Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 REMX 4.41%
2 FOVL 2.67%
3 LIMI 2.59%
4 ION 2.15%
5 EWMC 2.01%
6 KCE 1.75%
7 FXO 1.34%
8 GRPM 1.31%
9 SYLD 1.26%
10 XMLV 1.15%
11 LSAF 1.07%
12 SURE 1.06%
13 XMVM 1.06%
14 CGV 1.03%
15 GABF 1.01%
16 WBAT 1.01%
17 XMHQ 0.99%
18 LIT 0.85%
19 BATT 0.84%
20 SMIZ 0.73%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 2.99M (11.50%) -217.30K
Decreased by -7.26%
Mar 31, 25
2 BlackRock Inc 2.94M (11.28%) -33.65K
Decreased by -1.15%
Mar 31, 25
3 Morgan Stanley - Brokerage Accounts 2.29M (8.81%) 14.60K
Increased by +0.64%
Mar 31, 25
4 EdgePoint Investment Group, Inc. 1.83M (7.04%) -811.45K
Decreased by -44.28%
Sep 30, 23
5 Clarkston Capital Partners, LLC 1.59M (6.09%) 13.13K
Increased by +0.83%
Mar 31, 25
6 Ariel Investments, LLC 1.41M (5.41%) -16.78K
Decreased by -1.19%
Mar 31, 25
7 Millennium Management LLC 1.27M (4.86%) 960.16K
Increased by +75.86%
Mar 31, 25
8 Boston Partners Global Investors, Inc 1.15M (4.44%) -29.34K
Decreased by -2.54%
Mar 31, 25
9 State Street Corporation 1.06M (4.05%) 20.58K
Increased by +1.95%
Mar 31, 24
10 State Street Corp 997.93K (3.83%) -24.67K
Decreased by -2.47%
Mar 31, 25
11 Dimensional Fund Advisors, Inc. 709.37K (2.72%) -51.83K
Decreased by -7.31%
Mar 31, 25
12 Lyrical Asset Management LP 606.25K (2.33%) -11.91K
Decreased by -1.96%
Mar 31, 25
13 Fuller & Thaler Asset Management Inc 555.23K (2.13%) 1.12K
Increased by +0.20%
Mar 31, 25
14 Geode Capital Management, LLC 542.69K (2.08%) 21.19K
Increased by +3.90%
Mar 31, 25
15 FMR Inc 539.12K (2.07%) -1.14M
Decreased by -210.77%
Jun 30, 24
16 Amvescap Plc. 522.08K (2.01%) 200.03K
Increased by +38.31%
Mar 31, 24
17 Southeastern Asset Management Inc 479.77K (1.84%) -222.72K
Decreased by -46.42%
Mar 31, 25
18 LSV Asset Management 468.08K (1.80%) 44.09K
Increased by +9.42%
Mar 31, 25
19 Channing Capital Management, LLC 444.19K (1.71%) -70.39K
Decreased by -15.85%
Mar 31, 25
20 Northern Trust Corp 385.29K (1.48%) 35.68K
Increased by +9.26%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Eaton Vance Atlanta Capital SMID-Cap I 1.28M (4.93%) 0.00
Increased by 0.00%
May 31, 25
2 EdgePoint Global 1.13M (4.34%) -508.72K
Decreased by -45.03%
Sep 30, 23
3 EdgePoint Global Portfolio Series F 1.13M (4.34%) -508.72K
Decreased by -45.03%
Sep 30, 23
4 Clarkston Capital SMID Composite 975.92K (3.75%) -115.45K
Decreased by -11.83%
Jun 30, 25
5 iShares Core S&P Mid-Cap ETF 926.43K (3.56%) 480.00
Increased by +0.05%
Jun 30, 25
6 Vanguard US Total Market Shares ETF 896.64K (3.44%) -99.37K
Decreased by -11.08%
Sep 30, 24
7 Vanguard Total Stock Mkt Idx Inv 892.97K (3.43%) 521.00
Increased by +0.06%
May 31, 25
8 JHancock Disciplined Value Mid Cap I 815.91K (3.13%) -16.98K
Decreased by -2.08%
May 31, 25
9 Vanguard Small Cap Index 701.20K (2.69%) 3.43K
Increased by +0.49%
May 31, 25
10 EdgePoint Global Growth & Inc Port Sr F 532.40K (2.05%) -248.99K
Decreased by -46.77%
Sep 30, 23
11 EdgePoint Global Growth and Income 532.40K (2.05%) -248.99K
Decreased by -46.77%
Sep 30, 23
12 FullerThaler Behavioral Sm-Cp Eq R6 527.60K (2.03%) 0.00
Increased by 0.00%
Mar 31, 25
13 FullerThaler Behavioral Small-Cap Equity 527.60K (2.03%) 0.00
Increased by 0.00%
Mar 31, 25
14 Ariel Fund Investor 466.97K (1.79%) -48.71K
Decreased by -10.43%
Jun 30, 25
15 Vanguard Institutional Extnd Mkt Idx Tr 455.34K (1.75%) 3.12K
Increased by +0.69%
May 31, 25
16 Vanguard Small Cap Value Index Inv 450.72K (1.73%) -360.00
Decreased by -0.08%
May 31, 25
17 Fidelity® Series Value Discovery 437.63K (1.68%) 7.00K
Increased by +1.60%
Nov 30, 23
18 Fidelity Series Value Discovery 415.13K (1.59%) -68.40K
Decreased by -16.48%
Mar 31, 24
19 Strategic Advisers Fidelity US TtlStk 377.54K (1.45%) -65.08K
Decreased by -17.24%
Mar 31, 24
20 Strategic Advisers® Fidelity US TtlStk 371.89K (1.43%) 179.00
Increased by +0.05%
Nov 30, 23