2.98%) 0.00
Increased by 0.00%
Mar 31, 25
16 MFS Mid Cap Value Equity 840.24K (2.98%) 0.00
Increased by 0.00%
Mar 31, 25
17 JPM Large Cap Value - MA 796.96K (2.83%) 499.90K
Increased by +62.73%
Mar 31, 25
18 JPM US Large Cap Value-Composite 796.96K (2.83%) 499.90K
Increased by +62.73%
Mar 31, 25
19 American Funds New Perspective A 756.69K (2.69%) 0.00
Increased by 0.00%
Dec 31, 24
20 Capital Group New Perspective Comp 756.69K (2.69%) 0.00
Increased by 0.00%
Dec 31, 24