Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FDCF 3.50%
2 FMCX 1.74%
3 SMLF 0.36%
4 RBUS 0.31%
5 BLES 0.26%
6 FCOM 0.10%
7 VOX 0.09%
8 PTL 0.07%
9 VBK 0.05%
10 DFSV 0.04%
11 BKMC 0.04%
12 STXM 0.03%
13 BBMC 0.03%
14 ISCG 0.03%
15 JKK 0.03%
16 HKND 0.03%
17 ISCB 0.03%
18 JKJ 0.03%
19 AVMC 0.03%
20 DFAT 0.03%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 2.76M (2.26%) 26.24K
Increased by +0.95%
Sep 30, 24
2 Aristeia Capital, LLC 1.54M (1.26%) -13.00K
Decreased by -0.85%
Sep 30, 24
3 Vanguard Group Inc 1.41M (1.16%) -46.26K
Decreased by -3.27%
Sep 30, 24
4 FPR Partners LLC 912.97K (0.75%) 0.00
Increased by 0.00%
Sep 30, 24
5 BlackRock Inc 861.27K (0.71%) 169.96K
Increased by +19.73%
Jun 30, 24
6 Ruane, Cunniff & Goldfarb L.P. 709.77K (0.58%) -13.41K
Decreased by -1.89%
Sep 30, 24
7 D. E. Shaw & Co LP 673.22K (0.55%) -59.43K
Decreased by -8.83%
Sep 30, 24
8 Eagle Capital Management LLC 443.81K (0.36%) -26.97K
Decreased by -6.08%
Sep 30, 24
9 Dimensional Fund Advisors, Inc. 405.03K (0.33%) 28.73K
Increased by +7.09%
Sep 30, 24
10 Seizert Capital Partners, LLC 394.42K (0.32%) 12.52K
Increased by +3.17%
Sep 30, 24
11 Arrowstreet Capital Limited Partnership 332.10K (0.27%) 332.10K
Increased by +100.00%
Sep 30, 24
12 Mango Five Family Inc 318.47K (0.26%) 0.00
Increased by 0.00%
Mar 31, 24
13 Long Focus Capital Management, LLC 310.10K (0.25%) -60.00K
Decreased by -19.35%
Sep 30, 24
14 Private Management Group Inc 299.73K (0.25%) -89.19K
Decreased by -29.76%
Sep 30, 24
15 Morgan Stanley - Brokerage Accounts 292.80K (0.24%) 84.72K
Increased by +28.93%
Jun 30, 24
16 Fort Baker Capital Management LP 290.56K (0.24%) -385.89K
Decreased by -132.81%
Dec 31, 23
17 State Street Corp 283.22K (0.23%) -9.98K
Decreased by -3.53%
Sep 30, 24
18 State Of Wisconsin Investment Board 278.22K (0.23%) 72.90K
Increased by +26.20%
Sep 30, 24
19 Goldman Sachs Group Inc 267.29K (0.22%) 219.90K
Increased by +82.27%
Dec 31, 23
20 State Street Corporation 259.50K (0.21%) 2.71K
Increased by +1.04%
Mar 31, 24

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%) 0.00
Increased by 0.00%
Sep 30, 24
3 Fidelity® Select Communication Services 560.92K (0.46%) -14.90K
Decreased by -2.66%
Nov 30, 23
4 Vanguard Total Stock Mkt Idx Inv 529.04K (0.43%) 843.00
Increased by +0.16%
Oct 31, 24
5 Strategic Advisers® Fidelity US TtlStk 475.63K (0.39%) 58.42K
Increased by +12.28%
Nov 30, 23
6 Strategic Advisers Fidelity US TtlStk 466.02K (0.38%) -9.60K
Decreased by -2.06%
Sep 30, 24
7 Vanguard Small Cap Index 412.39K (0.34%) 800.00
Increased by +0.19%
Oct 31, 24
8 Sequoia 341.06K (0.28%) 0.00
Increased by 0.00%
Sep 30, 24
9 Vanguard Small Cap Growth Index Inv 227.63K (0.19%) 2.44K
Increased by +1.07%
Oct 31, 24
10 Vanguard Mid Cap Index Institutional 159.13K (0.13%) -210.87K
Decreased by -132.51%
Mar 31, 24
11 Fidelity Stock Selec All Cp 132.23K (0.11%) 2.77K
Increased by +2.09%
Sep 30, 24
12 Hi-Line Capital Intrinsic Value Equity 128.53K (0.11%) -7.21K
Decreased by -5.61%
Jun 30, 24
13 Fidelity Advisor Balanced M 120.50K (0.10%) 0.00
Increased by 0.00%
Jul 31, 24
14 Fidelity Balanced 120.50K (0.10%) 0.00
Increased by 0.00%
Aug 31, 24
15 Fidelity® Stock Selec All Cp 119.70K (0.10%) 20.52K
Increased by +17.14%
Nov 30, 23
16 Vanguard Mid-Cap Growth ETF 118.81K (0.10%) -2.69K
Decreased by -2.26%
Jan 31, 24
17 State St Russell Sm/Mid Cp® Indx NL Cl C 116.32K (0.10%) -3.60K
Decreased by -3.10%
Oct 31, 24
18 Fidelity VIP Balanced Initial 111.10K (0.09%) 0.00
Increased by 0.00%
Aug 31, 24
19 Vanguard Institutional Extnd Mkt Idx Tr 110.69K (0.09%) -5.25K
Decreased by -4.75%
Oct 31, 24
20 Vanguard Communication Services ETF 104.19K (0.09%) -8.78K
Decreased by -8.43%
Mar 31, 24