Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FITS 3.36%
2 DTOX 3.07%
3 ACTX_old 2.26%
4 PSL 1.44%
5 DEEP 0.93%
6 DVP 0.93%
7 CNTR 0.74%
8 NIXT 0.63%
9 BFIT 0.59%
10 FYT 0.56%
11 EBIT 0.32%
12 ISMD 0.28%
13 EES 0.25%
14 JPSE 0.18%
15 GSSC 0.18%
16 PSC 0.15%
17 HYBB 0.12%
18 FNDA 0.11%
19 CSML 0.11%
20 FSTA 0.10%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 12.50M (14.71%) 1.22M
Increased by +9.80%
Mar 31, 25
2 WINDACRE PARTNERSHIP LLC 7.97M (9.38%) -734.45K
Decreased by -9.22%
Sep 30, 24
3 BlackRock Inc 7.84M (9.23%) -197.43K
Decreased by -2.52%
Mar 31, 25
4 Baupost Group LLC 7.60M (8.95%) 0.00
Increased by 0.00%
Mar 31, 25
5 Renaissance Technologies Corp 7.06M (8.31%) -32.00K
Decreased by -0.45%
Mar 31, 25
6 State Street Corporation 5.94M (6.99%) 1.32M
Increased by +22.25%
Mar 31, 24
7 Long Focus Capital Management, LLC 4.94M (5.82%) 184.87K
Increased by +3.74%
Mar 31, 25
8 UBS Group AG 4.92M (5.79%) -265.02K
Decreased by -5.39%
Sep 30, 24
9 Route One Investment Co, LP 4.74M (5.57%) 614.50K
Increased by +12.98%
Mar 31, 25
10 BMO Capital Markets Corp. 3.36M (3.95%) -417.75K
Decreased by -12.44%
Sep 30, 24
11 Bank of Montreal 3.36M (3.95%) -417.75K
Decreased by -12.44%
Sep 30, 24
12 Goldman Sachs Group Inc 3.20M (3.77%) 102.19K
Increased by +3.19%
Mar 31, 25
13 Charles Schwab Investment Management Inc 3.06M (3.60%) 360.66K
Increased by +11.80%
Mar 31, 25
14 Arrowstreet Capital Limited Partnership 3.03M (3.56%) 39.16K
Increased by +1.29%
Mar 31, 25
15 Camber Capital Management LLC 3.00M (3.53%) 0.00
Increased by 0.00%
Dec 31, 24
16 LSV Asset Management 2.87M (3.38%) -153.14K
Decreased by -5.33%
Mar 31, 25
17 Geode Capital Management, LLC 2.78M (3.27%) 99.29K
Increased by +3.57%
Mar 31, 25
18 Iridian Asset Management LLC 2.78M (3.27%) 267.69K
Increased by +9.64%
Mar 31, 25
19 Hotchkis & Wiley Capital Management LLC 2.71M (3.19%) 421.99K
Increased by +15.57%
Dec 31, 24
20 State Street Corp 2.58M (3.04%) -18.66K
Decreased by -0.72%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 3.11M (3.66%) 90.70K
Increased by +2.92%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 2.96M (3.48%) 0.00
Increased by 0.00%
Sep 30, 24
3 iShares Russell 2000 ETF 2.53M (2.97%) 427.00
Increased by +0.02%
Apr 30, 25
4 Vanguard Small Cap Index 2.42M (2.85%) 24.55K
Increased by +1.01%
Apr 30, 25
5 Schwab Fundamental U.S. Small CompanyETF 1.79M (2.11%) 0.00
Increased by 0.00%
Apr 30, 25
6 FPA Contrarian Value 1.63M (1.92%) 0.00
Increased by 0.00%
Sep 30, 24
7 FPA Crescent 1.63M (1.92%) 0.00
Increased by 0.00%
Sep 30, 24
8 Vanguard Institutional Extnd Mkt Idx Tr 1.57M (1.85%) 1.94K
Increased by +0.12%
Apr 30, 25
9 Vanguard Small Cap Value Index Inv 1.56M (1.84%) 4.84K
Increased by +0.31%
Apr 30, 25
10 Schwab Fundamental US Small Company ETF 1.16M (1.37%) 0.00
Increased by 0.00%
Apr 30, 24
11 Vanguard Consumer Staples ETF 1.14M (1.34%) 5.11K
Increased by +0.45%
Apr 30, 25
12 Xtrackers S&P 500 Swap ETF 1C 1.08M (1.28%) 0.00
Increased by 0.00%
Oct 31, 24
13 Fidelity Small Cap Index 1.00M (1.18%) 8.05K
Increased by +0.80%
Feb 28, 25
14 Fidelity® Small Cap Index 951.43K (1.12%) 25.99K
Increased by +2.73%
Oct 31, 23
15 Jupiter Merian Glb Eq AbsRet I USD Acc 829.00K (0.98%) 91.67K
Increased by +11.06%
Dec 31, 24
16 Xtrackers MSCI World Swap ETF 1C 820.91K (0.97%) 0.00
Increased by 0.00%
Apr 30, 25
17 Vanguard Explorer Inv 727.54K (0.86%) 364.77K
Increased by +50.14%
Mar 31, 25
18 iShares Russell 2000 Growth ETF 594.50K (0.70%) 0.00
Increased by 0.00%
Apr 30, 25
19 State St Russell Sm/Mid Cp® Indx NL Cl C 574.35K (0.68%) 2.77K
Increased by +0.48%
Apr 30, 25
20 State St Russell Sm/Mid Cp® Indx SL Cl I 574.35K (0.68%) 2.77K
Increased by +0.48%
Apr 30, 25