Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NITE 2.81%
2 JSMD 2.77%
3 FCUS 2.77%
4 COWS 2.49%
5 FOVL 2.45%
6 BUL 2.28%
7 DVLU 2.27%
8 SWIN_old 1.95%
9 EWMC 1.62%
10 FEMD 1.62%
11 REGL 1.51%
12 MGNR 1.40%
13 PYZ 1.37%
14 BUSA 1.33%
15 NVQ 1.19%
16 NVQ_old 1.19%
17 RFV 1.11%
18 VRAI 1.09%
19 SNPD 1.09%
20 CNTR 1.05%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Orbis Allan Gray Ltd 5.29M (16.02%) 906.88K
Increased by +17.13%
Mar 31, 26
2 Capital World Investors 4.21M (12.74%) 2.04M
Increased by +48.44%
Mar 31, 26
3 Vanguard Group Inc 3.92M (11.85%) 477.70K
Increased by +12.19%
Dec 31, 25
4 BlackRock Inc 3.08M (9.32%) -182.35K
Decreased by -5.92%
Mar 31, 26
5 T. Rowe Price Associates, Inc. 2.41M (7.28%) 198.74K
Increased by +8.26%
Mar 31, 26
6 Brandes Investment Partners & Co 1.84M (5.58%) 172.32K
Increased by +9.35%
Mar 31, 26
7 Wellington Management Company LLP 1.79M (5.43%) -2.43M
Decreased by -135.33%
Mar 31, 26
8 Vanguard Portfolio Management, LLC 1.77M (5.35%) 1.77M
Increased by +100.00%
Mar 31, 26
9 Dimensional Fund Advisors, Inc. 1.47M (4.44%) -419.66K
Decreased by -28.63%
Mar 31, 26
10 Vanguard Capital Management, LLC 1.46M (4.40%) 1.46M
Increased by +100.00%
Mar 31, 26
11 The Goldman Sachs Group Inc 1.39M (4.22%) 639.37K
Increased by +45.89%
Mar 31, 26
12 State Street Corp 1.38M (4.18%) -16.14K
Decreased by -1.17%
Mar 31, 26
13 NORGES BANK 1.37M (4.16%) 967.10K
Increased by +70.40%
Jun 30, 25
14 FMR Inc 1.31M (3.97%) 1.08M
Increased by +82.56%
Mar 31, 26
15 State Street Corporation 1.19M (3.59%) -10.08K
Decreased by -0.85%
Mar 31, 24
16 Pacer Advisors, INC. 1.14M (3.46%) 66.61K
Increased by +5.83%
Dec 31, 23
17 Victory Capital Management Inc. 1.11M (3.37%) -1.75M
Decreased by -157.35%
Dec 31, 25
18 Goldman Sachs Group Inc 1.06M (3.20%) 17.75K
Increased by +1.68%
Jun 30, 25
19 Nuveen Asset Management, LLC 983.09K (2.97%) 58.09K
Increased by +5.91%
Dec 31, 24
20 UBS Asset Mgmt Americas Inc 981.40K (2.97%) 56.70K
Increased by +5.78%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Sycamore Mid Cap Value Comp 2.83M (8.56%) 2.75M
Increased by +97.29%
Mar 31, 25
2 American Funds Income Fund of Amer A 2.46M (7.43%) 301.96K
Increased by +12.29%
Mar 31, 26
3 Vanguard Wellington Inv 1.41M (4.27%) -329.83K
Decreased by -23.40%
Mar 31, 26
4 Pacer US Cash Cows 100 ETF 1.35M (4.09%) 2.42K
Increased by +0.18%
Mar 28, 24
5 T. Rowe Price US Mid-Cap Value Equity 1.28M (3.87%) 58.84K
Increased by +4.60%
Mar 31, 26
6 American Funds Fundamental Invs A 1.27M (3.84%) -3.48K
Decreased by -0.27%
Mar 31, 25
7 Capital Group Fundamental Invtrs Comp 1.27M (3.84%) -3.48K
Decreased by -0.27%
Mar 31, 25
8 American Funds New Perspective A 1.23M (3.72%) 1.23M
Increased by +100.00%
Mar 31, 26
9 Capital Group New Perspective Comp 1.23M (3.72%) 1.23M
Increased by +100.00%
Mar 31, 26
10 Vanguard US Total Market Shares ETF 1.23M (3.71%) 1.02K
Increased by +0.08%
Sep 30, 24
11 T. Rowe Price Mid-Cap Value 1.16M (3.51%) -120.56K
Decreased by -10.40%
Apr 30, 26
12 iShares Core S&P Mid-Cap ETF 1.13M (3.42%) 210.00
Increased by +0.02%
May 29, 26
13 Orbis Global Equity Investor 1.07M (3.23%) 26.84K
Increased by +2.52%
Dec 31, 25
14 Vanguard Total Stock Mkt Idx Inv 1.02M (3.09%) 3.09K
Increased by +0.30%
Apr 30, 26
15 Global X US Infrastructure Dev ETF 939.92K (2.84%) -1.36K
Decreased by -0.15%
May 29, 26
16 T. Rowe Price U.S. Mid-Cap Val Eq Tr-D 813.51K (2.46%) 86.11K
Increased by +10.59%
Mar 31, 26
17 Victory Sycamore Established Value R 800.00K (2.42%) -1.28M
Decreased by -160.00%
Dec 31, 25
18 First Trust SMID Cp Rising Div Achv ETF 777.20K (2.35%) 1.66K
Increased by +0.21%
Feb 27, 25
19 Vanguard Small Cap Index 737.26K (2.23%) -1.55K
Decreased by -0.21%
Apr 30, 26
20 Fidelity Puritan 668.40K (2.02%) 402.60K
Increased by +60.23%
Mar 31, 26