Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FDCF 3.87%
2 FMCX 1.74%
3 AUSF 0.57%
4 SMLF 0.45%
5 RBUS 0.31%
6 BLES 0.28%
7 QQJG 0.13%
8 VOX 0.13%
9 FCOM 0.12%
10 PTL 0.07%
11 VBK 0.06%
12 DFSV 0.04%
13 ISCG 0.04%
14 JKK 0.04%
15 BKMC 0.04%
16 STXM 0.03%
17 BBMC 0.03%
18 JKJ 0.03%
19 ISCB 0.03%
20 JKL 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 D. E. Shaw & Co LP 563.22K (0.46%) -110.00K
Decreased by -19.53%
Dec 31, 24
9 FMR Inc 528.52K (0.43%) -374.33K
Decreased by -70.83%
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 Mango Five Family Inc 318.47K (0.26%) 0.00
Increased by 0.00%
Mar 31, 24
17 Fort Baker Capital Management LP 290.56K (0.24%) -385.89K
Decreased by -132.81%
Dec 31, 23
18 Geode Capital Management, LLC 287.31K (0.24%) 37.70K
Increased by +13.12%
Mar 31, 25
19 Goldman Sachs Group Inc 267.29K (0.22%) 219.90K
Increased by +82.27%
Dec 31, 23
20 State Street Corp 260.76K (0.21%) -21.02K
Decreased by -8.06%
Mar 31, 25

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%) 11.10K
Increased by +2.10%
Apr 30, 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 413.01K (0.34%) 2.25K
Increased by +0.54%
Apr 30, 25
7 Sequoia 340.76K (0.28%) -302.00
Decreased by -0.09%
Dec 31, 24
8 Strategic Advisers Fidelity US TtlStk 296.21K (0.24%) 39.18K
Increased by +13.23%
Mar 31, 25
9 Vanguard Small Cap Growth Index Inv 229.81K (0.19%) 748.00
Increased by +0.33%
Apr 30, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 212.31K (0.17%) 6.36K
Increased by +3.00%
Apr 30, 25
11 Fidelity Select Communication Services 175.29K (0.14%) -288.83K
Decreased by -164.77%
Dec 31, 24
12 Vanguard Mid Cap Index Institutional 159.13K (0.13%) -210.87K
Decreased by -132.51%
Mar 31, 24
13 Fidelity Stock Selec All Cp 132.23K (0.11%) 2.77K
Increased by +2.09%
Sep 30, 24
14 Hi-Line Capital Intrinsic Value Equity 128.53K (0.11%) -7.21K
Decreased by -5.61%
Jun 30, 24
15 Fidelity Advisor Balanced M 120.50K (0.10%) 0.00
Increased by 0.00%
Jul 31, 24
16 Fidelity Balanced 120.50K (0.10%) 0.00
Increased by 0.00%
Sep 30, 24
17 Fidelity® Stock Selec All Cp 119.70K (0.10%) 20.52K
Increased by +17.14%
Nov 30, 23
18 Vanguard Mid-Cap Growth ETF 118.81K (0.10%) -2.69K
Decreased by -2.26%
Jan 31, 24
19 Weitz Multi Cap Equity-Investor Cl 100.00K (0.08%) 0.00
Increased by 0.00%
Mar 31, 25
20 Weitz Multi-Cap Value 100.00K (0.08%) 0.00
Increased by 0.00%
Mar 31, 25