Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FOANC 7.12%
2 LSAT 3.37%
3 FXG 3.17%
4 DVOL 2.57%
5 PBJ 2.56%
6 FTXG 1.98%
7 HSMV 1.98%
8 PSL 1.72%
9 XMLV 1.38%
10 PXMG 1.33%
11 GURU 1.26%
12 WTV 1.18%
13 XMVM 1.10%
14 LSAF 0.93%
15 RFV 0.91%
16 FNY 0.75%
17 PAMC 0.67%
18 USVM 0.66%
19 XMMO 0.60%
20 DFSV 0.54%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 5.14M (11.38%) 13.27K
Increased by +0.26%
Dec 31, 24
2 BlackRock Inc 4.36M (9.65%) 101.99K
Increased by +2.34%
Dec 31, 24
3 Route One Investment Co, LP 4.17M (9.24%) -198.10K
Decreased by -4.75%
Dec 31, 24
4 Clarkston Capital Partners, LLC 3.26M (7.22%) -84.97K
Decreased by -2.61%
Dec 31, 24
5 Dimensional Fund Advisors, Inc. 3.20M (7.09%) 70.85K
Increased by +2.21%
Dec 31, 24
6 JPMorgan Chase & Co 2.53M (5.59%) -2.89M
Decreased by -114.53%
Dec 31, 24
7 Bank of America Corp 2.42M (5.36%) 2.10M
Increased by +86.82%
Dec 31, 23
8 London Company of Virginia 2.34M (5.18%) -16.05K
Decreased by -0.69%
Dec 31, 24
9 State Street Corporation 1.52M (3.38%) 5.71K
Increased by +0.37%
Mar 31, 24
10 State Street Corp 1.51M (3.35%) 26.81K
Increased by +1.77%
Dec 31, 24
11 Citadel Advisors Llc 1.47M (3.25%) 123.03K
Increased by +8.39%
Dec 31, 24
12 T. Rowe Price Investment Management,Inc. 1.37M (3.02%) -302.08K
Decreased by -22.12%
Dec 31, 24
13 Morgan Stanley - Brokerage Accounts 1.30M (2.88%) -102.23K
Decreased by -7.86%
Jun 30, 24
14 Diamond Hill Capital Management Inc 1.26M (2.79%) -182.47K
Decreased by -14.46%
Dec 31, 24
15 Holocene Advisors, LP 1.17M (2.59%) -234.61K
Decreased by -20.04%
Dec 31, 24
16 Point72 Asset Management, L.P. 1.05M (2.31%) 364.01K
Increased by +34.82%
Dec 31, 24
17 Manufacturers Life Insurance Co 986.98K (2.19%) 790.78K
Increased by +80.12%
Dec 31, 24
18 Amvescap Plc. 955.13K (2.11%) 76.29K
Increased by +7.99%
Dec 31, 24
19 NORGES BANK 952.22K (2.11%) 354.35K
Increased by +37.21%
Dec 31, 24
20 Geode Capital Management, LLC 794.72K (1.76%) -6.55K
Decreased by -0.82%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Clarkston Capital SMID Composite 2.30M (5.08%) 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 1.59M (3.53%) 116.89K
Increased by +7.33%
Mar 31, 25
4 iShares Core S&P Mid-Cap ETF 1.49M (3.29%) -735.00
Decreased by -0.05%
Apr 29, 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 1.27M (2.81%) 75.13K
Increased by +5.92%
Mar 31, 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 (1.86%) 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 707.17K (1.57%) -11.88K
Decreased by -1.68%
Mar 31, 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 628.74K (1.39%) -57.47K
Decreased by -9.14%
Mar 31, 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