Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FOANC 7.12%
2 FXG 3.15%
3 LSAT 3.12%
4 PBJ 2.97%
5 PSL 1.79%
6 FTXG 1.77%
7 HSMV 1.56%
8 XMLV 1.42%
9 PXMG 1.33%
10 GURU 1.33%
11 PAMC 0.96%
12 XMVM 0.94%
13 LSAF 0.92%
14 RFV 0.82%
15 WTV 0.81%
16 FNY 0.75%
17 SHRT 0.55%
18 USVM 0.55%
19 DFSV 0.49%
20 XMMO 0.49%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 5.13M (12.35%) -217.97K
Decreased by -4.25%
Sep 30, 24
2 BlackRock Inc 4.45M (10.72%) -133.65K
Decreased by -3.00%
Jun 30, 24
3 Route One Investment Co, LP 4.37M (10.53%) -801.65K
Decreased by -18.33%
Sep 30, 24
4 Clarkston Capital Partners, LLC 3.34M (8.05%) -112.25K
Decreased by -3.36%
Sep 30, 24
5 Dimensional Fund Advisors, Inc. 3.13M (7.54%) 67.44K
Increased by +2.15%
Sep 30, 24
6 JPMorgan Chase & Co 2.68M (6.47%) -9.09K
Decreased by -0.34%
Jun 30, 24
7 Bank of America Corp 2.42M (5.84%) 2.10M
Increased by +86.82%
Dec 31, 23
8 London Company of Virginia 2.28M (5.49%) 18.62K
Increased by +0.82%
Jun 30, 24
9 T. Rowe Price Investment Management,Inc. 1.67M (4.02%) -46.31K
Decreased by -2.78%
Sep 30, 24
10 Citadel Advisors Llc 1.53M (3.69%) 904.85K
Increased by +59.04%
Jun 30, 24
11 State Street Corporation 1.52M (3.67%) 5.71K
Increased by +0.37%
Mar 31, 24
12 State Street Corp 1.52M (3.67%) -996.00
Decreased by -0.07%
Jun 30, 24
13 Diamond Hill Capital Management Inc 1.44M (3.48%) -41.12K
Decreased by -2.85%
Sep 30, 24
14 Morgan Stanley - Brokerage Accounts 1.30M (3.13%) -102.23K
Decreased by -7.86%
Jun 30, 24
15 Wellington Management Company LLP 1.24M (3.00%) -65.30K
Decreased by -5.25%
Jun 30, 24
16 Point72 Asset Management, L.P. 1.24M (2.98%) 419.94K
Increased by +33.94%
Jun 30, 24
17 Holocene Advisors, LP 1.16M (2.80%) 207.98K
Increased by +17.91%
Jun 30, 24
18 Amvescap Plc. 948.57K (2.28%) 7.77K
Increased by +0.82%
Jun 30, 24
19 FMR Inc 863.87K (2.08%) 804.91K
Increased by +93.18%
Sep 30, 24
20 Geode Capital Management, LLC 822.39K (1.98%) 9.38K
Increased by +1.14%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Clarkston Capital SMID Composite 2.33M (5.62%) -85.11K
Decreased by -3.65%
Sep 30, 24
2 Touchstone Mid Cap Y 1.75M (4.22%) 36.10K
Increased by +2.06%
Sep 30, 24
3 iShares Core S&P Mid-Cap ETF 1.49M (3.59%) 800.00
Increased by +0.05%
Oct 31, 24
4 Vanguard Total Stock Mkt Idx Inv 1.48M (3.55%) -3.80K
Decreased by -0.26%
Oct 31, 24
5 Vanguard Small Cap Index 1.17M (2.82%) 2.30K
Increased by +0.20%
Oct 31, 24
6 JPM US Mid Cap Value-Composite 966.18K (2.33%) -10.60K
Decreased by -1.10%
Jun 30, 24
7 JPM US Mid Cap Value-MA 966.18K (2.33%) 0.00
Increased by 0.00%
Sep 30, 24
8 JPMorgan Mid Cap Value L 966.18K (2.33%) 0.00
Increased by 0.00%
Sep 30, 24
9 Diamond Hill Small-Mid Cap Equity 851.03K (2.05%) -20.31K
Decreased by -2.39%
Oct 31, 24
10 Clarkston Partners Founders 842.00K (2.03%) -83.00K
Decreased by -9.86%
Sep 30, 24
11 JPM US Value Advantage-MA 795.86K (1.92%) 761.96K
Increased by +95.74%
Sep 30, 23
12 DFA US Small Cap Value I 747.48K (1.80%) 838.00
Increased by +0.11%
Sep 30, 24
13 Vanguard Institutional Extnd Mkt Idx Tr 702.02K (1.69%) -62.85K
Decreased by -8.95%
Sep 30, 24
14 Clarkston Capital Mid Cap Composite 693.00K (1.67%) -100.00
Decreased by -0.01%
Sep 30, 24
15 JPMorgan Value Advantage L 682.34K (1.64%) 0.00
Increased by 0.00%
Sep 30, 24
16 Clarkston Founders Institutional 530.00K (1.28%) 0.00
Increased by 0.00%
Sep 30, 24
17 Diamond Hill Small-Mid Cap I 517.90K (1.25%) -17.10K
Decreased by -3.30%
Oct 31, 24
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 (1.19%) -71.79K
Decreased by -14.58%
Mar 31, 24
20 T. Rowe Price Small-Cap Value 464.33K (1.12%) -4.20K
Decreased by -0.90%
Sep 30, 24