Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FDCF 3.83%
2 FMCX 1.74%
3 SMLF 0.43%
4 RBUS 0.31%
5 BLES 0.29%
6 VOX 0.13%
7 QQJG 0.12%
8 FCOM 0.12%
9 PTL 0.07%
10 VBK 0.05%
11 DFSV 0.04%
12 JKK 0.04%
13 ISCG 0.04%
14 BKMC 0.04%
15 STXM 0.03%
16 BBMC 0.03%
17 JKJ 0.03%
18 ISCB 0.03%
19 HKND 0.03%
20 AVMC 0.03%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Aristeia Capital, LLC 1.68M (1.37%) 139.19K
Increased by +8.31%
Dec 31, 24
2 Vanguard Group Inc 1.46M (1.20%) 49.55K
Increased by +3.39%
Dec 31, 24
3 BlackRock Inc 994.55K (0.81%) 89.11K
Increased by +8.96%
Dec 31, 24
4 FPR Partners LLC 908.22K (0.74%) -4.75K
Decreased by -0.52%
Dec 31, 24
5 FMR Inc 902.85K (0.74%) -1.86M
Decreased by -205.87%
Dec 31, 24
6 Ruane, Cunniff & Goldfarb L.P. 683.41K (0.56%) -26.36K
Decreased by -3.86%
Dec 31, 24
7 JNE Partners LLP 635.15K (0.52%) 635.15K
Increased by +100.00%
Dec 31, 24
8 D. E. Shaw & Co LP 563.22K (0.46%) -110.00K
Decreased by -19.53%
Dec 31, 24
9 State Of Wisconsin Investment Board 554.82K (0.45%) 276.60K
Increased by +49.85%
Dec 31, 24
10 Wealthfront Advisers LLC 476.61K (0.39%) 476.61K
Increased by +100.00%
Dec 31, 24
11 Eagle Capital Management LLC 430.00K (0.35%) -13.82K
Decreased by -3.21%
Dec 31, 24
12 Seizert Capital Partners, LLC 423.89K (0.35%) 29.48K
Increased by +6.95%
Dec 31, 24
13 Dimensional Fund Advisors, Inc. 381.04K (0.31%) -23.99K
Decreased by -6.30%
Dec 31, 24
14 Long Focus Capital Management, LLC 321.80K (0.26%) 11.70K
Increased by +3.64%
Dec 31, 24
15 Mango Five Family Inc 318.47K (0.26%) 0.00
Increased by 0.00%
Mar 31, 24
16 Arrowstreet Capital Limited Partnership 318.36K (0.26%) -13.74K
Decreased by -4.32%
Dec 31, 24
17 Fort Baker Capital Management LP 290.56K (0.24%) -385.89K
Decreased by -132.81%
Dec 31, 23
18 State Street Corp 281.78K (0.23%) -1.44K
Decreased by -0.51%
Dec 31, 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%) -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%
Feb 28, 25
4 Strategic Advisers® Fidelity US TtlStk 475.63K (0.39%) 58.42K
Increased by +12.28%
Nov 30, 23
5 Vanguard Small Cap Index 419.02K (0.34%) 336.00
Increased by +0.08%
Feb 28, 25
6 Sequoia 340.76K (0.28%) -302.00
Decreased by -0.09%
Dec 31, 24
7 Strategic Advisers Fidelity US TtlStk 274.82K (0.22%) -34.30K
Decreased by -12.48%
Jan 31, 25
8 Vanguard Small Cap Growth Index Inv 234.46K (0.19%) -4.47K
Decreased by -1.91%
Feb 28, 25
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 168.22K (0.14%) 3.96K
Increased by +2.36%
Feb 28, 25
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%) 0.00
Increased by 0.00%
Feb 28, 25
19 Weitz Multi Cap Equity-Investor Cl 100.00K (0.08%) 0.00
Increased by 0.00%
Dec 31, 24
20 Weitz Multi-Cap Value 100.00K (0.08%) 0.00
Increased by 0.00%
Dec 31, 24