Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 REMX 5.86%
2 ION 3.69%
3 FOVL 2.51%
4 EWMC 2.01%
5 FXO 1.75%
6 KCE 1.72%
7 GRPM 1.31%
8 XMVM 1.20%
9 XMLV 1.15%
10 CGV 1.03%
11 SURE 1.02%
12 LSAF 1.02%
13 GABF 1.01%
14 XMHQ 0.99%
15 BATT 0.84%
16 LIT 0.75%
17 PMOM 0.69%
18 VUSE 0.66%
19 HSMV 0.65%
20 FNK 0.64%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 2.99M (10.89%) -217.30K
Decreased by -7.26%
Mar 31, 25
2 BlackRock Inc 2.94M (10.68%) -33.65K
Decreased by -1.15%
Mar 31, 25
3 Morgan Stanley - Brokerage Accounts 2.29M (8.34%) 14.60K
Increased by +0.64%
Mar 31, 25
4 EdgePoint Investment Group, Inc. 1.83M (6.66%) -811.45K
Decreased by -44.28%
Sep 30, 23
5 Clarkston Capital Partners, LLC 1.59M (5.76%) 13.13K
Increased by +0.83%
Mar 31, 25
6 Ariel Investments, LLC 1.41M (5.12%) -16.78K
Decreased by -1.19%
Mar 31, 25
7 Boston Partners Global Investors, Inc 1.15M (4.20%) -29.34K
Decreased by -2.54%
Mar 31, 25
8 State Street Corporation 1.06M (3.84%) 20.58K
Increased by +1.95%
Mar 31, 24
9 State Street Corp 997.93K (3.63%) -24.67K
Decreased by -2.47%
Mar 31, 25
10 Dimensional Fund Advisors, Inc. 709.37K (2.58%) -51.83K
Decreased by -7.31%
Mar 31, 25
11 Lyrical Asset Management LP 606.25K (2.20%) -11.91K
Decreased by -1.96%
Mar 31, 25
12 Fuller & Thaler Asset Management Inc 555.23K (2.02%) 1.12K
Increased by +0.20%
Mar 31, 25
13 Geode Capital Management, LLC 542.69K (1.97%) 21.19K
Increased by +3.90%
Mar 31, 25
14 FMR Inc 539.12K (1.96%) -1.14M
Decreased by -210.77%
Jun 30, 24
15 Amvescap Plc. 522.08K (1.90%) 200.03K
Increased by +38.31%
Mar 31, 24
16 Southeastern Asset Management Inc 479.77K (1.74%) -222.72K
Decreased by -46.42%
Mar 31, 25
17 LSV Asset Management 468.08K (1.70%) 44.09K
Increased by +9.42%
Mar 31, 25
18 Channing Capital Management, LLC 444.19K (1.62%) -70.39K
Decreased by -15.85%
Mar 31, 25
19 Millennium Management LLC 436.18K (1.59%) 352.36K
Increased by +80.78%
Sep 30, 23
20 NORGES BANK 371.42K (1.35%) -13.97K
Decreased by -3.76%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Eaton Vance Atlanta Capital SMID-Cap I 1.49M (5.40%) 0.00
Increased by 0.00%
Mar 31, 25
2 EdgePoint Global 1.13M (4.11%) -508.72K
Decreased by -45.03%
Sep 30, 23
3 EdgePoint Global Portfolio Series F 1.13M (4.11%) -508.72K
Decreased by -45.03%
Sep 30, 23
4 Clarkston Capital SMID Composite 1.09M (3.97%) 4.58K
Increased by +0.42%
Mar 31, 25
5 iShares Core S&P Mid-Cap ETF 947.28K (3.44%) -1.83K
Decreased by -0.19%
Apr 30, 25
6 Vanguard US Total Market Shares ETF 896.64K (3.26%) -99.37K
Decreased by -11.08%
Sep 30, 24
7 Vanguard Total Stock Mkt Idx Inv 892.45K (3.25%) 23.86K
Increased by +2.67%
Apr 30, 25
8 JHancock Disciplined Value Mid Cap I 832.88K (3.03%) -27.65K
Decreased by -3.32%
Mar 31, 25
9 Vanguard Small Cap Index 697.77K (2.54%) 4.10K
Increased by +0.59%
Apr 30, 25
10 EdgePoint Global Growth & Inc Port Sr F 532.40K (1.94%) -248.99K
Decreased by -46.77%
Sep 30, 23
11 EdgePoint Global Growth and Income 532.40K (1.94%) -248.99K
Decreased by -46.77%
Sep 30, 23
12 FullerThaler Behavioral Sm-Cp Eq R6 527.60K (1.92%) -3.10K
Decreased by -0.59%
Dec 31, 24
13 FullerThaler Behavioral Small-Cap Equity 527.60K (1.92%) -3.10K
Decreased by -0.59%
Dec 31, 24
14 Ariel Fund Investor 515.68K (1.88%) -30.77K
Decreased by -5.97%
Mar 31, 25
15 Vanguard Institutional Extnd Mkt Idx Tr 452.22K (1.64%) 1.74K
Increased by +0.39%
Apr 30, 25
16 Vanguard Small Cap Value Index Inv 451.08K (1.64%) 1.42K
Increased by +0.32%
Apr 30, 25
17 Longleaf Partners 440.15K (1.60%) 0.00
Increased by 0.00%
Dec 31, 24
18 Fidelity® Series Value Discovery 437.63K (1.59%) 7.00K
Increased by +1.60%
Nov 30, 23
19 Fidelity Series Value Discovery 415.13K (1.51%) -68.40K
Decreased by -16.48%
Mar 31, 24
20 Clarkston Partners Founders 395.00K (1.44%) 0.00
Increased by 0.00%
Mar 31, 25