Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 8.37%
2 HEWI 4.50%
3 EWI 4.40%
4 FLIY 4.04%
5 NEWZ 3.39%
6 ADPV 3.34%
7 BOUT 3.24%
8 MDPL 3.09%
9 FORH 2.79%
10 COWS 2.35%
11 HCOW 2.29%
12 TDV 2.21%
13 FTDS 2.16%
14 IMOM 2.10%
15 OUSM 2.05%
16 TXUE 2.03%
17 RUNN 1.95%
18 DMDV 1.86%
19 EFAS 1.72%
20 WBIF 1.67%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 18.80M (12.20%) 370.35K
Increased by +1.97%
Dec 31, 25
2 BlackRock Inc 16.48M (10.69%) 1.75M
Increased by +10.61%
Sep 30, 25
3 Vanguard Group Inc 16.10M (10.45%) -403.99K
Decreased by -2.51%
Dec 31, 25
4 Nalanda India Equity Fund Ltd. 13.70M (8.89%) 1.02M
Increased by +7.41%
Dec 31, 25
5 JPMorgan Chase & Co 7.52M (4.88%) 4.31M
Increased by +57.30%
Sep 30, 25
6 AQR Capital Management LLC 6.58M (4.27%) 3.13M
Increased by +47.63%
Dec 31, 25
7 Fuller & Thaler Asset Management Inc 6.22M (4.04%) 4.08M
Increased by +65.50%
Dec 31, 25
8 Victory Capital Management Inc. 5.32M (3.45%) -4.60M
Decreased by -86.40%
Sep 30, 25
9 State Street Corp 5.14M (3.33%) 29.12K
Increased by +0.57%
Sep 30, 25
10 Dimensional Fund Advisors, Inc. 5.01M (3.25%) 1.03M
Increased by +20.61%
Dec 31, 25
11 Wellington Management Company LLP 4.97M (3.22%) -4.96M
Decreased by -99.75%
Mar 31, 24
12 Fidelity International Ltd 4.80M (3.12%) 2.56M
Increased by +53.35%
Dec 31, 25
13 State Street Corporation 4.62M (3.00%) 78.60K
Increased by +1.70%
Mar 31, 24
14 Geode Capital Management, LLC 4.33M (2.81%) 107.87K
Increased by +2.49%
Dec 31, 25
15 Fiduciary Management, Inc. of Milwaukee 4.24M (2.75%) -2.72M
Decreased by -64.21%
Jun 30, 25
16 Brown Advisory Holdings Inc 3.91M (2.54%) -428.83K
Decreased by -10.97%
Sep 30, 23
17 Franklin Resources Inc 3.38M (2.19%) 1.08K
Increased by +0.03%
Sep 30, 25
18 AllianceBernstein L.P. 3.05M (1.98%) 118.69K
Increased by +3.90%
Mar 31, 25
19 Westfield Capital Management Company, LP 2.99M (1.94%) 43.70K
Increased by +1.46%
Dec 31, 23
20 Tandem Investment Advisors Inc 2.82M (1.83%) -114.26K
Decreased by -4.05%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Victory Sycamore Established Value R 7.12M (4.62%) 82.00K
Increased by +1.15%
Jun 30, 25
2 Sycamore Mid Cap Value Comp 7.04M (4.57%) 6.81M
Increased by +96.76%
Mar 31, 25
3 Vanguard US Total Market Shares ETF 5.65M (3.67%) 4.21K
Increased by +0.07%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 5.44M (3.53%) 31.09K
Increased by +0.57%
Feb 28, 26
5 iShares Core S&P Mid-Cap ETF 5.18M (3.36%) -66.98K
Decreased by -1.29%
Feb 28, 26
6 Fidelity® Low-Priced Stock 3.98M (2.58%) 789.78K
Increased by +19.85%
Oct 31, 23
7 Vanguard Small Cap Index 3.92M (2.54%) 10.32K
Increased by +0.26%
Feb 28, 26
8 Strategic Advisers Fidelity US TtlStk 2.98M (1.93%) 0.00
Increased by 0.00%
Jan 31, 26
9 FullerThaler Behavioral Sm-Cp Eq R6 2.97M (1.93%) 918.80K
Increased by +30.95%
Dec 31, 25
10 Fidelity Low-Priced Stock 2.73M (1.77%) 0.00
Increased by 0.00%
Dec 31, 25
11 Templeton Emg Mkts Eq 2.70M (1.75%) 2.18M
Increased by +80.96%
Jun 30, 25
12 Vanguard Small Cap Growth Index Inv 2.63M (1.71%) 16.27K
Increased by +0.62%
Nov 30, 23
13 Vanguard Small Cap Value Index Inv 2.51M (1.63%) 7.19K
Increased by +0.29%
Feb 28, 26
14 Fidelity Small Cap Discovery 2.25M (1.46%) -57.66K
Decreased by -2.56%
Dec 31, 25
15 Hartford MidCap Y 2.09M (1.35%) -43.93K
Decreased by -2.10%
Dec 31, 23
16 FullerThaler Behavioral Small-Cap Equity 2.05M (1.33%) 2.05M
Increased by +100.00%
Sep 30, 25
17 Tandem Large Cap Core WRAP 1.95M (1.26%) -404.14K
Decreased by -20.74%
Dec 31, 25
18 Vanguard Windsor Investor Shares 1.89M (1.22%) -997.44K
Decreased by -52.83%
Mar 31, 24
19 Clark Navigator International Equity/ADR 1.88M (1.22%) 12.88K
Increased by +0.69%
Jan 31, 26
20 Fidelity Global Technology A-Dis-EUR 1.85M (1.20%) 1.85M
Increased by +100.00%
Jan 31, 26