Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CBSE 2.45%
2 FXZ 2.32%
3 EWMC 2.09%
4 HELS 1.95%
5 GRPM 1.54%
6 XMLV 1.44%
7 XRT 1.37%
8 SMCO 1.26%
9 NBSM 1.21%
10 PYZ 1.10%
11 XMVM 1.04%
12 RETL 0.91%
13 LSAF 0.88%
14 FSCS 0.85%
15 RNMC 0.85%
16 IYM 0.80%
17 WCEO 0.74%
18 RFG 0.71%
19 SBM 0.64%
20 SMN 0.64%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 12.32M (9.70%) 94.81K
Increased by +0.77%
Dec 31, 25
2 BlackRock Inc 12.15M (9.57%) 105.19K
Increased by +0.87%
Dec 31, 25
3 Wasatch Advisors LP 8.00M (6.29%) -147.95K
Decreased by -1.85%
Mar 31, 26
4 Wasatch Advisors Inc. 6.98M (5.50%) 1.48M
Increased by +21.24%
Sep 30, 23
5 Boston Partners Global Investors, Inc 6.58M (5.18%) -97.48K
Decreased by -1.48%
Mar 31, 26
6 Wellington Management Company LLP 6.07M (4.78%) 610.01K
Increased by +10.05%
Dec 31, 25
7 Fiduciary Management, Inc. of Milwaukee 4.97M (3.91%) 220.64K
Increased by +4.44%
Dec 31, 25
8 Cooke & Bieler LP 4.28M (3.37%) 944.10K
Increased by +22.05%
Dec 31, 25
9 State Street Corporation 4.21M (3.32%) 49.53K
Increased by +1.18%
Mar 31, 24
10 State Street Corp 4.20M (3.31%) 184.60K
Increased by +4.39%
Dec 31, 25
11 Alua Capital Management LP 3.47M (2.73%) -641.20K
Decreased by -18.50%
Mar 31, 26
12 Morgan Stanley - Brokerage Accounts 3.45M (2.72%) -262.31K
Decreased by -7.60%
Dec 31, 25
13 Congress Asset Management Company, LLP 3.42M (2.69%) -238.80K
Decreased by -6.99%
Dec 31, 24
14 D1 Capital Partners L.P. 3.29M (2.59%) 685.00K
Increased by +20.85%
Sep 30, 23
15 Fidelity International Ltd 3.28M (2.58%) -1.71M
Decreased by -52.07%
Jun 30, 25
16 Hawk Ridge Management LLC 3.15M (2.48%) 409.56K
Increased by +13.01%
Mar 31, 26
17 Dimensional Fund Advisors, Inc. 2.97M (2.34%) 15.46K
Increased by +0.52%
Mar 31, 26
18 Channing Capital Management, LLC 2.94M (2.32%) -89.34K
Decreased by -3.04%
Mar 31, 26
19 Amvescap Plc. 2.92M (2.30%) -16.56K
Decreased by -0.57%
Sep 30, 25
20 Vaughan Nelson Scarbrgh & Mccullough LP 2.88M (2.27%) 182.06K
Increased by +6.32%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 4.29M (3.38%) -2.16K
Decreased by -0.05%
Apr 30, 26
2 Vanguard US Total Market Shares ETF 4.10M (3.23%) 3.17K
Increased by +0.08%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 4.06M (3.19%) 25.97K
Increased by +0.64%
Mar 31, 26
4 JHancock Disciplined Value Mid Cap I 3.89M (3.06%) -313.36K
Decreased by -8.06%
Mar 31, 26
5 Vanguard Explorer Inv 3.60M (2.83%) 385.67K
Increased by +10.72%
Mar 31, 26
6 Vanguard Small Cap Index 2.94M (2.31%) 52.26K
Increased by +1.78%
Mar 31, 26
7 FMI Common Stock Investor 2.51M (1.98%) -40.00K
Decreased by -1.59%
Dec 31, 25
8 Hartford MidCap Y 1.89M (1.49%) -44.41K
Decreased by -2.35%
Oct 31, 24
9 Vanguard Small Cap Value Index Inv 1.87M (1.47%) 15.95K
Increased by +0.85%
Mar 31, 26
10 Vanguard Selected Value Inv 1.64M (1.29%) 0.00
Increased by 0.00%
Mar 31, 26
11 True Potential Close Brothers Bal Acc 1.62M (1.27%) 1.01M
Increased by +62.75%
Sep 30, 23
12 Fidelity Greater Canada Sr F 1.55M (1.22%) -125.00K
Decreased by -8.06%
Jun 30, 25
13 Wasatch Core Growth 1.54M (1.22%) -32.61K
Decreased by -2.11%
Mar 31, 26
14 Vanguard Institutional Extnd Mkt Idx Tr 1.42M (1.12%) 35.40K
Increased by +2.49%
Mar 31, 26
15 Invesco Main Street A 1.42M (1.12%) 0.00
Increased by 0.00%
Jul 31, 25
16 Invesco OFI Large Cap Core 1.42M (1.12%) -180.96K
Decreased by -12.73%
Jun 30, 25
17 Allspring LT Large Cap Fundamental Div 1.40M (1.11%) 22.44K
Increased by +1.60%
Dec 31, 23
18 Calvert US Small-Cap SMA 1.34M (1.06%) 1.34M
Increased by +99.92%
Dec 31, 25
19 Neuberger Genesis Inv 1.33M (1.05%) 51.00K
Increased by +3.83%
Mar 31, 26
20 Calvert Small-Cap A 1.33M (1.04%) 0.00
Increased by 0.00%
Mar 31, 26