Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FITS 3.36%
2 DTOX 3.07%
3 ACTX_old 2.26%
4 DVP 0.85%
5 DEEP 0.81%
6 CNTR 0.74%
7 BFIT 0.59%
8 NIXT 0.54%
9 FYT 0.27%
10 ISMD 0.20%
11 JPSE 0.18%
12 EES 0.18%
13 EBIT 0.16%
14 PSC 0.15%
15 GSSC 0.12%
16 HYBB 0.12%
17 FNDA 0.11%
18 CSML 0.11%
19 SEIS 0.08%
20 TPSC 0.07%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 11.27M (14.13%) 785.57K
Increased by +6.97%
Dec 31, 24
2 WINDACRE PARTNERSHIP LLC 7.97M (9.99%) -734.45K
Decreased by -9.22%
Sep 30, 24
3 BlackRock Inc 7.62M (9.55%) 144.54K
Increased by +1.90%
Sep 30, 24
4 Baupost Group LLC 7.60M (9.53%) 2.48M
Increased by +32.58%
Dec 31, 24
5 Renaissance Technologies Corp 6.45M (8.09%) -203.10K
Decreased by -3.15%
Sep 30, 24
6 State Street Corporation 5.94M (7.44%) 1.32M
Increased by +22.25%
Mar 31, 24
7 UBS Group AG 4.92M (6.16%) -265.02K
Decreased by -5.39%
Sep 30, 24
8 Long Focus Capital Management, LLC 4.76M (5.97%) 1.02M
Increased by +21.44%
Dec 31, 24
9 Route One Investment Co, LP 4.12M (5.17%) -4.51M
Decreased by -109.46%
Dec 31, 24
10 Morgan Stanley - Brokerage Accounts 3.82M (4.79%) -8.31M
Decreased by -217.52%
Sep 30, 24
11 BMO Capital Markets Corp. 3.36M (4.21%) -417.75K
Decreased by -12.44%
Sep 30, 24
12 Bank of Montreal 3.36M (4.21%) -417.75K
Decreased by -12.44%
Sep 30, 24
13 LSV Asset Management 3.03M (3.79%) -149.80K
Decreased by -4.95%
Dec 31, 24
14 Camber Capital Management LLC 3.00M (3.76%) 0.00
Increased by 0.00%
Sep 30, 24
15 Charles Schwab Investment Management Inc 2.70M (3.38%) 216.60K
Increased by +8.03%
Dec 31, 24
16 Geode Capital Management, LLC 2.62M (3.28%) 105.43K
Increased by +4.03%
Sep 30, 24
17 Goldman Sachs Group Inc 2.58M (3.23%) 2.09M
Increased by +81.11%
Dec 31, 23
18 State Street Corp 2.52M (3.16%) -719.61K
Decreased by -28.53%
Sep 30, 24
19 Iridian Asset Management LLC 2.51M (3.14%) 279.55K
Increased by +11.15%
Dec 31, 24
20 Cinctive Capital Management LP 2.46M (3.09%) -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 2.96M (3.71%) 0.00
Increased by 0.00%
Dec 31, 24
2 iShares Russell 2000 ETF 2.75M (3.45%) -20.90K
Decreased by -0.76%
Jan 31, 25
3 Vanguard Small Cap Index 2.44M (3.06%) 21.12K
Increased by +0.87%
Dec 31, 24
4 FPA Contrarian Value 1.63M (2.04%) 0.00
Increased by 0.00%
Sep 30, 24
5 FPA Crescent 1.63M (2.04%) 0.00
Increased by 0.00%
Sep 30, 24
6 Vanguard Small Cap Value Index Inv 1.62M (2.03%) -10.64K
Decreased by -0.66%
Dec 31, 24
7 Schwab Fundamental U.S. Small CompanyETF 1.61M (2.02%) 0.00
Increased by 0.00%
Jan 31, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 1.54M (1.93%) 32.85K
Increased by +2.13%
Dec 31, 24
9 Schwab Fundamental US Small Company ETF 1.16M (1.45%) 0.00
Increased by 0.00%
Apr 30, 24
10 Xtrackers S&P 500 Swap ETF 1C 1.08M (1.36%) 0.00
Increased by 0.00%
Oct 31, 24
11 Fidelity Small Cap Index 1.01M (1.27%) -2.60K
Decreased by -0.26%
Nov 30, 24
12 Fidelity® Small Cap Index 951.43K (1.19%) 25.99K
Increased by +2.73%
Oct 31, 23
13 Vanguard Consumer Staples ETF 871.72K (1.09%) -1.30K
Decreased by -0.15%
Dec 31, 24
14 Jupiter Merian Glb Eq AbsRet I USD Acc 829.00K (1.04%) 91.67K
Increased by +11.06%
Dec 31, 24
15 Xtrackers MSCI World Swap ETF 1C 820.91K (1.03%) 0.00
Increased by 0.00%
Dec 31, 24
16 Multi-Manager Small Cap Eq Strat Inst 803.37K (1.01%) 0.00
Increased by 0.00%
Dec 31, 24
17 GS Glb Sm Cp CORE Eq Base Inc USD Close 749.33K (0.94%) 72.64K
Increased by +9.69%
Dec 31, 24
18 iShares Russell 2000 Growth ETF 600.84K (0.75%) -2.82K
Decreased by -0.47%
Jan 31, 25
19 State St Russell Sm/Mid Cp® Indx NL Cl C 599.68K (0.75%) 0.00
Increased by 0.00%
Jan 31, 25
20 Fidelity Extended Market Index 555.50K (0.70%) -1.87K
Decreased by -0.34%
Dec 31, 24