Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RSMC 3.89%
2 NEWZ 3.55%
3 PSL 3.30%
4 CSMD 3.16%
5 BBHM 3.13%
6 KSEA 2.75%
7 SMAP 2.28%
8 SMCO 2.11%
9 GLRY 2.01%
10 FCUS 1.81%
11 XRT 1.57%
12 XVOL 1.57%
13 QUSA 1.31%
14 XMLV 1.30%
15 RETL 1.29%
16 PVAL 1.17%
17 EWMC 1.12%
18 XMVM 1.09%
19 PXMV 1.09%
20 QMID 1.09%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Victory Capital Management Inc. 12.93M (10.02%) 4.70M
Increased by +36.38%
Dec 31, 25
2 Vanguard Group Inc 12.74M (9.87%) -241.54K
Decreased by -1.90%
Dec 31, 25
3 BlackRock Inc 12.01M (9.31%) -59.28K
Decreased by -0.49%
Sep 30, 25
4 FMR Inc 7.84M (6.08%) -309.08K
Decreased by -3.94%
Dec 31, 25
5 Franklin Resources Inc 5.78M (4.48%) 65.16K
Increased by +1.13%
Sep 30, 25
6 State Street Corp 5.08M (3.94%) 1.03M
Increased by +20.24%
Sep 30, 25
7 Amundi 4.84M (3.76%) -673.93K
Decreased by -13.91%
Mar 31, 25
8 JPMorgan Chase & Co 4.70M (3.65%) 3.33M
Increased by +70.86%
Sep 30, 25
9 State Street Corporation 4.07M (3.16%) 102.34K
Increased by +2.51%
Mar 31, 24
10 Kayne Anderson Rudnick Investment Management LLC 3.91M (3.03%) -345.63K
Decreased by -8.84%
Dec 31, 25
11 Morgan Stanley - Brokerage Accounts 3.87M (3.00%) 756.74K
Increased by +19.56%
Sep 30, 25
12 Putnam Investments LLC 3.65M (2.83%) 150.41K
Increased by +4.12%
Dec 31, 23
13 Putnam Investments, LLC., a Franklin Templeton company 3.65M (2.83%) 150.41K
Increased by +4.12%
Dec 31, 23
14 Massachusetts Financial Services Company 3.46M (2.68%) -1.34M
Decreased by -38.65%
Dec 31, 25
15 Wellington Management Company LLP 3.45M (2.68%) 179.72K
Increased by +5.21%
Dec 31, 25
16 River Road Asset Management, LLC 3.40M (2.64%) 297.95K
Increased by +8.75%
Dec 31, 25
17 Geode Capital Management, LLC 3.07M (2.38%) 49.61K
Increased by +1.62%
Dec 31, 25
18 Bank of New York Mellon Corp 2.93M (2.27%) -66.22K
Decreased by -2.26%
Sep 30, 25
19 Select Equity Group LP 2.69M (2.09%) -236.04K
Decreased by -8.77%
Dec 31, 25
20 ClearBridge Advisors, LLC 2.17M (1.68%) 224.30K
Increased by +10.34%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 4.26M (3.30%) 40.76K
Increased by +0.96%
Feb 28, 26
2 Vanguard US Total Market Shares ETF 4.19M (3.25%) 3.25K
Increased by +0.08%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 4.14M (3.21%) 15.30K
Increased by +0.37%
Feb 28, 26
4 Victory Pioneer A 3.28M (2.54%) 154.01K
Increased by +4.70%
Jan 31, 26
5 Pioneer US Large Core Equity 3.12M (2.42%) 310.65K
Increased by +9.95%
Dec 31, 25
6 Vanguard Small Cap Index 2.97M (2.30%) 7.57K
Increased by +0.25%
Feb 28, 26
7 Putnam Large Cap Value A 2.68M (2.08%) 88.37K
Increased by +3.30%
Feb 28, 26
8 Putnam US Large Cap Value Equity 2.59M (2.01%) 0.00
Increased by 0.00%
Dec 31, 25
9 Pioneer A 2.43M (1.88%) -66.94K
Decreased by -2.75%
Jan 31, 25
10 Amundi Fds US Pioneer A USD C 2.38M (1.85%) 842.52K
Increased by +35.36%
Jan 31, 26
11 Fidelity Advisor Growth Opps M 2.10M (1.63%) 0.00
Increased by 0.00%
Jul 31, 25
12 Vanguard Small Cap Value Index Inv 1.91M (1.48%) 5.44K
Increased by +0.28%
Feb 28, 26
13 Select Retailing 1.58M (1.22%) 100.00K
Increased by +6.34%
Nov 30, 23
14 Sycamore Mid Cap Value Comp 1.57M (1.21%) 1.45M
Increased by +92.65%
Mar 31, 25
15 Victory Sycamore Established Value R 1.57M (1.21%) -2.05M
Decreased by -131.01%
Mar 31, 25
16 Fidelity® Low-Priced Stock 1.51M (1.17%) -1.57K
Decreased by -0.10%
Oct 31, 23
17 Vanguard Institutional Extnd Mkt Idx Tr 1.44M (1.11%) 13.72K
Increased by +0.96%
Feb 28, 26
18 Vanguard Explorer Inv 1.33M (1.03%) -150.07K
Decreased by -11.29%
Jun 30, 24
19 Fidelity Low-Priced Stock 1.30M (1.00%) -1.25K
Decreased by -0.10%
Jun 30, 24
20 Hartford Core Equity Y 1.28M (0.99%) 17.46K
Increased by +1.37%
Jan 31, 26