Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PCIG 4.85%
2 UTRN 4.02%
3 OAKM 2.71%
4 PCGG 2.18%
5 CZA 1.96%
6 KIE 1.81%
7 BMVP 1.69%
8 EQOP 1.47%
9 RYF 1.46%
10 EQUL 1.39%
11 WBIL 1.37%
12 TCAF 1.34%
13 RSPF 1.28%
14 GURU 1.25%
15 WBIF 1.08%
16 XRLV 1.05%
17 ALTL 1.05%
18 IGTR 1.04%
19 SPLV 1.04%
20 HUSV 1.03%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 11.44M (11.58%) 3.62K
Increased by +0.03%
Mar 31, 25
2 BlackRock Inc 9.71M (9.83%) -156.06K
Decreased by -1.61%
Mar 31, 25
3 Mizuho Securities USA Inc 7.58M (7.67%) 7.57M
Increased by +99.90%
Sep 30, 24
4 Massachusetts Financial Services Company 6.09M (6.17%) -391.62K
Decreased by -6.43%
Mar 31, 25
5 Arnhold & S. Bleichroeder Advisers, LLC 4.43M (4.49%) -25.56K
Decreased by -0.58%
Mar 31, 25
6 State Street Corp 4.36M (4.41%) 20.00
Increased by +0.00%
Mar 31, 25
7 State Street Corporation 4.29M (4.34%) 12.38K
Increased by +0.29%
Mar 31, 24
8 FMR Inc 3.90M (3.95%) 217.97K
Increased by +5.59%
Mar 31, 25
9 Harris Associates L.P. 3.56M (3.60%) 36.62K
Increased by +1.03%
Mar 31, 25
10 Artisan Partners Limited Partnership 3.52M (3.56%) 20.42K
Increased by +0.58%
Mar 31, 25
11 T. Rowe Price Investment Management,Inc. 2.86M (2.89%) 67.90K
Increased by +2.38%
Mar 31, 25
12 Geode Capital Management, LLC 2.57M (2.60%) -64.12K
Decreased by -2.49%
Mar 31, 25
13 Amvescap Plc. 2.23M (2.26%) 285.50K
Increased by +12.81%
Dec 31, 24
14 Cantillon Capital Management LLC 1.88M (1.90%) -7.32K
Decreased by -0.39%
Sep 30, 23
15 NORGES BANK 1.55M (1.57%) 80.78K
Increased by +5.23%
Dec 31, 24
16 Baupost Group LLC 1.53M (1.54%) -311.08K
Decreased by -20.39%
Mar 31, 25
17 Victory Capital Management Inc. 1.46M (1.47%) -514.18K
Decreased by -35.32%
Mar 31, 25
18 Northern Trust Corp 1.22M (1.23%) 152.13K
Increased by +12.51%
Dec 31, 24
19 Bank of New York Mellon Corp 1.17M (1.18%) -562.78K
Decreased by -48.27%
Sep 30, 24
20 HHG PLC 1.11M (1.13%) 250.91K
Increased by +22.53%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 3.22M (3.26%) -14.78K
Decreased by -0.46%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 3.20M (3.24%) 46.07K
Increased by +1.44%
Apr 30, 25
3 Vanguard Institutional 500 Index Trust 2.82M (2.85%) 45.07K
Increased by +1.60%
Apr 30, 25
4 Artisan International Value 2.75M (2.79%) 54.85K
Increased by +1.99%
Mar 31, 25
5 Artisan International Value Investor 2.75M (2.79%) 54.85K
Increased by +1.99%
Mar 31, 25
6 First Eagle Global A 2.51M (2.54%) 0.00
Increased by 0.00%
Apr 30, 25
7 Vanguard Mid Cap Index Institutional 2.17M (2.19%) 20.78K
Increased by +0.96%
Apr 30, 25
8 Oakmark Investor 1.66M (1.68%) 50.00K
Increased by +3.02%
Mar 31, 25
9 Fidelity 500 Index 1.25M (1.27%) -9.35K
Decreased by -0.75%
Mar 31, 25
10 SPDR® S&P 500 ETF Trust 1.25M (1.26%) -9.64K
Decreased by -0.77%
Mar 31, 24
11 SPDR® S&P 500 ETF 1.24M (1.26%) -30.19K
Decreased by -2.43%
Mar 31, 25
12 Fidelity® 500 Index 1.22M (1.24%) 7.77K
Increased by +0.64%
Nov 30, 23
13 SPDR® S&P 500® ETF Trust 1.21M (1.22%) -6.37K
Decreased by -0.53%
Mar 31, 25
14 SPDR® S&P 500® ETF 1.20M (1.22%) -7.26K
Decreased by -0.60%
Apr 30, 25
15 iShares Core S&P 500 ETF 1.18M (1.20%) -1.24K
Decreased by -0.10%
Apr 30, 25
16 BlackRock Equity Dividend Instl 1.14M (1.16%) -16.97K
Decreased by -1.49%
Apr 30, 25
17 Sycamore Mid Cap Value Comp 1.05M (1.06%) 1.00M
Increased by +95.74%
Mar 31, 25
18 Victory Sycamore Established Value R 1.05M (1.06%) -379.00K
Decreased by -36.23%
Mar 31, 25
19 Vanguard Value Index Inv 875.31K (0.89%) 1.11K
Increased by +0.13%
Apr 30, 25
20 MFS International Intrinsic Value A 846.21K (0.86%) 0.00
Increased by 0.00%
Apr 30, 25