Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FOANC 7.12%
2 LSAT 3.37%
3 FXG 3.27%
4 PBJ 2.65%
5 DVOL 2.53%
6 FTXG 1.98%
7 HSMV 1.72%
8 PSL 1.62%
9 XMLV 1.41%
10 PXMG 1.33%
11 WTV 1.18%
12 GURU 1.14%
13 XMVM 0.95%
14 SMMV 0.94%
15 FDLS 0.93%
16 RFV 0.91%
17 LSAF 0.86%
18 FNY 0.75%
19 PAMC 0.70%
20 USVM 0.63%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 5.42M (12.05%) 277.79K
Increased by +5.13%
Mar 31, 25
2 BlackRock Inc 4.27M (9.49%) -90.29K
Decreased by -2.12%
Mar 31, 25
3 Route One Investment Co, LP 4.05M (9.01%) -126.10K
Decreased by -3.11%
Mar 31, 25
4 Clarkston Capital Partners, LLC 3.36M (7.48%) 105.33K
Increased by +3.13%
Mar 31, 25
5 Dimensional Fund Advisors, Inc. 3.04M (6.75%) -165.55K
Decreased by -5.45%
Mar 31, 25
6 JPMorgan Chase & Co 2.61M (5.80%) 79.81K
Increased by +3.06%
Mar 31, 25
7 London Company of Virginia 2.26M (5.04%) -75.57K
Decreased by -3.34%
Mar 31, 25
8 Holocene Advisors, LP 1.69M (3.76%) 517.65K
Increased by +30.66%
Mar 31, 25
9 State Street Corporation 1.52M (3.39%) 5.71K
Increased by +0.37%
Mar 31, 24
10 State Street Corp 1.52M (3.38%) 7.02K
Increased by +0.46%
Mar 31, 25
11 T. Rowe Price Investment Management,Inc. 1.36M (3.04%) -1.01K
Decreased by -0.07%
Mar 31, 25
12 Citadel Advisors Llc 1.35M (2.99%) -120.64K
Decreased by -8.96%
Mar 31, 25
13 Morgan Stanley - Brokerage Accounts 1.30M (2.89%) -102.23K
Decreased by -7.86%
Jun 30, 24
14 UBS Group AG 1.20M (2.68%) 684.25K
Increased by +56.81%
Mar 31, 25
15 Diamond Hill Capital Management Inc 1.10M (2.45%) -162.90K
Decreased by -14.82%
Mar 31, 25
16 Point72 Asset Management, L.P. 1.05M (2.33%) 364.01K
Increased by +34.82%
Dec 31, 24
17 Manufacturers Life Insurance Co 973.25K (2.17%) -13.72K
Decreased by -1.41%
Mar 31, 25
18 NORGES BANK 952.22K (2.12%) 354.35K
Increased by +37.21%
Dec 31, 24
19 TD Global Investment Solutions – TD Epoch 915.49K (2.04%) 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 (5.11%) 41.62K
Increased by +1.81%
Mar 31, 25
2 Touchstone Mid Cap Y 1.66M (3.69%) -78.21K
Decreased by -4.71%
Mar 31, 25
3 Vanguard Total Stock Mkt Idx Inv 1.63M (3.63%) 969.00
Increased by +0.06%
May 31, 25
4 iShares Core S&P Mid-Cap ETF 1.48M (3.30%) 0.00
Increased by 0.00%
May 31, 25
5 Vanguard US Total Market Shares ETF 1.48M (3.29%) -59.19K
Decreased by -4.00%
Sep 30, 24
6 Vanguard Small Cap Index 1.28M (2.85%) 6.08K
Increased by +0.47%
May 31, 25
7 JPMorgan Mid Cap Value L 1.01M (2.24%) 22.22K
Increased by +2.21%
Apr 30, 25
8 JPM US Mid Cap Value-Composite 984.75K (2.19%) 18.57K
Increased by +1.89%
Mar 31, 25
9 JPM US Mid Cap Value-MA 984.75K (2.19%) 18.57K
Increased by +1.89%
Mar 31, 25
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 (1.77%) 761.96K
Increased by +95.74%
Sep 30, 23
12 DFA US Small Cap Value I 786.32K (1.75%) 0.00
Increased by 0.00%
Apr 30, 25
13 Vanguard Institutional Extnd Mkt Idx Tr 713.44K (1.59%) 5.56K
Increased by +0.78%
May 31, 25
14 Clarkston Capital Mid Cap Composite 699.15K (1.56%) 9.65K
Increased by +1.38%
Mar 31, 25
15 JPMorgan Value Advantage L 548.62K (1.22%) 4.28K
Increased by +0.78%
Apr 30, 25
16 Clarkston Founders Institutional 530.00K (1.18%) 0.00
Increased by 0.00%
Mar 31, 25
17 Diamond Hill Small-Mid Cap Equity 520.83K (1.16%) -116.12K
Decreased by -22.29%
May 31, 25
18 T. Rowe Price US Small-Cap Core Equity 502.44K (1.12%) -55.50K
Decreased by -11.05%
Dec 31, 23
19 Hartford MidCap Y 492.28K (1.10%) -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