Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FDCF 3.33%
2 FMCX 1.74%
3 SMLF 0.36%
4 RBUS 0.31%
5 BLES 0.26%
6 QQJG 0.10%
7 VOX 0.10%
8 FCOM 0.10%
9 PTL 0.07%
10 VBK 0.05%
11 DFSV 0.04%
12 BKMC 0.04%
13 STXM 0.03%
14 BBMC 0.03%
15 JKK 0.03%
16 ISCG 0.03%
17 HKND 0.03%
18 JKJ 0.03%
19 ISCB 0.03%
20 AVMC 0.03%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 2.76M (2.27%) 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 1.46M (1.20%) 49.55K
Increased by +3.39%
Dec 31, 24
4 FPR Partners LLC 908.22K (0.75%) -4.75K
Decreased by -0.52%
Dec 31, 24
5 BlackRock Inc 905.44K (0.74%) 44.17K
Increased by +4.88%
Sep 30, 24
6 Ruane, Cunniff & Goldfarb L.P. 683.41K (0.56%) -26.36K
Decreased by -3.86%
Dec 31, 24
7 D. E. Shaw & Co LP 673.22K (0.55%) -59.43K
Decreased by -8.83%
Sep 30, 24
8 Wealthfront Advisers LLC 476.61K (0.39%) 476.61K
Increased by +100.00%
Dec 31, 24
9 Eagle Capital Management LLC 430.00K (0.35%) -13.82K
Decreased by -3.21%
Dec 31, 24
10 Seizert Capital Partners, LLC 423.89K (0.35%) 29.48K
Increased by +6.95%
Dec 31, 24
11 Dimensional Fund Advisors, Inc. 381.04K (0.31%) -23.99K
Decreased by -6.30%
Dec 31, 24
12 Arrowstreet Capital Limited Partnership 332.10K (0.27%) 332.10K
Increased by +100.00%
Sep 30, 24
13 Long Focus Capital Management, LLC 321.80K (0.26%) 11.70K
Increased by +3.64%
Dec 31, 24
14 Mango Five Family Inc 318.47K (0.26%) 0.00
Increased by 0.00%
Mar 31, 24
15 Fort Baker Capital Management LP 290.56K (0.24%) -385.89K
Decreased by -132.81%
Dec 31, 23
16 State Street Corp 283.22K (0.23%) -9.98K
Decreased by -3.53%
Sep 30, 24
17 State Of Wisconsin Investment Board 278.22K (0.23%) 72.90K
Increased by +26.20%
Sep 30, 24
18 Goldman Sachs Group Inc 267.29K (0.22%) 219.90K
Increased by +82.27%
Dec 31, 23
19 State Street Corporation 259.50K (0.21%) 2.71K
Increased by +1.04%
Mar 31, 24
20 Geode Capital Management, LLC 222.55K (0.18%) -8.35K
Decreased by -3.75%
Sep 30, 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%) -14.90K
Decreased by -2.66%
Nov 30, 23
3 Vanguard Total Stock Mkt Idx Inv 516.57K (0.42%) 0.00
Increased by 0.00%
Dec 31, 24
4 Strategic Advisers® Fidelity US TtlStk 475.63K (0.39%) 58.42K
Increased by +12.28%
Nov 30, 23
5 Vanguard Small Cap Index 417.94K (0.34%) 3.16K
Increased by +0.76%
Dec 31, 24
6 Sequoia 341.06K (0.28%) 0.00
Increased by 0.00%
Sep 30, 24
7 Strategic Advisers Fidelity US TtlStk 309.13K (0.25%) -94.40K
Decreased by -30.54%
Dec 31, 24
8 Vanguard Small Cap Growth Index Inv 233.66K (0.19%) 4.55K
Increased by +1.95%
Dec 31, 24
9 Fidelity Select Communication Services 175.29K (0.14%) -288.83K
Decreased by -164.77%
Dec 31, 24
10 Vanguard Institutional Extnd Mkt Idx Tr 163.73K (0.13%) 39.76K
Increased by +24.28%
Dec 31, 24
11 Vanguard Mid Cap Index Institutional 159.13K (0.13%) -210.87K
Decreased by -132.51%
Mar 31, 24
12 Fidelity Stock Selec All Cp 132.23K (0.11%) 2.77K
Increased by +2.09%
Sep 30, 24
13 Hi-Line Capital Intrinsic Value Equity 128.53K (0.11%) -7.21K
Decreased by -5.61%
Jun 30, 24
14 Fidelity Advisor Balanced M 120.50K (0.10%) 0.00
Increased by 0.00%
Jul 31, 24
15 Fidelity Balanced 120.50K (0.10%) 0.00
Increased by 0.00%
Sep 30, 24
16 Fidelity® Stock Selec All Cp 119.70K (0.10%) 20.52K
Increased by +17.14%
Nov 30, 23
17 Vanguard Mid-Cap Growth ETF 118.81K (0.10%) -2.69K
Decreased by -2.26%
Jan 31, 24
18 State St Russell Sm/Mid Cp® Indx NL Cl C 113.32K (0.09%) -1.10K
Decreased by -0.97%
Jan 31, 25
19 Vanguard Communication Services ETF 104.19K (0.09%) -8.78K
Decreased by -8.43%
Mar 31, 24
20 Weitz Multi Cap Equity-Investor Cl 100.00K (0.08%) 0.00
Increased by 0.00%
Dec 31, 24