Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FMTM 3.30%
2 BOTT 3.26%
3 BCUS 3.25%
4 VNSE 2.53%
5 MDCP 2.47%
6 IPDP 2.44%
7 CSMD 2.25%
8 OUSM 2.20%
9 PRNT 2.08%
10 IBOT 2.01%
11 XMHQ 1.98%
12 EQWM 1.98%
13 LCLG 1.57%
14 REGL 1.49%
15 WBIF 1.48%
16 DFRA 1.47%
17 BUL 1.41%
18 GRPM 1.35%
19 QMID 1.27%
20 NBSM 1.19%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 5.32M (9.90%) -84.03K
Decreased by -1.58%
Dec 31, 25
2 BlackRock Inc 5.08M (9.46%) -90.50K
Decreased by -1.78%
Sep 30, 25
3 State Street Corp 2.32M (4.32%) -120.75K
Decreased by -5.21%
Sep 30, 25
4 State Street Corporation 2.27M (4.22%) -261.76K
Decreased by -11.54%
Mar 31, 24
5 JPMorgan Chase & Co 2.24M (4.18%) 684.84K
Increased by +30.52%
Sep 30, 25
6 EdgePoint Investment Group, Inc. 1.90M (3.53%) -160.50K
Decreased by -8.46%
Jun 30, 25
7 NORGES BANK 1.73M (3.23%) 24.60K
Increased by +1.42%
Dec 31, 25
8 Victory Capital Management Inc. 1.73M (3.22%) -124.12K
Decreased by -7.19%
Dec 31, 25
9 Geode Capital Management, LLC 1.31M (2.43%) 6.07K
Increased by +0.46%
Dec 31, 25
10 Capital Research & Mgmt Co - Division 3 1.13M (2.10%) -4.14K
Decreased by -0.37%
Sep 30, 24
11 AQR Capital Management LLC 961.73K (1.79%) 234.78K
Increased by +24.41%
Dec 31, 25
12 Amvescap Plc. 919.93K (1.71%) 221.85K
Increased by +24.12%
Sep 30, 25
13 Boston Partners Global Investors, Inc 835.18K (1.56%) -15.02K
Decreased by -1.80%
Dec 31, 25
14 Park Edge Advisors, LLC 668.46K (1.25%) -123.00
Decreased by -0.02%
Dec 31, 25
15 Westfield Capital Management Company, LP 646.44K (1.20%) -41.40K
Decreased by -6.40%
Mar 31, 24
16 William Blair Investment Management, LLC 609.81K (1.14%) 609.81K
Increased by +100.00%
Dec 31, 25
17 KeyBank National Association 602.30K (1.12%) -57.80K
Decreased by -9.60%
Sep 30, 25
18 UBS Group AG 590.75K (1.10%) 144.92K
Increased by +24.53%
Jun 30, 25
19 Macquarie Group Ltd 547.48K (1.02%) -57.90K
Decreased by -10.58%
Sep 30, 25
20 Champlain Investment Partners, LLC 543.40K (1.01%) -38.18K
Decreased by -7.03%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 1.81M (3.37%) 1.32K
Increased by +0.07%
Sep 30, 24
2 iShares Core S&P Mid-Cap ETF 1.78M (3.31%) -26.59K
Decreased by -1.50%
Feb 28, 26
3 Vanguard Total Stock Mkt Idx Inv 1.74M (3.24%) 16.36K
Increased by +0.94%
Feb 28, 26
4 Vanguard Small Cap Index 1.25M (2.33%) 3.24K
Increased by +0.26%
Feb 28, 26
5 Victory Sycamore Established Value R 1.20M (2.24%) -112.00K
Decreased by -9.31%
Dec 31, 25
6 American Funds Invmt Co of Amer A 979.24K (1.82%) -232.00
Decreased by -0.02%
Sep 30, 24
7 Capital Group Investment Co of Amer Comp 979.24K (1.82%) -232.00
Decreased by -0.02%
Sep 30, 24
8 Sycamore Mid Cap Value Comp 966.00K (1.80%) 940.00K
Increased by +97.31%
Mar 31, 25
9 EdgePoint Global 869.50K (1.62%) -115.85K
Decreased by -13.32%
Jun 30, 25
10 EdgePoint Global Portfolio Series F 869.50K (1.62%) -115.85K
Decreased by -13.32%
Jun 30, 25
11 Vanguard Small Cap Growth Index Inv 693.96K (1.29%) 1.38K
Increased by +0.20%
Feb 28, 26
12 JPM US Mid Cap Value-MA 686.61K (1.28%) -156.78K
Decreased by -22.83%
Mar 31, 25
13 American Funds IS® Growth-Income 1 675.75K (1.26%) 0.00
Increased by 0.00%
Mar 31, 24
14 Capital Group Core Equity Composite 675.75K (1.26%) 0.00
Increased by 0.00%
Mar 31, 24
15 JHancock Disciplined Value Mid Cap I 609.19K (1.13%) 4.78K
Increased by +0.78%
Jan 31, 26
16 Vanguard Institutional Extnd Mkt Idx Tr 599.47K (1.12%) 5.18K
Increased by +0.86%
Feb 28, 26
17 SPDR® S&P Dividend ETF 554.82K (1.03%) 0.00
Increased by 0.00%
Aug 31, 25
18 JPM US Mid Cap Value-Composite 545.57K (1.02%) 105.49K
Increased by +19.34%
Dec 31, 25
19 Vanguard Small Cap Value Index Inv 516.93K (0.96%) 1.71K
Increased by +0.33%
Nov 30, 23
20 Delaware Ivy Mid Cap Growth A 482.06K (0.90%) 0.00
Increased by 0.00%
Oct 31, 24