Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FOANC 7.12%
2 CCFE 4.19%
3 LSAT 3.37%
4 FXG 3.14%
5 PBJ 2.58%
6 DVOL 2.56%
7 FTXG 1.95%
8 HSMV 1.67%
9 PSL 1.61%
10 XMLV 1.37%
11 PXMG 1.33%
12 WTV 1.18%
13 GURU 1.14%
14 XMVM 0.97%
15 SMMV 0.95%
16 LSAF 0.94%
17 RFV 0.91%
18 FDLS 0.87%
19 FNY 0.75%
20 PAMC 0.70%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 5.42M (12.05%) 277.79K
Increased by +5.13%
Mar 31, 25
2 BlackRock Inc 4.27M (9.49%) -90.29K
Decreased by -2.12%
Mar 31, 25
3 Route One Investment Co, LP 4.05M (9.01%) -126.10K
Decreased by -3.11%
Mar 31, 25
4 Clarkston Capital Partners, LLC 3.36M (7.48%) 105.33K
Increased by +3.13%
Mar 31, 25
5 Dimensional Fund Advisors, Inc. 3.04M (6.75%) -165.55K
Decreased by -5.45%
Mar 31, 25
6 JPMorgan Chase & Co 2.61M (5.80%) 79.81K
Increased by +3.06%
Mar 31, 25
7 London Company of Virginia 2.26M (5.04%) -75.57K
Decreased by -3.34%
Mar 31, 25
8 Holocene Advisors, LP 1.69M (3.76%) 517.65K
Increased by +30.66%
Mar 31, 25
9 State Street Corporation 1.52M (3.39%) 5.71K
Increased by +0.37%
Mar 31, 24
10 State Street Corp 1.52M (3.38%) 7.02K
Increased by +0.46%
Mar 31, 25
11 T. Rowe Price Investment Management,Inc. 1.36M (3.04%) -1.01K
Decreased by -0.07%
Mar 31, 25
12 Citadel Advisors Llc 1.35M (2.99%) -120.64K
Decreased by -8.96%
Mar 31, 25
13 Morgan Stanley - Brokerage Accounts 1.30M (2.89%) -102.23K
Decreased by -7.86%
Jun 30, 24
14 UBS Group AG 1.20M (2.68%) 684.25K
Increased by +56.81%
Mar 31, 25
15 Diamond Hill Capital Management Inc 1.10M (2.45%) -162.90K
Decreased by -14.82%
Mar 31, 25
16 Point72 Asset Management, L.P. 1.05M (2.33%) 364.01K
Increased by +34.82%
Dec 31, 24
17 Manufacturers Life Insurance Co 973.25K (2.17%) -13.72K
Decreased by -1.41%
Mar 31, 25
18 NORGES BANK 952.22K (2.12%) 354.35K
Increased by +37.21%
Dec 31, 24
19 TD Global Investment Solutions – TD Epoch 915.49K (2.04%) 191.08K
Increased by +20.87%
Mar 31, 25
20 Geode Capital Management, LLC 842.69K (1.87%) 47.97K
Increased by +5.69%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Clarkston Capital SMID Composite 2.04M (4.54%) -253.75K
Decreased by -12.42%
Jun 30, 25
2 Vanguard Total Stock Mkt Idx Inv 1.60M (3.57%) -26.25K
Decreased by -1.64%
Jun 30, 25
3 Vanguard US Total Market Shares ETF 1.48M (3.29%) -59.19K
Decreased by -4.00%
Sep 30, 24
4 iShares Core S&P Mid-Cap ETF 1.47M (3.28%) 96.00
Increased by +0.01%
Jul 30, 25
5 Touchstone Mid Cap Y 1.27M (2.82%) -393.02K
Decreased by -31.01%
Jun 30, 25
6 Vanguard Small Cap Index 1.22M (2.72%) -57.41K
Decreased by -4.69%
Jun 30, 25
7 JPM US Mid Cap Value-Composite 1.04M (2.31%) 52.38K
Increased by +5.05%
Jun 30, 25
8 JPMorgan Mid Cap Value L 1.04M (2.31%) 6.09K
Increased by +0.59%
Jun 30, 25
9 JPM US Mid Cap Value-MA 984.75K (2.19%) 18.57K
Increased by +1.89%
Mar 31, 25
10 JPM US Value Advantage-MA 795.86K (1.77%) 761.96K
Increased by +95.74%
Sep 30, 23
11 DFA US Small Cap Value I 786.32K (1.75%) 0.00
Increased by 0.00%
Jun 30, 25
12 Clarkston Partners Founders 780.00K (1.74%) -62.00K
Decreased by -7.95%
Jun 30, 25
13 Clarkston Capital Mid Cap Composite 698.59K (1.55%) -560.00
Decreased by -0.08%
Jun 30, 25
14 Vanguard Institutional Extnd Mkt Idx Tr 694.39K (1.54%) -19.06K
Decreased by -2.74%
Jun 30, 25
15 JPMorgan Value Advantage L 548.62K (1.22%) 0.00
Increased by 0.00%
Jun 30, 25
16 Clarkston Founders Institutional 530.00K (1.18%) 0.00
Increased by 0.00%
Jun 30, 25
17 Diamond Hill Small-Mid Cap Equity 521.30K (1.16%) 471.00
Increased by +0.09%
Jun 30, 25
18 T. Rowe Price US Small-Cap Core Equity 502.44K (1.12%) -55.50K
Decreased by -11.05%
Dec 31, 23
19 Hartford MidCap Y 492.28K (1.10%) -71.79K
Decreased by -14.58%
Mar 31, 24
20 T. Rowe Price Small-Cap Stock 446.54K (0.99%) -55.90K
Decreased by -12.52%
Mar 31, 24