Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FMCX 5.35%
2 XWEB 3.07%
3 PSCU 2.75%
4 IBUY 2.25%
5 GVIP 1.83%
6 SOCL 1.19%
7 FXL 1.01%
8 PSP 0.92%
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 7.95M (14.43%) 168.12K
Increased by +2.12%
Mar 31, 26
2 JPMorgan Chase & Co 7.30M (13.26%) 730.99K
Increased by +10.01%
Sep 30, 25
3 Vanguard Group Inc 6.92M (12.57%) -359.23K
Decreased by -5.19%
Dec 31, 25
4 Aristeia Capital, LLC 5.91M (10.73%) 206.38K
Increased by +3.49%
Mar 31, 26
5 Southeastern Asset Management Inc 4.02M (7.30%) 33.39K
Increased by +0.83%
Mar 31, 26
6 Vanguard Portfolio Management, LLC 3.59M (6.52%) 3.59M
Increased by +100.00%
Mar 31, 26
7 Helikon Investments Ltd 3.52M (6.39%) 1.65M
Increased by +46.95%
Mar 31, 26
8 Corvex Management LP 3.36M (6.09%) 0.00
Increased by 0.00%
Mar 31, 26
9 Vanguard Capital Management, LLC 2.92M (5.30%) 2.92M
Increased by +100.00%
Mar 31, 26
10 Patients Capital Management LLC 2.70M (4.90%) 325.51K
Increased by +12.06%
Mar 31, 26
11 Burgundy Asset Management Ltd 2.50M (4.54%) -15.88K
Decreased by -0.63%
Sep 30, 25
12 Davis Selected Advisers 2.41M (4.38%) -100.83K
Decreased by -4.18%
Mar 31, 26
13 State Street Corp 2.26M (4.10%) 62.71K
Increased by +2.78%
Mar 31, 26
14 AQR Capital Management LLC 2.20M (4.00%) 551.98K
Increased by +25.05%
Mar 31, 26
15 UBS Asset Mgmt Americas Inc 2.05M (3.72%) -801.58K
Decreased by -39.18%
Dec 31, 24
16 BMO Capital Markets Corp. 2.04M (3.70%) -1.09M
Decreased by -53.50%
Mar 31, 26
17 Bank of Montreal 2.04M (3.70%) -1.09M
Decreased by -53.50%
Mar 31, 26
18 Thompson, Siegel & Walmsley LLC 1.82M (3.31%) -99.06K
Decreased by -5.44%
Mar 31, 26
19 Patient Capital Management, LLC 1.60M (2.90%) 160.16K
Increased by +10.03%
Jun 30, 24
20 ShawSpring Partners LLC 1.49M (2.71%) -89.85K
Decreased by -6.03%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 UBS: Global Equity 8.93M (16.21%) 0.00
Increased by 0.00%
Sep 30, 24
2 iShares Core S&P Small-Cap ETF 3.95M (7.17%) 1.45K
Increased by +0.04%
May 29, 26
3 JPMorgan Mid Cap Value L 2.78M (5.05%) 53.91K
Increased by +1.94%
Jul 31, 25
4 JPM US Mid Cap Value-Composite 2.73M (4.96%) 639.09K
Increased by +23.41%
Jun 30, 25
5 Vanguard US Total Market Shares ETF 2.25M (4.08%) 2.52K
Increased by +0.11%
Sep 30, 24
6 JPM US Mid Cap Value-MA 2.09M (3.80%) 139.95K
Increased by +6.69%
Mar 31, 25
7 Longleaf Partners 2.07M (3.75%) 128.19K
Increased by +6.20%
Mar 31, 26
8 Vanguard Total Stock Mkt Idx Inv 2.07M (3.75%) 9.79K
Increased by +0.47%
Apr 30, 26
9 Patient Opportunity C 1.80M (3.27%) 0.00
Increased by 0.00%
Mar 31, 26
10 Vanguard Small Cap Index 1.47M (2.67%) -5.50K
Decreased by -0.37%
Apr 30, 26
11 Longleaf Partners Global 1.31M (2.38%) -88.96K
Decreased by -6.79%
Mar 31, 26
12 Davis NY Venture A 1.13M (2.04%) 0.00
Increased by 0.00%
Apr 30, 26
13 JPM US Value Advantage-MA 1.07M (1.94%) 1.02M
Increased by +95.55%
Sep 30, 23
14 Contrarius Global Equity Institutional 1.02M (1.86%) 1.02M
Increased by +100.00%
Mar 31, 25
15 JPMorgan Value Advantage L 990.55K (1.80%) 0.00
Increased by 0.00%
Jul 31, 25
16 AVI Global Trust Ord 985.00K (1.79%) 0.00
Increased by 0.00%
Feb 28, 25
17 Vanguard Small Cap Value Index Inv 948.78K (1.72%) 8.39K
Increased by +0.88%
Apr 30, 26
18 JPMorgan Mid Cap Equity I 905.60K (1.64%) 134.93K
Increased by +14.90%
Jul 31, 25
19 Vanguard Institutional Extnd Mkt Idx Tr 733.63K (1.33%) 7.33K
Increased by +1.00%
Apr 30, 26
20 Vanguard Explorer Inv 680.41K (1.24%) -248.07K
Decreased by -36.46%
Jun 30, 25