Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EATZ 4.35%
2 PSL 3.47%
3 LSAT 3.33%
4 FTXG 3.12%
5 BOUT 3.10%
6 XMMO 3.05%
7 NEWZ 2.87%
8 PBJ 2.72%
9 PEJ 2.70%
10 CGMM 2.55%
11 AMID 2.14%
12 LYLD 2.11%
13 FFLV 2.06%
14 TSME 1.82%
15 DVOL 1.78%
16 RWK 1.63%
17 XVOL 1.59%
18 TOLL 1.55%
19 DVLU 1.45%
20 FFSM 1.44%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 23.00M (10.28%) -618.00
Decreased by -0.00%
Jun 30, 25
2 BlackRock Inc 20.74M (9.27%) 267.07K
Increased by +1.29%
Jun 30, 25
3 FMR Inc 15.29M (6.83%) -2.92M
Decreased by -19.09%
Jun 30, 25
4 Boston Partners Global Investors, Inc 15.22M (6.80%) -1.24M
Decreased by -8.12%
Jun 30, 25
5 Wellington Management Company LLP 11.28M (5.04%) -559.39K
Decreased by -4.96%
Jun 30, 25
6 Capital World Investors 10.51M (4.69%) 3.57M
Increased by +33.98%
Jun 30, 25
7 Victory Capital Management Inc. 8.30M (3.71%) -1.26M
Decreased by -15.21%
Jun 30, 25
8 Amvescap Plc. 7.51M (3.36%) -31.94K
Decreased by -0.43%
Jun 30, 25
9 Longview Partners (Guernsey) Ltd. 7.31M (3.27%) -206.60K
Decreased by -2.83%
Mar 31, 24
10 State Street Corp 7.04M (3.15%) -62.28K
Decreased by -0.88%
Jun 30, 25
11 State Street Corporation 6.73M (3.00%) 105.95K
Increased by +1.58%
Mar 31, 24
12 Massachusetts Financial Services Company 6.13M (2.74%) 161.75K
Increased by +2.64%
Jun 30, 25
13 Dimensional Fund Advisors, Inc. 4.15M (1.85%) -84.36K
Decreased by -2.03%
Jun 30, 25
14 Geode Capital Management, LLC 3.99M (1.78%) 52.36K
Increased by +1.31%
Jun 30, 25
15 Bessemer Group Inc 3.78M (1.69%) -10.70K
Decreased by -0.28%
Jun 30, 25
16 PRIMECAP Management Company 3.58M (1.60%) 1.64M
Increased by +45.78%
Jun 30, 25
17 Artisan Partners Limited Partnership 3.21M (1.43%) 354.75K
Increased by +11.06%
Jun 30, 25
18 Sachem Head Capital Management LP 3.17M (1.42%) -445.00K
Decreased by -14.02%
Mar 31, 25
19 NORGES BANK 3.13M (1.40%) 820.99K
Increased by +26.21%
Dec 31, 24
20 CI Investments Inc 3.11M (1.39%) -14.34K
Decreased by -0.46%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 7.72M (3.45%) -76.09K
Decreased by -0.99%
Sep 30, 24
2 iShares Core S&P Mid-Cap ETF 7.53M (3.36%) 0.00
Increased by 0.00%
Aug 31, 25
3 American Funds American Balanced A 7.45M (3.33%) 1.15M
Increased by +15.45%
Jun 30, 25
4 Vanguard Total Stock Mkt Idx Inv 7.27M (3.25%) -153.69K
Decreased by -2.11%
Jul 31, 25
5 Sycamore Mid Cap Value Comp 6.21M (2.78%) 6.01M
Increased by +96.78%
Mar 31, 25
6 Vanguard Small Cap Index 5.62M (2.51%) -36.12K
Decreased by -0.64%
Jul 31, 25
7 Victory Sycamore Established Value R 5.56M (2.48%) -655.00K
Decreased by -11.78%
Jun 30, 25
8 JHancock Disciplined Value I 4.47M (2.00%) -74.57K
Decreased by -1.67%
Jul 31, 25
9 Vanguard Small Cap Value Index Inv 3.61M (1.61%) 7.16K
Increased by +0.20%
Jul 31, 25
10 Invesco Equity and Income Composite 3.52M (1.57%) 1.80M
Increased by +51.03%
Jun 30, 25
11 JHancock Disciplined Value Mid Cap I 3.31M (1.48%) 0.00
Increased by 0.00%
Jul 31, 25
12 Strategic Advisers® Fidelity US TtlStk 2.95M (1.32%) 65.35K
Increased by +2.22%
Nov 30, 23
13 JPM US Mid Cap Value-Composite 2.81M (1.26%) -322.91K
Decreased by -11.48%
Jun 30, 24
14 MFS Mid Cap Value Equity 2.73M (1.22%) 100.00K
Increased by +3.66%
Jun 30, 25
15 MFS Mid Cap Value A 2.69M (1.20%) -37.39K
Decreased by -1.39%
Jul 31, 25
16 Vanguard PRIMECAP Inv 2.52M (1.13%) 1.02M
Increased by +40.27%
Jun 30, 25
17 Vanguard Institutional Extnd Mkt Idx Tr 2.48M (1.11%) -1.08M
Decreased by -43.41%
Jul 31, 25
18 CI Global Income & Growth F 2.44M (1.09%) -84.23K
Decreased by -3.45%
Sep 30, 23
19 Fidelity® Small Cap Value 2.38M (1.06%) 0.00
Increased by 0.00%
Oct 31, 23
20 Clarkston Partners Founders 2.25M (1.01%) 0.00
Increased by 0.00%
Dec 31, 23