Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PJFM 3.04%
2 CCFE 2.94%
3 DRES 2.89%
4 KDVD 2.11%
5 GDIV 1.94%
6 FEMD 1.76%
7 EPMV 1.71%
8 KOID 1.71%
9 JHAC 1.62%
10 SCAP 1.62%
11 ABIG 1.59%
12 EPSV 1.54%
13 DVLU 1.53%
14 TSME 1.27%
15 SDVY 1.15%
16 FLOW 1.15%
17 PFUT 1.03%
18 QUVU 1.01%
19 PAMC 0.96%
20 FRTY 0.95%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 6.21M (9.37%) -63.15K
Decreased by -1.02%
Dec 31, 25
2 BlackRock Inc 5.97M (9.01%) 105.30K
Increased by +1.76%
Mar 31, 26
3 FMR Inc 4.70M (7.10%) 741.26K
Increased by +15.77%
Mar 31, 26
4 Victory Capital Management Inc. 4.18M (6.31%) -1.48M
Decreased by -35.46%
Mar 31, 26
5 Viking Global Investors LP 3.14M (4.74%) -81.09K
Decreased by -2.58%
Mar 31, 26
6 Vanguard Capital Management, LLC 2.98M (4.50%) 2.98M
Increased by +100.00%
Mar 31, 26
7 Vanguard Portfolio Management, LLC 2.83M (4.28%) 2.83M
Increased by +100.00%
Mar 31, 26
8 Capital World Investors 2.69M (4.06%) -1.23M
Decreased by -45.59%
Dec 31, 25
9 Diamond Hill Capital Management Inc 2.36M (3.57%) -223.28K
Decreased by -9.45%
Dec 31, 25
10 Dimensional Fund Advisors, Inc. 2.23M (3.37%) -298.68K
Decreased by -13.39%
Mar 31, 26
11 Massachusetts Financial Services Company 2.17M (3.28%) -502.68K
Decreased by -23.12%
Dec 31, 25
12 State Street Corp 2.02M (3.05%) 32.47K
Increased by +1.61%
Mar 31, 26
13 State Street Corporation 1.95M (2.94%) 38.63K
Increased by +1.98%
Mar 31, 24
14 Amvescap Plc. 1.88M (2.83%) -30.17K
Decreased by -1.61%
Mar 31, 26
15 Bank of New York Mellon Corp 1.84M (2.77%) 984.18K
Increased by +53.60%
Mar 31, 26
16 Wellington Management Company LLP 1.47M (2.22%) 883.84K
Increased by +60.12%
Mar 31, 26
17 Geode Capital Management, LLC 1.30M (1.97%) 73.00K
Increased by +5.60%
Mar 31, 26
18 Diamond Hill Capital Management, LLC 1.29M (1.95%) -1.07M
Decreased by -82.73%
Mar 31, 26
19 Nuveen, LLC 1.28M (1.94%) 211.88K
Increased by +16.49%
Mar 31, 26
20 Franklin Resources Inc 1.22M (1.84%) 120.40K
Increased by +9.86%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 UBS: Global Equity 3.72M (5.61%) 553.50K
Increased by +14.89%
Sep 30, 25
2 American Funds Fundamental Invs A 2.47M (3.73%) -500.00K
Decreased by -20.21%
Dec 31, 25
3 Capital Group Fundamental Invtrs Comp 2.47M (3.73%) -500.00K
Decreased by -20.21%
Dec 31, 25
4 iShares Core S&P Mid-Cap ETF 2.25M (3.40%) 420.00
Increased by +0.02%
May 29, 26
5 Vanguard Total Stock Mkt Idx Inv 2.12M (3.20%) 5.19K
Increased by +0.25%
Apr 30, 26
6 Vanguard US Total Market Shares ETF 2.11M (3.18%) 1.78K
Increased by +0.08%
Sep 30, 24
7 Sycamore Mid Cap Value Comp 1.60M (2.42%) 1.55M
Increased by +97.08%
Mar 31, 25
8 Vanguard Small Cap Index 1.53M (2.31%) -3.33K
Decreased by -0.22%
Apr 30, 26
9 Victory Sycamore Established Value R 1.04M (1.58%) -74.00K
Decreased by -7.08%
Mar 31, 26
10 Vanguard Small Cap Value Index Inv 984.04K (1.49%) 7.01K
Increased by +0.71%
Apr 30, 26
11 Diamond Hill Large Cap Equity 918.61K (1.39%) -345.50K
Decreased by -37.61%
Jan 31, 26
12 MFS Mid Cap Value Equity 816.12K (1.23%) -33.05K
Decreased by -4.05%
Dec 31, 25
13 Diamond Hill Large Cap Inv 813.27K (1.23%) -30.52K
Decreased by -3.75%
Aug 31, 25
14 JPM Large Cap Value - MA 796.96K (1.20%) 499.90K
Increased by +62.73%
Mar 31, 25
15 JPM US Large Cap Value-Composite 796.96K (1.20%) 499.90K
Increased by +62.73%
Mar 31, 25
16 American Funds SMALLCAP World A 791.51K (1.19%) -150.11K
Decreased by -18.97%
Jun 30, 25
17 Invesco Small Cap Value A 769.99K (1.16%) 29.32K
Increased by +3.81%
Apr 30, 26
18 Pioneer SMA 759.97K (1.15%) 741.90K
Increased by +97.62%
Mar 31, 26
19 Pioneer US Large Core Equity 759.97K (1.15%) -24.77K
Decreased by -3.26%
Mar 31, 26
20 Victory Pioneer A 759.97K (1.15%) 0.00
Increased by 0.00%
Mar 31, 26