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 0.72%
9 MADE 0.70%
10 IJJ 0.67%
11 MDYV 0.67%
12 FDWM 0.61%
13 MSSM 0.58%
14 IVOV 0.55%
15 IQSM 0.46%
16 CZA 0.45%
17 MIDE 0.44%
18 FSST 0.40%
19 DFSV 0.40%
20 DFAT 0.39%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 6.75M (10.83%) -7.64K
Decreased by -0.11%
Dec 31, 24
2 BlackRock Inc 6.42M (10.29%) 246.01K
Increased by +3.83%
Dec 31, 24
3 Capital World Investors 6.29M (10.08%) -497.41K
Decreased by -7.91%
Dec 31, 24
4 FMR Inc 5.70M (9.15%) -315.77K
Decreased by -5.54%
Dec 31, 24
5 Diamond Hill Capital Management Inc 2.91M (4.66%) -257.96K
Decreased by -8.87%
Dec 31, 24
6 Massachusetts Financial Services Company 2.88M (4.62%) 115.56K
Increased by +4.01%
Mar 31, 25
7 Victory Capital Management Inc. 2.18M (3.49%) 363.73K
Increased by +16.71%
Dec 31, 24
8 State Street Corp 2.05M (3.29%) 79.96K
Increased by +3.90%
Dec 31, 24
9 State Street Corporation 1.95M (3.13%) 38.63K
Increased by +1.98%
Mar 31, 24
10 NORGES BANK 1.52M (2.43%) -169.16K
Decreased by -11.16%
Dec 31, 24
11 UBS Asset Mgmt Americas Inc 1.33M (2.14%) 42.70K
Increased by +3.20%
Dec 31, 24
12 Dimensional Fund Advisors, Inc. 1.32M (2.11%) -123.03K
Decreased by -9.35%
Dec 31, 24
13 HHG PLC 1.14M (1.83%) -430.01K
Decreased by -37.67%
Dec 31, 23
14 Westfield Capital Management Company, L.P. 1.14M (1.83%) 159.26K
Increased by +13.99%
Dec 31, 24
15 Manufacturers Life Insurance Co 1.13M (1.81%) -6.63K
Decreased by -0.59%
Dec 31, 24
16 Geode Capital Management, LLC 1.10M (1.76%) -4.21K
Decreased by -0.38%
Dec 31, 24
17 Franklin Resources Inc 1.07M (1.71%) -85.93K
Decreased by -8.06%
Dec 31, 24
18 Westfield Capital Management Company, LP 979.52K (1.57%) 399.65K
Increased by +40.80%
Sep 30, 24
19 Nuveen Asset Management, LLC 899.69K (1.44%) 399.27K
Increased by +44.38%
Dec 31, 24
20 JPMorgan Chase & Co 872.61K (1.40%) 56.56K
Increased by +6.48%
Sep 30, 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 US Total Market Shares ETF 2.11M (3.38%) 1.78K
Increased by +0.08%
Sep 30, 24
6 Vanguard Total Stock Mkt Idx Inv 2.09M (3.35%) 6.26K
Increased by +0.30%
Mar 31, 25
7 Diamond Hill Large Cap Equity 1.79M (2.87%) 124.98K
Increased by +6.98%
Mar 31, 25
8 Vanguard Small Cap Index 1.65M (2.65%) -37.14K
Decreased by -2.25%
Mar 31, 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 1.09M (1.75%) 72.16K
Increased by +6.60%
Mar 31, 25
12 Vanguard Small Cap Value Index Inv 1.07M (1.72%) -41.49K
Decreased by -3.87%
Mar 31, 25
13 Vanguard Institutional Extnd Mkt Idx Tr 1.02M (1.63%) 12.89K
Increased by +1.26%
Mar 31, 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