Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FOANC 7.12%
2 CCFE 4.06%
3 LSAT 3.37%
4 FXG 3.36%
5 PBJ 2.81%
6 DVOL 2.56%
7 FTXG 2.04%
8 HSMV 1.78%
9 PSL 1.67%
10 XMLV 1.56%
11 PXMG 1.33%
12 WTV 1.18%
13 GURU 1.13%
14 LSAF 0.99%
15 SMMV 0.98%
16 PXMV 0.97%
17 XMVM 0.96%
18 FDLS 0.91%
19 RFV 0.91%
20 FNY 0.75%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 5.40M (12.22%) -21.98K
Decreased by -0.41%
Jun 30, 25
2 BlackRock Inc 4.27M (9.66%) -90.29K
Decreased by -2.12%
Mar 31, 25
3 Route One Investment Co, LP 3.41M (7.73%) -634.52K
Decreased by -18.59%
Jun 30, 25
4 Clarkston Capital Partners, LLC 3.36M (7.62%) 105.33K
Increased by +3.13%
Mar 31, 25
5 Dimensional Fund Advisors, Inc. 2.70M (6.12%) -334.35K
Decreased by -12.38%
Jun 30, 25
6 JPMorgan Chase & Co 2.61M (5.90%) 79.81K
Increased by +3.06%
Mar 31, 25
7 London Company of Virginia 1.84M (4.17%) -421.26K
Decreased by -22.85%
Jun 30, 25
8 Holocene Advisors, LP 1.69M (3.82%) 517.65K
Increased by +30.66%
Mar 31, 25
9 State Street Corporation 1.52M (3.45%) 5.71K
Increased by +0.37%
Mar 31, 24
10 State Street Corp 1.52M (3.44%) 7.02K
Increased by +0.46%
Mar 31, 25
11 Citadel Advisors Llc 1.35M (3.05%) -120.64K
Decreased by -8.96%
Mar 31, 25
12 Manufacturers Life Insurance Co 1.31M (2.98%) 340.60K
Increased by +25.92%
Jun 30, 25
13 Morgan Stanley - Brokerage Accounts 1.30M (2.95%) -102.23K
Decreased by -7.86%
Jun 30, 24
14 T. Rowe Price Investment Management,Inc. 1.27M (2.87%) -96.50K
Decreased by -7.61%
Jun 30, 25
15 NORGES BANK 1.25M (2.83%) 297.99K
Increased by +23.84%
Jun 30, 25
16 UBS Group AG 1.20M (2.73%) 684.25K
Increased by +56.81%
Mar 31, 25
17 Point72 Asset Management, L.P. 1.05M (2.37%) 364.01K
Increased by +34.82%
Dec 31, 24
18 TD Global Investment Solutions – TD Epoch 944.73K (2.14%) 29.24K
Increased by +3.10%
Jun 30, 25
19 Diamond Hill Capital Management Inc 910.15K (2.06%) -189.12K
Decreased by -20.78%
Jun 30, 25
20 Geode Capital Management, LLC 842.69K (1.91%) 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 2.04M (4.63%) -253.75K
Decreased by -12.42%
Jun 30, 25
2 Vanguard Total Stock Mkt Idx Inv 1.57M (3.56%) -33.21K
Decreased by -2.11%
Jul 31, 25
3 Vanguard US Total Market Shares ETF 1.48M (3.35%) -59.19K
Decreased by -4.00%
Sep 30, 24
4 iShares Core S&P Mid-Cap ETF 1.47M (3.33%) -2.64K
Decreased by -0.18%
Jul 31, 25
5 Touchstone Mid Cap Y 1.27M (2.87%) -393.02K
Decreased by -31.01%
Jun 30, 25
6 Vanguard Small Cap Index 1.22M (2.76%) -7.75K
Decreased by -0.64%
Jul 31, 25
7 JPM US Mid Cap Value-Composite 1.04M (2.35%) 52.38K
Increased by +5.05%
Jun 30, 25
8 JPMorgan Mid Cap Value L 1.04M (2.35%) 6.09K
Increased by +0.59%
Jun 30, 25
9 JPM US Mid Cap Value-MA 984.75K (2.23%) 18.57K
Increased by +1.89%
Mar 31, 25
10 JPM US Value Advantage-MA 795.86K (1.80%) 761.96K
Increased by +95.74%
Sep 30, 23
11 DFA US Small Cap Value I 786.32K (1.78%) 0.00
Increased by 0.00%
Jun 30, 25
12 Clarkston Partners Founders 780.00K (1.77%) -62.00K
Decreased by -7.95%
Jun 30, 25
13 Clarkston Capital Mid Cap Composite 698.59K (1.58%) -560.00
Decreased by -0.08%
Jun 30, 25
14 JPMorgan Value Advantage L 548.62K (1.24%) 0.00
Increased by 0.00%
Jun 30, 25
15 Clarkston Founders Institutional 530.00K (1.20%) 0.00
Increased by 0.00%
Jun 30, 25
16 Diamond Hill Small-Mid Cap Equity 521.30K (1.18%) 0.00
Increased by 0.00%
Jul 31, 25
17 T. Rowe Price US Small-Cap Core Equity 502.44K (1.14%) -55.50K
Decreased by -11.05%
Dec 31, 23
18 Hartford MidCap Y 492.28K (1.11%) -71.79K
Decreased by -14.58%
Mar 31, 24
19 Vanguard Institutional Extnd Mkt Idx Tr 485.13K (1.10%) -209.26K
Decreased by -43.13%
Jul 31, 25
20 T. Rowe Price Small-Cap Stock 446.54K (1.01%) -55.90K
Decreased by -12.52%
Mar 31, 24