Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 HAPY 1.54%
2 LSAF 0.97%
3 PKW 0.20%
4 FNDA 0.19%
5 JHSC 0.18%
6 EZM 0.17%
7 ISCV 0.16%
8 DBND 0.16%
9 BKMC 0.14%
10 PRFZ 0.14%
11 FSMD 0.14%
12 SFYX 0.13%
13 VBK 0.11%
14 SMLF 0.11%
15 BBMC 0.10%
16 DFAS 0.09%
17 ONEO 0.08%
18 JKJ 0.08%
19 ISCB 0.08%
20 SCHM 0.08%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Prescott General Partners LLC 1.56M (25.12%) 0.00
Increased by 0.00%
Dec 31, 23
2 Prescott Investors Inc 1.56M (25.12%) -96.21K
Decreased by -6.17%
Dec 31, 23
3 HPM Partners LLC 886.97K (14.28%) 886.97K
Increased by +100.00%
Dec 31, 23
4 Ruane, Cunniff & Goldfarb L.P. 747.36K (12.03%) -17.87K
Decreased by -2.39%
Dec 31, 23
5 Wellington Management Company LLP 612.32K (9.86%) -32.34K
Decreased by -5.28%
Dec 31, 23
6 Vanguard Group Inc 496.87K (8.00%) -93.29K
Decreased by -18.78%
Dec 31, 23
7 GOBI CAPITAL LLC 364.75K (5.87%) -46.08K
Decreased by -12.63%
Dec 31, 23
8 Beck, Mack & Oliver LLC 323.69K (5.21%) -1.97K
Decreased by -0.61%
Dec 31, 23
9 BlackRock Inc 296.22K (4.77%) 986.00
Increased by +0.33%
Dec 31, 23
10 Cantillon Capital Management LLC 250.91K (4.04%) -6.20K
Decreased by -2.47%
Dec 31, 23
11 Dimensional Fund Advisors, Inc. 192.51K (3.10%) 473.00
Increased by +0.25%
Dec 31, 23
12 Smead Capital Management Inc 182.49K (2.94%) -653.00
Decreased by -0.36%
Dec 31, 23
13 Abrams Bison Investments, LLC 164.00K (2.64%) -2.81K
Decreased by -1.71%
Dec 31, 23
14 RV Capital GmbH 145.89K (2.35%) -11.81K
Decreased by -8.09%
Dec 31, 23
15 KIZE CAPITAL LP 117.03K (1.88%) -15.23K
Decreased by -13.01%
Dec 31, 23
16 State Street Corporation 108.34K (1.74%) 4.71K
Increased by +4.35%
Dec 31, 23
17 Geode Capital Management, LLC 104.78K (1.69%) 1.57K
Increased by +1.50%
Dec 31, 23
18 LMR Partners LLP 104.00K (1.67%) -1.00K
Decreased by -0.96%
Dec 31, 23
19 HSBC Holdings PLC 102.10K (1.64%) -3.90K
Decreased by -3.82%
Dec 31, 23
20 Investmentaktiengesellschaft Fur Langfristige Investoren TGV 102.00K (1.64%) 0.00
Increased by 0.00%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Sequoia 290.18K (4.67%) 0.00
Increased by 0.00%
Dec 31, 23
2 Hartford MidCap Y 198.90K (3.20%) 10.20K
Increased by +5.13%
Mar 31, 24
3 Smead US Value Composite 167.01K (2.69%) 2.37K
Increased by +1.42%
Mar 31, 24
4 Smead Value Investor 167.01K (2.69%) 2.37K
Increased by +1.42%
Mar 31, 24
5 Vanguard Total Stock Mkt Idx Inv 152.45K (2.45%) -8.44K
Decreased by -5.54%
Mar 31, 24
6 Vanguard Small Cap Index 125.52K (2.02%) -4.00K
Decreased by -3.19%
Mar 31, 24
7 Vanguard Institutional Extnd Mkt Idx Tr 94.04K (1.51%) 1.16K
Increased by +1.23%
Mar 31, 24
8 Vanguard Small Cap Growth Index Inv 71.06K (1.14%) -1.72K
Decreased by -2.42%
Mar 31, 24
9 Wellington Public Permanent Capital 40.10K (0.65%) 2.62K
Increased by +6.53%
Dec 31, 23
10 State St Russell Sm/Mid Cp® Indx NL Cl C 38.47K (0.62%) 200.00
Increased by +0.52%
Apr 30, 24
11 Fidelity Extended Market Index 36.06K (0.58%) 900.00
Increased by +2.50%
Mar 31, 24
12 Hartford MidCap HLS IA 34.70K (0.56%) 1.79K
Increased by +5.15%
Mar 31, 24
13 Fidelity® Extended Market Index 34.34K (0.55%) 0.00
Increased by 0.00%
Nov 30, 23
14 Wellington CIF II MdCap Opportunities S2 33.90K (0.55%) -6.96K
Decreased by -20.52%
Dec 31, 23
15 Northwestern Mutual Ser Mid Cap Gr Stk 33.85K (0.55%) -1.13K
Decreased by -3.34%
Dec 31, 23
16 DFA US Core Equity 2 I 31.13K (0.50%) -5.58K
Decreased by -17.91%
Mar 31, 24
17 Schwab Fundamental US Small Company ETF 30.02K (0.48%) 0.00
Increased by 0.00%
Apr 30, 24
18 MainStay WMC Enduring Capital A 27.95K (0.45%) -385.00
Decreased by -1.38%
Mar 31, 24
19 Jarislowsky Fraser US Equity 27.08K (0.44%) 3.29K
Increased by +12.16%
Dec 31, 23
20 JF US Equity Fund 26.81K (0.43%) 0.00
Increased by 0.00%
Mar 31, 24