Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RSMC 3.30%
2 PSL 2.76%
3 KSEA 2.75%
4 CSMD 2.75%
5 BBHM 2.39%
6 PXMV 2.05%
7 GLRY 1.92%
8 SMAP 1.85%
9 FCUS 1.81%
10 XVOL 1.57%
11 SMCO 1.33%
12 QUSA 1.31%
13 XMLV 1.30%
14 XRT 1.26%
15 FDLS 1.18%
16 PVAL 1.17%
17 EWMC 1.12%
18 QMID 1.03%
19 KOCG 1.02%
20 XMMO 0.95%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 13.09M (10.07%) -29.52K
Decreased by -0.23%
Jun 30, 25
2 BlackRock Inc 12.07M (9.29%) 457.16K
Increased by +3.79%
Jun 30, 25
3 FMR Inc 12.02M (9.25%) -1.06M
Decreased by -8.85%
Jun 30, 25
4 Franklin Resources Inc 5.71M (4.39%) 121.18K
Increased by +2.12%
Jun 30, 25
5 Victory Capital Management Inc. 5.14M (3.95%) 2.19M
Increased by +42.66%
Jun 30, 25
6 Amundi 4.84M (3.73%) -673.93K
Decreased by -13.91%
Mar 31, 25
7 Kayne Anderson Rudnick Investment Management LLC 4.31M (3.32%) -54.70K
Decreased by -1.27%
Jun 30, 25
8 State Street Corporation 4.07M (3.13%) 102.34K
Increased by +2.51%
Mar 31, 24
9 State Street Corp 4.05M (3.12%) -112.97K
Decreased by -2.79%
Jun 30, 25
10 Bessemer Group Inc 3.97M (3.05%) -217.39K
Decreased by -5.48%
Jun 30, 25
11 Putnam Investments LLC 3.65M (2.81%) 150.41K
Increased by +4.12%
Dec 31, 23
12 Putnam Investments, LLC., a Franklin Templeton company 3.65M (2.81%) 150.41K
Increased by +4.12%
Dec 31, 23
13 Massachusetts Financial Services Company 3.64M (2.80%) 410.33K
Increased by +11.28%
Jun 30, 25
14 Morgan Stanley - Brokerage Accounts 3.11M (2.39%) -489.74K
Decreased by -15.74%
Jun 30, 25
15 Bank of New York Mellon Corp 3.00M (2.31%) 11.20K
Increased by +0.37%
Jun 30, 25
16 Wellington Management Company LLP 2.46M (1.89%) 1.34M
Increased by +54.28%
Jun 30, 25
17 Select Equity Group LP 2.41M (1.86%) 672.12K
Increased by +27.87%
Jun 30, 25
18 Geode Capital Management, LLC 2.35M (1.81%) 29.08K
Increased by +1.24%
Jun 30, 25
19 River Road Asset Management, LLC 2.07M (1.59%) -389.75K
Decreased by -18.86%
Jun 30, 25
20 ClearBridge Advisors, LLC 1.94M (1.50%) -176.72K
Decreased by -9.09%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 4.30M (3.31%) 0.00
Increased by 0.00%
Aug 31, 25
2 Vanguard US Total Market Shares ETF 4.19M (3.23%) 3.25K
Increased by +0.08%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 4.16M (3.20%) -95.11K
Decreased by -2.29%
Jul 31, 25
4 Vanguard Small Cap Index 3.21M (2.47%) -20.43K
Decreased by -0.64%
Jul 31, 25
5 Putnam Large Cap Value A 2.55M (1.96%) 0.00
Increased by 0.00%
Jul 31, 25
6 Putnam US Large Cap Value Equity 2.55M (1.96%) 0.00
Increased by 0.00%
Jun 30, 25
7 Pioneer A 2.43M (1.87%) -66.94K
Decreased by -2.75%
Jan 31, 25
8 Fidelity Advisor Growth Opps M 2.10M (1.61%) 0.00
Increased by 0.00%
Jul 31, 25
9 Vanguard Small Cap Value Index Inv 2.06M (1.59%) 4.01K
Increased by +0.19%
Jul 31, 25
10 Victory Pioneer A 1.95M (1.50%) 306.73K
Increased by +15.73%
Jul 31, 25
11 Pioneer US Large Core Equity 1.81M (1.40%) -242.93K
Decreased by -13.39%
Jun 30, 25
12 Select Retailing 1.58M (1.21%) 100.00K
Increased by +6.34%
Nov 30, 23
13 Sycamore Mid Cap Value Comp 1.57M (1.21%) 1.45M
Increased by +92.65%
Mar 31, 25
14 Victory Sycamore Established Value R 1.57M (1.21%) -2.05M
Decreased by -131.01%
Mar 31, 25
15 Fidelity® Low-Priced Stock 1.51M (1.16%) -1.57K
Decreased by -0.10%
Oct 31, 23
16 Vanguard Institutional Extnd Mkt Idx Tr 1.42M (1.09%) -617.31K
Decreased by -43.47%
Jul 31, 25
17 Vanguard Explorer Inv 1.33M (1.02%) -150.07K
Decreased by -11.29%
Jun 30, 24
18 Fidelity Low-Priced Stock 1.30M (1.00%) -1.25K
Decreased by -0.10%
Jun 30, 24
19 Amundi Fds US Pioneer A USD C 1.17M (0.90%) 155.32K
Increased by +13.24%
Jul 31, 25
20 JPM US Small Cap Core-Composite 1.13M (0.87%) -14.50K
Decreased by -1.28%
Dec 31, 23