Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WFH 2.79%
2 DQML 1.04%
3 DFVE 0.16%
4 FYT 0.14%
5 SCIU 0.08%
6 FYX 0.07%
7 SMLV 0.07%
8 FCOM 0.04%
9 VOX 0.04%
10 BBSC 0.03%
11 RWCD 0.03%
12 FAB 0.03%
13 ISCV 0.02%
14 JKL 0.02%
15 RFLR 0.02%
16 IUS 0.02%
17 VBR 0.02%
18 SCHA 0.02%
19 ISCB 0.01%
20 JKJ 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Clarkston Capital Partners, LLC 31.24M (12.63%) -2.93M
Decreased by -9.36%
Jun 30, 24
2 Vanguard Group Inc 22.29M (9.01%) 208.48K
Increased by +0.94%
Dec 31, 24
3 FMR Inc 20.88M (8.44%) -11.03M
Decreased by -52.83%
Sep 30, 24
4 D. E. Shaw & Co LP 11.37M (4.59%) -165.15K
Decreased by -1.45%
Sep 30, 24
5 Diameter Capital Partners LP 11.03M (4.46%) 6.86M
Increased by +62.24%
Sep 30, 24
6 Nomura Holdings Inc 11.00M (4.45%) 11.00M
Increased by +100.00%
Sep 30, 24
7 Apollo Management Holdings LP 10.00M (4.04%) 0.00
Increased by 0.00%
Sep 30, 24
8 Deutsche Bank AG 9.02M (3.65%) 5.65M
Increased by +62.61%
Sep 30, 24
9 Redwood Capital Management, LLC 8.19M (3.31%) 0.00
Increased by 0.00%
Dec 31, 24
10 Marshall Wace Asset Management Ltd 7.77M (3.14%) -1.70M
Decreased by -21.92%
Sep 30, 23
11 Morgan Stanley - Brokerage Accounts 7.57M (3.06%) -1.03M
Decreased by -13.64%
Jun 30, 24
12 Oaktree Capital Management LLC 7.50M (3.03%) 1.56M
Increased by +20.81%
Sep 30, 24
13 Loomis, Sayles & Company LP 7.32M (2.96%) 0.00
Increased by 0.00%
Dec 31, 24
14 Thompson, Siegel & Walmsley LLC 7.09M (2.86%) -45.92K
Decreased by -0.65%
Jun 30, 24
15 BlackRock Inc 6.76M (2.73%) 99.96K
Increased by +1.48%
Sep 30, 24
16 TPG GP A, LLC 6.60M (2.67%) 0.00
Increased by 0.00%
Mar 31, 24
17 Bracebridge Capital, LLC 6.53M (2.64%) 6.53M
Increased by +100.00%
Sep 30, 24
18 AQR Capital Management LLC 6.15M (2.49%) -6.95M
Decreased by -112.99%
Dec 31, 23
19 Goldman Sachs Group Inc 5.93M (2.40%) 2.90M
Increased by +48.85%
Dec 31, 23
20 Hudson Bay Capital Management LP 5.60M (2.26%) 3.46M
Increased by +61.74%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Clarkston Capital SMID Composite 20.91M (8.45%) -4.86M
Decreased by -23.25%
Jun 30, 24
2 Clarkston Partners Founders 7.83M (3.16%) -770.00K
Decreased by -9.83%
Jun 30, 24
3 Strategic Advisers Fidelity US TtlStk 7.08M (2.86%) 181.20K
Increased by +2.56%
May 31, 24
4 Vanguard Total Stock Mkt Idx Inv 6.83M (2.76%) 0.00
Increased by 0.00%
Dec 31, 24
5 Clarkston Capital Mid Cap Composite 6.77M (2.74%) -444.30K
Decreased by -6.56%
Jun 30, 24
6 Vanguard Small Cap Index 5.64M (2.28%) 58.66K
Increased by +1.04%
Dec 31, 24
7 Clarkston Founders Institutional 5.01M (2.02%) 0.00
Increased by 0.00%
Jun 30, 24
8 Vanguard PRIMECAP Inv 4.71M (1.90%) 0.00
Increased by 0.00%
Dec 31, 24
9 Fidelity® Select Communication Services 3.86M (1.56%) 500.12K
Increased by +12.96%
Nov 30, 23
10 Vanguard Institutional Extnd Mkt Idx Tr 3.76M (1.52%) 86.02K
Increased by +2.29%
Dec 31, 24
11 Vanguard Small Cap Value Index Inv 3.75M (1.51%) -18.61K
Decreased by -0.50%
Dec 31, 24
12 Transamerica Mid Cap Value Opps I3 2.31M (0.93%) 0.00
Increased by 0.00%
Jun 30, 24
13 Loomis Sayles Bond Instl 2.01M (0.81%) 0.00
Increased by 0.00%
Dec 31, 24
14 Fidelity Advisor Balanced M 1.67M (0.68%) 505.50K
Increased by +30.24%
Apr 30, 24
15 MFS Core Equity A 1.55M (0.63%) 0.00
Increased by 0.00%
Jun 30, 24
16 MFS Research Equity - Industry Neutral 1.55M (0.63%) -13.48K
Decreased by -0.87%
Jun 30, 24
17 MFS Meridian Prudent Capital I1 USD 1.48M (0.60%) -18.86K
Decreased by -1.27%
Dec 31, 24
18 Fidelity Stock Selec All Cp 1.47M (0.59%) -163.27K
Decreased by -11.10%
Oct 31, 24
19 MFS Meridian Prudent Wealth I1 USD 1.46M (0.59%) -33.60K
Decreased by -2.30%
Dec 31, 24
20 Fidelity Extended Market Index 1.37M (0.55%) 5.42K
Increased by +0.39%
Dec 31, 24