Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FITS 3.36%
2 DTOX 3.07%
3 PBJ 2.74%
4 ACTX_old 2.26%
5 CPAI 2.20%
6 DEEP 1.05%
7 PSL 0.92%
8 DVP 0.91%
9 FSML 0.78%
10 NIXT 0.78%
11 CNTR 0.74%
12 FYC 0.60%
13 IVSS 0.60%
14 BFIT 0.59%
15 AFSM 0.58%
16 FYT 0.56%
17 OPTZ 0.45%
18 SEIS 0.39%
19 EBIT 0.35%
20 FYX 0.32%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 11.71M (14.99%) -460.96K
Decreased by -3.94%
Dec 31, 25
2 Baupost Group LLC 9.26M (11.85%) 0.00
Increased by 0.00%
Mar 31, 26
3 Route One Investment Co, LP 8.23M (10.53%) 65.18K
Increased by +0.79%
Mar 31, 26
4 WINDACRE PARTNERSHIP LLC 7.97M (10.20%) -734.45K
Decreased by -9.22%
Sep 30, 24
5 BlackRock Inc 7.82M (10.01%) 22.89K
Increased by +0.29%
Mar 31, 26
6 Vanguard Portfolio Management, LLC 6.09M (7.79%) 6.09M
Increased by +100.00%
Mar 31, 26
7 State Street Corporation 5.94M (7.60%) 1.32M
Increased by +22.25%
Mar 31, 24
8 Renaissance Technologies Corp 5.50M (7.04%) -119.60K
Decreased by -2.17%
Mar 31, 26
9 FMR Inc 5.27M (6.74%) 1.44M
Increased by +27.36%
Mar 31, 26
10 UBS Group AG 4.92M (6.29%) -265.02K
Decreased by -5.39%
Sep 30, 24
11 Vanguard Capital Management, LLC 4.41M (5.65%) 4.41M
Increased by +100.00%
Mar 31, 26
12 BMO Capital Markets Corp. 3.36M (4.30%) -417.75K
Decreased by -12.44%
Sep 30, 24
13 Bank of Montreal 3.36M (4.30%) -417.75K
Decreased by -12.44%
Sep 30, 24
14 The Goldman Sachs Group Inc 3.13M (4.01%) 684.85K
Increased by +21.86%
Mar 31, 26
15 Goldman Sachs Group Inc 3.02M (3.86%) -181.77K
Decreased by -6.02%
Jun 30, 25
16 Camber Capital Management LLC 3.00M (3.84%) 0.00
Increased by 0.00%
Dec 31, 24
17 Hotchkis & Wiley Capital Management LLC 2.71M (3.47%) 421.99K
Increased by +15.57%
Dec 31, 24
18 Geode Capital Management, LLC 2.63M (3.36%) 50.80K
Increased by +1.93%
Mar 31, 26
19 LSV Asset Management 2.63M (3.36%) -85.30K
Decreased by -3.25%
Mar 31, 26
20 Arrowstreet Capital Limited Partnership 2.60M (3.32%) 267.54K
Increased by +10.30%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 3.16M (4.04%) 1.37K
Increased by +0.04%
Apr 30, 26
2 Vanguard US Total Market Shares ETF 2.96M (3.78%) 0.00
Increased by 0.00%
Sep 30, 24
3 Fidelity Blue Chip Growth Composite 2.80M (3.59%) 2.80M
Increased by +100.00%
Mar 31, 26
4 Fidelity Blue Chip Growth 2.78M (3.56%) -22.75K
Decreased by -0.82%
Apr 30, 26
5 iShares Russell 2000 ETF 2.45M (3.13%) 22.62K
Increased by +0.92%
May 29, 26
6 Vanguard Small Cap Index 2.27M (2.90%) 884.00
Increased by +0.04%
Apr 30, 26
7 FPA Contrarian Value 1.63M (2.08%) 0.00
Increased by 0.00%
Sep 30, 24
8 FPA Crescent 1.63M (2.08%) 0.00
Increased by 0.00%
Sep 30, 24
9 Vanguard Small Cap Value Index Inv 1.45M (1.86%) 11.16K
Increased by +0.77%
Apr 30, 26
10 Vanguard Consumer Staples ETF 1.21M (1.55%) 1.15K
Increased by +0.10%
Apr 30, 26
11 Vanguard Institutional Extnd Mkt Idx Tr 1.17M (1.49%) 11.21K
Increased by +0.96%
Apr 30, 26
12 Schwab Fundamental US Small Company ETF 1.16M (1.48%) 0.00
Increased by 0.00%
Apr 30, 24
13 Xtrackers S&P 500 Swap ETF 1C 1.08M (1.39%) 0.00
Increased by 0.00%
Oct 31, 24
14 Schwab Fundamental U.S. Small CompanyETF 1.06M (1.35%) -428.00
Decreased by -0.04%
May 30, 26
15 Fidelity Small Cap Index 1.00M (1.28%) 1.90K
Increased by +0.19%
Mar 31, 26
16 Fidelity® Small Cap Index 951.43K (1.22%) 25.99K
Increased by +2.73%
Oct 31, 23
17 Xtrackers MSCI World Swap ETF 1C 815.78K (1.04%) -5.13K
Decreased by -0.63%
Dec 31, 25
18 Jupiter Merian Glb Eq AbsRet I USD Acc 782.21K (1.00%) 0.00
Increased by 0.00%
Dec 31, 25
19 Pacer US Small Cap Cash Cows 100 ETF 629.73K (0.81%) 0.00
Increased by 0.00%
May 29, 26
20 Russell 2000 Equity Index Fund B 627.12K (0.80%) -28.72K
Decreased by -4.58%
Dec 31, 25