Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JSMD 2.77%
2 FXZ 2.69%
3 COWS 2.49%
4 FOVL 2.45%
5 BUL 2.28%
6 DVLU 2.27%
7 SWIN_old 1.95%
8 EWMC 1.62%
9 PYZ 1.31%
10 NVQ 1.19%
11 NVQ_old 1.19%
12 CNTR 1.05%
13 RISN 1.02%
14 SDVY 1.00%
15 VSDA 1.00%
16 XMVM 0.96%
17 CZA 0.86%
18 EQRR 0.84%
19 DDIV 0.76%
20 DSTL 0.75%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Victory Capital Management Inc. 3.90M (11.82%) 586.18K
Increased by +15.03%
Mar 31, 25
2 BlackRock Inc 3.66M (11.09%) 2.51K
Increased by +0.07%
Mar 31, 25
3 Vanguard Group Inc 3.55M (10.76%) -327.66K
Decreased by -9.23%
Mar 31, 25
4 Orbis Allan Gray Ltd 1.77M (5.37%) -1.01M
Decreased by -56.96%
Sep 30, 24
5 State Street Corp 1.63M (4.94%) 435.86K
Increased by +26.74%
Mar 31, 25
6 FMR Inc 1.55M (4.69%) 110.26K
Increased by +7.12%
Mar 31, 25
7 Capital World Investors 1.29M (3.91%) 2.63K
Increased by +0.20%
Mar 31, 25
8 State Street Corporation 1.19M (3.60%) -10.08K
Decreased by -0.85%
Mar 31, 24
9 Pacer Advisors, INC. 1.14M (3.46%) 66.61K
Increased by +5.83%
Dec 31, 23
10 Goldman Sachs Group Inc 1.04M (3.15%) 102.27K
Increased by +9.82%
Mar 31, 25
11 Nuveen Asset Management, LLC 983.09K (2.98%) 58.09K
Increased by +5.91%
Dec 31, 24
12 Dimensional Fund Advisors, Inc. 939.67K (2.85%) 5.55K
Increased by +0.59%
Mar 31, 25
13 Soroban Capital Partners LP 898.84K (2.72%) 0.00
Increased by 0.00%
Sep 30, 23
14 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 853.83K (2.59%) -28.64K
Decreased by -3.35%
Mar 31, 25
15 First Trust Advisors L.P. 827.52K (2.51%) 299.60K
Increased by +36.20%
Dec 31, 24
16 Jacobs Levy Equity Management, Inc. 775.80K (2.35%) -23.45K
Decreased by -3.02%
Mar 31, 25
17 Ilex Capital Partners (Uk) LLP 699.01K (2.12%) 546.99K
Increased by +78.25%
Mar 31, 25
18 Citadel Advisors Llc 680.33K (2.06%) 155.98K
Increased by +22.93%
Dec 31, 24
19 Geode Capital Management, LLC 576.78K (1.75%) 18.84K
Increased by +3.27%
Mar 31, 25
20 Mirae Asset Global Investments (Korea) Co Ltd 566.55K (1.72%) -105.55K
Decreased by -18.63%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Sycamore Mid Cap Value Comp 2.83M (8.58%) 2.75M
Increased by +97.29%
Mar 31, 25
2 Victory Sycamore Established Value R 2.83M (8.58%) 418.00K
Increased by +14.77%
Mar 31, 25
3 Pacer US Cash Cows 100 ETF 1.35M (4.09%) 2.42K
Increased by +0.18%
Mar 28, 24
4 American Funds Fundamental Invs A 1.27M (3.84%) -3.48K
Decreased by -0.27%
Mar 31, 25
5 Capital Group Fundamental Invtrs Comp 1.27M (3.84%) -3.48K
Decreased by -0.27%
Mar 31, 25
6 Vanguard US Total Market Shares ETF 1.23M (3.72%) 1.02K
Increased by +0.08%
Sep 30, 24
7 iShares Core S&P Mid-Cap ETF 1.08M (3.28%) -3.50K
Decreased by -0.32%
Apr 30, 25
8 Vanguard Total Stock Mkt Idx Inv 1.01M (3.06%) 10.51K
Increased by +1.04%
Apr 30, 25
9 Vanguard Small Cap Index 804.88K (2.44%) 4.21K
Increased by +0.52%
Apr 30, 25
10 First Trust SMID Cp Rising Div Achv ETF 777.20K (2.36%) 1.66K
Increased by +0.21%
Feb 27, 25
11 Global X US Infrastructure Dev ETF 769.26K (2.33%) -312.00
Decreased by -0.04%
Apr 30, 25
12 Fidelity® Contrafund® 658.18K (1.99%) 0.00
Increased by 0.00%
Nov 30, 23
13 Fidelity® Value 536.55K (1.63%) -1.60K
Decreased by -0.30%
Nov 30, 23
14 Vanguard Small Cap Value Index Inv 520.26K (1.58%) 1.63K
Increased by +0.31%
Apr 30, 25
15 Vanguard Institutional Extnd Mkt Idx Tr 518.16K (1.57%) 538.00
Increased by +0.10%
Apr 30, 25
16 Fidelity® Series Stk Selec Lg Cp Val 468.40K (1.42%) 0.00
Increased by 0.00%
Nov 30, 23
17 AustralianSuper Balanced Sup 422.49K (1.28%) 49.84K
Increased by +11.80%
Jun 30, 24
18 Fidelity Value 421.92K (1.28%) 54.40K
Increased by +12.89%
Mar 31, 25
19 Vanguard Mid Cap Index Institutional 416.70K (1.26%) 426.00
Increased by +0.10%
Feb 28, 25
20 Orbis Global Equity Investor 415.98K (1.26%) -275.18K
Decreased by -66.15%
Sep 30, 24