Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FMCX 5.35%
2 PSCU 3.83%
3 XWEB 3.07%
4 IBUY 2.25%
5 GVIP 1.88%
6 JPSV 1.24%
7 FXL 1.01%
8 SOCL 0.94%
9 PSP 0.83%
10 LSEQ 0.78%
11 ACTV 0.73%
12 RZV 0.71%
13 NIXT 0.54%
14 FNK 0.52%
15 AUSF 0.48%
16 QSML 0.44%
17 OASC 0.43%
18 VIOV 0.42%
19 SLYV 0.41%
20 IJS 0.41%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 8.68M (12.93%) -274.48K
Decreased by -3.16%
Mar 31, 25
2 Vanguard Group Inc 7.83M (11.67%) -74.59K
Decreased by -0.95%
Mar 31, 25
3 JPMorgan Chase & Co 5.45M (8.12%) 557.13K
Increased by +10.22%
Mar 31, 25
4 Davis Selected Advisers 2.66M (3.96%) 22.16K
Increased by +0.83%
Mar 31, 25
5 Southeastern Asset Management Inc 2.46M (3.66%) -296.45K
Decreased by -12.07%
Mar 31, 25
6 Corvex Management LP 2.41M (3.59%) 0.00
Increased by 0.00%
Mar 31, 25
7 State Street Corp 2.37M (3.54%) -97.11K
Decreased by -4.09%
Mar 31, 25
8 UBS Asset Mgmt Americas Inc 2.05M (3.05%) -801.58K
Decreased by -39.18%
Dec 31, 24
9 Patients Capital Management LLC 1.68M (2.51%) 17.40K
Increased by +1.03%
Mar 31, 25
10 Patient Capital Management, LLC 1.60M (2.38%) 160.16K
Increased by +10.03%
Jun 30, 24
11 ShawSpring Partners LLC 1.49M (2.22%) -89.85K
Decreased by -6.03%
Dec 31, 24
12 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 1.45M (2.17%) -215.52K
Decreased by -14.82%
Mar 31, 25
13 Burgundy Asset Management Ltd 1.45M (2.16%) 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 (2.12%) 0.00
Increased by 0.00%
Mar 31, 25
16 First Manhattan Co. LLC 1.34M (2.00%) -121.30K
Decreased by -9.03%
Sep 30, 23
17 State Street Corporation 1.27M (1.89%) 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 (1.85%) 40.41K
Increased by +3.26%
Mar 31, 25
20 TimesSquare Capital Management, LLC 1.21M (1.80%) -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 (13.30%) 0.00
Increased by 0.00%
Sep 30, 24
2 iShares Core S&P Small-Cap ETF 4.30M (6.41%) -3.89K
Decreased by -0.09%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 2.25M (3.35%) 2.52K
Increased by +0.11%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 2.23M (3.33%) -20.20K
Decreased by -0.90%
Apr 30, 25
5 JPM US Mid Cap Value-Composite 2.15M (3.20%) -130.76K
Decreased by -6.08%
Jun 30, 24
6 JPM US Mid Cap Value-MA 2.09M (3.12%) 139.95K
Increased by +6.69%
Mar 31, 25
7 JPMorgan Mid Cap Value L 2.09M (3.12%) 139.95K
Increased by +6.69%
Mar 31, 25
8 Vanguard Small Cap Index 1.75M (2.61%) 1.75M
Increased by +100.00%
Apr 30, 25
9 Longleaf Partners 1.68M (2.50%) 328.82K
Increased by +19.59%
Dec 31, 24
10 Patient Opportunity C 1.30M (1.94%) 0.00
Increased by 0.00%
Mar 31, 25
11 Davis NY Venture A 1.16M (1.73%) 0.00
Increased by 0.00%
Jan 31, 25
12 Vanguard Small Cap Value Index Inv 1.13M (1.69%) 1.13M
Increased by +100.00%
Apr 30, 25
13 Vanguard Institutional Extnd Mkt Idx Tr 1.09M (1.63%) 11.45K
Increased by +1.05%
Apr 30, 25
14 JPM US Value Advantage-MA 1.07M (1.59%) 1.02M
Increased by +95.55%
Sep 30, 23
15 Contrarius Global Equity Institutional 1.02M (1.53%) 1.02M
Increased by +100.00%
Mar 31, 25
16 AVI Global Trust Ord 985.00K (1.47%) 84.90K
Increased by +8.62%
Jan 31, 25
17 JPMorgan Value Advantage L 982.83K (1.46%) 22.64K
Increased by +2.30%
Mar 31, 25
18 Vanguard Explorer Inv 928.48K (1.38%) -28.31K
Decreased by -3.05%
Mar 31, 25
19 iShares S&P Small-Cap 600 Value ETF 698.61K (1.04%) 595.00
Increased by +0.09%
Apr 30, 25
20 SPDR® Portfolio S&P 600™ Sm Cap ETF 614.38K (0.92%) 0.00
Increased by 0.00%
Apr 30, 25