Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FITS 3.36%
2 PBJ 3.08%
3 DTOX 3.07%
4 ACTX_old 2.26%
5 DVP 1.17%
6 DEEP 1.17%
7 NIXT 0.98%
8 PSL 0.94%
9 CNTR 0.74%
10 BFIT 0.59%
11 FYT 0.56%
12 OPTZ 0.32%
13 EES 0.31%
14 ISMD 0.30%
15 JPSE 0.29%
16 EBIT 0.24%
17 GSSC 0.22%
18 FNDA 0.20%
19 VFVA 0.15%
20 OMFS 0.15%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 12.42M (15.68%) -80.16K
Decreased by -0.65%
Jun 30, 25
2 WINDACRE PARTNERSHIP LLC 7.97M (10.06%) -734.45K
Decreased by -9.22%
Sep 30, 24
3 Baupost Group LLC 7.76M (9.80%) 159.32K
Increased by +2.05%
Jun 30, 25
4 BlackRock Inc 7.66M (9.67%) -185.88K
Decreased by -2.43%
Jun 30, 25
5 Renaissance Technologies Corp 6.90M (8.72%) -152.80K
Decreased by -2.21%
Jun 30, 25
6 Route One Investment Co, LP 6.16M (7.78%) 1.42M
Increased by +23.12%
Jun 30, 25
7 State Street Corporation 5.94M (7.50%) 1.32M
Increased by +22.25%
Mar 31, 24
8 UBS Group AG 4.92M (6.21%) -265.02K
Decreased by -5.39%
Sep 30, 24
9 Long Focus Capital Management, LLC 4.36M (5.50%) -588.00K
Decreased by -13.50%
Jun 30, 25
10 BMO Capital Markets Corp. 3.36M (4.24%) -417.75K
Decreased by -12.44%
Sep 30, 24
11 Bank of Montreal 3.36M (4.24%) -417.75K
Decreased by -12.44%
Sep 30, 24
12 Goldman Sachs Group Inc 3.02M (3.81%) -181.77K
Decreased by -6.02%
Jun 30, 25
13 Charles Schwab Investment Management Inc 3.01M (3.80%) -47.09K
Decreased by -1.56%
Jun 30, 25
14 Camber Capital Management LLC 3.00M (3.79%) 0.00
Increased by 0.00%
Dec 31, 24
15 LSV Asset Management 2.85M (3.60%) -19.50K
Decreased by -0.68%
Jun 30, 25
16 Geode Capital Management, LLC 2.81M (3.55%) 31.08K
Increased by +1.11%
Jun 30, 25
17 Hotchkis & Wiley Capital Management LLC 2.71M (3.42%) 421.99K
Increased by +15.57%
Dec 31, 24
18 State Street Corp 2.56M (3.23%) -19.39K
Decreased by -0.76%
Jun 30, 25
19 Arrowstreet Capital Limited Partnership 2.47M (3.12%) -552.66K
Decreased by -22.34%
Jun 30, 25
20 Cinctive Capital Management LP 2.46M (3.11%) -339.80K
Decreased by -13.80%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 3.04M (3.84%) -67.47K
Decreased by -2.22%
Jul 31, 25
2 Vanguard US Total Market Shares ETF 2.96M (3.73%) 0.00
Increased by 0.00%
Sep 30, 24
3 iShares Russell 2000 ETF 2.46M (3.11%) 0.00
Increased by 0.00%
Aug 31, 25
4 Vanguard Small Cap Index 2.36M (2.97%) -15.73K
Decreased by -0.67%
Jul 31, 25
5 Schwab Fundamental U.S. Small CompanyETF 1.79M (2.26%) 11.88K
Increased by +0.66%
Aug 30, 25
6 FPA Contrarian Value 1.63M (2.06%) 0.00
Increased by 0.00%
Sep 30, 24
7 FPA Crescent 1.63M (2.06%) 0.00
Increased by 0.00%
Sep 30, 24
8 Vanguard Small Cap Value Index Inv 1.51M (1.91%) 5.26K
Increased by +0.35%
Jul 31, 25
9 Schwab Fundamental US Small Company ETF 1.16M (1.46%) 0.00
Increased by 0.00%
Apr 30, 24
10 Vanguard Consumer Staples ETF 1.15M (1.45%) 0.00
Increased by 0.00%
Jul 31, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 1.09M (1.38%) -480.72K
Decreased by -43.92%
Jul 31, 25
12 Xtrackers S&P 500 Swap ETF 1C 1.08M (1.37%) 0.00
Increased by 0.00%
Oct 31, 24
13 Fidelity Small Cap Index 1.02M (1.28%) -11.10K
Decreased by -1.09%
Jun 30, 25
14 Fidelity® Small Cap Index 951.43K (1.20%) 25.99K
Increased by +2.73%
Oct 31, 23
15 Jupiter Merian Glb Eq AbsRet I USD Acc 829.00K (1.05%) 0.00
Increased by 0.00%
Jun 30, 25
16 Xtrackers MSCI World Swap ETF 1C 820.91K (1.04%) 0.00
Increased by 0.00%
Jul 31, 25
17 Vanguard Explorer Inv 727.54K (0.92%) 0.00
Increased by 0.00%
Jun 30, 25
18 iShares Russell 2000 Growth ETF 662.75K (0.84%) 0.00
Increased by 0.00%
Aug 31, 25
19 State St Russell Sm/Mid Cp® Indx NL Cl C 574.35K (0.73%) 2.77K
Increased by +0.48%
Apr 30, 25
20 State St Russell Sm/Mid Cp® Indx SL Cl I 574.35K (0.73%) 0.00
Increased by 0.00%
Jul 31, 25