Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FOANC 7.12%
2 CCFE 4.12%
3 FXG 3.20%
4 LSAT 2.89%
5 PBJ 2.65%
6 DVOL 2.56%
7 EWO 2.36%
8 FTXG 2.06%
9 PXMG 1.33%
10 WTV 1.18%
11 XMLV 1.15%
12 GURU 1.07%
13 PSL 1.04%
14 SYLD 1.00%
15 LSAF 0.90%
16 HSMV 0.83%
17 FDLS 0.83%
18 RFV 0.82%
19 PAMC 0.80%
20 XMVM 0.79%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 5.17M (14.61%) -97.84K
Decreased by -1.89%
Dec 31, 25
2 BlackRock Inc 3.98M (11.24%) -224.31K
Decreased by -5.64%
Mar 31, 26
3 Dimensional Fund Advisors, Inc. 3.07M (8.68%) 114.68K
Increased by +3.73%
Mar 31, 26
4 Route One Investment Co, LP 2.95M (8.34%) -185.90K
Decreased by -6.30%
Mar 31, 26
5 JPMorgan Chase & Co 2.67M (7.54%) -306.87K
Decreased by -11.50%
Mar 31, 26
6 Vanguard Portfolio Management, LLC 2.43M (6.87%) 2.43M
Increased by +100.00%
Mar 31, 26
7 Vanguard Capital Management, LLC 1.87M (5.29%) 1.87M
Increased by +100.00%
Mar 31, 26
8 Holocene Advisors, LP 1.77M (4.99%) 609.10K
Increased by +34.48%
Mar 31, 26
9 State Street Corporation 1.52M (4.31%) 5.71K
Increased by +0.37%
Mar 31, 24
10 London Company of Virginia 1.48M (4.17%) -110.00K
Decreased by -7.45%
Mar 31, 26
11 State Street Corp 1.42M (4.02%) -58.68K
Decreased by -4.13%
Mar 31, 26
12 Two Sigma Investments LLC 1.39M (3.93%) 666.06K
Increased by +47.85%
Mar 31, 26
13 Manufacturers Life Insurance Co 1.26M (3.57%) -74.15K
Decreased by -5.87%
Mar 31, 26
14 Clarkston Capital Partners, LLC 1.19M (3.37%) -1.68M
Decreased by -140.42%
Mar 31, 26
15 NORGES BANK 1.15M (3.24%) -102.70K
Decreased by -8.95%
Dec 31, 25
16 Point72 Asset Management, L.P. 1.05M (2.95%) 364.01K
Increased by +34.82%
Dec 31, 24
17 UBS Group AG 1.04M (2.95%) 425.97K
Increased by +40.79%
Mar 31, 26
18 TD Global Investment Solutions – TD Epoch 944.73K (2.67%) 29.24K
Increased by +3.10%
Jun 30, 25
19 Diamond Hill Capital Management Inc 893.22K (2.52%) -6.88K
Decreased by -0.77%
Dec 31, 25
20 Citadel Advisors Llc 866.19K (2.45%) -479.85K
Decreased by -55.40%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 1.48M (4.18%) -59.19K
Decreased by -4.00%
Sep 30, 24
2 iShares Core S&P Mid-Cap ETF 1.43M (4.04%) 270.00
Increased by +0.02%
May 29, 26
3 Vanguard Total Stock Mkt Idx Inv 1.30M (3.68%) 3.84K
Increased by +0.30%
Apr 30, 26
4 Loomis Sayles MSFD CIT 1.03M (2.91%) 0.00
Increased by 0.00%
Dec 31, 25
5 Touchstone Mid Cap Y 1.02M (2.87%) -111.50K
Decreased by -10.97%
Mar 31, 26
6 JPM US Mid Cap Value-MA 984.75K (2.78%) 18.57K
Increased by +1.89%
Mar 31, 25
7 Vanguard Small Cap Index 938.52K (2.65%) -3.05K
Decreased by -0.33%
Apr 30, 26
8 JPMorgan Mid Cap Value L 927.51K (2.62%) 52.67K
Increased by +5.68%
Apr 30, 26
9 JPM US Mid Cap Value-Composite 874.84K (2.47%) -204.91K
Decreased by -23.42%
Mar 31, 26
10 JPM US Value Advantage-MA 795.86K (2.25%) 761.96K
Increased by +95.74%
Sep 30, 23
11 DFA US Small Cap Value I 786.32K (2.22%) 0.00
Increased by 0.00%
Apr 30, 26
12 Clarkston Partners Founders 760.00K (2.15%) 0.00
Increased by 0.00%
Dec 31, 25
13 JPMorgan Value Advantage L 687.91K (1.94%) 19.67K
Increased by +2.86%
Apr 30, 26
14 Clarkston Capital SMID Composite 623.83K (1.76%) -1.32M
Decreased by -211.95%
Mar 31, 26
15 Fidelity Small Cap Value Fund 531.34K (1.50%) -63.66K
Decreased by -11.98%
Mar 31, 26
16 Clarkston Founders Institutional 530.00K (1.50%) 0.00
Increased by 0.00%
Dec 31, 25
17 T. Rowe Price US Small-Cap Core Equity 502.44K (1.42%) -55.50K
Decreased by -11.05%
Dec 31, 23
18 Hartford MidCap Y 492.28K (1.39%) -71.79K
Decreased by -14.58%
Mar 31, 24
19 Diamond Hill Small-Mid Cap Equity 484.45K (1.37%) -12.17K
Decreased by -2.51%
Apr 30, 26
20 Vanguard Institutional Extnd Mkt Idx Tr 476.55K (1.35%) 4.88K
Increased by +1.02%
Apr 30, 26