Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FOANC 7.12%
2 CCFE 4.12%
3 LSAT 3.18%
4 FXG 3.08%
5 DVOL 2.56%
6 PBJ 2.54%
7 FTXG 2.16%
8 PSL 1.67%
9 PXMG 1.33%
10 WTV 1.18%
11 XMLV 1.16%
12 GURU 1.12%
13 LSAF 0.90%
14 HSMV 0.86%
15 RFV 0.84%
16 FDLS 0.83%
17 PAMC 0.80%
18 PXMV 0.79%
19 XMVM 0.79%
20 FNY 0.75%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 JPMorgan Chase & Co 5.67M (15.01%) 2.97M
Increased by +52.34%
Sep 30, 25
2 Vanguard Group Inc 5.17M (13.68%) -97.84K
Decreased by -1.89%
Dec 31, 25
3 BlackRock Inc 4.28M (11.33%) -150.89K
Decreased by -3.52%
Sep 30, 25
4 Route One Investment Co, LP 3.14M (8.30%) -296.45K
Decreased by -9.45%
Dec 31, 25
5 Dimensional Fund Advisors, Inc. 2.96M (7.82%) 144.78K
Increased by +4.90%
Dec 31, 25
6 Clarkston Capital Partners, LLC 2.87M (7.59%) -35.49K
Decreased by -1.24%
Dec 31, 25
7 London Company of Virginia 1.59M (4.20%) -179.05K
Decreased by -11.29%
Dec 31, 25
8 State Street Corporation 1.52M (4.03%) 5.71K
Increased by +0.37%
Mar 31, 24
9 State Street Corp 1.49M (3.93%) 8.21K
Increased by +0.55%
Sep 30, 25
10 Manufacturers Life Insurance Co 1.34M (3.54%) -102.57K
Decreased by -7.67%
Dec 31, 25
11 UBS Group AG 1.20M (3.19%) 684.25K
Increased by +56.81%
Mar 31, 25
12 Holocene Advisors, LP 1.16M (3.06%) 9.27K
Increased by +0.80%
Dec 31, 25
13 NORGES BANK 1.15M (3.04%) -102.70K
Decreased by -8.95%
Dec 31, 25
14 Point72 Asset Management, L.P. 1.05M (2.77%) 364.01K
Increased by +34.82%
Dec 31, 24
15 T. Rowe Price Investment Management,Inc. 1.04M (2.76%) -215.57K
Decreased by -20.67%
Dec 31, 25
16 TD Global Investment Solutions – TD Epoch 944.73K (2.50%) 29.24K
Increased by +3.10%
Jun 30, 25
17 FMR Inc 919.03K (2.43%) 591.73K
Increased by +64.39%
Dec 31, 25
18 Diamond Hill Capital Management Inc 893.22K (2.36%) -6.88K
Decreased by -0.77%
Dec 31, 25
19 Geode Capital Management, LLC 880.99K (2.33%) 8.91K
Increased by +1.01%
Dec 31, 25
20 Citadel Advisors Llc 866.19K (2.29%) -479.85K
Decreased by -55.40%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Clarkston Capital SMID Composite 1.95M (5.15%) -321.76K
Decreased by -16.53%
Dec 31, 25
2 iShares Core S&P Mid-Cap ETF 1.55M (4.09%) -49.08K
Decreased by -3.18%
Feb 28, 26
3 Vanguard US Total Market Shares ETF 1.48M (3.91%) -59.19K
Decreased by -4.00%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 1.40M (3.70%) 2.68K
Increased by +0.19%
Feb 28, 26
5 Touchstone Mid Cap Y 1.13M (2.98%) -76.18K
Decreased by -6.75%
Dec 31, 25
6 JPMorgan Mid Cap Value L 1.10M (2.90%) 16.67K
Increased by +1.52%
Jan 31, 26
7 JPM US Mid Cap Value-Composite 1.08M (2.86%) 91.52K
Increased by +8.48%
Dec 31, 25
8 Loomis Sayles MSFD CIT 1.03M (2.72%) 0.00
Increased by 0.00%
Dec 31, 25
9 Vanguard Small Cap Index 1.01M (2.66%) 3.09K
Increased by +0.31%
Feb 28, 26
10 JPM US Mid Cap Value-MA 984.75K (2.61%) 18.57K
Increased by +1.89%
Mar 31, 25
11 JPM US Value Advantage-MA 795.86K (2.11%) 761.96K
Increased by +95.74%
Sep 30, 23
12 DFA US Small Cap Value I 786.32K (2.08%) 0.00
Increased by 0.00%
Jan 31, 26
13 Clarkston Partners Founders 760.00K (2.01%) 0.00
Increased by 0.00%
Dec 31, 25
14 Clarkston Capital Mid Cap Composite 726.49K (1.92%) 27.90K
Increased by +3.84%
Dec 31, 25
15 JPMorgan Value Advantage L 675.11K (1.79%) 0.00
Increased by 0.00%
Jan 31, 26
16 Fidelity Small Cap Value Fund 595.00K (1.57%) 70.00K
Increased by +11.76%
Dec 31, 25
17 Diamond Hill Small-Mid Cap Equity 533.52K (1.41%) 31.81K
Increased by +5.96%
Feb 28, 26
18 Clarkston Founders Institutional 530.00K (1.40%) 0.00
Increased by 0.00%
Dec 31, 25
19 Vanguard Institutional Extnd Mkt Idx Tr 520.78K (1.38%) 4.61K
Increased by +0.89%
Feb 28, 26
20 Vanguard Strategic Equity Inv 507.25K (1.34%) 0.00
Increased by 0.00%
Dec 31, 25