Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EATZ 4.98%
2 PSL 3.85%
3 LSAT 3.50%
4 FTXG 3.11%
5 BOUT 3.10%
6 XMMO 2.98%
7 DVOL 2.86%
8 NEWZ 2.79%
9 CGMM 2.70%
10 PBJ 2.68%
11 PEJ 2.60%
12 DVLU 2.27%
13 AMID 2.15%
14 LYLD 2.04%
15 FFLV 1.87%
16 TOLL 1.71%
17 RWK 1.60%
18 XVOL 1.59%
19 LSEQ 1.36%
20 FFSM 1.33%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 23.00M (10.39%) -618.00
Decreased by -0.00%
Jun 30, 25
2 BlackRock Inc 20.74M (9.37%) 267.07K
Increased by +1.29%
Jun 30, 25
3 FMR Inc 15.29M (6.91%) -2.92M
Decreased by -19.09%
Jun 30, 25
4 Boston Partners Global Investors, Inc 15.22M (6.88%) -1.24M
Decreased by -8.12%
Jun 30, 25
5 Wellington Management Company LLP 11.28M (5.10%) -559.39K
Decreased by -4.96%
Jun 30, 25
6 Capital World Investors 10.51M (4.75%) 3.57M
Increased by +33.98%
Jun 30, 25
7 Victory Capital Management Inc. 8.30M (3.75%) -1.26M
Decreased by -15.21%
Jun 30, 25
8 Amvescap Plc. 7.51M (3.40%) -31.94K
Decreased by -0.43%
Jun 30, 25
9 Longview Partners (Guernsey) Ltd. 7.31M (3.30%) -206.60K
Decreased by -2.83%
Mar 31, 24
10 State Street Corp 7.04M (3.18%) -62.28K
Decreased by -0.88%
Jun 30, 25
11 State Street Corporation 6.73M (3.04%) 105.95K
Increased by +1.58%
Mar 31, 24
12 Massachusetts Financial Services Company 6.13M (2.77%) 161.75K
Increased by +2.64%
Jun 30, 25
13 Dimensional Fund Advisors, Inc. 4.15M (1.88%) -84.36K
Decreased by -2.03%
Jun 30, 25
14 Geode Capital Management, LLC 3.99M (1.80%) 52.36K
Increased by +1.31%
Jun 30, 25
15 Bessemer Group Inc 3.78M (1.71%) -10.70K
Decreased by -0.28%
Jun 30, 25
16 PRIMECAP Management Company 3.58M (1.62%) 1.64M
Increased by +45.78%
Jun 30, 25
17 Artisan Partners Limited Partnership 3.21M (1.45%) 354.75K
Increased by +11.06%
Jun 30, 25
18 Sachem Head Capital Management LP 3.17M (1.43%) -445.00K
Decreased by -14.02%
Mar 31, 25
19 NORGES BANK 3.13M (1.42%) 820.99K
Increased by +26.21%
Dec 31, 24
20 CI Investments Inc 3.11M (1.40%) -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 (3.49%) -76.09K
Decreased by -0.99%
Sep 30, 24
2 iShares Core S&P Mid-Cap ETF 7.53M (3.40%) 0.00
Increased by 0.00%
Aug 31, 25
3 American Funds American Balanced A 7.45M (3.37%) 1.15M
Increased by +15.45%
Jun 30, 25
4 Vanguard Total Stock Mkt Idx Inv 7.27M (3.28%) -153.69K
Decreased by -2.11%
Jul 31, 25
5 Sycamore Mid Cap Value Comp 6.21M (2.81%) 6.01M
Increased by +96.78%
Mar 31, 25
6 Vanguard Small Cap Index 5.62M (2.54%) -36.12K
Decreased by -0.64%
Jul 31, 25
7 Victory Sycamore Established Value R 5.56M (2.51%) -655.00K
Decreased by -11.78%
Jun 30, 25
8 JHancock Disciplined Value I 4.47M (2.02%) -74.57K
Decreased by -1.67%
Jul 31, 25
9 Vanguard Small Cap Value Index Inv 3.61M (1.63%) 7.16K
Increased by +0.20%
Jul 31, 25
10 Invesco Equity and Income Composite 3.52M (1.59%) 1.80M
Increased by +51.03%
Jun 30, 25
11 JHancock Disciplined Value Mid Cap I 3.31M (1.50%) 0.00
Increased by 0.00%
Jul 31, 25
12 Strategic Advisers® Fidelity US TtlStk 2.95M (1.33%) 65.35K
Increased by +2.22%
Nov 30, 23
13 JPM US Mid Cap Value-Composite 2.81M (1.27%) -322.91K
Decreased by -11.48%
Jun 30, 24
14 MFS Mid Cap Value Equity 2.73M (1.23%) 100.00K
Increased by +3.66%
Jun 30, 25
15 MFS Mid Cap Value A 2.69M (1.22%) -37.39K
Decreased by -1.39%
Jul 31, 25
16 Vanguard PRIMECAP Inv 2.52M (1.14%) 1.02M
Increased by +40.27%
Jun 30, 25
17 Vanguard Institutional Extnd Mkt Idx Tr 2.48M (1.12%) -1.08M
Decreased by -43.41%
Jul 31, 25
18 CI Global Income & Growth F 2.44M (1.10%) -84.23K
Decreased by -3.45%
Sep 30, 23
19 Fidelity® Small Cap Value 2.38M (1.07%) 0.00
Increased by 0.00%
Oct 31, 23
20 Clarkston Partners Founders 2.25M (1.02%) 0.00
Increased by 0.00%
Dec 31, 23