Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JHAC 1.62%
2 TSME 1.20%
3 SDVY 1.15%
4 PFUT 1.03%
5 PAMC 0.96%
6 FRTY 0.95%
7 FLM 0.94%
8 FXR 0.84%
9 MADE 0.68%
10 MDYV 0.66%
11 IJJ 0.66%
12 MSSM 0.58%
13 FDWM 0.57%
14 CZA 0.54%
15 IVOV 0.54%
16 IQSM 0.47%
17 MIDE 0.43%
18 DFSV 0.43%
19 FSST 0.40%
20 DFAT 0.40%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 6.34M (10.16%) -416.02K
Decreased by -6.56%
Mar 31, 25
2 BlackRock Inc 5.91M (9.48%) -506.89K
Decreased by -8.58%
Mar 31, 25
3 Capital World Investors 5.36M (8.59%) -931.67K
Decreased by -17.39%
Mar 31, 25
4 FMR Inc 5.08M (8.14%) -629.69K
Decreased by -12.41%
Mar 31, 25
5 Diamond Hill Capital Management Inc 3.08M (4.94%) 175.27K
Increased by +5.68%
Mar 31, 25
6 Massachusetts Financial Services Company 2.88M (4.62%) 115.56K
Increased by +4.01%
Mar 31, 25
7 Viking Global Investors LP 2.73M (4.38%) 1.86M
Increased by +68.24%
Mar 31, 25
8 Victory Capital Management Inc. 2.44M (3.91%) 259.88K
Increased by +10.66%
Mar 31, 25
9 State Street Corp 2.07M (3.31%) 14.34K
Increased by +0.69%
Mar 31, 25
10 State Street Corporation 1.95M (3.13%) 38.63K
Increased by +1.98%
Mar 31, 24
11 Dimensional Fund Advisors, Inc. 1.71M (2.75%) 396.74K
Increased by +23.17%
Mar 31, 25
12 NORGES BANK 1.52M (2.43%) -169.16K
Decreased by -11.16%
Dec 31, 24
13 Manufacturers Life Insurance Co 1.20M (1.93%) 69.44K
Increased by +5.78%
Mar 31, 25
14 UBS Asset Mgmt Americas Inc 1.18M (1.89%) -151.75K
Decreased by -12.85%
Mar 31, 25
15 Geode Capital Management, LLC 1.17M (1.87%) 68.09K
Increased by +5.83%
Mar 31, 25
16 HHG PLC 1.14M (1.83%) -430.01K
Decreased by -37.67%
Dec 31, 23
17 Westfield Capital Management Company, L.P. 1.00M (1.61%) -137.60K
Decreased by -13.74%
Mar 31, 25
18 Westfield Capital Management Company, LP 979.52K (1.57%) 399.65K
Increased by +40.80%
Sep 30, 24
19 Franklin Resources Inc 970.61K (1.56%) -94.91K
Decreased by -9.78%
Mar 31, 25
20 Nuveen Asset Management, LLC 899.69K (1.44%) 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 (5.82%) -433.93K
Decreased by -11.95%
Mar 31, 25
2 Capital Group Fundamental Invtrs Comp 3.63M (5.82%) -433.93K
Decreased by -11.95%
Mar 31, 25
3 UBS: Global Equity 3.16M (5.07%) 0.00
Increased by 0.00%
Sep 30, 24
4 iShares Core S&P Mid-Cap ETF 2.14M (3.44%) -6.91K
Decreased by -0.32%
Apr 30, 25
5 Vanguard Total Stock Mkt Idx Inv 2.13M (3.41%) 33.30K
Increased by +1.57%
Apr 30, 25
6 Vanguard US Total Market Shares ETF 2.11M (3.38%) 1.78K
Increased by +0.08%
Sep 30, 24
7 Diamond Hill Large Cap Equity 1.97M (3.15%) 175.13K
Increased by +8.91%
Apr 30, 25
8 Vanguard Small Cap Index 1.66M (2.67%) 9.80K
Increased by +0.59%
Apr 30, 25
9 Sycamore Mid Cap Value Comp 1.60M (2.57%) 1.55M
Increased by +97.08%
Mar 31, 25
10 Victory Sycamore Established Value R 1.60M (2.57%) 140.00K
Increased by +8.75%
Mar 31, 25
11 Diamond Hill Large Cap Inv 1.21M (1.94%) 118.58K
Increased by +9.78%
Apr 30, 25
12 Vanguard Small Cap Value Index Inv 1.08M (1.72%) 3.38K
Increased by +0.31%
Apr 30, 25
13 Vanguard Institutional Extnd Mkt Idx Tr 1.02M (1.64%) 4.38K
Increased by +0.43%
Apr 30, 25
14 American Funds SMALLCAP World A 941.62K (1.51%) -105.55K
Decreased by -11.21%
Mar 31, 25
15 MFS Mid Cap Value A 840.24K (1.35%) 0.00
Increased by 0.00%
Mar 31, 25
16 MFS Mid Cap Value Equity 840.24K (1.35%) 0.00
Increased by 0.00%
Mar 31, 25
17 JPM Large Cap Value - MA 796.96K (1.28%) 499.90K
Increased by +62.73%
Mar 31, 25
18 JPM US Large Cap Value-Composite 796.96K (1.28%) 499.90K
Increased by +62.73%
Mar 31, 25
19 American Funds New Perspective A 756.69K (1.21%) 0.00
Increased by 0.00%
Dec 31, 24
20 Capital Group New Perspective Comp 756.69K (1.21%) 0.00
Increased by 0.00%
Dec 31, 24