Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FMCX 5.35%
2 XWEB 3.07%
3 PSCU 3.05%
4 IBUY 2.25%
5 GVIP 1.83%
6 FXL 1.01%
7 SOCL 0.88%
8 LSEQ 0.78%
9 JPSV 0.75%
10 ACTV 0.73%
11 PSP 0.71%
12 LQPE 0.63%
13 RZV 0.58%
14 NIXT 0.53%
15 FNK 0.52%
16 AUSF 0.48%
17 QSML 0.44%
18 OASC 0.43%
19 HLGE 0.40%
20 USVM 0.38%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 7.67M (11.96%) -1.00M
Decreased by -13.09%
Jun 30, 25
2 Vanguard Group Inc 7.29M (11.35%) -546.82K
Decreased by -7.51%
Jun 30, 25
3 JPMorgan Chase & Co 6.57M (10.24%) 1.12M
Increased by +17.01%
Jun 30, 25
4 Southeastern Asset Management Inc 2.93M (4.57%) 475.49K
Increased by +16.22%
Jun 30, 25
5 Burgundy Asset Management Ltd 2.52M (3.92%) 1.07M
Increased by +42.46%
Jun 30, 25
6 State Street Corp 2.31M (3.60%) -63.00K
Decreased by -2.73%
Jun 30, 25
7 Davis Selected Advisers 2.28M (3.55%) -377.01K
Decreased by -16.53%
Jun 30, 25
8 UBS Asset Mgmt Americas Inc 2.05M (3.19%) -801.58K
Decreased by -39.18%
Dec 31, 24
9 Helikon Investments Ltd 2.04M (3.17%) 2.04M
Increased by +100.00%
Jun 30, 25
10 Corvex Management LP 2.00M (3.12%) -409.45K
Decreased by -20.46%
Jun 30, 25
11 Patients Capital Management LLC 1.74M (2.71%) 54.34K
Increased by +3.12%
Jun 30, 25
12 Thompson, Siegel & Walmsley LLC 1.63M (2.54%) 196.57K
Increased by +12.07%
Jun 30, 25
13 Patient Capital Management, LLC 1.60M (2.49%) 160.16K
Increased by +10.03%
Jun 30, 24
14 ShawSpring Partners LLC 1.49M (2.32%) -89.85K
Decreased by -6.03%
Dec 31, 24
15 First Manhattan Co. LLC 1.34M (2.09%) -121.30K
Decreased by -9.03%
Sep 30, 23
16 State Street Corporation 1.27M (1.97%) 6.09K
Increased by +0.48%
Mar 31, 24
17 Durable Capital Partners LP 1.26M (1.97%) 376.64K
Increased by +29.80%
Dec 31, 23
18 UBS Group AG 1.25M (1.95%) 855.83K
Increased by +68.49%
Jun 30, 25
19 TimesSquare Capital Management, LLC 1.21M (1.88%) -6.59K
Decreased by -0.55%
Sep 30, 24
20 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 1.17M (1.82%) -288.10K
Decreased by -24.71%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 UBS: Global Equity 8.93M (13.91%) 0.00
Increased by 0.00%
Sep 30, 24
2 iShares Core S&P Small-Cap ETF 3.88M (6.04%) 0.00
Increased by 0.00%
Aug 31, 25
3 JPMorgan Mid Cap Value L 2.78M (4.34%) 53.91K
Increased by +1.94%
Jul 31, 25
4 JPM US Mid Cap Value-Composite 2.73M (4.25%) 639.09K
Increased by +23.41%
Jun 30, 25
5 Vanguard US Total Market Shares ETF 2.25M (3.50%) 2.52K
Increased by +0.11%
Sep 30, 24
6 Vanguard Total Stock Mkt Idx Inv 2.11M (3.28%) -44.41K
Decreased by -2.11%
Jul 31, 25
7 JPM US Mid Cap Value-MA 2.09M (3.26%) 139.95K
Increased by +6.69%
Mar 31, 25
8 Longleaf Partners 1.95M (3.04%) 324.21K
Increased by +16.60%
Jun 30, 25
9 Vanguard Small Cap Index 1.62M (2.52%) -10.48K
Decreased by -0.65%
Jul 31, 25
10 Patient Opportunity C 1.35M (2.10%) 1.35M
Increased by +100.00%
Jun 30, 25
11 Davis NY Venture A 1.16M (1.80%) 1.16M
Increased by +100.00%
Apr 30, 25
12 JPM US Value Advantage-MA 1.07M (1.66%) 1.02M
Increased by +95.55%
Sep 30, 23
13 Vanguard Small Cap Value Index Inv 1.04M (1.62%) 2.94K
Increased by +0.28%
Jul 31, 25
14 Contrarius Global Equity Institutional 1.02M (1.60%) 1.02M
Increased by +100.00%
Mar 31, 25
15 JPMorgan Value Advantage L 990.55K (1.54%) 0.00
Increased by 0.00%
Jul 31, 25
16 AVI Global Trust Ord 985.00K (1.53%) 0.00
Increased by 0.00%
Feb 28, 25
17 JPMorgan Mid Cap Equity I 905.60K (1.41%) 134.93K
Increased by +14.90%
Jul 31, 25
18 Vanguard Institutional Extnd Mkt Idx Tr 699.15K (1.09%) -309.06K
Decreased by -44.21%
Jul 31, 25
19 Vanguard Explorer Inv 680.41K (1.06%) -248.07K
Decreased by -36.46%
Jun 30, 25
20 iShares S&P Small-Cap 600 Value ETF 607.37K (0.95%) 0.00
Increased by 0.00%
Aug 31, 25