Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 3.37%
2 PXJ 2.57%
3 BOAT 2.01%
4 DOZR 1.53%
5 ERNZ 1.50%
6 FDLS 1.00%
7 SURE 0.99%
8 CGV 0.98%
9 DEEP 0.87%
10 DVP 0.81%
11 SDIV 0.80%
12 BSVO 0.50%
13 DSMC 0.49%
14 HEJD 0.33%
15 AVUV 0.30%
16 JPSE 0.30%
17 BFOR 0.27%
18 EIPX 0.25%
19 FTHI 0.24%
20 AFSM 0.17%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 24.20M (18.75%) -49.00
Decreased by -0.00%
Mar 31, 25
2 Dimensional Fund Advisors, Inc. 11.15M (8.64%) -530.69K
Decreased by -4.76%
Mar 31, 25
3 BlackRock Inc 7.33M (5.68%) 63.28K
Increased by +0.86%
Mar 31, 25
4 American Century Companies Inc 4.41M (3.42%) 354.07K
Increased by +8.03%
Mar 31, 25
5 Wasatch Advisors LP 4.30M (3.33%) -779.81K
Decreased by -18.15%
Mar 31, 25
6 Greenlight Capital, Inc 3.78M (2.93%) 1.76M
Increased by +46.43%
Dec 31, 23
7 Hosking Partners LLP 3.66M (2.84%) -33.88K
Decreased by -0.93%
Mar 31, 25
8 Schonfeld Strategic Advisors LLC 2.67M (2.07%) 2.61M
Increased by +97.63%
Sep 30, 23
9 Renaissance Technologies Corp 2.65M (2.05%) 76.30K
Increased by +2.88%
Mar 31, 25
10 State Street Corporation 2.38M (1.84%) 28.24K
Increased by +1.19%
Mar 31, 24
11 Acadian Asset Management LLC 2.36M (1.83%) -339.04K
Decreased by -14.39%
Mar 31, 24
12 State Street Corp 2.31M (1.79%) -195.98K
Decreased by -8.49%
Mar 31, 25
13 Goldman Sachs Group Inc 2.23M (1.73%) -61.50K
Decreased by -2.76%
Mar 31, 25
14 LMR Partners LLP 2.04M (1.58%) 1.35M
Increased by +66.25%
Dec 31, 23
15 Encompass Capital Advisors LLC 1.90M (1.47%) 1.90M
Increased by +100.00%
Mar 31, 25
16 Arrowstreet Capital Limited Partnership 1.76M (1.37%) 1.02M
Increased by +57.81%
Mar 31, 25
17 Geode Capital Management, LLC 1.69M (1.31%) 29.92K
Increased by +1.77%
Mar 31, 25
18 Northern Trust Corp 1.48M (1.15%) -35.84K
Decreased by -2.42%
Mar 31, 25
19 JPMorgan Chase & Co 1.25M (0.97%) -80.46K
Decreased by -6.43%
Jun 30, 24
20 M&G PLC 1.22M (0.95%) 16.74K
Increased by +1.37%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity Tactical High Income Sr F8 11.71M (9.07%) 65.00
Increased by +0.00%
Mar 31, 25
2 Fidelity Advisor Multi-Asset Income I 6.46M (5.01%) 0.00
Increased by 0.00%
Mar 31, 25
3 Fidelity Advisor® Multi-Asset Income I 5.03M (3.90%) 857.40K
Increased by +17.05%
Oct 31, 23
4 Avantis US Small Cap Value ETF 3.85M (2.98%) 8.24K
Increased by +0.21%
May 31, 25
5 Fidelity® Convertible Securities 3.63M (2.81%) 0.00
Increased by 0.00%
Nov 30, 23
6 iShares Russell 2000 ETF 3.36M (2.60%) 0.00
Increased by 0.00%
May 31, 25
7 DFA US Small Cap Value I 2.79M (2.16%) 0.00
Increased by 0.00%
Apr 30, 25
8 Wasatch Small Cap Value 2.23M (1.72%) -482.20K
Decreased by -21.66%
Mar 31, 25
9 Fidelity Convertible Securities 2.03M (1.57%) -9.80K
Decreased by -0.48%
Apr 30, 25
10 Fidelity Dividend Growth 1.74M (1.35%) -8.40K
Decreased by -0.48%
Apr 30, 25
11 Fidelity Advisor® Strategic Div & Inc® I 1.43M (1.11%) 80.60K
Increased by +5.64%
Oct 31, 23
12 Fidelity Small Cap Index 1.36M (1.05%) 7.09K
Increased by +0.52%
Mar 31, 25
13 Fidelity® Small Cap Index 1.32M (1.03%) 34.79K
Increased by +2.63%
Oct 31, 23
14 DFA US Targeted Value I 1.29M (1.00%) 0.00
Increased by 0.00%
Apr 30, 25
15 iShares Russell 2000 Value ETF 1.22M (0.94%) 0.00
Increased by 0.00%
May 31, 25
16 Dimensional US Targeted Value ETF 1.19M (0.92%) -1.21K
Decreased by -0.10%
May 30, 25
17 Fidelity Advisor Strategic Div & Inc I 1.06M (0.82%) 0.00
Increased by 0.00%
Mar 31, 25
18 DFA US Micro Cap I 896.03K (0.69%) 0.00
Increased by 0.00%
Apr 30, 25
19 State St Russell Sm/Mid Cp® Indx NL Cl C 783.89K (0.61%) 0.00
Increased by 0.00%
Apr 30, 25
20 State St Russell Sm/Mid Cp® Indx SL Cl I 783.89K (0.61%) 0.00
Increased by 0.00%
May 31, 25