Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FOANC 7.12%
2 LSAT 3.37%
3 FXG 3.23%
4 DVOL 2.54%
5 PBJ 2.52%
6 FTXG 2.00%
7 HSMV 1.99%
8 PSL 1.69%
9 XMLV 1.45%
10 PXMG 1.33%
11 GURU 1.21%
12 WTV 1.18%
13 XMVM 1.16%
14 LSAF 0.91%
15 RFV 0.91%
16 FNY 0.75%
17 PAMC 0.71%
18 USVM 0.67%
19 XMMO 0.60%
20 DFSV 0.57%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 5.42M (12.00%) 277.79K
Increased by +5.13%
Mar 31, 25
2 BlackRock Inc 4.27M (9.45%) -90.29K
Decreased by -2.12%
Mar 31, 25
3 Route One Investment Co, LP 4.05M (8.97%) -126.10K
Decreased by -3.11%
Mar 31, 25
4 Clarkston Capital Partners, LLC 3.36M (7.45%) 105.33K
Increased by +3.13%
Mar 31, 25
5 Dimensional Fund Advisors, Inc. 3.04M (6.72%) -165.55K
Decreased by -5.45%
Mar 31, 25
6 JPMorgan Chase & Co 2.61M (5.77%) 79.81K
Increased by +3.06%
Mar 31, 25
7 London Company of Virginia 2.26M (5.02%) -75.57K
Decreased by -3.34%
Mar 31, 25
8 Holocene Advisors, LP 1.69M (3.74%) 517.65K
Increased by +30.66%
Mar 31, 25
9 State Street Corporation 1.52M (3.38%) 5.71K
Increased by +0.37%
Mar 31, 24
10 State Street Corp 1.52M (3.37%) 7.02K
Increased by +0.46%
Mar 31, 25
11 Citadel Advisors Llc 1.47M (3.25%) 123.03K
Increased by +8.39%
Dec 31, 24
12 T. Rowe Price Investment Management,Inc. 1.36M (3.02%) -1.01K
Decreased by -0.07%
Mar 31, 25
13 Morgan Stanley - Brokerage Accounts 1.30M (2.88%) -102.23K
Decreased by -7.86%
Jun 30, 24
14 Diamond Hill Capital Management Inc 1.10M (2.44%) -162.90K
Decreased by -14.82%
Mar 31, 25
15 Point72 Asset Management, L.P. 1.05M (2.32%) 364.01K
Increased by +34.82%
Dec 31, 24
16 Manufacturers Life Insurance Co 973.25K (2.16%) -13.72K
Decreased by -1.41%
Mar 31, 25
17 Amvescap Plc. 955.13K (2.12%) 76.29K
Increased by +7.99%
Dec 31, 24
18 NORGES BANK 952.22K (2.11%) 354.35K
Increased by +37.21%
Dec 31, 24
19 TD Global Investment Solutions – TD Epoch 915.49K (2.03%) 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 2.30M (5.09%) 41.62K
Increased by +1.81%
Mar 31, 25
2 Touchstone Mid Cap Y 1.66M (3.68%) -78.21K
Decreased by -4.71%
Mar 31, 25
3 Vanguard Total Stock Mkt Idx Inv 1.63M (3.61%) 35.15K
Increased by +2.16%
Apr 30, 25
4 iShares Core S&P Mid-Cap ETF 1.48M (3.28%) -4.84K
Decreased by -0.33%
Apr 30, 25
5 Vanguard US Total Market Shares ETF 1.48M (3.28%) -59.19K
Decreased by -4.00%
Sep 30, 24
6 Vanguard Small Cap Index 1.28M (2.83%) 7.19K
Increased by +0.56%
Apr 30, 25
7 JPM US Mid Cap Value-MA 984.75K (2.18%) 18.57K
Increased by +1.89%
Mar 31, 25
8 JPMorgan Mid Cap Value L 984.75K (2.18%) 18.57K
Increased by +1.89%
Mar 31, 25
9 JPM US Mid Cap Value-Composite 966.18K (2.14%) -10.60K
Decreased by -1.10%
Jun 30, 24
10 Clarkston Partners Founders 842.00K (1.87%) 0.00
Increased by 0.00%
Mar 31, 25
11 JPM US Value Advantage-MA 795.86K (1.76%) 761.96K
Increased by +95.74%
Sep 30, 23
12 DFA US Small Cap Value I 786.32K (1.74%) 0.00
Increased by 0.00%
Mar 31, 25
13 Vanguard Institutional Extnd Mkt Idx Tr 707.89K (1.57%) 716.00
Increased by +0.10%
Apr 30, 25
14 Clarkston Capital Mid Cap Composite 699.15K (1.55%) 9.65K
Increased by +1.38%
Mar 31, 25
15 Diamond Hill Small-Mid Cap Equity 636.94K (1.41%) 8.21K
Increased by +1.29%
Apr 30, 25
16 JPMorgan Value Advantage L 544.34K (1.21%) 0.00
Increased by 0.00%
Mar 31, 25
17 Clarkston Founders Institutional 530.00K (1.17%) 0.00
Increased by 0.00%
Mar 31, 25
18 T. Rowe Price US Small-Cap Core Equity 502.44K (1.11%) -55.50K
Decreased by -11.05%
Dec 31, 23
19 Hartford MidCap Y 492.28K (1.09%) -71.79K
Decreased by -14.58%
Mar 31, 24
20 T. Rowe Price Small-Cap Value 462.93K (1.03%) -100.00
Decreased by -0.02%
Mar 31, 25