Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FITS 3.36%
2 DTOX 3.07%
3 PBJ 2.34%
4 ACTX_old 2.26%
5 CPAI 2.20%
6 PSL 1.29%
7 NIXT 1.12%
8 DEEP 1.05%
9 FSML 1.01%
10 DVP 0.91%
11 CNTR 0.74%
12 IVSS 0.71%
13 FYC 0.64%
14 BFIT 0.59%
15 FYT 0.56%
16 AFSM 0.56%
17 OPTZ 0.45%
18 SEIS 0.39%
19 EBIT 0.35%
20 FYX 0.33%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 11.71M (15.06%) -460.96K
Decreased by -3.94%
Dec 31, 25
2 Baupost Group LLC 9.26M (11.91%) 1.50M
Increased by +16.20%
Dec 31, 25
3 Route One Investment Co, LP 8.16M (10.50%) 633.18K
Increased by +7.76%
Dec 31, 25
4 WINDACRE PARTNERSHIP LLC 7.97M (10.25%) -734.45K
Decreased by -9.22%
Sep 30, 24
5 BlackRock Inc 7.64M (9.82%) -19.11K
Decreased by -0.25%
Sep 30, 25
6 State Street Corporation 5.94M (7.63%) 1.32M
Increased by +22.25%
Mar 31, 24
7 Renaissance Technologies Corp 5.62M (7.23%) -1.07M
Decreased by -19.02%
Dec 31, 25
8 UBS Group AG 4.92M (6.32%) -265.02K
Decreased by -5.39%
Sep 30, 24
9 FMR Inc 3.83M (4.92%) 3.65M
Increased by +95.43%
Dec 31, 25
10 BMO Capital Markets Corp. 3.36M (4.32%) -417.75K
Decreased by -12.44%
Sep 30, 24
11 Bank of Montreal 3.36M (4.32%) -417.75K
Decreased by -12.44%
Sep 30, 24
12 Goldman Sachs Group Inc 3.02M (3.88%) -181.77K
Decreased by -6.02%
Jun 30, 25
13 Camber Capital Management LLC 3.00M (3.86%) 0.00
Increased by 0.00%
Dec 31, 24
14 Charles Schwab Investment Management Inc 2.73M (3.51%) -183.66K
Decreased by -6.73%
Dec 31, 25
15 LSV Asset Management 2.71M (3.49%) -33.54K
Decreased by -1.24%
Dec 31, 25
16 Hotchkis & Wiley Capital Management LLC 2.71M (3.48%) 421.99K
Increased by +15.57%
Dec 31, 24
17 Geode Capital Management, LLC 2.58M (3.31%) 25.78K
Increased by +1.00%
Dec 31, 25
18 Cinctive Capital Management LP 2.46M (3.17%) -339.80K
Decreased by -13.80%
Dec 31, 23
19 The Goldman Sachs Group Inc 2.45M (3.15%) 352.72K
Increased by +14.41%
Dec 31, 25
20 State Street Corp 2.44M (3.13%) -125.92K
Decreased by -5.17%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 3.16M (4.06%) 19.62K
Increased by +0.62%
Mar 31, 26
2 Vanguard US Total Market Shares ETF 2.96M (3.80%) 0.00
Increased by 0.00%
Sep 30, 24
3 Fidelity Blue Chip Growth 2.56M (3.29%) 136.70K
Increased by +5.35%
Feb 28, 26
4 iShares Russell 2000 ETF 2.49M (3.20%) -20.30K
Decreased by -0.82%
Mar 31, 26
5 Vanguard Small Cap Index 2.26M (2.91%) 34.43K
Increased by +1.52%
Mar 31, 26
6 FPA Contrarian Value 1.63M (2.09%) 0.00
Increased by 0.00%
Sep 30, 24
7 FPA Crescent 1.63M (2.09%) 0.00
Increased by 0.00%
Sep 30, 24
8 Vanguard Small Cap Value Index Inv 1.44M (1.85%) 10.69K
Increased by +0.74%
Mar 31, 26
9 Schwab Fundamental U.S. Small CompanyETF 1.22M (1.57%) -852.00
Decreased by -0.07%
Mar 31, 26
10 Vanguard Consumer Staples ETF 1.21M (1.55%) 18.50K
Increased by +1.53%
Mar 31, 26
11 Schwab Fundamental US Small Company ETF 1.16M (1.49%) 0.00
Increased by 0.00%
Apr 30, 24
12 Vanguard Institutional Extnd Mkt Idx Tr 1.15M (1.48%) 27.89K
Increased by +2.42%
Mar 31, 26
13 Xtrackers S&P 500 Swap ETF 1C 1.08M (1.39%) 0.00
Increased by 0.00%
Oct 31, 24
14 Fidelity Small Cap Index 990.54K (1.27%) -12.82K
Decreased by -1.29%
Jan 31, 26
15 Fidelity® Small Cap Index 951.43K (1.22%) 25.99K
Increased by +2.73%
Oct 31, 23
16 Xtrackers MSCI World Swap ETF 1C 815.78K (1.05%) -5.13K
Decreased by -0.63%
Dec 31, 25
17 Jupiter Merian Glb Eq AbsRet I USD Acc 782.21K (1.01%) 0.00
Increased by 0.00%
Dec 31, 25
18 Pacer US Small Cap Cash Cows 100 ETF 644.78K (0.83%) 0.00
Increased by 0.00%
Mar 31, 26
19 Russell 2000 Equity Index Fund B 627.12K (0.81%) -28.72K
Decreased by -4.58%
Dec 31, 25
20 iShares Russell 2000 Growth ETF 617.12K (0.79%) 0.00
Increased by 0.00%
Mar 31, 26