Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 REMX 4.04%
2 FOVL 2.65%
3 LIMI 2.45%
4 ION 2.08%
5 EWMC 2.01%
6 KCE 1.81%
7 FXO 1.37%
8 GRPM 1.31%
9 SYLD 1.29%
10 XMLV 1.15%
11 SURE 1.09%
12 LSAF 1.09%
13 XMVM 1.08%
14 PXMV 1.08%
15 CGV 1.03%
16 GABF 1.03%
17 WBAT 1.01%
18 XMHQ 0.99%
19 BATT 0.84%
20 LIT 0.81%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 2.94M (11.38%) -33.65K
Decreased by -1.15%
Mar 31, 25
2 Vanguard Group Inc 2.81M (10.90%) -182.44K
Decreased by -6.49%
Jun 30, 25
3 Morgan Stanley - Brokerage Accounts 2.29M (8.89%) 14.60K
Increased by +0.64%
Mar 31, 25
4 EdgePoint Investment Group, Inc. 1.83M (7.10%) -811.45K
Decreased by -44.28%
Sep 30, 23
5 Clarkston Capital Partners, LLC 1.59M (6.15%) 13.13K
Increased by +0.83%
Mar 31, 25
6 Ariel Investments, LLC 1.41M (5.45%) -16.78K
Decreased by -1.19%
Mar 31, 25
7 Millennium Management LLC 1.27M (4.91%) 960.16K
Increased by +75.86%
Mar 31, 25
8 Boston Partners Global Investors, Inc 1.15M (4.48%) -29.34K
Decreased by -2.54%
Mar 31, 25
9 State Street Corporation 1.06M (4.09%) 20.58K
Increased by +1.95%
Mar 31, 24
10 State Street Corp 997.93K (3.87%) -24.67K
Decreased by -2.47%
Mar 31, 25
11 Dimensional Fund Advisors, Inc. 676.23K (2.62%) -33.14K
Decreased by -4.90%
Jun 30, 25
12 Lyrical Asset Management LP 606.25K (2.35%) -11.91K
Decreased by -1.96%
Mar 31, 25
13 Fuller & Thaler Asset Management Inc 570.86K (2.21%) 15.63K
Increased by +2.74%
Jun 30, 25
14 Geode Capital Management, LLC 542.69K (2.10%) 21.19K
Increased by +3.90%
Mar 31, 25
15 FMR Inc 539.12K (2.09%) -1.14M
Decreased by -210.77%
Jun 30, 24
16 Amvescap Plc. 522.08K (2.02%) 200.03K
Increased by +38.31%
Mar 31, 24
17 Southeastern Asset Management Inc 479.77K (1.86%) -222.72K
Decreased by -46.42%
Mar 31, 25
18 LSV Asset Management 476.22K (1.85%) 8.14K
Increased by +1.71%
Jun 30, 25
19 Channing Capital Management, LLC 430.46K (1.67%) -13.73K
Decreased by -3.19%
Jun 30, 25
20 Northern Trust Corp 385.29K (1.49%) 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 (4.95%) -7.69K
Decreased by -0.60%
Jun 30, 25
2 EdgePoint Global 1.13M (4.38%) -508.72K
Decreased by -45.03%
Sep 30, 23
3 EdgePoint Global Portfolio Series F 1.13M (4.38%) -508.72K
Decreased by -45.03%
Sep 30, 23
4 Clarkston Capital SMID Composite 975.92K (3.78%) -115.45K
Decreased by -11.83%
Jun 30, 25
5 iShares Core S&P Mid-Cap ETF 926.58K (3.59%) -1.65K
Decreased by -0.18%
Jul 31, 25
6 Vanguard US Total Market Shares ETF 896.64K (3.48%) -99.37K
Decreased by -11.08%
Sep 30, 24
7 Vanguard Total Stock Mkt Idx Inv 847.59K (3.29%) -17.94K
Decreased by -2.12%
Jul 31, 25
8 JHancock Disciplined Value Mid Cap I 815.91K (3.16%) 0.00
Increased by 0.00%
Jun 30, 25
9 Vanguard Small Cap Index 655.66K (2.54%) -4.27K
Decreased by -0.65%
Jul 31, 25
10 EdgePoint Global Growth & Inc Port Sr F 532.40K (2.06%) -248.99K
Decreased by -46.77%
Sep 30, 23
11 EdgePoint Global Growth and Income 532.40K (2.06%) -248.99K
Decreased by -46.77%
Sep 30, 23
12 FullerThaler Behavioral Sm-Cp Eq R6 527.60K (2.05%) 0.00
Increased by 0.00%
Mar 31, 25
13 FullerThaler Behavioral Small-Cap Equity 527.60K (2.05%) 0.00
Increased by 0.00%
Mar 31, 25
14 Ariel Fund Investor 466.97K (1.81%) -48.71K
Decreased by -10.43%
Jun 30, 25
15 Fidelity® Series Value Discovery 437.63K (1.70%) 7.00K
Increased by +1.60%
Nov 30, 23
16 Vanguard Small Cap Value Index Inv 422.14K (1.64%) 1.06K
Increased by +0.25%
Jul 31, 25
17 Fidelity Series Value Discovery 415.13K (1.61%) -68.40K
Decreased by -16.48%
Mar 31, 24
18 Strategic Advisers Fidelity US TtlStk 377.54K (1.46%) -65.08K
Decreased by -17.24%
Mar 31, 24
19 Strategic Advisers® Fidelity US TtlStk 371.89K (1.44%) 179.00
Increased by +0.05%
Nov 30, 23
20 Clarkston Partners Founders 360.00K (1.40%) -35.00K
Decreased by -9.72%
Jun 30, 25