Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CSD 4.18%
2 NRSH 3.75%
3 XTN 2.75%
4 SEA 2.56%
5 GAST 1.74%
6 SUPL 1.16%
7 ROBO 1.14%
8 FXR 1.00%
9 PEXL 0.98%
10 PAMC 0.86%
11 RFV 0.66%
12 TPOR 0.58%
13 RWK 0.51%
14 ROBT 0.46%
15 FTXR 0.38%
16 JHSC 0.37%
17 MDYV 0.36%
18 IJJ 0.36%
19 FNY 0.34%
20 IVOV 0.33%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Orbis Allan Gray Ltd 13.47M (11.90%) 818.35K
Increased by +6.07%
Mar 31, 25
2 Vanguard Group Inc 11.37M (10.04%) 37.85K
Increased by +0.33%
Mar 31, 25
3 BlackRock Inc 11.24M (9.93%) 218.23K
Increased by +1.94%
Mar 31, 25
4 ClearBridge Advisors, LLC 4.93M (4.36%) 702.88K
Increased by +14.25%
Mar 31, 25
5 SPRUCE HOUSE INVESTMENT MANAGEMENT LLC 4.25M (3.76%) 2.15M
Increased by +50.63%
Mar 31, 25
6 State Street Corp 3.81M (3.36%) 20.26K
Increased by +0.53%
Mar 31, 25
7 Dimensional Fund Advisors, Inc. 3.61M (3.19%) 810.30K
Increased by +22.46%
Mar 31, 25
8 State Street Corporation 3.58M (3.16%) 96.35K
Increased by +2.69%
Mar 31, 24
9 Neuberger Berman Group LLC 3.31M (2.92%) -196.75K
Decreased by -5.94%
Mar 31, 25
10 American Century Companies Inc 3.10M (2.74%) -124.24K
Decreased by -4.01%
Sep 30, 24
11 Perpetual Ltd 3.03M (2.68%) -109.06K
Decreased by -3.59%
Mar 31, 25
12 FMR Inc 2.82M (2.49%) 716.32K
Increased by +25.45%
Mar 31, 25
13 River Road Asset Management, LLC 2.81M (2.49%) 806.32K
Increased by +28.65%
Mar 31, 25
14 Kovitz Investment Group Partners, LLC 2.62M (2.32%) 2.61M
Increased by +99.65%
Dec 31, 24
15 FORT PITT CAPITAL GROUP, LLC 2.47M (2.18%) 51.21K
Increased by +2.08%
Sep 30, 24
16 Geode Capital Management, LLC 2.07M (1.83%) 96.20K
Increased by +4.65%
Mar 31, 25
17 Swedbank AB 2.05M (1.81%) 250.00K
Increased by +12.20%
Dec 31, 24
18 Vaughan Nelson Scarbrgh & Mccullough LP 1.82M (1.61%) 724.53K
Increased by +39.82%
Mar 31, 25
19 Amundi 1.78M (1.58%) 108.98K
Increased by +6.11%
Sep 30, 24
20 Morgan Stanley - Brokerage Accounts 1.64M (1.44%) -741.40K
Decreased by -45.32%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 3.87M (3.42%) -14.66K
Decreased by -0.38%
Apr 30, 25
2 Vanguard Total Stock Mkt Idx Inv 3.84M (3.39%) 56.25K
Increased by +1.46%
Apr 30, 25
3 Orbis Global Equity Investor 3.43M (3.03%) 282.08K
Increased by +8.23%
Mar 31, 25
4 Vanguard Small Cap Index 3.00M (2.65%) 21.52K
Increased by +0.72%
Apr 30, 25
5 Orbis Global Eq LE (Aus Reg) Retail 2.06M (1.82%) 0.00
Increased by 0.00%
Sep 30, 24
6 Vanguard Institutional Extnd Mkt Idx Tr 1.84M (1.63%) 8.20K
Increased by +0.44%
Apr 30, 25
7 Orbis Global Equity Fund Retail Class 1.41M (1.24%) 0.00
Increased by 0.00%
Sep 30, 24
8 Fidelity Value 1.31M (1.16%) 1.40K
Increased by +0.11%
Mar 31, 25
9 ClearBridge Value 1.20M (1.06%) 0.00
Increased by 0.00%
Apr 30, 25
10 ClearBridge Value C 1.20M (1.06%) 0.00
Increased by 0.00%
Apr 30, 25
11 CPR Invest Glbl Dsrpt Opp R EUR Acc 1.13M (1.00%) -153.62K
Decreased by -13.60%
Aug 31, 24
12 T. Rowe Price Integrated US SmCapGrEq 1.07M (0.94%) 534.31K
Increased by +50.00%
Dec 31, 24
13 Swedbank Robur Small Cap USA A 1.02M (0.91%) -125.00K
Decreased by -12.20%
Mar 31, 25
14 Vanguard Small Cap Value Index Inv 969.83K (0.86%) 3.03K
Increased by +0.31%
Apr 30, 25
15 SPDR® S&P MIDCAP 400 ETF Trust 943.61K (0.83%) -10.49K
Decreased by -1.11%
Apr 30, 25
16 Fidelity VIP Mid Cap Initial 928.53K (0.82%) 0.00
Increased by 0.00%
Jun 30, 24
17 VIP Mid Cap Initial 928.53K (0.82%) 0.00
Increased by 0.00%
Nov 30, 23
18 Federated Hermes Kaufmann Small Cap A 903.22K (0.80%) 0.00
Increased by 0.00%
Sep 30, 24
19 Federated Hermes Kaufmann Small Cap Grow 903.22K (0.80%) 0.00
Increased by 0.00%
Sep 30, 24
20 Cardinal Capital SMID Cap Value Equity 881.62K (0.78%) -117.10K
Decreased by -13.28%
Mar 31, 24