Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCU 1.03%
2 RZV 0.87%
3 LSEQ 0.75%
4 JPSV 0.61%
5 PLAT 0.58%
6 FDLS 0.58%
7 MILN 0.34%
8 RUSC 0.26%
9 SOCL 0.25%
10 ISMD 0.23%
11 EBIZ 0.22%
12 PSP 0.19%
13 IWC 0.18%
14 PTEC 0.13%
15 VIOV 0.11%
16 IJS 0.10%
17 XJR 0.06%
18 VTWV 0.06%
19 IWN 0.06%
20 SMAX 0.05%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Brown Advisory Holdings Inc 9.30M (25.30%) -61.59K
Decreased by -0.66%
Sep 30, 23
2 Vanguard Group Inc 4.90M (13.32%) 4.29M
Increased by +87.51%
Jun 30, 25
3 FMR Inc 3.91M (10.62%) -483.49K
Decreased by -12.38%
Sep 30, 24
4 Freshford Capital Management LLC 2.99M (8.12%) -150.00K
Decreased by -5.02%
Dec 31, 23
5 Southeastern Asset Management Inc 2.07M (5.62%) 2.07M
Increased by +100.00%
Jun 30, 25
6 Arrowstreet Capital Limited Partnership 1.48M (4.02%) 1.22M
Increased by +82.48%
Jun 30, 25
7 General American Investors Company Inc 1.33M (3.63%) 0.00
Increased by 0.00%
Jun 30, 24
8 One Fin Capital Management LP 1.30M (3.54%) 0.00
Increased by 0.00%
Mar 31, 24
9 Pale Fire Capital SE 1.29M (3.52%) 840.14K
Increased by +65.00%
Jun 30, 25
10 Assenagon Asset Management SA 1.26M (3.41%) -146.53K
Decreased by -11.67%
Dec 31, 24
11 Dimensional Fund Advisors, Inc. 1.20M (3.27%) 1.03M
Increased by +85.53%
Jun 30, 25
12 Davis Selected Advisers 1.18M (3.21%) 1.18M
Increased by +100.00%
Jun 30, 25
13 D. E. Shaw & Co LP 1.18M (3.21%) 1.08M
Increased by +91.31%
Jun 30, 25
14 General American Investors Co Inc 1.00M (2.73%) -331.52K
Decreased by -33.08%
Sep 30, 24
15 Patients Capital Management LLC 808.00K (2.20%) 808.00K
Increased by +100.00%
Jun 30, 25
16 Geode Capital Management, LLC 771.48K (2.10%) -20.99K
Decreased by -2.72%
Dec 31, 24
17 Two Sigma Investments LLC 732.08K (1.99%) 158.66K
Increased by +21.67%
Dec 31, 24
18 Two Sigma Advisers, LLC 724.52K (1.97%) 207.30K
Increased by +28.61%
Dec 31, 24
19 Ulysses Management LLC 596.28K (1.62%) 320.11K
Increased by +53.68%
Jun 30, 25
20 M&T Bank Corp 589.24K (1.60%) 84.30K
Increased by +14.31%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity Select Communication Services 3.45M (9.38%) 0.00
Increased by 0.00%
Sep 30, 24
2 iShares Core S&P Small-Cap ETF 2.51M (6.83%) 452.00
Increased by +0.02%
Aug 29, 25
3 Fidelity® Select Communication Services 2.48M (6.73%) 101.80K
Increased by +4.11%
Nov 30, 23
4 Vanguard US Total Market Shares ETF 2.21M (6.00%) 0.00
Increased by 0.00%
Sep 30, 24
5 Longleaf Partners 1.81M (4.91%) 1.81M
Increased by +100.00%
Jun 30, 25
6 General American Investors 1.44M (3.91%) 0.00
Increased by 0.00%
Jun 30, 23
7 Vanguard Total Stock Mkt Idx Inv 1.36M (3.71%) -30.23K
Decreased by -2.22%
Jul 31, 25
8 iShares Russell 2000 ETF 1.06M (2.89%) -11.84K
Decreased by -1.11%
Aug 29, 25
9 Vanguard Small Cap Index 1.05M (2.85%) -7.01K
Decreased by -0.67%
Jul 31, 25
10 Fidelity Stock Selec All Cp 825.06K (2.24%) 6.97K
Increased by +0.85%
Mar 31, 24
11 Fidelity® Stock Selec All Cp 771.23K (2.10%) 278.00
Increased by +0.04%
Nov 30, 23
12 Vanguard Small Cap Value Index Inv 694.94K (1.89%) 1.97K
Increased by +0.28%
Jul 31, 25
13 Bridgeway Omni Small-Cap Value 650.00K (1.77%) 650.00K
Increased by +100.00%
Dec 31, 24
14 Bridgeway Omni Small-Cap Value N 650.00K (1.77%) 650.00K
Increased by +100.00%
Dec 31, 24
15 Davis NY Venture A 607.93K (1.65%) -1.00
Decreased by -0.00%
Apr 30, 25
16 Patient Opportunity C 607.57K (1.65%) -75.06K
Decreased by -12.35%
Jun 30, 25
17 VIP Stock Selector AllCapInitl 596.00K (1.62%) -16.40K
Decreased by -2.75%
Nov 30, 23
18 Fidelity VIP Stock Selector All Cap Init 594.40K (1.62%) 0.00
Increased by 0.00%
Mar 31, 24
19 JPMorgan Value Advantage L 513.84K (1.40%) 0.00
Increased by 0.00%
Jul 31, 25
20 Ancora/Thelen Small Mid Cap Core 494.71K (1.35%) 494.71K
Increased by +100.00%
Jun 30, 25