Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PJFM 2.87%
2 CCFE 2.52%
3 JHAC 1.62%
4 TSME 1.20%
5 SDVY 1.15%
6 PFUT 1.03%
7 PAMC 0.96%
8 FRTY 0.95%
9 FLM 0.94%
10 FFLV 0.72%
11 IJJ 0.70%
12 IVOV 0.70%
13 MDYV 0.70%
14 FDWM 0.68%
15 PAVE 0.67%
16 MADE 0.61%
17 MSSM 0.58%
18 CZA 0.55%
19 IQSM 0.50%
20 DFSV 0.49%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 6.34M (10.17%) -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 (4.95%) 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 (3.32%) 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 Nordea Investment Mgmt Bank Demark A/s 1.55M (2.49%) 1.55M
Increased by +100.00%
Jun 30, 25
13 NORGES BANK 1.52M (2.43%) -169.16K
Decreased by -11.16%
Dec 31, 24
14 Manufacturers Life Insurance Co 1.20M (1.93%) 69.44K
Increased by +5.78%
Mar 31, 25
15 UBS Asset Mgmt Americas Inc 1.18M (1.89%) -151.75K
Decreased by -12.85%
Mar 31, 25
16 Geode Capital Management, LLC 1.17M (1.87%) 68.09K
Increased by +5.83%
Mar 31, 25
17 HHG PLC 1.14M (1.83%) -430.01K
Decreased by -37.67%
Dec 31, 23
18 Nuveen, LLC 1.04M (1.66%) 1.04M
Increased by +100.00%
Mar 31, 25
19 Westfield Capital Management Company, L.P. 1.00M (1.61%) -137.60K
Decreased by -13.74%
Mar 31, 25
20 Westfield Capital Management Company, LP 979.52K (1.57%) 399.65K
Increased by +40.80%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 UBS: Global Equity 3.16M (5.08%) 0.00
Increased by 0.00%
Sep 30, 24
2 American Funds Fundamental Invs A 2.97M (4.77%) -657.45K
Decreased by -22.11%
Jun 30, 25
3 Capital Group Fundamental Invtrs Comp 2.97M (4.77%) -657.45K
Decreased by -22.11%
Jun 30, 25
4 iShares Core S&P Mid-Cap ETF 2.17M (3.47%) 142.00
Increased by +0.01%
Jul 30, 25
5 Vanguard Total Stock Mkt Idx Inv 2.13M (3.42%) 6.91K
Increased by +0.32%
Jun 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 1.78M (2.86%) -98.36K
Decreased by -5.52%
Jun 30, 25
8 Vanguard Small Cap Index 1.62M (2.60%) -50.63K
Decreased by -3.12%
Jun 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 1.19M (1.92%) -406.00K
Decreased by -34.00%
Jun 30, 25
11 Nordea 1 - Global Climate & Envir BI EUR 1.11M (1.78%) 1.11M
Increased by +100.00%
Jun 30, 25
12 Diamond Hill Large Cap Inv 1.03M (1.66%) -87.04K
Decreased by -8.41%
Jun 30, 25
13 Vanguard Small Cap Value Index Inv 1.03M (1.66%) -40.33K
Decreased by -3.90%
Jun 30, 25
14 Vanguard Institutional Extnd Mkt Idx Tr 1.02M (1.64%) -9.32K
Decreased by -0.91%
Jun 30, 25
15 MFS Mid Cap Value A 872.19K (1.40%) 0.00
Increased by 0.00%
Jun 30, 25
16 MFS Mid Cap Value Equity 872.19K (1.40%) 31.95K
Increased by +3.66%
Jun 30, 25
17 Franklin Small Cap Value SMA Composite 825.60K (1.32%) 328.35K
Increased by +39.77%
Jun 30, 25
18 Franklin US Small Cap Value Equity 825.60K (1.32%) 328.35K
Increased by +39.77%
Jun 30, 25
19 JPM Large Cap Value - MA 796.96K (1.28%) 499.90K
Increased by +62.73%
Mar 31, 25
20 JPM US Large Cap Value-Composite 796.96K (1.28%) 499.90K
Increased by +62.73%
Mar 31, 25