Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WFH 2.05%
2 DQML 1.04%
3 OPTZ 0.75%
4 EBIT 0.71%
5 FYC 0.43%
6 FYX 0.33%
7 DFVE 0.24%
8 FYT 0.14%
9 SCIU 0.08%
10 SMLV 0.07%
11 VOX 0.04%
12 VTWV 0.04%
13 IWN 0.04%
14 FCOM 0.03%
15 BBSC 0.03%
16 RWCD 0.03%
17 FAB 0.03%
18 RFLR 0.02%
19 IUS 0.02%
20 VBR 0.02%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Clarkston Capital Partners, LLC 31.24M (11.76%) -2.93M
Decreased by -9.36%
Jun 30, 24
2 Vanguard Group Inc 26.75M (10.07%) 5.03M
Increased by +18.79%
Jun 30, 25
3 Empyrean Capital Partners, LP 23.10M (8.69%) 3.00M
Increased by +12.99%
Jun 30, 25
4 FMR Inc 20.88M (7.86%) -11.03M
Decreased by -52.83%
Sep 30, 24
5 BlackRock Inc 19.04M (7.16%) 8.57M
Increased by +45.00%
Jun 30, 25
6 Apollo Management Holdings LP 12.19M (4.59%) 0.00
Increased by 0.00%
Jun 30, 25
7 Nomura Holdings Inc 12.08M (4.55%) 0.00
Increased by 0.00%
Jun 30, 25
8 D. E. Shaw & Co LP 11.13M (4.19%) -83.04K
Decreased by -0.75%
Jun 30, 25
9 Deutsche Bank AG 10.54M (3.97%) -2.22M
Decreased by -21.04%
Jun 30, 25
10 Bracebridge Capital, LLC 9.35M (3.52%) -39.20K
Decreased by -0.42%
Jun 30, 25
11 Millennium Management LLC 8.75M (3.29%) 3.24M
Increased by +36.97%
Jun 30, 25
12 Goldman Sachs Group Inc 8.72M (3.28%) 2.32M
Increased by +26.62%
Jun 30, 25
13 UBS Group AG 8.34M (3.14%) 2.56M
Increased by +30.66%
Mar 31, 25
14 Redwood Capital Management, LLC 8.19M (3.08%) 0.00
Increased by 0.00%
Jun 30, 25
15 Royal Bank of Canada 7.96M (3.00%) 5.79M
Increased by +72.73%
Jun 30, 25
16 JPMorgan Chase & Co 7.92M (2.98%) 641.97K
Increased by +8.10%
Jun 30, 25
17 Marshall Wace Asset Management Ltd 7.77M (2.92%) -1.70M
Decreased by -21.92%
Sep 30, 23
18 Morgan Stanley - Brokerage Accounts 7.57M (2.85%) -1.03M
Decreased by -13.64%
Jun 30, 24
19 Diameter Capital Partners LP 7.55M (2.84%) -589.81K
Decreased by -7.81%
Jun 30, 25
20 Oaktree Capital Management LLC 7.50M (2.82%) 0.00
Increased by 0.00%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Clarkston Capital SMID Composite 20.91M (7.87%) -4.86M
Decreased by -23.25%
Jun 30, 24
2 Vanguard Total Stock Mkt Idx Inv 8.40M (3.16%) -473.66K
Decreased by -5.64%
Jul 31, 25
3 Clarkston Partners Founders 7.83M (2.95%) -770.00K
Decreased by -9.83%
Jun 30, 24
4 Strategic Advisers Fidelity US TtlStk 7.08M (2.66%) 181.20K
Increased by +2.56%
May 31, 24
5 Vanguard US Total Market Shares ETF 6.82M (2.57%) 0.00
Increased by 0.00%
Sep 30, 24
6 Clarkston Capital Mid Cap Composite 6.77M (2.55%) -444.30K
Decreased by -6.56%
Jun 30, 24
7 iShares Russell 2000 ETF 6.36M (2.39%) 0.00
Increased by 0.00%
Aug 31, 25
8 Vanguard Small Cap Index 6.19M (2.33%) -41.40K
Decreased by -0.67%
Jul 31, 25
9 Clarkston Founders Institutional 5.01M (1.89%) 0.00
Increased by 0.00%
Jun 30, 24
10 Vanguard PRIMECAP Inv 4.71M (1.77%) 0.00
Increased by 0.00%
Jun 30, 25
11 Vanguard Small Cap Value Index Inv 3.99M (1.50%) 10.14K
Increased by +0.25%
Jul 31, 25
12 Fidelity® Select Communication Services 3.86M (1.45%) 500.12K
Increased by +12.96%
Nov 30, 23
13 Vanguard Institutional Extnd Mkt Idx Tr 2.74M (1.03%) -1.20M
Decreased by -43.73%
Jul 31, 25
14 Fidelity Small Cap Index 2.62M (0.98%) 2.62M
Increased by +100.00%
Jun 30, 25
15 Transamerica Mid Cap Value Opps I3 2.31M (0.87%) 0.00
Increased by 0.00%
Jun 30, 24
16 BlackRock Strategic Income Opps Instl 2.02M (0.76%) 0.00
Increased by 0.00%
Feb 28, 25
17 Loomis Sayles Bond Instl 2.01M (0.76%) 0.00
Increased by 0.00%
Jul 31, 25
18 iShares Russell 2000 Value ETF 1.97M (0.74%) 0.00
Increased by 0.00%
Aug 31, 25
19 Fidelity Advisor Balanced M 1.67M (0.63%) 505.50K
Increased by +30.24%
Apr 30, 24
20 UBS (Irl) Inv Sel Glb Eq L/S IA1 PF 1.66M (0.62%) 1.66M
Increased by +100.00%
Mar 31, 25