Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WFH 2.68%
2 DQML 1.04%
3 FYC 0.48%
4 FYX 0.31%
5 DFVE 0.16%
6 FYT 0.14%
7 SCIU 0.08%
8 SMLV 0.07%
9 VOX 0.05%
10 FCOM 0.04%
11 BBSC 0.03%
12 RWCD 0.03%
13 FAB 0.03%
14 ISCV 0.03%
15 JKL 0.02%
16 RFLR 0.02%
17 IUS 0.02%
18 VBR 0.02%
19 SCHA 0.02%
20 ISCB 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Clarkston Capital Partners, LLC 31.24M (11.97%) -2.93M
Decreased by -9.36%
Jun 30, 24
2 Vanguard Group Inc 22.29M (8.54%) 208.48K
Increased by +0.94%
Dec 31, 24
3 FMR Inc 20.88M (8.00%) -11.03M
Decreased by -52.83%
Sep 30, 24
4 Empyrean Capital Partners, LP 17.70M (6.78%) 15.70M
Increased by +88.70%
Dec 31, 24
5 Nomura Holdings Inc 12.49M (4.79%) 1.49M
Increased by +11.92%
Dec 31, 24
6 Apollo Management Holdings LP 12.19M (4.67%) 2.19M
Increased by +17.98%
Dec 31, 24
7 D. E. Shaw & Co LP 11.18M (4.28%) -190.48K
Decreased by -1.70%
Dec 31, 24
8 BlackRock Inc 10.47M (4.01%) 3.71M
Increased by +35.42%
Dec 31, 24
9 Deutsche Bank AG 9.53M (3.65%) 506.06K
Increased by +5.31%
Dec 31, 24
10 Diameter Capital Partners LP 9.17M (3.52%) -1.85M
Decreased by -20.18%
Dec 31, 24
11 Bracebridge Capital, LLC 8.85M (3.39%) 2.32M
Increased by +26.23%
Dec 31, 24
12 Redwood Capital Management, LLC 8.19M (3.14%) 0.00
Increased by 0.00%
Dec 31, 24
13 Marshall Wace Asset Management Ltd 7.77M (2.98%) -1.70M
Decreased by -21.92%
Sep 30, 23
14 Morgan Stanley - Brokerage Accounts 7.57M (2.90%) -1.03M
Decreased by -13.64%
Jun 30, 24
15 Oaktree Capital Management LLC 7.50M (2.87%) 0.00
Increased by 0.00%
Dec 31, 24
16 Loomis, Sayles & Company LP 7.32M (2.81%) 0.00
Increased by 0.00%
Dec 31, 24
17 Thompson, Siegel & Walmsley LLC 7.09M (2.72%) -45.92K
Decreased by -0.65%
Jun 30, 24
18 TPG GP A, LLC 6.60M (2.53%) 0.00
Increased by 0.00%
Mar 31, 24
19 JPMorgan Chase & Co 6.44M (2.47%) 2.64M
Increased by +40.94%
Dec 31, 24
20 Hudson Bay Capital Management LP 6.18M (2.37%) 577.43K
Increased by +9.35%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Clarkston Capital SMID Composite 20.91M (8.01%) -4.86M
Decreased by -23.25%
Jun 30, 24
2 Clarkston Partners Founders 7.83M (3.00%) -770.00K
Decreased by -9.83%
Jun 30, 24
3 Strategic Advisers Fidelity US TtlStk 7.08M (2.71%) 181.20K
Increased by +2.56%
May 31, 24
4 Vanguard Total Stock Mkt Idx Inv 6.83M (2.62%) 0.00
Increased by 0.00%
Mar 31, 25
5 Vanguard US Total Market Shares ETF 6.82M (2.61%) 0.00
Increased by 0.00%
Sep 30, 24
6 Clarkston Capital Mid Cap Composite 6.77M (2.60%) -444.30K
Decreased by -6.56%
Jun 30, 24
7 Vanguard Small Cap Index 5.56M (2.13%) -92.53K
Decreased by -1.66%
Mar 31, 25
8 Clarkston Founders Institutional 5.01M (1.92%) 0.00
Increased by 0.00%
Jun 30, 24
9 Vanguard PRIMECAP Inv 4.71M (1.81%) 0.00
Increased by 0.00%
Mar 31, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 3.87M (1.48%) 103.48K
Increased by +2.68%
Mar 31, 25
11 Fidelity® Select Communication Services 3.86M (1.48%) 500.12K
Increased by +12.96%
Nov 30, 23
12 Vanguard Small Cap Value Index Inv 3.61M (1.38%) -123.29K
Decreased by -3.41%
Mar 31, 25
13 Transamerica Mid Cap Value Opps I3 2.31M (0.89%) 0.00
Increased by 0.00%
Jun 30, 24
14 BlackRock Strategic Income Opps Instl 2.02M (0.77%) 1.28M
Increased by +63.33%
Oct 31, 24
15 Loomis Sayles Bond Instl 2.01M (0.77%) 0.00
Increased by 0.00%
Mar 31, 25
16 Fidelity Advisor Balanced M 1.67M (0.64%) 505.50K
Increased by +30.24%
Apr 30, 24
17 UBS (Irl) Inv Sel Glb Eq L/S IA1 PF 1.66M (0.64%) 1.66M
Increased by +100.00%
Mar 31, 25
18 MFS Core Equity A 1.55M (0.60%) 0.00
Increased by 0.00%
Jun 30, 24
19 MFS Research Equity - Industry Neutral 1.55M (0.60%) -13.48K
Decreased by -0.87%
Jun 30, 24
20 Fidelity Stock Selec All Cp 1.47M (0.56%) -163.27K
Decreased by -11.10%
Oct 31, 24