Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FMCX 5.35%
2 PSCU 3.73%
3 XWEB 3.07%
4 IBUY 2.25%
5 GVIP 1.77%
6 JPSV 1.39%
7 FXL 1.01%
8 SOCL 0.87%
9 PSP 0.78%
10 LSEQ 0.78%
11 RZV 0.73%
12 ACTV 0.73%
13 NIXT 0.63%
14 FNK 0.52%
15 AUSF 0.48%
16 QSML 0.44%
17 OASC 0.43%
18 HLGE 0.40%
19 SLYV 0.39%
20 USVM 0.38%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 8.68M (12.88%) -274.48K
Decreased by -3.16%
Mar 31, 25
2 Vanguard Group Inc 7.83M (11.62%) -74.59K
Decreased by -0.95%
Mar 31, 25
3 JPMorgan Chase & Co 5.45M (8.09%) 557.13K
Increased by +10.22%
Mar 31, 25
4 Davis Selected Advisers 2.66M (3.94%) 22.16K
Increased by +0.83%
Mar 31, 25
5 Southeastern Asset Management Inc 2.46M (3.64%) -296.45K
Decreased by -12.07%
Mar 31, 25
6 Corvex Management LP 2.41M (3.58%) 0.00
Increased by 0.00%
Mar 31, 25
7 State Street Corp 2.37M (3.52%) -97.11K
Decreased by -4.09%
Mar 31, 25
8 UBS Asset Mgmt Americas Inc 2.05M (3.04%) -801.58K
Decreased by -39.18%
Dec 31, 24
9 Patients Capital Management LLC 1.68M (2.50%) 17.40K
Increased by +1.03%
Mar 31, 25
10 Patient Capital Management, LLC 1.60M (2.37%) 160.16K
Increased by +10.03%
Jun 30, 24
11 ShawSpring Partners LLC 1.49M (2.21%) -89.85K
Decreased by -6.03%
Dec 31, 24
12 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 1.45M (2.16%) -215.52K
Decreased by -14.82%
Mar 31, 25
13 Burgundy Asset Management Ltd 1.45M (2.15%) 1.45M
Increased by +100.00%
Mar 31, 25
14 Thompson, Siegel & Walmsley LLC 1.43M (2.13%) -151.56K
Decreased by -10.59%
Mar 31, 25
15 Newtyn Management LLC 1.43M (2.11%) 0.00
Increased by 0.00%
Mar 31, 25
16 First Manhattan Co. LLC 1.34M (1.99%) -121.30K
Decreased by -9.03%
Sep 30, 23
17 State Street Corporation 1.27M (1.88%) 6.09K
Increased by +0.48%
Mar 31, 24
18 Durable Capital Partners LP 1.26M (1.88%) 376.64K
Increased by +29.80%
Dec 31, 23
19 Geode Capital Management, LLC 1.24M (1.84%) 40.41K
Increased by +3.26%
Mar 31, 25
20 TimesSquare Capital Management, LLC 1.21M (1.79%) -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 (13.25%) 0.00
Increased by 0.00%
Sep 30, 24
2 iShares Core S&P Small-Cap ETF 3.90M (5.79%) 0.00
Increased by 0.00%
Jul 30, 25
3 JPM US Mid Cap Value-Composite 2.73M (4.05%) 639.09K
Increased by +23.41%
Jun 30, 25
4 JPMorgan Mid Cap Value L 2.73M (4.05%) 16.03K
Increased by +0.59%
Jun 30, 25
5 Vanguard US Total Market Shares ETF 2.25M (3.34%) 2.52K
Increased by +0.11%
Sep 30, 24
6 Vanguard Total Stock Mkt Idx Inv 2.15M (3.19%) -84.85K
Decreased by -3.94%
Jun 30, 25
7 JPM US Mid Cap Value-MA 2.09M (3.10%) 139.95K
Increased by +6.69%
Mar 31, 25
8 Longleaf Partners 1.63M (2.42%) -49.22K
Decreased by -3.02%
Mar 31, 25
9 Vanguard Small Cap Index 1.63M (2.42%) -130.08K
Decreased by -7.99%
Jun 30, 25
10 Patient Opportunity C 1.35M (2.00%) 1.35M
Increased by +100.00%
Jun 30, 25
11 Davis NY Venture A 1.16M (1.72%) 1.16M
Increased by +100.00%
Apr 30, 25
12 JPM US Value Advantage-MA 1.07M (1.58%) 1.02M
Increased by +95.55%
Sep 30, 23
13 Vanguard Small Cap Value Index Inv 1.04M (1.54%) -91.78K
Decreased by -8.83%
Jun 30, 25
14 Contrarius Global Equity Institutional 1.02M (1.52%) 1.02M
Increased by +100.00%
Mar 31, 25
15 Vanguard Institutional Extnd Mkt Idx Tr 1.01M (1.50%) -90.08K
Decreased by -8.94%
Jun 30, 25
16 JPMorgan Value Advantage L 990.55K (1.47%) 0.00
Increased by 0.00%
Jun 30, 25
17 AVI Global Trust Ord 985.00K (1.46%) 0.00
Increased by 0.00%
Feb 28, 25
18 JPMorgan Mid Cap Equity I 770.68K (1.14%) 10.31K
Increased by +1.34%
Jun 30, 25
19 Vanguard Explorer Inv 680.41K (1.01%) -248.07K
Decreased by -36.46%
Jun 30, 25
20 iShares S&P Small-Cap 600 Value ETF 613.43K (0.91%) 0.00
Increased by 0.00%
Jul 30, 25