Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WFH 2.92%
2 DQML 1.04%
3 DFVE 0.30%
4 FYT 0.14%
5 SCIU 0.08%
6 FYX 0.07%
7 SMLV 0.07%
8 FCOM 0.05%
9 VOX 0.04%
10 BBSC 0.03%
11 RWCD 0.03%
12 FAB 0.03%
13 RFLR 0.03%
14 ISCV 0.02%
15 JKL 0.02%
16 IUS 0.02%
17 VBR 0.02%
18 SCHA 0.02%
19 JKJ 0.01%
20 ISCB 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 31.90M (13.64%) 2.84M
Increased by +8.89%
Jun 30, 24
2 Clarkston Capital Partners, LLC 31.24M (13.35%) -2.93M
Decreased by -9.36%
Jun 30, 24
3 Vanguard Group Inc 21.46M (9.17%) 189.10K
Increased by +0.88%
Jun 30, 24
4 D. E. Shaw & Co LP 11.53M (4.93%) -2.24M
Decreased by -19.41%
Jun 30, 24
5 Apollo Management Holdings LP 10.00M (4.27%) 7.72M
Increased by +77.18%
Jun 30, 24
6 Redwood Capital Management, LLC 8.19M (3.50%) 0.00
Increased by 0.00%
Jun 30, 24
7 Marshall Wace Asset Management Ltd 7.77M (3.32%) -1.70M
Decreased by -21.92%
Sep 30, 23
8 Morgan Stanley - Brokerage Accounts 7.57M (3.24%) -1.03M
Decreased by -13.64%
Jun 30, 24
9 Loomis, Sayles & Company LP 7.37M (3.15%) -152.64K
Decreased by -2.07%
Jun 30, 24
10 Thompson, Siegel & Walmsley LLC 7.09M (3.03%) -45.92K
Decreased by -0.65%
Jun 30, 24
11 BlackRock Inc 6.66M (2.85%) -2.19M
Decreased by -32.84%
Jun 30, 24
12 TPG GP A, LLC 6.60M (2.82%) 0.00
Increased by 0.00%
Mar 31, 24
13 AQR Capital Management LLC 6.15M (2.63%) -6.95M
Decreased by -112.99%
Dec 31, 23
14 Millennium Management LLC 6.05M (2.58%) -1.71M
Decreased by -28.29%
Dec 31, 23
15 Oaktree Capital Management LLC 5.94M (2.54%) 5.94M
Increased by +100.00%
Jun 30, 24
16 Goldman Sachs Group Inc 5.93M (2.54%) 2.90M
Increased by +48.85%
Dec 31, 23
17 Massachusetts Financial Services Company 5.67M (2.42%) 24.50K
Increased by +0.43%
Jun 30, 24
18 Hudson Bay Capital Management LP 5.03M (2.15%) -5.52M
Decreased by -109.73%
Dec 31, 23
19 PRIMECAP Management Company 4.87M (2.08%) 0.00
Increased by 0.00%
Sep 30, 24
20 Baupost Group LLC 4.77M (2.04%) 0.00
Increased by 0.00%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Clarkston Capital SMID Composite 20.91M (8.94%) -4.86M
Decreased by -23.25%
Jun 30, 24
2 Clarkston Partners Founders 7.83M (3.35%) -770.00K
Decreased by -9.83%
Jun 30, 24
3 Strategic Advisers Fidelity US TtlStk 7.08M (3.03%) 181.20K
Increased by +2.56%
May 31, 24
4 Vanguard Total Stock Mkt Idx Inv 6.82M (2.92%) 0.00
Increased by 0.00%
Sep 30, 24
5 Clarkston Capital Mid Cap Composite 6.77M (2.89%) -444.30K
Decreased by -6.56%
Jun 30, 24
6 Fidelity Select Communication Services 6.33M (2.71%) 0.00
Increased by 0.00%
Sep 30, 24
7 Vanguard Small Cap Index 5.54M (2.37%) -26.33K
Decreased by -0.48%
Sep 30, 24
8 Clarkston Founders Institutional 5.01M (2.14%) 0.00
Increased by 0.00%
Jun 30, 24
9 Vanguard PRIMECAP Inv 4.71M (2.01%) 0.00
Increased by 0.00%
Sep 30, 24
10 Fidelity® Select Communication Services 3.86M (1.65%) 500.12K
Increased by +12.96%
Nov 30, 23
11 Vanguard Small Cap Value Index Inv 3.75M (1.60%) 11.35K
Increased by +0.30%
Sep 30, 24
12 Vanguard Institutional Extnd Mkt Idx Tr 3.66M (1.56%) 52.57K
Increased by +1.44%
Sep 30, 24
13 Transamerica Mid Cap Value Opps I3 2.31M (0.99%) 0.00
Increased by 0.00%
Jun 30, 24
14 Loomis Sayles Bond Instl 2.01M (0.86%) 0.00
Increased by 0.00%
Sep 30, 24
15 Fidelity Advisor Balanced M 1.67M (0.71%) 505.50K
Increased by +30.24%
Apr 30, 24
16 Fidelity Balanced 1.67M (0.71%) 0.00
Increased by 0.00%
Aug 31, 24
17 Fidelity Stock Selec All Cp 1.63M (0.70%) -21.69K
Decreased by -1.33%
Sep 30, 24
18 BlackRock Strategic Income Opps Instl 1.58M (0.67%) 0.00
Increased by 0.00%
Apr 30, 24
19 MFS Core Equity A 1.55M (0.66%) 0.00
Increased by 0.00%
Jun 30, 24
20 MFS Research Equity - Industry Neutral 1.55M (0.66%) -13.48K
Decreased by -0.87%
Jun 30, 24