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 1.30%
5 DVP 1.04%
6 DEEP 0.95%
7 CNTR 0.74%
8 NIXT 0.63%
9 BFIT 0.59%
10 FYT 0.56%
11 ISMD 0.28%
12 EBIT 0.27%
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 VDC 0.10%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 11.27M (13.27%) 785.57K
Increased by +6.97%
Dec 31, 24
2 BlackRock Inc 8.04M (9.47%) 421.89K
Increased by +5.25%
Dec 31, 24
3 WINDACRE PARTNERSHIP LLC 7.97M (9.39%) -734.45K
Decreased by -9.22%
Sep 30, 24
4 Baupost Group LLC 7.60M (8.95%) 2.48M
Increased by +32.58%
Dec 31, 24
5 Renaissance Technologies Corp 7.09M (8.35%) 638.57K
Increased by +9.01%
Dec 31, 24
6 State Street Corporation 5.94M (6.99%) 1.32M
Increased by +22.25%
Mar 31, 24
7 UBS Group AG 4.92M (5.79%) -265.02K
Decreased by -5.39%
Sep 30, 24
8 Long Focus Capital Management, LLC 4.76M (5.60%) 1.02M
Increased by +21.44%
Dec 31, 24
9 Route One Investment Co, LP 4.12M (4.85%) -4.51M
Decreased by -109.46%
Dec 31, 24
10 BMO Capital Markets Corp. 3.36M (3.96%) -417.75K
Decreased by -12.44%
Sep 30, 24
11 Bank of Montreal 3.36M (3.96%) -417.75K
Decreased by -12.44%
Sep 30, 24
12 Goldman Sachs Group Inc 3.10M (3.65%) 2.35M
Increased by +75.91%
Dec 31, 24
13 LSV Asset Management 3.03M (3.56%) -149.80K
Decreased by -4.95%
Dec 31, 24
14 Camber Capital Management LLC 3.00M (3.53%) 0.00
Increased by 0.00%
Dec 31, 24
15 Arrowstreet Capital Limited Partnership 2.99M (3.52%) 2.65M
Increased by +88.60%
Dec 31, 24
16 Hotchkis & Wiley Capital Management LLC 2.71M (3.19%) 421.99K
Increased by +15.57%
Dec 31, 24
17 Charles Schwab Investment Management Inc 2.70M (3.18%) 216.60K
Increased by +8.03%
Dec 31, 24
18 Geode Capital Management, LLC 2.68M (3.16%) 64.91K
Increased by +2.42%
Dec 31, 24
19 State Street Corp 2.60M (3.06%) 77.13K
Increased by +2.97%
Dec 31, 24
20 Jacobs Levy Equity Management, Inc. 2.57M (3.03%) 1.03M
Increased by +40.12%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 2.96M (3.49%) 0.00
Increased by 0.00%
Feb 28, 25
2 iShares Russell 2000 ETF 2.67M (3.14%) -23.10K
Decreased by -0.87%
Mar 31, 25
3 Vanguard Small Cap Index 2.44M (2.88%) 2.00K
Increased by +0.08%
Feb 28, 25
4 Schwab Fundamental U.S. Small CompanyETF 1.86M (2.18%) 1.49K
Increased by +0.08%
Mar 29, 25
5 FPA Contrarian Value 1.63M (1.92%) 0.00
Increased by 0.00%
Sep 30, 24
6 FPA Crescent 1.63M (1.92%) 0.00
Increased by 0.00%
Sep 30, 24
7 Vanguard Small Cap Value Index Inv 1.61M (1.90%) -2.07K
Decreased by -0.13%
Feb 28, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 1.54M (1.82%) 2.20K
Increased by +0.14%
Feb 28, 25
9 Schwab Fundamental US Small Company ETF 1.16M (1.37%) 0.00
Increased by 0.00%
Apr 30, 24
10 Vanguard Consumer Staples ETF 1.12M (1.31%) 239.91K
Increased by +21.49%
Feb 28, 25
11 Xtrackers S&P 500 Swap ETF 1C 1.08M (1.28%) 0.00
Increased by 0.00%
Oct 31, 24
12 Fidelity Small Cap Index 993.46K (1.17%) -18.60K
Decreased by -1.87%
Jan 31, 25
13 Fidelity® Small Cap Index 951.43K (1.12%) 25.99K
Increased by +2.73%
Oct 31, 23
14 Jupiter Merian Glb Eq AbsRet I USD Acc 829.00K (0.98%) 91.67K
Increased by +11.06%
Dec 31, 24
15 Xtrackers MSCI World Swap ETF 1C 820.91K (0.97%) 0.00
Increased by 0.00%
Feb 28, 25
16 GS Glb Sm Cp CORE Eq Base Inc USD Close 749.91K (0.88%) -20.74K
Decreased by -2.77%
Feb 28, 25
17 State St Russell Sm/Mid Cp® Indx NL Cl C 599.68K (0.71%) 0.00
Increased by 0.00%
Feb 28, 25
18 iShares Russell 2000 Growth ETF 592.39K (0.70%) -2.82K
Decreased by -0.48%
Mar 31, 25
19 Multi-Manager Small Cap Eq Strat Inst 569.77K (0.67%) -233.60K
Decreased by -41.00%
Feb 28, 25
20 Fidelity Extended Market Index 543.72K (0.64%) -3.46K
Decreased by -0.64%
Feb 28, 25