Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCD 3.88%
2 ZIG 2.98%
3 MVFD 2.88%
4 TPMN 2.78%
5 KLXY 2.32%
6 TOGA 2.22%
7 RCD 2.19%
8 RSPD 2.19%
9 LSEQ 1.71%
10 XRT 1.59%
11 SPDV 1.50%
12 COWS 1.31%
13 MPAY 1.31%
14 HCOW 1.28%
15 RETL 1.24%
16 ALTL 0.95%
17 FXD 0.94%
18 CALF 0.90%
19 PAMC 0.88%
20 WBIG 0.86%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 26.03M (13.79%) -502.25K
Decreased by -1.93%
Dec 31, 25
2 BlackRock Inc 21.13M (11.20%) -169.57K
Decreased by -0.80%
Sep 30, 25
3 FMR Inc 16.94M (8.98%) -232.00K
Decreased by -1.37%
Dec 31, 25
4 JPMorgan Chase & Co 13.28M (7.04%) 6.20M
Increased by +46.67%
Sep 30, 25
5 Third Point, LLC 11.79M (6.25%) -190.00K
Decreased by -1.61%
Sep 30, 24
6 AQR Capital Management LLC 11.45M (6.07%) 6.52M
Increased by +57.00%
Dec 31, 25
7 Lone Pine Capital LLC 11.32M (6.00%) 1.55M
Increased by +13.68%
Jun 30, 24
8 T. Rowe Price Investment Management,Inc. 11.02M (5.84%) 781.68K
Increased by +7.10%
Mar 31, 25
9 State Street Corporation 9.67M (5.13%) -249.22K
Decreased by -2.58%
Mar 31, 24
10 Victory Capital Management Inc. 8.51M (4.51%) -4.53M
Decreased by -53.19%
Sep 30, 25
11 State Street Corp 6.88M (3.64%) -33.98K
Decreased by -0.49%
Sep 30, 25
12 AllianceBernstein L.P. 5.86M (3.11%) 123.65K
Increased by +2.11%
Sep 30, 25
13 D. E. Shaw & Co LP 5.77M (3.06%) 4.84M
Increased by +83.97%
Dec 31, 25
14 Point72 Asset Management, L.P. 5.61M (2.97%) 1.54M
Increased by +27.45%
Jun 30, 25
15 PRIMECAP Management Company 5.34M (2.83%) -83.95K
Decreased by -1.57%
Dec 31, 24
16 American Century Companies Inc 5.31M (2.82%) 139.53K
Increased by +2.63%
Dec 31, 25
17 Cooper Creek Partners Management LLC 5.01M (2.65%) -402.96K
Decreased by -8.05%
Sep 30, 25
18 Champlain Investment Partners, LLC 4.68M (2.48%) -130.13K
Decreased by -2.78%
Mar 31, 24
19 Fuller & Thaler Asset Management Inc 4.64M (2.46%) 2.30M
Increased by +49.52%
Dec 31, 25
20 Steadfast Capital Management LLC 4.17M (2.21%) -630.50K
Decreased by -15.14%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 13.97M (7.40%) -2.92K
Decreased by -0.02%
Feb 28, 25
2 Victory Sycamore Established Value R 8.60M (4.56%) 4.18M
Increased by +48.60%
Jun 30, 25
3 Vanguard US Total Market Shares ETF 6.90M (3.66%) -167.13K
Decreased by -2.42%
Sep 30, 24
4 iShares Core S&P Mid-Cap ETF 6.67M (3.53%) 6.67M
Increased by +100.00%
Feb 28, 26
5 Vanguard Total Stock Mkt Idx Inv 6.46M (3.42%) 11.92K
Increased by +0.18%
Feb 28, 26
6 Vanguard Institutional 500 Index Trust 5.85M (3.10%) 43.78K
Increased by +0.75%
Aug 31, 24
7 Vanguard Small Cap Index 4.65M (2.46%) 13.82K
Increased by +0.30%
Feb 28, 26
8 Invesco S&P 500® Equal Weight ETF 4.63M (2.45%) 2.69K
Increased by +0.06%
Sep 30, 24
9 Vanguard Equity-Income Inv 4.53M (2.40%) 163.20K
Increased by +3.61%
Dec 31, 25
10 Sycamore Mid Cap Value Comp 4.42M (2.34%) 4.42M
Increased by +100.00%
Mar 31, 25
11 T. Rowe Price Mid-Cap Growth 4.29M (2.27%) -5.20K
Decreased by -0.12%
Mar 31, 25
12 T. Rowe Price US Mid-Cap Growth Equity 4.29M (2.27%) -7.00K
Decreased by -0.16%
Mar 31, 25
13 Vanguard PRIMECAP Inv 3.48M (1.84%) 0.00
Increased by 0.00%
Dec 31, 24
14 American Century Small Cap Value Inv 3.06M (1.62%) -85.00K
Decreased by -2.78%
Dec 31, 25
15 American Century U.S. Small Cap Value 3.06M (1.62%) -85.00K
Decreased by -2.78%
Dec 31, 25
16 JPM US Mid Cap Value-Composite 3.03M (1.61%) 735.25K
Increased by +24.26%
Jun 30, 25
17 Vanguard Small Cap Value Index Inv 2.99M (1.58%) 8.52K
Increased by +0.29%
Feb 28, 26
18 Fidelity Value 2.79M (1.48%) 236.80K
Increased by +8.50%
Jan 31, 26
19 Fidelity 500 Index 2.74M (1.45%) -11.33K
Decreased by -0.41%
Sep 30, 24
20 SPDR® S&P 500 ETF Trust 2.72M (1.44%) 18.76K
Increased by +0.69%
May 30, 24