Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SAEF 1.90%
2 RISN 1.06%
3 PMOM 0.91%
4 AIEQ 0.80%
5 PAMC 0.79%
6 TMSL 0.79%
7 SFLO 0.72%
8 FLOW 0.70%
9 FXR 0.70%
10 MADE 0.61%
11 IVOV 0.60%
12 MDYV 0.55%
13 IJJ 0.55%
14 MIDE 0.49%
15 PSM 0.45%
16 TMFX 0.43%
17 AFMC 0.37%
18 SMDY 0.33%
19 GVLU 0.31%
20 IVOO 0.30%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Select Equity Group LP 6.29M (14.30%) -271.53K
Decreased by -4.32%
Dec 31, 24
2 Vanguard Group Inc 5.26M (11.97%) 21.77K
Increased by +0.41%
Dec 31, 24
3 BlackRock Inc 4.70M (10.68%) 192.63K
Increased by +4.10%
Dec 31, 24
4 Wellington Management Company LLP 4.00M (9.09%) -210.56K
Decreased by -5.27%
Dec 31, 24
5 Victory Capital Management Inc. 2.80M (6.38%) -99.90K
Decreased by -3.56%
Dec 31, 24
6 Morgan Stanley - Brokerage Accounts 2.37M (5.40%) 1.49M
Increased by +62.57%
Dec 31, 24
7 Bank of America Corp 2.26M (5.14%) 82.27K
Increased by +3.64%
Dec 31, 24
8 EdgePoint Investment Group, Inc. 1.95M (4.44%) -48.31K
Decreased by -2.48%
Jun 30, 24
9 T. Rowe Price Associates, Inc. 1.90M (4.31%) 35.45K
Increased by +1.87%
Dec 31, 24
10 Turtle Creek Asset Management Inc. 1.87M (4.24%) 53.28K
Increased by +2.85%
Dec 31, 24
11 State Street Corp 1.63M (3.72%) 66.60K
Increased by +4.07%
Dec 31, 24
12 State Street Corporation 1.56M (3.55%) 44.58K
Increased by +2.85%
Mar 31, 24
13 JPMorgan Chase & Co 1.46M (3.31%) -3.10M
Decreased by -212.83%
Dec 31, 24
14 Earnest Partners LLC 1.31M (2.98%) 47.44K
Increased by +3.62%
Dec 31, 24
15 Assenagon Asset Management SA 1.27M (2.88%) 1.24M
Increased by +97.82%
Dec 31, 24
16 Dimensional Fund Advisors, Inc. 1.25M (2.84%) 150.71K
Increased by +12.08%
Dec 31, 24
17 Ariel Investments, LLC 1.20M (2.73%) 72.03K
Increased by +6.01%
Dec 31, 24
18 Fiera Capital Corporation 1.12M (2.55%) 41.33K
Increased by +3.68%
Mar 31, 24
19 Pacer Advisors, INC. 1.08M (2.46%) -58.84K
Decreased by -5.45%
Dec 31, 24
20 AllianceBernstein L.P. 985.09K (2.24%) 23.48K
Increased by +2.38%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Victory Sycamore Established Value R 2.03M (4.62%) -40.00K
Decreased by -1.97%
Dec 31, 24
2 iShares Core S&P Mid-Cap ETF 1.76M (4.00%) 3.09K
Increased by +0.18%
Mar 31, 25
3 Vanguard Total Stock Mkt Idx Inv 1.70M (3.86%) 3.82K
Increased by +0.23%
Feb 28, 25
4 Vanguard Small Cap Index 1.37M (3.12%) 1.11K
Increased by +0.08%
Feb 28, 25
5 T. Rowe Price Mid-Cap Value 1.16M (2.64%) 260.30K
Increased by +22.40%
Feb 28, 25
6 EdgePoint Global 1.15M (2.61%) -79.92K
Decreased by -6.96%
Dec 31, 23
7 EdgePoint Global Portfolio Series F 1.15M (2.61%) 0.00
Increased by 0.00%
Mar 31, 24
8 Pacer US Cash Cows 100 ETF 1.07M (2.44%) 1.59K
Increased by +0.15%
Feb 28, 25
9 JPM US Mid Cap Value-Composite 1.07M (2.43%) -11.73K
Decreased by -1.10%
Jun 30, 24
10 Vanguard Explorer Inv 974.72K (2.22%) 42.19K
Increased by +4.33%
Dec 31, 24
11 Vanguard Small Cap Value Index Inv 904.56K (2.06%) -3.16K
Decreased by -0.35%
Feb 28, 25
12 Vanguard Institutional Extnd Mkt Idx Tr 817.40K (1.86%) 3.68K
Increased by +0.45%
Feb 28, 25
13 T. Rowe Price US Mid-Cap Value Equity 715.79K (1.63%) -2.19K
Decreased by -0.31%
Dec 31, 24
14 JPM US Mid Cap Value-MA 707.60K (1.61%) -361.64K
Decreased by -51.11%
Sep 30, 24
15 Nordea 1 - Global Climate & Envir BI EUR 706.30K (1.61%) -198.21K
Decreased by -28.06%
May 31, 24
16 Vanguard Windsor Investor Shares 628.91K (1.43%) -11.75K
Decreased by -1.87%
Dec 31, 24
17 EARNEST Partners Smid Cap Core Founders 561.13K (1.28%) -7.70K
Decreased by -1.37%
Feb 28, 25
18 EdgePoint Global Growth & Inc Port Sr F 546.04K (1.24%) 0.00
Increased by 0.00%
Mar 31, 24
19 EdgePoint Global Growth and Income 546.04K (1.24%) -21.46K
Decreased by -3.93%
Dec 31, 23
20 T. Rowe Price All-Cap Opportunities Fund 534.99K (1.22%) 65.10K
Increased by +12.17%
Feb 28, 25