Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FOANC 7.12%
2 FXG 3.34%
3 LSAT 3.31%
4 PBJ 2.97%
5 PSL 1.97%
6 FTXG 1.71%
7 HSMV 1.67%
8 GURU 1.46%
9 PXMG 1.33%
10 XMLV 1.30%
11 XMVM 1.03%
12 LSAF 0.97%
13 RFV 0.90%
14 WTV 0.89%
15 FNY 0.75%
16 PAMC 0.67%
17 USVM 0.59%
18 SHRT 0.55%
19 XMMO 0.54%
20 DFSV 0.53%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 5.29M (12.67%) 332.81K
Increased by +6.29%
Mar 31, 24
2 Route One Investment Co, LP 5.17M (12.40%) 0.00
Increased by 0.00%
Mar 31, 24
3 BlackRock Inc 4.59M (10.99%) -595.49K
Decreased by -12.99%
Mar 31, 24
4 Clarkston Capital Partners, LLC 3.56M (8.53%) -3.42K
Decreased by -0.10%
Mar 31, 24
5 Dimensional Fund Advisors, Inc. 3.04M (7.28%) 33.37K
Increased by +1.10%
Mar 31, 24
6 JPMorgan Chase & Co 2.69M (6.46%) -40.33K
Decreased by -1.50%
Mar 31, 24
7 Bank of America Corp 2.42M (5.81%) 2.10M
Increased by +86.82%
Dec 31, 23
8 London Company of Virginia 2.26M (5.41%) 22.96K
Increased by +1.02%
Mar 31, 24
9 T. Rowe Price Investment Management,Inc. 2.06M (4.93%) -224.77K
Decreased by -10.93%
Mar 31, 24
10 Diamond Hill Capital Management Inc 1.53M (3.67%) -72.02K
Decreased by -4.71%
Mar 31, 24
11 State Street Corporation 1.52M (3.65%) 5.71K
Increased by +0.37%
Mar 31, 24
12 Millennium Management LLC 1.42M (3.41%) -78.36K
Decreased by -5.52%
Mar 31, 24
13 Wellington Management Company LLP 1.31M (3.14%) -203.87K
Decreased by -15.56%
Mar 31, 24
14 Holocene Advisors, LP 953.10K (2.28%) 931.07K
Increased by +97.69%
Mar 31, 24
15 Amvescap Plc. 940.79K (2.25%) 71.21K
Increased by +7.57%
Mar 31, 24
16 Thompson, Siegel & Walmsley LLC 842.13K (2.02%) -253.44K
Decreased by -30.10%
Mar 31, 24
17 Point72 Asset Management, L.P. 817.22K (1.96%) 294.04K
Increased by +35.98%
Mar 31, 24
18 Geode Capital Management, LLC 813.01K (1.95%) 28.76K
Increased by +3.54%
Mar 31, 24
19 Morgan Stanley - Brokerage Accounts 701.51K (1.68%) -23.11K
Decreased by -3.29%
Mar 31, 24
20 Citadel Advisors Llc 627.80K (1.50%) 519.13K
Increased by +82.69%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Clarkston Capital SMID Composite 2.84M (6.81%) 196.02K
Increased by +6.90%
Jun 30, 24
2 Touchstone Mid Cap Y 1.71M (4.11%) 18.59K
Increased by +1.08%
Jun 30, 24
3 iShares Core S&P Mid-Cap ETF 1.57M (3.75%) 2.58K
Increased by +0.16%
Jun 28, 24
4 Vanguard Total Stock Mkt Idx Inv 1.54M (3.69%) 859.00
Increased by +0.06%
Jun 30, 24
5 Vanguard Small Cap Index 1.22M (2.92%) -20.27K
Decreased by -1.66%
Jun 30, 24
6 JPM US Mid Cap Value-Composite 985.77K (2.36%) -18.97K
Decreased by -1.92%
Dec 31, 23
7 JPM US Mid Cap Value-MA 966.18K (2.32%) -10.60K
Decreased by -1.10%
Jun 30, 24
8 JPMorgan Mid Cap Value L 966.18K (2.32%) -10.60K
Decreased by -1.10%
May 31, 24
9 Clarkston Partners Founders 925.00K (2.22%) -40.00K
Decreased by -4.32%
Jun 30, 24
10 Diamond Hill Small-Mid Cap Equity 901.18K (2.16%) -25.44K
Decreased by -2.82%
Jun 30, 24
11 JPM US Value Advantage-MA 795.86K (1.91%) 761.96K
Increased by +95.74%
Sep 30, 23
12 Vanguard Institutional Extnd Mkt Idx Tr 761.60K (1.83%) 2.56K
Increased by +0.34%
Jun 30, 24
13 Clarkston Capital Mid Cap Composite 693.10K (1.66%) -61.39K
Decreased by -8.86%
Jun 30, 24
14 JPMorgan Value Advantage L 692.45K (1.66%) 0.00
Increased by 0.00%
May 31, 24
15 DFA US Small Cap Value I 683.86K (1.64%) 30.16K
Increased by +4.41%
May 31, 24
16 Diamond Hill Small-Mid Cap I 558.81K (1.34%) -55.35K
Decreased by -9.91%
Jun 30, 24
17 Clarkston Founders Institutional 530.00K (1.27%) 0.00
Increased by 0.00%
Jun 30, 24
18 T. Rowe Price Integrated US SmCapGrEq 508.80K (1.22%) 508.80K
Increased by +100.00%
Mar 31, 24
19 T. Rowe Price US Small-Cap Core Equity 502.44K (1.20%) -55.50K
Decreased by -11.05%
Dec 31, 23
20 Hartford MidCap Y 492.28K (1.18%) -71.79K
Decreased by -14.58%
Mar 31, 24