Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FMCX 1.74%
2 TAX 1.28%
3 FDCF 0.86%
4 AUSF 0.63%
5 RBUS 0.31%
6 IYZ 0.31%
7 BLES 0.28%
8 SMLF 0.25%
9 LQPE 0.22%
10 PTL 0.07%
11 ESML 0.04%
12 FCOM 0.04%
13 DFSV 0.04%
14 SQLT 0.04%
15 BKMC 0.04%
16 STXM 0.03%
17 BBMC 0.03%
18 VOX 0.03%
19 HKND 0.03%
20 AVMC 0.03%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 1.68M (1.29%) 91.28K
Increased by +5.43%
 Dec 31, 25
2 Aristeia Capital, LLC 1.26M (0.96%) 0.00
Increased by 0.00%
 Mar 31, 26
3 BlackRock Inc 1.02M (0.78%) 21.71K
Increased by +2.13%
 Mar 31, 26
4 FPR Partners LLC 801.72K (0.61%) -106.50K
Decreased by -13.28%
 Mar 31, 25
5 Vanguard Portfolio Management, LLC 792.66K (0.61%) 792.66K
Increased by +100.00%
 Mar 31, 26
6 Vanguard Capital Management, LLC 746.74K (0.57%) 746.74K
Increased by +100.00%
 Mar 31, 26
7 AllianceBernstein L.P. 680.61K (0.52%) 340.73K
Increased by +50.06%
 Mar 31, 26
8 Ruane, Cunniff & Goldfarb L.P. 652.78K (0.50%) -16.38K
Decreased by -2.51%
 Dec 31, 25
9 JNE Partners LLP 635.15K (0.49%) 0.00
Increased by 0.00%
 Mar 31, 26
10 Millennium Management LLC 633.24K (0.48%) 3.36K
Increased by +0.53%
 Mar 31, 26
11 Westchester Capital Management LLC 530.94K (0.41%) -225.58K
Decreased by -42.49%
 Dec 31, 25
12 FMR Inc 528.52K (0.40%) -374.33K
Decreased by -70.83%
 Mar 31, 25
13 Fidelity Management and Research Company 528.52K (0.40%) -374.33K
Decreased by -70.83%
 Mar 31, 25
14 State Of Wisconsin Investment Board 519.07K (0.40%) -391.31K
Decreased by -75.39%
 Dec 31, 25
15 Empyrean Capital Partners, LP 500.00K (0.38%) 0.00
Increased by 0.00%
 Mar 31, 26
16 Verition Fund Managegment, LLC 489.21K (0.37%) 85.02K
Increased by +17.38%
 Mar 31, 26
17 Wealthfront Advisers LLC 476.61K (0.36%) 476.61K
Increased by +100.00%
 Dec 31, 24
18 Seizert Capital Partners, LLC 474.63K (0.36%) 50.73K
Increased by +10.69%
 Mar 31, 25
19 Morgan Stanley - Brokerage Accounts 457.13K (0.35%) 141.13K
Increased by +30.87%
 Mar 31, 26
20 Squarepoint Ops LLC 440.11K (0.34%) 46.74K
Increased by +10.62%
 Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity® Balanced 576.97K (0.44%) 63.25K
Increased by +10.96%
 Oct 31, 23
2 Fidelity® Select Communication Services 560.92K (0.43%) -14.90K
Decreased by -2.66%
 Nov 30, 23
3 Vanguard US Total Market Shares ETF 528.20K (0.40%) 0.00
Increased by 0.00%
 Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 514.62K (0.39%) 0.00
Increased by 0.00%
 Apr 30, 26
5 Strategic Advisers® Fidelity US TtlStk 475.63K (0.36%) 58.42K
Increased by +12.28%
 Nov 30, 23
6 Vanguard Small Cap Index 384.02K (0.29%) -3.38K
Decreased by -0.88%
 Apr 30, 26
7 Strategic Advisers Fidelity US TtlStk 359.73K (0.28%) -11.10K
Decreased by -3.09%
 May 31, 25
8 Sequoia 340.22K (0.26%) -544.00
Decreased by -0.16%
 Dec 31, 25
9 Vanguard Small Cap Value Index Inv 248.49K (0.19%) 6.73K
Increased by +2.71%
 Apr 30, 26
10 Vanguard Small Cap Growth Index Inv 241.20K (0.18%) 1.81K
Increased by +0.75%
 Jul 31, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 188.32K (0.14%) -611.00
Decreased by -0.32%
 Apr 30, 26
12 Fidelity Select Communication Services 175.29K (0.13%) -288.83K
Decreased by -164.77%
 Dec 31, 24
13 Vanguard Mid Cap Index Institutional 159.13K (0.12%) -210.87K
Decreased by -132.51%
 Mar 31, 24
14 The Merger Fund A 144.00K (0.11%) -323.81K
Decreased by -224.86%
 Mar 31, 26
15 Westchester Merger Arbitrage Composite 144.00K (0.11%) -323.81K
Decreased by -224.86%
 Mar 31, 26
16 Fidelity Stock Selec All Cp 132.23K (0.10%) 2.77K
Increased by +2.09%
 Sep 30, 24
17 Hi-Line Capital Intrinsic Value Equity 128.53K (0.10%) -7.21K
Decreased by -5.61%
 Jun 30, 24
18 AB Merger Arbitrage S1 USD 126.27K (0.10%) 0.00
Increased by 0.00%
 Apr 30, 26
19 DFA US Targeted Value I 124.84K (0.10%) 0.00
Increased by 0.00%
 Jul 31, 25
20 Fidelity Advisor Balanced M 120.50K (0.09%) 0.00
Increased by 0.00%
 Jul 31, 24