Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TINT 4.50%
2 PYZ 2.65%
3 XMHQ 2.21%
4 FTDS 2.15%
5 RYJ 2.09%
6 UPGD 2.09%
7 REGL 1.88%
8 SMIG 1.78%
9 TMDV 1.59%
10 SBM 1.53%
11 SMN 1.53%
12 XMLV 1.16%
13 FMAT 1.16%
14 TPHD 1.12%
15 TPHE 1.12%
16 RNMC 1.08%
17 FSCS 1.08%
18 VAW 1.07%
19 PAVE 1.04%
20 DFRA 1.04%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 14.10M (11.13%) -5.42K
Decreased by -0.04%
Mar 31, 25
2 BlackRock Inc 13.53M (10.68%) 67.33K
Increased by +0.50%
Mar 31, 25
3 Aristotle Capital Management LLC 8.76M (6.92%) -233.43K
Decreased by -2.66%
Mar 31, 25
4 State Street Corp 6.31M (4.98%) -134.41K
Decreased by -2.13%
Mar 31, 25
5 State Street Corporation 6.02M (4.76%) -382.49K
Decreased by -6.35%
Mar 31, 24
6 Morgan Stanley - Brokerage Accounts 5.17M (4.08%) 230.95K
Increased by +4.46%
Mar 31, 25
7 T. Rowe Price Associates, Inc. 3.13M (2.47%) 128.59K
Increased by +4.10%
Mar 31, 25
8 Geode Capital Management, LLC 2.89M (2.28%) 149.50K
Increased by +5.18%
Mar 31, 25
9 Victory Capital Management Inc. 2.88M (2.28%) -37.23K
Decreased by -1.29%
Mar 31, 25
10 JPMorgan Chase & Co 2.18M (1.72%) 37.53K
Increased by +1.72%
Mar 31, 25
11 T. Rowe Price Investment Management,Inc. 1.99M (1.57%) -61.31K
Decreased by -3.08%
Mar 31, 25
12 Pacer Advisors, INC. 1.95M (1.54%) 1.93M
Increased by +99.02%
Jun 30, 24
13 NORGES BANK 1.54M (1.22%) 20.15K
Increased by +1.30%
Dec 31, 24
14 Amvescap Plc. 1.52M (1.20%) 48.36K
Increased by +3.19%
Mar 31, 25
15 Northern Trust Corp 1.41M (1.11%) 52.85K
Increased by +3.75%
Mar 31, 25
16 Bank of America Corp 1.40M (1.10%) 77.13K
Increased by +5.53%
Mar 31, 25
17 Bank of New York Mellon Corp 1.39M (1.10%) -41.97K
Decreased by -3.02%
Mar 31, 25
18 Acadian Asset Management LLC 1.34M (1.06%) 209.31K
Increased by +15.56%
Mar 31, 24
19 Allspring Global Investments Holdings, LLC 1.24M (0.98%) 2.90K
Increased by +0.23%
Mar 31, 25
20 Dimensional Fund Advisors, Inc. 1.23M (0.97%) 62.34K
Increased by +5.06%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 4.19M (3.31%) 2.19K
Increased by +0.05%
Jun 30, 25
2 Vanguard Total Stock Mkt Idx Inv 4.13M (3.26%) 2.33K
Increased by +0.06%
May 31, 25
3 Vanguard US Total Market Shares ETF 4.07M (3.22%) 2.90K
Increased by +0.07%
Sep 30, 24
4 Vanguard Small Cap Index 3.24M (2.56%) 14.75K
Increased by +0.46%
May 31, 25
5 Eaton Vance Atlanta Capital SMID-Cap I 3.04M (2.40%) 0.00
Increased by 0.00%
May 31, 25
6 Vanguard Windsor™ II Inv 2.35M (1.86%) 0.00
Increased by 0.00%
Mar 31, 25
7 Vanguard Small Cap Value Index Inv 2.08M (1.65%) -1.79K
Decreased by -0.09%
May 31, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 2.01M (1.59%) 17.25K
Increased by +0.86%
May 31, 25
9 Sycamore Mid Cap Value Comp 2.00M (1.58%) 1.93M
Increased by +96.76%
Mar 31, 25
10 Pacer US Cash Cows 100 ETF 1.98M (1.56%) 2.72K
Increased by +0.14%
Aug 30, 24
11 Victory Sycamore Established Value R 1.98M (1.56%) -20.00K
Decreased by -1.01%
Jun 30, 25
12 Allspring Mid Value SMA 1.35M (1.07%) 1.35M
Increased by +99.99%
Jun 30, 25
13 Allspring Special Mid Cap Value Inst 1.35M (1.07%) 111.10K
Increased by +8.21%
Jun 30, 25
14 Allspring Special US Mid Cap Value Eq 1.35M (1.07%) 368.70K
Increased by +27.25%
Jun 30, 25
15 SPDR® S&P Dividend ETF 1.34M (1.06%) 0.00
Increased by 0.00%
Jun 30, 25
16 JPM US Mid Cap Value-Composite 1.11M (0.88%) 56.18K
Increased by +5.05%
Jun 30, 25
17 JPMorgan Mid Cap Value L 1.11M (0.87%) 25.82K
Increased by +2.33%
May 31, 25
18 JPM US Mid Cap Value-MA 1.06M (0.83%) 19.91K
Increased by +1.89%
Mar 31, 25
19 SPDR® S&P MIDCAP 400 ETF Trust 1.01M (0.80%) 15.66K
Increased by +1.55%
Jun 30, 25
20 Invesco S&P MidCap Quality ETF 944.78K (0.75%) 0.00
Increased by 0.00%
Jun 30, 25