Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TINT 4.04%
2 PYZ 2.24%
3 XMHQ 2.16%
4 EQWM 2.16%
5 ERNZ 2.10%
6 FTDS 1.94%
7 UPGD 1.77%
8 RYJ 1.77%
9 REGL 1.73%
10 SMIG 1.68%
11 SMN 1.53%
12 SBM 1.53%
13 TMDV 1.45%
14 VAW 1.16%
15 TPHE 1.07%
16 FMAT 1.07%
17 DFRA 1.04%
18 TPHD 1.04%
19 PAMC 1.02%
20 RNMC 1.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 13.96M (11.04%) -135.53K
Decreased by -0.97%
Jun 30, 25
2 BlackRock Inc 12.82M (10.14%) -708.80K
Decreased by -5.53%
Jun 30, 25
3 Aristotle Capital Management LLC 8.58M (6.78%) -184.77K
Decreased by -2.15%
Jun 30, 25
4 State Street Corp 6.54M (5.17%) 231.59K
Increased by +3.54%
Jun 30, 25
5 State Street Corporation 6.02M (4.76%) -382.49K
Decreased by -6.35%
Mar 31, 24
6 Morgan Stanley - Brokerage Accounts 5.21M (4.12%) 35.78K
Increased by +0.69%
Jun 30, 25
7 T. Rowe Price Associates, Inc. 3.00M (2.37%) -135.13K
Decreased by -4.51%
Jun 30, 25
8 Geode Capital Management, LLC 2.86M (2.26%) -23.32K
Decreased by -0.81%
Jun 30, 25
9 Victory Capital Management Inc. 2.81M (2.22%) -72.04K
Decreased by -2.56%
Jun 30, 25
10 JPMorgan Chase & Co 2.21M (1.75%) 31.39K
Increased by +1.42%
Jun 30, 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 Allspring Global Investments Holdings, LLC 1.70M (1.35%) 463.29K
Increased by +27.17%
Jun 30, 25
14 Citadel Advisors Llc 1.68M (1.33%) 1.67M
Increased by +99.88%
Jun 30, 25
15 Amvescap Plc. 1.38M (1.09%) -133.20K
Decreased by -9.64%
Jun 30, 25
16 Acadian Asset Management LLC 1.34M (1.06%) 209.31K
Increased by +15.56%
Mar 31, 24
17 Bank of New York Mellon Corp 1.34M (1.06%) -51.81K
Decreased by -3.88%
Jun 30, 25
18 Northern Trust Corp 1.34M (1.06%) -74.58K
Decreased by -5.58%
Jun 30, 25
19 Bank of America Corp 1.31M (1.04%) -85.96K
Decreased by -6.56%
Jun 30, 25
20 Dimensional Fund Advisors, Inc. 1.29M (1.02%) 57.80K
Increased by +4.48%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 4.18M (3.31%) 0.00
Increased by 0.00%
Aug 31, 25
2 Vanguard US Total Market Shares ETF 4.07M (3.22%) 2.90K
Increased by +0.07%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 4.03M (3.18%) -99.47K
Decreased by -2.47%
Jul 31, 25
4 Vanguard Small Cap Index 3.12M (2.47%) -20.44K
Decreased by -0.66%
Jul 31, 25
5 Eaton Vance Atlanta Capital SMID-Cap I 3.03M (2.39%) 0.00
Increased by 0.00%
Jul 31, 25
6 Vanguard Windsor™ II Inv 2.35M (1.86%) 0.00
Increased by 0.00%
Jun 30, 25
7 Vanguard Small Cap Value Index Inv 2.01M (1.59%) 4.39K
Increased by +0.22%
Jul 31, 25
8 Sycamore Mid Cap Value Comp 2.00M (1.58%) 1.93M
Increased by +96.76%
Mar 31, 25
9 Pacer US Cash Cows 100 ETF 1.98M (1.57%) 2.72K
Increased by +0.14%
Aug 30, 24
10 Victory Sycamore Established Value R 1.98M (1.56%) -20.00K
Decreased by -1.01%
Jun 30, 25
11 Allspring Special Mid Cap Value Inst 1.38M (1.09%) 28.00K
Increased by +2.03%
Jul 31, 25
12 Vanguard Institutional Extnd Mkt Idx Tr 1.38M (1.09%) -597.01K
Decreased by -43.29%
Jul 31, 25
13 Allspring Mid Value SMA 1.35M (1.07%) 1.35M
Increased by +99.99%
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 1.23M (0.98%) 0.00
Increased by 0.00%
Aug 31, 25
16 JPMorgan Mid Cap Value L 1.13M (0.90%) 21.97K
Increased by +1.94%
Jul 31, 25
17 JPM US Mid Cap Value-Composite 1.11M (0.88%) 56.18K
Increased by +5.05%
Jun 30, 25
18 JPM US Mid Cap Value-MA 1.06M (0.84%) 19.91K
Increased by +1.89%
Mar 31, 25
19 SPDR® S&P MIDCAP 400 ETF Trust 983.73K (0.78%) -24.60K
Decreased by -2.50%
Jul 31, 25
20 Invesco S&P MidCap Quality ETF 905.54K (0.72%) 188.00
Increased by +0.02%
Aug 29, 25