Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TINT 4.58%
2 PYZ 2.70%
3 XMHQ 2.27%
4 EQWM 2.27%
5 FTDS 2.17%
6 RYJ 2.15%
7 UPGD 2.15%
8 REGL 1.94%
9 SMIG 1.84%
10 TMDV 1.62%
11 SMN 1.53%
12 SBM 1.53%
13 TPHE 1.17%
14 FMAT 1.17%
15 TPHD 1.16%
16 VAW 1.15%
17 RNMC 1.11%
18 FSCS 1.11%
19 PAVE 1.08%
20 VSDA 1.06%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 13.96M (11.02%) -135.53K
Decreased by -0.97%
Jun 30, 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. 3.00M (2.37%) -135.13K
Decreased by -4.51%
Jun 30, 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 Amvescap Plc. 1.52M (1.20%) 48.36K
Increased by +3.19%
Mar 31, 25
14 Northern Trust Corp 1.41M (1.11%) 52.85K
Increased by +3.75%
Mar 31, 25
15 Bank of America Corp 1.40M (1.10%) 77.13K
Increased by +5.53%
Mar 31, 25
16 Bank of New York Mellon Corp 1.39M (1.10%) -41.97K
Decreased by -3.02%
Mar 31, 25
17 Acadian Asset Management LLC 1.34M (1.06%) 209.31K
Increased by +15.56%
Mar 31, 24
18 Dimensional Fund Advisors, Inc. 1.29M (1.02%) 57.80K
Increased by +4.48%
Jun 30, 25
19 Allspring Global Investments Holdings, LLC 1.24M (0.98%) 2.90K
Increased by +0.23%
Mar 31, 25
20 Arnhold & S. Bleichroeder Advisers, LLC 1.17M (0.92%) -758.00
Decreased by -0.06%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 4.18M (3.30%) -7.54K
Decreased by -0.18%
Jul 31, 25
2 Vanguard Total Stock Mkt Idx Inv 4.13M (3.26%) 207.00
Increased by +0.01%
Jun 30, 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 3.14M (2.48%) -104.67K
Decreased by -3.34%
Jun 30, 25
5 Eaton Vance Atlanta Capital SMID-Cap I 3.03M (2.39%) -18.24K
Decreased by -0.60%
Jun 30, 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 2.00M (1.58%) -82.54K
Decreased by -4.12%
Jun 30, 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 (1.56%) 2.72K
Increased by +0.14%
Aug 30, 24
10 Vanguard Institutional Extnd Mkt Idx Tr 1.98M (1.56%) -31.19K
Decreased by -1.58%
Jun 30, 25
11 Victory Sycamore Established Value R 1.98M (1.56%) -20.00K
Decreased by -1.01%
Jun 30, 25
12 Allspring Special Mid Cap Value Inst 1.38M (1.09%) 28.00K
Increased by +2.03%
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 1.24M (0.98%) -99.20K
Decreased by -8.00%
Jul 31, 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 (0.88%) 6.53K
Increased by +0.59%
Jun 30, 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 903.10K (0.71%) -1.50K
Decreased by -0.17%
Jul 31, 25