Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ACKY 8.62%
2 TXSS 7.71%
3 ACTV 3.91%
4 RNTY 2.78%
5 CEFZ 2.36%
6 OASC 1.59%
7 IWIN 1.10%
8 PMOM 0.68%
9 SMIZ 0.64%
10 GABF 0.52%
11 FYC 0.44%
12 GVLU 0.42%
13 REK 0.42%
14 SRS 0.42%
15 AVUV 0.35%
16 GQRE 0.29%
17 TPSC 0.29%
18 TXS 0.28%
19 RUSC 0.25%
20 DFSV 0.24%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Pershing Square Capital Management, L.P. 18.85M (61.98%) 0.00
Increased by 0.00%
Mar 31, 26
2 Pershing Square Capital Management, L.p. 18.85M (61.98%) 0.00
Increased by 0.00%
Dec 31, 25
3 PERSHING SQUARE HOLDCO, L.P. 9.00M (29.59%) 0.00
Increased by 0.00%
Sep 30, 25
4 Pershing Square Inc 9.00M (29.59%) 0.00
Increased by 0.00%
Mar 31, 26
5 Vanguard Group Inc 4.23M (13.91%) -3.74K
Decreased by -0.09%
Dec 31, 25
6 Vanguard Portfolio Management, LLC 3.01M (9.89%) 3.01M
Increased by +100.00%
Mar 31, 26
7 Dimensional Fund Advisors, Inc. 2.82M (9.28%) 208.62K
Increased by +7.39%
Mar 31, 26
8 Baillie Gifford & Co Limited. 2.47M (8.12%) -77.61K
Decreased by -3.14%
Dec 31, 23
9 Vanguard Capital Management, LLC 1.65M (5.42%) 1.65M
Increased by +100.00%
Mar 31, 26
10 Harris Associates L.P. 1.59M (5.22%) -8.57K
Decreased by -0.54%
Mar 31, 25
11 BlackRock Inc 1.48M (4.86%) -932.00
Decreased by -0.06%
Mar 31, 26
12 Wells Fargo & Co 1.47M (4.83%) 489.30K
Increased by +33.28%
Mar 31, 26
13 American Century Companies Inc 1.24M (4.07%) 285.86K
Increased by +23.07%
Mar 31, 26
14 Egerton Capital LLP 1.20M (3.93%) 752.33K
Increased by +62.89%
Mar 31, 25
15 Principal Financial Group Inc 1.13M (3.73%) -350.02K
Decreased by -30.86%
Jun 30, 24
16 Donald Smith & Co Inc 1.04M (3.43%) 22.85K
Increased by +2.19%
Mar 31, 26
17 T. Rowe Price Investment Management,Inc. 828.32K (2.72%) 269.40K
Increased by +32.52%
Dec 31, 24
18 Long Focus Capital Management, LLC 733.70K (2.41%) 364.53K
Increased by +49.68%
Mar 31, 26
19 CRCM LP 612.84K (2.01%) 52.13K
Increased by +8.51%
Dec 31, 25
20 Barrow Hanley Mewhinney & Strauss LLC 607.18K (2.00%) -401.80K
Decreased by -66.17%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.24M (4.09%) 4.31K
Increased by +0.35%
Apr 30, 26
2 Vanguard Real Estate Index Investor 1.21M (3.98%) -4.04K
Decreased by -0.33%
Apr 30, 26
3 Avantis US Small Cap Value ETF 1.19M (3.91%) 1.21K
Increased by +0.10%
May 30, 26
4 Donald Smith & Co. All Eq Accounts Comp 1.03M (3.39%) 22.53K
Increased by +2.18%
Mar 31, 26
5 Vanguard US Total Market Shares ETF 947.27K (3.11%) 1.08K
Increased by +0.11%
Sep 30, 24
6 Vanguard Small Cap Index 893.54K (2.94%) -1.45K
Decreased by -0.16%
Apr 30, 26
7 Principal Aligned MidCap Equity 861.32K (2.83%) -254.38K
Decreased by -29.53%
Jun 30, 24
8 Principal MidCap R5 861.32K (2.83%) -174.89K
Decreased by -20.30%
Jun 30, 24
9 Bridge Builder Large Cap Value 604.99K (1.99%) -19.03K
Decreased by -3.14%
Jan 31, 24
10 Vanguard Small Cap Value Index Inv 573.55K (1.89%) 4.05K
Increased by +0.71%
Apr 30, 26
11 DFA US Small Cap Value I 564.04K (1.85%) 36.65K
Increased by +6.50%
Apr 30, 26
12 Harris Assoc. Oakmark Eq & Inc CIT 507.86K (1.67%) 0.00
Increased by 0.00%
Mar 31, 25
13 Oakmark Equity And Income Investor 507.86K (1.67%) 0.00
Increased by 0.00%
Mar 31, 25
14 SMDS Donald Smith US Deep Value Eq MF 499.93K (1.64%) 499.93K
Increased by +100.00%
Sep 24, 24
15 Vanguard Small Cap Growth Index Inv 406.45K (1.34%) -188.00
Decreased by -0.05%
Jul 31, 25
16 T. Rowe Price Small-Cap Stock 372.00K (1.22%) 54.99K
Increased by +14.78%
Dec 31, 24
17 T. Rowe Price US Small-Cap Core Equity 372.00K (1.22%) 119.65K
Increased by +32.16%
Dec 31, 24
18 Donald Smith & Co. Md-Cap Val Eq 366.16K (1.20%) 0.00
Increased by 0.00%
Mar 31, 26
19 Vanguard Selected Value Inv 366.16K (1.20%) 0.00
Increased by 0.00%
Mar 31, 26
20 AZ Fd1 AZ Allc Tr A-AZ C 365.50K (1.20%) 145.50K
Increased by +39.81%
Apr 30, 26