Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 REMX 3.86%
2 ION 3.18%
3 FOVL 2.51%
4 EWMC 2.01%
5 KCE 1.72%
6 GRPM 1.31%
7 FXO 1.24%
8 GABF 1.23%
9 XMVM 1.11%
10 XMLV 1.08%
11 SURE 1.04%
12 CGV 1.03%
13 XMHQ 0.99%
14 LSAF 0.93%
15 BATT 0.84%
16 PMOM 0.69%
17 VUSE 0.66%
18 HSMV 0.65%
19 AFMC 0.60%
20 XMMO 0.60%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 3.21M (11.37%) 31.34K
Increased by +0.98%
Dec 31, 24
2 BlackRock Inc 2.97M (10.52%) 52.65K
Increased by +1.77%
Dec 31, 24
3 Morgan Stanley - Brokerage Accounts 2.28M (8.07%) -87.58K
Decreased by -3.84%
Dec 31, 24
4 EdgePoint Investment Group, Inc. 1.83M (6.49%) -811.45K
Decreased by -44.28%
Sep 30, 23
5 Clarkston Capital Partners, LLC 1.57M (5.57%) -203.06K
Decreased by -12.92%
Dec 31, 24
6 Ariel Investments, LLC 1.42M (5.04%) -28.23K
Decreased by -1.98%
Dec 31, 24
7 Boston Partners Global Investors, Inc 1.18M (4.19%) 373.70K
Increased by +31.56%
Dec 31, 24
8 State Street Corporation 1.06M (3.74%) 20.58K
Increased by +1.95%
Mar 31, 24
9 State Street Corp 1.02M (3.62%) 10.27K
Increased by +1.00%
Dec 31, 24
10 Dimensional Fund Advisors, Inc. 761.20K (2.70%) -20.85K
Decreased by -2.74%
Dec 31, 24
11 Southeastern Asset Management Inc 702.49K (2.49%) -22.34K
Decreased by -3.18%
Dec 31, 24
12 Lyrical Asset Management LP 618.16K (2.19%) -7.09K
Decreased by -1.15%
Dec 31, 24
13 Fuller & Thaler Asset Management Inc 554.11K (1.96%) -4.11K
Decreased by -0.74%
Dec 31, 24
14 FMR Inc 539.12K (1.91%) -1.14M
Decreased by -210.77%
Jun 30, 24
15 Amvescap Plc. 522.08K (1.85%) 200.03K
Increased by +38.31%
Mar 31, 24
16 Geode Capital Management, LLC 521.50K (1.85%) -4.54K
Decreased by -0.87%
Dec 31, 24
17 Channing Capital Management, LLC 514.58K (1.82%) 26.65K
Increased by +5.18%
Dec 31, 24
18 Millennium Management LLC 436.18K (1.54%) 352.36K
Increased by +80.78%
Sep 30, 23
19 LSV Asset Management 423.99K (1.50%) 187.29K
Increased by +44.17%
Dec 31, 24
20 Kiltearn Partners LLP 380.81K (1.35%) -83.70K
Decreased by -21.98%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Eaton Vance Atlanta Capital SMID-Cap I 1.49M (5.26%) 0.00
Increased by 0.00%
Jan 31, 25
2 EdgePoint Global 1.13M (4.00%) -508.72K
Decreased by -45.03%
Sep 30, 23
3 EdgePoint Global Portfolio Series F 1.13M (4.00%) -508.72K
Decreased by -45.03%
Sep 30, 23
4 Clarkston Capital SMID Composite 1.09M (3.85%) -184.40K
Decreased by -16.97%
Dec 31, 24
5 iShares Core S&P Mid-Cap ETF 982.74K (3.48%) 736.00
Increased by +0.07%
Feb 28, 25
6 Vanguard Total Stock Mkt Idx Inv 900.98K (3.19%) 7.53K
Increased by +0.84%
Feb 28, 25
7 JHancock Disciplined Value Mid Cap I 858.14K (3.04%) 0.00
Increased by 0.00%
Jan 31, 25
8 Vanguard Small Cap Index 733.05K (2.60%) 588.00
Increased by +0.08%
Feb 28, 25
9 Ariel Fund Investor 546.45K (1.94%) -27.48K
Decreased by -5.03%
Dec 31, 24
10 EdgePoint Global Growth & Inc Port Sr F 532.40K (1.89%) -248.99K
Decreased by -46.77%
Sep 30, 23
11 EdgePoint Global Growth and Income 532.40K (1.89%) -248.99K
Decreased by -46.77%
Sep 30, 23
12 FullerThaler Behavioral Small-Cap Equity 530.70K (1.88%) 137.40K
Increased by +25.89%
Sep 30, 24
13 FullerThaler Behavioral Sm-Cp Eq R6 527.60K (1.87%) -3.10K
Decreased by -0.59%
Dec 31, 24
14 Vanguard Small Cap Value Index Inv 482.65K (1.71%) -1.87K
Decreased by -0.39%
Feb 28, 25
15 Vanguard Institutional Extnd Mkt Idx Tr 459.74K (1.63%) 1.23K
Increased by +0.27%
Feb 28, 25
16 Longleaf Partners 440.15K (1.56%) 0.00
Increased by 0.00%
Dec 31, 24
17 Fidelity® Series Value Discovery 437.63K (1.55%) 7.00K
Increased by +1.60%
Nov 30, 23
18 Fidelity Series Value Discovery 415.13K (1.47%) -68.40K
Decreased by -16.48%
Mar 31, 24
19 Clarkston Partners Founders 395.00K (1.40%) -62.00K
Decreased by -15.70%
Dec 31, 24
20 Strategic Advisers Fidelity US TtlStk 377.54K (1.34%) -65.08K
Decreased by -17.24%
Mar 31, 24