Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FDCF 2.33%
2 FMCX 1.74%
3 AUSF 0.52%
4 IYZ 0.43%
5 RBUS 0.31%
6 SMLF 0.28%
7 BLES 0.28%
8 VOX 0.19%
9 QQJG 0.08%
10 FCOM 0.07%
11 ESML 0.07%
12 PTL 0.07%
13 VBK 0.06%
14 DFSV 0.04%
15 JKK 0.04%
16 ISCG 0.04%
17 BKMC 0.04%
18 STXM 0.03%
19 BBMC 0.03%
20 JKJ 0.03%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Aristeia Capital, LLC 1.67M (1.36%) -9.42K
Decreased by -0.57%
Mar 31, 25
2 Vanguard Group Inc 1.52M (1.25%) 60.27K
Increased by +3.96%
Mar 31, 25
3 BlackRock Inc 1.01M (0.83%) 18.19K
Increased by +1.80%
Mar 31, 25
4 FPR Partners LLC 801.72K (0.66%) -106.50K
Decreased by -13.28%
Mar 31, 25
5 Ruane, Cunniff & Goldfarb L.P. 674.07K (0.55%) -9.34K
Decreased by -1.39%
Mar 31, 25
6 State Of Wisconsin Investment Board 660.57K (0.54%) 105.75K
Increased by +16.01%
Mar 31, 25
7 JNE Partners LLP 635.15K (0.52%) 0.00
Increased by 0.00%
Mar 31, 25
8 FMR Inc 528.52K (0.43%) -374.33K
Decreased by -70.83%
Mar 31, 25
9 D. E. Shaw & Co LP 525.77K (0.43%) -37.45K
Decreased by -7.12%
Mar 31, 25
10 Wealthfront Advisers LLC 476.61K (0.39%) 476.61K
Increased by +100.00%
Dec 31, 24
11 Seizert Capital Partners, LLC 474.63K (0.39%) 50.73K
Increased by +10.69%
Mar 31, 25
12 Dimensional Fund Advisors, Inc. 408.90K (0.33%) 27.86K
Increased by +6.81%
Mar 31, 25
13 Long Focus Capital Management, LLC 375.00K (0.31%) 53.20K
Increased by +14.19%
Mar 31, 25
14 Arrowstreet Capital Limited Partnership 355.70K (0.29%) 355.70K
Increased by +100.00%
Mar 31, 25
15 Eagle Capital Management LLC 352.17K (0.29%) -77.82K
Decreased by -22.10%
Mar 31, 25
16 Whitebox Advisors, LLC 343.25K (0.28%) 136.96K
Increased by +39.90%
Mar 31, 25
17 Mango Five Family Inc 318.47K (0.26%) 0.00
Increased by 0.00%
Mar 31, 24
18 Fort Baker Capital Management LP 290.56K (0.24%) -385.89K
Decreased by -132.81%
Dec 31, 23
19 Geode Capital Management, LLC 287.31K (0.23%) 37.70K
Increased by +13.12%
Mar 31, 25
20 Goldman Sachs Group Inc 267.29K (0.22%) 219.90K
Increased by +82.27%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity® Balanced 576.97K (0.47%) 63.25K
Increased by +10.96%
Oct 31, 23
2 Fidelity® Select Communication Services 560.92K (0.46%) -14.90K
Decreased by -2.66%
Nov 30, 23
3 Vanguard US Total Market Shares ETF 528.20K (0.43%) 0.00
Increased by 0.00%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 527.63K (0.43%) 0.00
Increased by 0.00%
May 31, 25
5 Strategic Advisers® Fidelity US TtlStk 475.63K (0.39%) 58.42K
Increased by +12.28%
Nov 30, 23
6 Vanguard Small Cap Index 414.53K (0.34%) 1.52K
Increased by +0.37%
May 31, 25
7 Strategic Advisers Fidelity US TtlStk 359.73K (0.29%) -11.10K
Decreased by -3.09%
May 31, 25
8 Sequoia 340.76K (0.28%) 0.00
Increased by 0.00%
Mar 31, 25
9 Vanguard Small Cap Growth Index Inv 229.51K (0.19%) -301.00
Decreased by -0.13%
May 31, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 212.31K (0.17%) 0.00
Increased by 0.00%
May 31, 25
11 The Merger Fund A 195.18K (0.16%) 195.18K
Increased by +100.00%
Mar 31, 25
12 Westchester Merger Arbitrage Composite 195.18K (0.16%) 195.18K
Increased by +100.00%
Mar 31, 25
13 Fidelity Select Communication Services 175.29K (0.14%) -288.83K
Decreased by -164.77%
Dec 31, 24
14 Vanguard Mid Cap Index Institutional 159.13K (0.13%) -210.87K
Decreased by -132.51%
Mar 31, 24
15 Fidelity Stock Selec All Cp 132.23K (0.11%) 2.77K
Increased by +2.09%
Sep 30, 24
16 Hi-Line Capital Intrinsic Value Equity 128.53K (0.11%) -7.21K
Decreased by -5.61%
Jun 30, 24
17 Fidelity Advisor Balanced M 120.50K (0.10%) 0.00
Increased by 0.00%
Jul 31, 24
18 Fidelity Balanced 120.50K (0.10%) 0.00
Increased by 0.00%
Sep 30, 24
19 Fidelity® Stock Selec All Cp 119.70K (0.10%) 20.52K
Increased by +17.14%
Nov 30, 23
20 Vanguard Mid-Cap Growth ETF 118.81K (0.10%) -2.69K
Decreased by -2.26%
Jan 31, 24