Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FOANC 7.12%
2 FXG 3.41%
3 LSAT 3.37%
4 PBJ 2.89%
5 HSMV 2.24%
6 FTXG 2.09%
7 PSL 1.90%
8 XMLV 1.58%
9 GURU 1.54%
10 XMVM 1.34%
11 PXMG 1.33%
12 WTV 1.18%
13 LSAF 1.07%
14 RFV 0.91%
15 USVM 0.80%
16 PAMC 0.79%
17 FNY 0.75%
18 DFSV 0.71%
19 XMMO 0.60%
20 SHRT 0.57%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 5.14M (11.23%) 13.27K
Increased by +0.26%
Dec 31, 24
2 BlackRock Inc 4.36M (9.52%) 101.99K
Increased by +2.34%
Dec 31, 24
3 Route One Investment Co, LP 4.17M (9.12%) -198.10K
Decreased by -4.75%
Dec 31, 24
4 Clarkston Capital Partners, LLC 3.26M (7.12%) -84.97K
Decreased by -2.61%
Dec 31, 24
5 Dimensional Fund Advisors, Inc. 3.20M (6.99%) 70.85K
Increased by +2.21%
Dec 31, 24
6 JPMorgan Chase & Co 2.53M (5.52%) -2.89M
Decreased by -114.53%
Dec 31, 24
7 Bank of America Corp 2.42M (5.29%) 2.10M
Increased by +86.82%
Dec 31, 23
8 London Company of Virginia 2.34M (5.11%) -16.05K
Decreased by -0.69%
Dec 31, 24
9 State Street Corporation 1.52M (3.33%) 5.71K
Increased by +0.37%
Mar 31, 24
10 State Street Corp 1.51M (3.31%) 26.81K
Increased by +1.77%
Dec 31, 24
11 Citadel Advisors Llc 1.47M (3.20%) 123.03K
Increased by +8.39%
Dec 31, 24
12 T. Rowe Price Investment Management,Inc. 1.37M (2.98%) -302.08K
Decreased by -22.12%
Dec 31, 24
13 Morgan Stanley - Brokerage Accounts 1.30M (2.84%) -102.23K
Decreased by -7.86%
Jun 30, 24
14 Diamond Hill Capital Management Inc 1.26M (2.76%) -182.47K
Decreased by -14.46%
Dec 31, 24
15 Holocene Advisors, LP 1.17M (2.56%) -234.61K
Decreased by -20.04%
Dec 31, 24
16 Point72 Asset Management, L.P. 1.05M (2.28%) 364.01K
Increased by +34.82%
Dec 31, 24
17 Manufacturers Life Insurance Co 986.98K (2.16%) 790.78K
Increased by +80.12%
Dec 31, 24
18 Amvescap Plc. 955.13K (2.09%) 76.29K
Increased by +7.99%
Dec 31, 24
19 NORGES BANK 952.22K (2.08%) 354.35K
Increased by +37.21%
Dec 31, 24
20 Geode Capital Management, LLC 794.72K (1.74%) -6.55K
Decreased by -0.82%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Clarkston Capital SMID Composite 2.25M (4.92%) -77.25K
Decreased by -3.43%
Dec 31, 24
2 Touchstone Mid Cap Y 1.74M (3.80%) -11.86K
Decreased by -0.68%
Dec 31, 24
3 iShares Core S&P Mid-Cap ETF 1.54M (3.36%) 1.15K
Increased by +0.07%
Feb 28, 25
4 Vanguard Total Stock Mkt Idx Inv 1.48M (3.23%) 701.00
Increased by +0.05%
Feb 28, 25
5 Vanguard Small Cap Index 1.19M (2.61%) 966.00
Increased by +0.08%
Feb 28, 25
6 JPM US Mid Cap Value-Composite 966.18K (2.11%) -10.60K
Decreased by -1.10%
Jun 30, 24
7 JPM US Mid Cap Value-MA 966.18K (2.11%) 0.00
Increased by 0.00%
Dec 31, 24
8 JPMorgan Mid Cap Value L 966.18K (2.11%) 0.00
Increased by 0.00%
Jan 31, 25
9 Clarkston Partners Founders 842.00K (1.84%) 0.00
Increased by 0.00%
Dec 31, 24
10 T. Rowe Price Integrated US SmCapGrEq 807.67K (1.76%) 380.13K
Increased by +47.07%
Dec 31, 24
11 JPM US Value Advantage-MA 795.86K (1.74%) 761.96K
Increased by +95.74%
Sep 30, 23
12 DFA US Small Cap Value I 788.22K (1.72%) 0.00
Increased by 0.00%
Jan 31, 25
13 Vanguard Institutional Extnd Mkt Idx Tr 719.05K (1.57%) 6.20K
Increased by +0.86%
Feb 28, 25
14 Clarkston Capital Mid Cap Composite 689.50K (1.51%) -3.50K
Decreased by -0.51%
Dec 31, 24
15 Diamond Hill Small-Mid Cap Equity 686.21K (1.50%) -10.60K
Decreased by -1.54%
Feb 28, 25
16 JPMorgan Value Advantage L 544.34K (1.19%) 0.00
Increased by 0.00%
Jan 31, 25
17 Clarkston Founders Institutional 530.00K (1.16%) 0.00
Increased by 0.00%
Dec 31, 24
18 T. Rowe Price US Small-Cap Core Equity 502.44K (1.10%) -55.50K
Decreased by -11.05%
Dec 31, 23
19 Hennessy Cornerstone Mid Cap 30 Inv 496.80K (1.09%) 496.80K
Increased by +100.00%
Dec 31, 24
20 Hartford MidCap Y 492.28K (1.08%) -71.79K
Decreased by -14.58%
Mar 31, 24