Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DRES 3.00%
2 CCFE 2.70%
3 XTN 2.52%
4 SUPL 1.80%
5 BUSA 1.70%
6 PXMV 1.55%
7 FTXR 1.54%
8 IYT 1.44%
9 BSMC 1.38%
10 QUVU 1.16%
11 TPOR 0.98%
12 FXR 0.98%
13 RFV 0.96%
14 PAMC 0.94%
15 XMVM 0.72%
16 DSTL 0.68%
17 DFSV 0.66%
18 QIDX 0.63%
19 IVOV 0.62%
20 MDYV 0.59%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 16.37M (10.38%) 2.15M
Increased by +13.11%
Dec 31, 25
2 Vanguard Group Inc 14.65M (9.28%) -161.55K
Decreased by -1.10%
Dec 31, 25
3 BlackRock Inc 14.51M (9.19%) -439.06K
Decreased by -3.03%
Sep 30, 25
4 Wellington Management Company LLP 12.92M (8.19%) 2.47M
Increased by +19.11%
Dec 31, 25
5 Dimensional Fund Advisors, Inc. 8.40M (5.32%) 129.65K
Increased by +1.54%
Dec 31, 25
6 D1 Capital Partners L.P. 7.72M (4.89%) 3.99M
Increased by +51.67%
Dec 31, 25
7 Victory Capital Management Inc. 6.83M (4.33%) -1.66M
Decreased by -24.31%
Dec 31, 25
8 State Street Corporation 5.65M (3.58%) -55.49K
Decreased by -0.98%
Mar 31, 24
9 State Street Corp 4.97M (3.15%) 33.29K
Increased by +0.67%
Sep 30, 25
10 Allspring Global Investments Holdings, LLC 4.68M (2.96%) 315.19K
Increased by +6.74%
Dec 31, 25
11 Morgan Stanley - Brokerage Accounts 4.30M (2.73%) -177.54K
Decreased by -4.13%
Sep 30, 25
12 Slate Path Capital LP 4.29M (2.72%) 4.29M
Increased by +100.00%
Dec 31, 25
13 Point72 Asset Management, L.P. 3.41M (2.16%) 1.53M
Increased by +44.84%
Sep 30, 25
14 DZ BANK AG Deutsche Zentral-Genossenschaftsbank Frankfurt am Main 3.15M (2.00%) 2.82M
Increased by +89.62%
Dec 31, 25
15 Ensign Peak Advisors Inc 2.94M (1.86%) 984.42K
Increased by +33.49%
Dec 31, 25
16 Geode Capital Management, LLC 2.87M (1.82%) -49.96K
Decreased by -1.74%
Dec 31, 25
17 JPMorgan Chase & Co 2.62M (1.66%) 1.25M
Increased by +47.78%
Sep 30, 25
18 Massachusetts Financial Services Company 2.58M (1.63%) -122.44K
Decreased by -4.75%
Jun 30, 25
19 Bank of New York Mellon Corp 2.16M (1.37%) 904.90K
Increased by +41.88%
Jun 30, 25
20 Holocene Advisors, LP 2.09M (1.33%) 2.09M
Increased by +100.00%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Sycamore Mid Cap Value Comp 5.74M (3.64%) 5.57M
Increased by +96.98%
Mar 31, 25
2 iShares Core S&P Mid-Cap ETF 5.24M (3.32%) 120.70K
Increased by +2.30%
Feb 28, 26
3 Vanguard Total Stock Mkt Idx Inv 4.89M (3.10%) 8.54K
Increased by +0.17%
Feb 28, 26
4 Vanguard US Total Market Shares ETF 4.88M (3.09%) 4.12K
Increased by +0.08%
Sep 30, 24
5 Victory Sycamore Established Value R 4.46M (2.83%) -1.28M
Decreased by -28.70%
Dec 31, 25
6 Allspring Mid Value SMA 3.73M (2.37%) 147.40K
Increased by +3.95%
Dec 31, 25
7 Allspring Special US Mid Cap Value Eq 3.73M (2.37%) 147.40K
Increased by +3.95%
Dec 31, 25
8 Vanguard Equity-Income Inv 3.64M (2.31%) -1.84M
Decreased by -50.48%
Sep 30, 24
9 Vanguard Small Cap Index 3.50M (2.22%) 8.99K
Increased by +0.26%
Feb 28, 26
10 Allspring Special Mid Cap Value Inst 3.39M (2.15%) -263.10K
Decreased by -7.77%
Feb 28, 26
11 Vanguard Small Cap Value Index Inv 2.25M (1.43%) 6.40K
Increased by +0.28%
Feb 28, 26
12 Vanguard Windsor Investor Shares 2.09M (1.32%) -546.64K
Decreased by -26.16%
Dec 31, 25
13 DFA US Small Cap Value I 2.07M (1.31%) 0.00
Increased by 0.00%
Jan 31, 26
14 UniRak 1.99M (1.26%) -666.63K
Decreased by -33.52%
Jun 30, 25
15 Vanguard Institutional Extnd Mkt Idx Tr 1.77M (1.12%) 16.34K
Increased by +0.92%
Feb 28, 26
16 Franklin Small Cap Value SMA Composite 1.70M (1.08%) 359.28K
Increased by +21.16%
Jun 30, 25
17 Franklin US Small Cap Value Equity 1.70M (1.08%) 359.28K
Increased by +21.16%
Jun 30, 25
18 Strategic Advisers Fidelity US TtlStk 1.69M (1.07%) -184.39K
Decreased by -10.93%
Jan 31, 26
19 Fidelity Series Stk Selec Lg Cp Val 1.66M (1.05%) -13.00K
Decreased by -0.78%
Dec 31, 25
20 Fidelity® Series Stk Selec Lg Cp Val 1.55M (0.98%) 0.00
Increased by 0.00%
Nov 30, 23