Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FOANC 7.12%
2 CCFE 4.48%
3 FXG 3.42%
4 LSAT 3.37%
5 PBJ 2.82%
6 DVOL 2.56%
7 FTXG 2.16%
8 PSL 1.65%
9 XMLV 1.40%
10 PXMG 1.33%
11 GURU 1.19%
12 WTV 1.18%
13 HSMV 1.07%
14 LSAF 0.93%
15 PXMV 0.92%
16 XMVM 0.92%
17 RFV 0.91%
18 FDLS 0.83%
19 SMMV 0.80%
20 PAMC 0.80%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 5.40M (12.95%) -21.98K
Decreased by -0.41%
Jun 30, 25
2 BlackRock Inc 4.43M (10.64%) 167.88K
Increased by +3.79%
Jun 30, 25
3 Route One Investment Co, LP 3.41M (8.19%) -634.52K
Decreased by -18.59%
Jun 30, 25
4 Clarkston Capital Partners, LLC 3.04M (7.31%) -320.74K
Decreased by -10.54%
Jun 30, 25
5 JPMorgan Chase & Co 2.70M (6.49%) 98.21K
Increased by +3.63%
Jun 30, 25
6 Dimensional Fund Advisors, Inc. 2.70M (6.48%) -334.35K
Decreased by -12.38%
Jun 30, 25
7 London Company of Virginia 1.84M (4.42%) -421.26K
Decreased by -22.85%
Jun 30, 25
8 State Street Corporation 1.52M (3.66%) 5.71K
Increased by +0.37%
Mar 31, 24
9 Holocene Advisors, LP 1.48M (3.55%) -210.99K
Decreased by -14.28%
Jun 30, 25
10 State Street Corp 1.48M (3.55%) -43.43K
Decreased by -2.94%
Jun 30, 25
11 Manufacturers Life Insurance Co 1.31M (3.15%) 340.60K
Increased by +25.92%
Jun 30, 25
12 Morgan Stanley - Brokerage Accounts 1.30M (3.12%) -102.23K
Decreased by -7.86%
Jun 30, 24
13 T. Rowe Price Investment Management,Inc. 1.27M (3.04%) -96.50K
Decreased by -7.61%
Jun 30, 25
14 NORGES BANK 1.25M (3.00%) 297.99K
Increased by +23.84%
Jun 30, 25
15 UBS Group AG 1.20M (2.89%) 684.25K
Increased by +56.81%
Mar 31, 25
16 Point72 Asset Management, L.P. 1.05M (2.51%) 364.01K
Increased by +34.82%
Dec 31, 24
17 TD Global Investment Solutions – TD Epoch 944.73K (2.27%) 29.24K
Increased by +3.10%
Jun 30, 25
18 Diamond Hill Capital Management Inc 910.15K (2.18%) -189.12K
Decreased by -20.78%
Jun 30, 25
19 Citadel Advisors Llc 866.19K (2.08%) -479.85K
Decreased by -55.40%
Jun 30, 25
20 Geode Capital Management, LLC 829.37K (1.99%) -13.33K
Decreased by -1.61%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Clarkston Capital SMID Composite 2.04M (4.90%) -253.75K
Decreased by -12.42%
Jun 30, 25
2 Vanguard Total Stock Mkt Idx Inv 1.57M (3.77%) -33.21K
Decreased by -2.11%
Jul 31, 25
3 Vanguard US Total Market Shares ETF 1.48M (3.55%) -59.19K
Decreased by -4.00%
Sep 30, 24
4 iShares Core S&P Mid-Cap ETF 1.47M (3.53%) 0.00
Increased by 0.00%
Aug 31, 25
5 Touchstone Mid Cap Y 1.27M (3.04%) -393.02K
Decreased by -31.01%
Jun 30, 25
6 Vanguard Small Cap Index 1.22M (2.92%) -7.75K
Decreased by -0.64%
Jul 31, 25
7 JPMorgan Mid Cap Value L 1.06M (2.54%) 20.48K
Increased by +1.94%
Jul 31, 25
8 JPM US Mid Cap Value-Composite 1.04M (2.49%) 52.38K
Increased by +5.05%
Jun 30, 25
9 Loomis Sayles MSFD CIT 1.03M (2.47%) 910.00K
Increased by +88.35%
Jun 30, 25
10 JPM US Mid Cap Value-MA 984.75K (2.36%) 18.57K
Increased by +1.89%
Mar 31, 25
11 JPM US Value Advantage-MA 795.86K (1.91%) 761.96K
Increased by +95.74%
Sep 30, 23
12 DFA US Small Cap Value I 786.32K (1.89%) 0.00
Increased by 0.00%
Jul 31, 25
13 Clarkston Partners Founders 780.00K (1.87%) -62.00K
Decreased by -7.95%
Jun 30, 25
14 Clarkston Capital Mid Cap Composite 698.59K (1.68%) -560.00
Decreased by -0.08%
Jun 30, 25
15 JPMorgan Value Advantage L 548.62K (1.32%) 0.00
Increased by 0.00%
Jul 31, 25
16 Diamond Hill Small-Mid Cap Equity 540.57K (1.30%) 19.27K
Increased by +3.57%
Aug 31, 25
17 Clarkston Founders Institutional 530.00K (1.27%) 0.00
Increased by 0.00%
Jun 30, 25
18 T. Rowe Price US Small-Cap Core Equity 502.44K (1.21%) -55.50K
Decreased by -11.05%
Dec 31, 23
19 Hartford MidCap Y 492.28K (1.18%) -71.79K
Decreased by -14.58%
Mar 31, 24
20 Vanguard Institutional Extnd Mkt Idx Tr 485.13K (1.16%) -209.26K
Decreased by -43.13%
Jul 31, 25