Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FMCX 1.15%
2 PSM 0.22%
3 DMRM 0.13%
4 CHEP 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 12.42M (9.33%) 188.37K
Increased by +1.52%
Dec 31, 22
2 BlackRock Inc 11.80M (8.86%) 569.28K
Increased by +4.83%
Dec 31, 22
3 Cooke & Bieler LP 6.88M (5.16%) -834.60K
Decreased by -12.14%
Dec 31, 22
4 Morgan Stanley - Brokerage Accounts 6.69M (5.03%) 6.11M
Increased by +91.35%
Dec 31, 22
5 Independent Franchise Partners LLP 5.84M (4.39%) 2.76M
Increased by +47.28%
Dec 31, 22
6 Discerene Group LP 4.77M (3.58%) 220.36K
Increased by +4.62%
Dec 31, 22
7 Ancora Advisors LLC 4.69M (3.52%) 2.13M
Increased by +45.33%
Dec 31, 22
8 Bessemer Group Inc 4.14M (3.11%) 608.26K
Increased by +14.68%
Dec 31, 22
9 Mawer Investment Management Ltd 3.98M (2.99%) 15.90K
Increased by +0.40%
Dec 31, 22
10 JPMorgan Chase & Co 3.86M (2.90%) -374.17K
Decreased by -9.68%
Dec 31, 22
11 State Street Corporation 3.61M (2.71%) 64.22K
Increased by +1.78%
Dec 31, 22
12 Clarkston Capital Partners, LLC 2.80M (2.11%) -307.81K
Decreased by -10.98%
Dec 31, 22
13 Magnetar Financial LLC 2.60M (1.95%) 2.60M
Increased by +100.00%
Dec 31, 22
14 Franklin Resources Inc 2.44M (1.84%) 1.84M
Increased by +75.29%
Dec 31, 22
15 Thrivent Financial For Lutherans 2.35M (1.77%) 274.84K
Increased by +11.68%
Dec 31, 22
16 Eagle Asset Management, Inc. 2.00M (1.50%) -234.59K
Decreased by -11.71%
Dec 31, 22
17 Victory Capital Management Inc. 1.96M (1.47%) -367.51K
Decreased by -18.73%
Dec 31, 22
18 Geode Capital Management, LLC 1.80M (1.35%) 91.63K
Increased by +5.10%
Dec 31, 22
19 Marshall Wace Asset Management Ltd 1.76M (1.32%) -685.12K
Decreased by -38.86%
Dec 31, 22
20 Dimensional Fund Advisors, Inc. 1.45M (1.09%) 67.45K
Increased by +4.64%
Dec 31, 22

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 4.13M (3.10%) 37.01K
Increased by +0.90%
Feb 28, 23
2 Vanguard Instl Ttl Stck Mkt Idx Tr 4.07M (3.05%) 72.29K
Increased by +1.78%
Dec 31, 22
3 Vanguard Small Cap Index 3.49M (2.62%) 20.81K
Increased by +0.60%
Feb 28, 23
4 Eaton Vance Atlanta Capital SMID-Cap I 3.08M (2.31%) -1.47M
Decreased by -47.75%
Feb 28, 23
5 Mawer US Equity A 2.05M (1.54%) 0.00
Increased by 0.00%
Feb 28, 23
6 JPM US Small Cap Core-Composite 1.82M (1.36%) -152.30K
Decreased by -8.39%
Dec 31, 22
7 Franklin Small Cap Value SMA Composite 1.70M (1.27%) 1.23M
Increased by +72.33%
Dec 31, 22
8 Franklin US Small Cap Value Equity 1.70M (1.27%) 1.23M
Increased by +72.33%
Dec 31, 22
9 Franklin Small Cap Value A 1.60M (1.20%) 0.00
Increased by 0.00%
Feb 28, 23
10 Vanguard Selected Value Inv 1.42M (1.07%) 0.00
Increased by 0.00%
Jan 31, 23
11 Independent Franchise Partners US Equity 1.37M (1.03%) -43.06K
Decreased by -3.14%
Dec 30, 22
12 JPMorgan Small Cap Equity A 1.34M (1.00%) -86.68K
Decreased by -6.48%
Feb 28, 23
13 Eagle Mid-Cap Growth - Institutional 1.31M (0.98%) 3.39K
Increased by +0.26%
Dec 31, 22
14 Carillon Eagle Mid Cap Growth A 1.07M (0.80%) 0.00
Increased by 0.00%
Dec 31, 22
15 Cardinal Capital SMID Cap Value Equity 871.98K (0.65%) -21.94K
Decreased by -2.52%
Dec 31, 22
16 Thrivent Small Cap Stock A 775.39K (0.58%) 31.45K
Increased by +4.06%
Feb 28, 23
17 State St Russell Sm/Mid Cp® Indx NL Cl C 677.20K (0.51%) 1.60K
Increased by +0.24%
Feb 28, 23
18 Royce Premier Invmt 667.70K (0.50%) -39.50K
Decreased by -5.92%
Dec 31, 22
19 Royce Small-Cap Premier Quality 667.70K (0.50%) -39.50K
Decreased by -5.92%
Dec 31, 22
20 Carillon Scout Mid Cap I 618.66K (0.46%) -34.60K
Decreased by -5.59%
Dec 31, 22