Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PJFM 3.28%
2 CCFE 2.36%
3 JHAC 1.62%
4 EPMV 1.49%
5 EPSV 1.46%
6 GDIV 1.32%
7 TSME 1.20%
8 SDVY 1.15%
9 ELFY 1.15%
10 PFUT 1.03%
11 PAMC 0.96%
12 FRTY 0.95%
13 FLM 0.94%
14 IVOV 0.73%
15 MDYV 0.71%
16 IJJ 0.70%
17 FFLV 0.70%
18 FDWM 0.68%
19 PAVE 0.65%
20 MADE 0.63%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 6.33M (10.13%) -5.68K
Decreased by -0.09%
Jun 30, 25
2 BlackRock Inc 5.91M (9.45%) -506.89K
Decreased by -8.58%
Mar 31, 25
3 FMR Inc 5.08M (8.12%) -629.69K
Decreased by -12.41%
Mar 31, 25
4 Capital World Investors 3.98M (6.36%) -1.38M
Decreased by -34.70%
Jun 30, 25
5 Diamond Hill Capital Management Inc 3.02M (4.83%) -64.86K
Decreased by -2.15%
Jun 30, 25
6 Massachusetts Financial Services Company 2.87M (4.59%) -11.06K
Decreased by -0.39%
Jun 30, 25
7 Viking Global Investors LP 2.73M (4.36%) 1.86M
Increased by +68.24%
Mar 31, 25
8 Victory Capital Management Inc. 2.44M (3.90%) 259.88K
Increased by +10.66%
Mar 31, 25
9 Dimensional Fund Advisors, Inc. 2.10M (3.35%) 383.25K
Increased by +18.29%
Jun 30, 25
10 State Street Corp 2.07M (3.31%) 14.34K
Increased by +0.69%
Mar 31, 25
11 State Street Corporation 1.95M (3.12%) 38.63K
Increased by +1.98%
Mar 31, 24
12 NORGES BANK 1.77M (2.83%) 251.00K
Increased by +14.20%
Jun 30, 25
13 Nordea Investment Mgmt Bank Demark A/s 1.55M (2.48%) 1.55M
Increased by +100.00%
Jun 30, 25
14 Geode Capital Management, LLC 1.17M (1.87%) 68.09K
Increased by +5.83%
Mar 31, 25
15 UBS Asset Mgmt Americas Inc 1.15M (1.83%) -35.51K
Decreased by -3.10%
Jun 30, 25
16 HHG PLC 1.14M (1.83%) -430.01K
Decreased by -37.67%
Dec 31, 23
17 Nuveen, LLC 1.04M (1.66%) 1.04M
Increased by +100.00%
Mar 31, 25
18 Manufacturers Life Insurance Co 1.01M (1.61%) -193.85K
Decreased by -19.26%
Jun 30, 25
19 Westfield Capital Management Company, LP 979.52K (1.57%) 399.65K
Increased by +40.80%
Sep 30, 24
20 Franklin Resources Inc 938.06K (1.50%) -32.54K
Decreased by -3.47%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 UBS: Global Equity 3.16M (5.06%) 0.00
Increased by 0.00%
Sep 30, 24
2 American Funds Fundamental Invs A 2.97M (4.76%) -657.45K
Decreased by -22.11%
Jun 30, 25
3 Capital Group Fundamental Invtrs Comp 2.97M (4.76%) -657.45K
Decreased by -22.11%
Jun 30, 25
4 iShares Core S&P Mid-Cap ETF 2.16M (3.46%) -3.90K
Decreased by -0.18%
Jul 31, 25
5 Vanguard Total Stock Mkt Idx Inv 2.13M (3.41%) 6.91K
Increased by +0.32%
Jun 30, 25
6 Vanguard US Total Market Shares ETF 2.11M (3.37%) 1.78K
Increased by +0.08%
Sep 30, 24
7 Vanguard Small Cap Index 1.62M (2.59%) -50.63K
Decreased by -3.12%
Jun 30, 25
8 Sycamore Mid Cap Value Comp 1.60M (2.56%) 1.55M
Increased by +97.08%
Mar 31, 25
9 Diamond Hill Large Cap Equity 1.46M (2.33%) -325.96K
Decreased by -22.39%
Jul 31, 25
10 Victory Sycamore Established Value R 1.19M (1.91%) -406.00K
Decreased by -34.00%
Jun 30, 25
11 Nordea 1 - Global Climate & Envir BI EUR 1.11M (1.77%) 1.11M
Increased by +100.00%
Jun 30, 25
12 Vanguard Small Cap Value Index Inv 1.03M (1.65%) -40.33K
Decreased by -3.90%
Jun 30, 25
13 Vanguard Institutional Extnd Mkt Idx Tr 1.02M (1.64%) -9.32K
Decreased by -0.91%
Jun 30, 25
14 MFS Mid Cap Value A 872.19K (1.39%) 0.00
Increased by 0.00%
Jun 30, 25
15 MFS Mid Cap Value Equity 872.19K (1.39%) 31.95K
Increased by +3.66%
Jun 30, 25
16 Diamond Hill Large Cap Inv 843.79K (1.35%) -190.62K
Decreased by -22.59%
Jul 31, 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 (1.27%) 499.90K
Increased by +62.73%
Mar 31, 25
20 JPM US Large Cap Value-Composite 796.96K (1.27%) 499.90K
Increased by +62.73%
Mar 31, 25