Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EATZ 5.32%
2 LSAT 3.50%
3 PSL 3.48%
4 PBJ 2.93%
5 FTXG 2.78%
6 CGMM 2.74%
7 PEJ 2.72%
8 XMMO 2.61%
9 LYLD 2.39%
10 FFLV 2.39%
11 BOUT 2.36%
12 TOLL 2.13%
13 DVOL 1.97%
14 XVOL 1.94%
15 TSME 1.88%
16 DVLU 1.78%
17 RWK 1.71%
18 FFSM 1.54%
19 IJJ 1.39%
20 MDYV 1.39%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 23.00M (10.00%) -331.06K
Decreased by -1.44%
Mar 31, 25
2 BlackRock Inc 20.47M (8.90%) -146.94K
Decreased by -0.72%
Mar 31, 25
3 FMR Inc 18.21M (7.91%) -1.32M
Decreased by -7.23%
Mar 31, 25
4 Boston Partners Global Investors, Inc 16.46M (7.15%) 3.71M
Increased by +22.56%
Mar 31, 25
5 Wellington Management Company LLP 11.84M (5.15%) 426.29K
Increased by +3.60%
Mar 31, 25
6 Victory Capital Management Inc. 9.57M (4.16%) -504.28K
Decreased by -5.27%
Mar 31, 25
7 Amvescap Plc. 7.55M (3.28%) 1.35M
Increased by +17.89%
Mar 31, 25
8 Longview Partners (Guernsey) Ltd. 7.31M (3.18%) -206.60K
Decreased by -2.83%
Mar 31, 24
9 State Street Corp 7.10M (3.09%) -72.13K
Decreased by -1.02%
Mar 31, 25
10 Capital World Investors 6.94M (3.02%) 6.93M
Increased by +99.84%
Mar 31, 25
11 State Street Corporation 6.73M (2.92%) 105.95K
Increased by +1.58%
Mar 31, 24
12 Massachusetts Financial Services Company 5.97M (2.60%) -613.50K
Decreased by -10.27%
Mar 31, 25
13 Dimensional Fund Advisors, Inc. 4.23M (1.84%) -185.00K
Decreased by -4.37%
Mar 31, 25
14 Geode Capital Management, LLC 3.93M (1.71%) 79.57K
Increased by +2.02%
Mar 31, 25
15 Bessemer Group Inc 3.79M (1.65%) -727.21K
Decreased by -19.19%
Mar 31, 25
16 Clarkston Capital Partners, LLC 3.40M (1.48%) -266.31K
Decreased by -7.83%
Mar 31, 25
17 Sachem Head Capital Management LP 3.17M (1.38%) -445.00K
Decreased by -14.02%
Mar 31, 25
18 NORGES BANK 3.13M (1.36%) 820.99K
Increased by +26.21%
Dec 31, 24
19 CI Investments Inc 3.12M (1.36%) -199.03K
Decreased by -6.38%
Mar 31, 25
20 Dorsal Capital Management LLC 2.88M (1.25%) -625.00K
Decreased by -21.74%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 7.72M (3.36%) -76.09K
Decreased by -0.99%
Sep 30, 24
2 iShares Core S&P Mid-Cap ETF 7.54M (3.28%) 3.94K
Increased by +0.05%
Jun 30, 25
3 American Funds American Balanced A 7.45M (3.24%) 1.15M
Increased by +15.45%
Jun 30, 25
4 Vanguard Total Stock Mkt Idx Inv 7.40M (3.22%) 18.10K
Increased by +0.24%
May 31, 25
5 Sycamore Mid Cap Value Comp 6.21M (2.70%) 6.01M
Increased by +96.78%
Mar 31, 25
6 Vanguard Small Cap Index 5.81M (2.53%) 27.19K
Increased by +0.47%
May 31, 25
7 Victory Sycamore Established Value R 5.56M (2.42%) -655.00K
Decreased by -11.78%
Jun 30, 25
8 JHancock Disciplined Value I 4.54M (1.97%) 0.00
Increased by 0.00%
May 31, 25
9 Vanguard Small Cap Value Index Inv 3.74M (1.62%) -3.17K
Decreased by -0.08%
May 31, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 3.59M (1.56%) 30.08K
Increased by +0.84%
May 31, 25
11 JHancock Disciplined Value Mid Cap I 3.31M (1.44%) -67.70K
Decreased by -2.05%
May 31, 25
12 Strategic Advisers® Fidelity US TtlStk 2.95M (1.28%) 65.35K
Increased by +2.22%
Nov 30, 23
13 JPM US Mid Cap Value-Composite 2.81M (1.22%) -322.91K
Decreased by -11.48%
Jun 30, 24
14 MFS Mid Cap Value A 2.73M (1.19%) 100.00K
Increased by +3.66%
May 31, 25
15 Strategic Advisers Fidelity US TtlStk 2.63M (1.14%) -147.55K
Decreased by -5.60%
May 31, 25
16 MFS Mid Cap Value Equity 2.63M (1.14%) 0.00
Increased by 0.00%
Mar 31, 25
17 CI Global Income & Growth F 2.44M (1.06%) -84.23K
Decreased by -3.45%
Sep 30, 23
18 Fidelity® Small Cap Value 2.38M (1.03%) 0.00
Increased by 0.00%
Oct 31, 23
19 Clarkston Partners Founders 2.25M (0.98%) 0.00
Increased by 0.00%
Dec 31, 23
20 Fidelity® Series Value Discovery 2.14M (0.93%) 22.60K
Increased by +1.06%
Nov 30, 23