Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FMCX 5.35%
2 XWEB 3.07%
3 PSCU 2.88%
4 IBUY 2.25%
5 GVIP 1.83%
6 SOCL 1.14%
7 FXL 1.01%
8 PSP 0.89%
9 LSEQ 0.78%
10 JPSV 0.75%
11 ACTV 0.73%
12 LQPE 0.72%
13 RZV 0.61%
14 NIXT 0.59%
15 FNK 0.52%
16 AUSF 0.48%
17 QSML 0.44%
18 OASC 0.43%
19 HLGE 0.40%
20 USVM 0.40%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 7.86M (13.61%) 191.38K
Increased by +2.43%
Sep 30, 25
2 JPMorgan Chase & Co 7.30M (12.63%) 730.99K
Increased by +10.01%
Sep 30, 25
3 Vanguard Group Inc 6.92M (11.98%) -359.23K
Decreased by -5.19%
Dec 31, 25
4 Aristeia Capital, LLC 5.70M (9.87%) 2.86M
Increased by +50.19%
Dec 31, 25
5 Southeastern Asset Management Inc 3.99M (6.90%) 1.22M
Increased by +30.63%
Dec 31, 25
6 Corvex Management LP 3.36M (5.80%) 566.70K
Increased by +16.89%
Dec 31, 25
7 Davis Selected Advisers 2.51M (4.35%) 270.38K
Increased by +10.75%
Dec 31, 25
8 Burgundy Asset Management Ltd 2.50M (4.33%) -15.88K
Decreased by -0.63%
Sep 30, 25
9 Patients Capital Management LLC 2.37M (4.11%) 265.81K
Increased by +11.20%
Dec 31, 25
10 State Street Corp 2.29M (3.97%) -17.64K
Decreased by -0.77%
Sep 30, 25
11 UBS Asset Mgmt Americas Inc 2.05M (3.54%) -801.58K
Decreased by -39.18%
Dec 31, 24
12 Thompson, Siegel & Walmsley LLC 1.92M (3.32%) -67.63K
Decreased by -3.52%
Dec 31, 25
13 Patient Capital Management, LLC 1.60M (2.76%) 160.16K
Increased by +10.03%
Jun 30, 24
14 ShawSpring Partners LLC 1.49M (2.58%) -89.85K
Decreased by -6.03%
Dec 31, 24
15 First Manhattan Co. LLC 1.34M (2.32%) -121.30K
Decreased by -9.03%
Sep 30, 23
16 Helikon Investments Ltd 1.33M (2.29%) -711.04K
Decreased by -53.63%
Sep 30, 25
17 State Street Corporation 1.27M (2.19%) 6.09K
Increased by +0.48%
Mar 31, 24
18 Durable Capital Partners LP 1.26M (2.19%) 376.64K
Increased by +29.80%
Dec 31, 23
19 Geode Capital Management, LLC 1.26M (2.18%) 103.60K
Increased by +8.23%
Sep 30, 25
20 TimesSquare Capital Management, LLC 1.21M (2.09%) -6.59K
Decreased by -0.55%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 UBS: Global Equity 8.93M (15.45%) 0.00
Increased by 0.00%
Sep 30, 24
2 iShares Core S&P Small-Cap ETF 3.95M (6.84%) 3.95M
Increased by +100.00%
Feb 28, 26
3 JPMorgan Mid Cap Value L 2.78M (4.82%) 53.91K
Increased by +1.94%
Jul 31, 25
4 JPM US Mid Cap Value-Composite 2.73M (4.72%) 639.09K
Increased by +23.41%
Jun 30, 25
5 Vanguard US Total Market Shares ETF 2.25M (3.89%) 2.52K
Increased by +0.11%
Sep 30, 24
6 JPM US Mid Cap Value-MA 2.09M (3.62%) 139.95K
Increased by +6.69%
Mar 31, 25
7 Vanguard Total Stock Mkt Idx Inv 2.03M (3.51%) 47.23K
Increased by +2.33%
Jan 31, 26
8 Longleaf Partners 1.94M (3.36%) 73.84K
Increased by +3.81%
Dec 31, 25
9 Patient Opportunity C 1.80M (3.11%) 200.00K
Increased by +11.11%
Dec 31, 25
10 Vanguard Small Cap Index 1.46M (2.53%) -1.61K
Decreased by -0.11%
Jan 31, 26
11 Longleaf Partners Global 1.40M (2.42%) 1.01M
Increased by +71.92%
Dec 31, 25
12 Davis NY Venture A 1.13M (1.95%) 0.00
Increased by 0.00%
Oct 31, 25
13 JPM US Value Advantage-MA 1.07M (1.85%) 1.02M
Increased by +95.55%
Sep 30, 23
14 Contrarius Global Equity Institutional 1.02M (1.77%) 1.02M
Increased by +100.00%
Mar 31, 25
15 JPMorgan Value Advantage L 990.55K (1.71%) 0.00
Increased by 0.00%
Jul 31, 25
16 AVI Global Trust Ord 985.00K (1.70%) 0.00
Increased by 0.00%
Feb 28, 25
17 Vanguard Small Cap Value Index Inv 937.77K (1.62%) -7.18K
Decreased by -0.77%
Jan 31, 26
18 JPMorgan Mid Cap Equity I 905.60K (1.57%) 134.93K
Increased by +14.90%
Jul 31, 25
19 Vanguard Institutional Extnd Mkt Idx Tr 703.34K (1.22%) 266.00
Increased by +0.04%
Jan 31, 26
20 Vanguard Explorer Inv 680.41K (1.18%) -248.07K
Decreased by -36.46%
Jun 30, 25