Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EATZ 4.81%
2 PSL 3.65%
3 LSAT 3.37%
4 PBJ 2.84%
5 FTXG 2.83%
6 PEJ 2.58%
7 CGMM 2.34%
8 RWK 1.71%
9 DVLU 1.65%
10 TSME 1.65%
11 XMMO 1.32%
12 XMLV 1.27%
13 XMVM 1.16%
14 IJJ 1.12%
15 MDYV 1.12%
16 IVOV 1.11%
17 DVOL 1.08%
18 RFV 1.01%
19 LSEQ 1.00%
20 LSAF 0.99%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 24.05M (10.49%) 94.15K
Increased by +0.39%
Sep 30, 24
2 FMR Inc 21.98M (9.58%) -1.13M
Decreased by -5.13%
Sep 30, 24
3 BlackRock Inc 20.70M (9.02%) 1.09M
Increased by +5.25%
Sep 30, 24
4 Boston Partners Global Investors, Inc 12.67M (5.52%) -2.50M
Decreased by -19.75%
Sep 30, 24
5 Wellington Management Company LLP 12.11M (5.28%) 2.44M
Increased by +20.12%
Sep 30, 24
6 Victory Capital Management Inc. 10.07M (4.39%) -204.22K
Decreased by -2.03%
Dec 31, 24
7 JPMorgan Chase & Co 8.03M (3.50%) -2.02M
Decreased by -25.17%
Sep 30, 24
8 Longview Partners (Guernsey) Ltd. 7.31M (3.19%) -206.60K
Decreased by -2.83%
Mar 31, 24
9 State Street Corp 7.05M (3.07%) 316.06K
Increased by +4.49%
Sep 30, 24
10 Massachusetts Financial Services Company 6.84M (2.98%) 291.02K
Increased by +4.25%
Sep 30, 24
11 State Street Corporation 6.73M (2.93%) 105.95K
Increased by +1.58%
Mar 31, 24
12 Amvescap Plc. 6.23M (2.72%) -3.30M
Decreased by -52.95%
Sep 30, 24
13 Clarkston Capital Partners, LLC 5.58M (2.43%) -175.25K
Decreased by -3.14%
Sep 30, 24
14 Bessemer Group Inc 4.87M (2.12%) 143.37K
Increased by +2.94%
Sep 30, 24
15 Sachem Head Capital Management LP 4.83M (2.10%) -8.88M
Decreased by -184.09%
Sep 30, 24
16 Dimensional Fund Advisors, Inc. 4.68M (2.04%) 149.96K
Increased by +3.21%
Sep 30, 24
17 Dorsal Capital Management LLC 4.50M (1.96%) -150.00K
Decreased by -3.33%
Sep 30, 24
18 Geode Capital Management, LLC 3.97M (1.73%) 241.90K
Increased by +6.09%
Sep 30, 24
19 CI Investments Inc 3.76M (1.64%) 225.31K
Increased by +5.99%
Sep 30, 24
20 Atalan Capital Partners, LP 2.85M (1.24%) -300.00K
Decreased by -10.52%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 7.60M (3.31%) -1.98K
Decreased by -0.03%
Jan 31, 25
2 Vanguard Total Stock Mkt Idx Inv 7.31M (3.19%) -364.59K
Decreased by -4.99%
Dec 31, 24
3 Victory Sycamore Established Value R 6.43M (2.80%) 0.00
Increased by 0.00%
Dec 31, 24
4 Vanguard Small Cap Index 5.93M (2.59%) -238.56K
Decreased by -4.02%
Dec 31, 24
5 Vanguard Small Cap Value Index Inv 3.94M (1.72%) -233.44K
Decreased by -5.93%
Dec 31, 24
6 JHancock Disciplined Value I 3.53M (1.54%) -47.77K
Decreased by -1.35%
Nov 30, 24
7 Vanguard Institutional Extnd Mkt Idx Tr 3.52M (1.53%) -146.39K
Decreased by -4.16%
Dec 31, 24
8 Strategic Advisers Fidelity US TtlStk 3.20M (1.39%) 0.00
Increased by 0.00%
Dec 31, 24
9 Strategic Advisers® Fidelity US TtlStk 2.95M (1.29%) 65.35K
Increased by +2.22%
Nov 30, 23
10 JPM US Mid Cap Value-Composite 2.81M (1.23%) -322.91K
Decreased by -11.48%
Jun 30, 24
11 MFS Mid Cap Value A 2.63M (1.15%) 0.00
Increased by 0.00%
Dec 31, 24
12 MFS Mid Cap Value Equity 2.63M (1.15%) 0.00
Increased by 0.00%
Dec 31, 24
13 Clarkston Capital SMID Composite 2.48M (1.08%) -1.37M
Decreased by -55.29%
Dec 31, 24
14 CI Global Income & Growth F 2.44M (1.06%) -84.23K
Decreased by -3.45%
Sep 30, 23
15 Fidelity® Small Cap Value 2.38M (1.04%) 0.00
Increased by 0.00%
Oct 31, 23
16 Clarkston Partners Founders 2.25M (0.98%) 0.00
Increased by 0.00%
Dec 31, 23
17 Fidelity® Series Value Discovery 2.14M (0.93%) 22.60K
Increased by +1.06%
Nov 30, 23
18 JPM US Mid Cap Value-MA 2.13M (0.93%) 0.00
Increased by 0.00%
Dec 31, 24
19 JPMorgan Mid Cap Value L 2.13M (0.93%) 0.00
Increased by 0.00%
Dec 31, 24
20 Fidelity Series Value Discovery 1.98M (0.86%) -108.60K
Decreased by -5.48%
Dec 31, 24