Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 OVLC 0.56%
2 GVLU 0.36%
3 PSCD 0.31%
4 DFSV 0.16%
5 SMDY 0.16%
6 RWK 0.15%
7 PAMC 0.11%
8 RFV 0.11%
9 VFVA 0.10%
10 VFQY 0.10%
11 VFMF 0.10%
12 AVUV 0.10%
13 DFAT 0.09%
14 RFLR 0.09%
15 STXK 0.08%
16 IWN 0.08%
17 VIOV 0.08%
18 MDYV 0.08%
19 HYBB 0.07%
20 BKSE 0.07%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BDT Capital Partners, LLC 65.05M (21.54%) 0.00
Increased by 0.00%
Mar 31, 26
2 Fairfax Financial Holdings Ltd 22.00M (7.28%) 12.54M
Increased by +57.01%
Mar 31, 26
3 BlackRock Inc 16.73M (5.54%) -3.44K
Decreased by -0.02%
Mar 31, 26
4 Vanguard Group Inc 15.73M (5.21%) 831.19K
Increased by +5.28%
Dec 31, 25
5 Dimensional Fund Advisors, Inc. 11.52M (3.81%) 716.82K
Increased by +6.22%
Mar 31, 26
6 Vanguard Capital Management, LLC 7.78M (2.57%) 7.78M
Increased by +100.00%
Mar 31, 26
7 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 7.61M (2.52%) -947.56K
Decreased by -12.45%
Dec 31, 23
8 Vanguard Portfolio Management, LLC 6.62M (2.19%) 6.62M
Increased by +100.00%
Mar 31, 26
9 State Street Corporation 5.76M (1.91%) 26.12K
Increased by +0.45%
Mar 31, 24
10 State Street Corp 4.62M (1.53%) 73.70K
Increased by +1.60%
Mar 31, 26
11 Neuberger Berman Group LLC 4.00M (1.33%) 232.47K
Increased by +5.81%
Mar 31, 26
12 Massachusetts Financial Services Company 3.72M (1.23%) -185.68K
Decreased by -5.00%
Jun 30, 25
13 American Century Companies Inc 3.51M (1.16%) 375.55K
Increased by +10.71%
Jun 30, 25
14 D. E. Shaw & Co LP 2.84M (0.94%) -204.15K
Decreased by -7.19%
Mar 31, 26
15 Fidelity International Ltd 2.76M (0.91%) 2.60M
Increased by +94.25%
Jun 30, 25
16 Geode Capital Management, LLC 2.68M (0.89%) 120.73K
Increased by +4.51%
Mar 31, 26
17 Dorsal Capital Management LLC 2.50M (0.83%) -500.00K
Decreased by -20.00%
Dec 31, 23
18 UBS Group AG 2.24M (0.74%) -1.33M
Decreased by -59.20%
Mar 31, 26
19 Renaissance Technologies Corp 2.21M (0.73%) 915.50K
Increased by +41.45%
Mar 31, 25
20 Nuveen Asset Management, LLC 2.13M (0.71%) 790.52K
Increased by +37.08%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 7.29M (2.41%) 3.17K
Increased by +0.04%
May 29, 26
2 Fidelity Greater Canada Sr F 5.75M (1.90%) 0.00
Increased by 0.00%
Sep 30, 25
3 Vanguard US Total Market Shares ETF 5.60M (1.85%) 13.54K
Increased by +0.24%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 5.14M (1.70%) 36.14K
Increased by +0.70%
Apr 30, 26
5 iShares Core S&P Mid-Cap ETF 4.13M (1.37%) 0.00
Increased by 0.00%
Aug 31, 25
6 Vanguard Explorer Inv 3.44M (1.14%) -419.81K
Decreased by -12.19%
Dec 31, 23
7 DFA US Small Cap Value I 3.02M (1.00%) 0.00
Increased by 0.00%
Apr 30, 26
8 Avantis US Small Cap Value ETF 2.95M (0.98%) 0.00
Increased by 0.00%
Aug 30, 25
9 Vanguard Small Cap Index 2.66M (0.88%) 15.51K
Increased by +0.58%
Apr 30, 26
10 MFS New Discovery Value I 2.63M (0.87%) -73.42K
Decreased by -2.79%
Jul 31, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 2.26M (0.75%) 16.60K
Increased by +0.74%
Apr 30, 26
12 Bridge Builder Small/Mid Cap Growth 2.18M (0.72%) 333.74K
Increased by +15.30%
Feb 28, 25
13 Cambria Shareholder Yield ETF 1.74M (0.58%) 5.10K
Increased by +0.29%
Apr 30, 24
14 Vanguard Small Cap Value Index Inv 1.71M (0.57%) 44.78K
Increased by +2.62%
Apr 30, 26
15 Meridian Growth Legacy 1.63M (0.54%) -57.64K
Decreased by -3.53%
Dec 31, 23
16 Invenomic Institutional 1.61M (0.53%) 183.70K
Increased by +11.44%
Oct 31, 23
17 DFA US Targeted Value I 1.56M (0.52%) 0.00
Increased by 0.00%
Apr 30, 26
18 Fidelity Global Equity+ Fund - F8 1.45M (0.48%) 31.52K
Increased by +2.17%
Sep 30, 25
19 Victory RS Small Cap Growth A 1.21M (0.40%) 2.98K
Increased by +0.25%
Dec 31, 24
20 Victory RS Small Cap Growth CIT N 1.21M (0.40%) 2.98K
Increased by +0.25%
Dec 31, 24