Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UFO 7.46%
2 PSCU 4.33%
3 XMVM 2.97%
4 ULTY 2.87%
5 RWJ 2.73%
6 RZV 2.01%
7 PEZ 1.98%
8 XTL 1.42%
9 IDAT 1.31%
10 RWK 1.14%
11 DEEP 1.11%
12 FDCF 0.94%
13 FDLS 0.85%
14 XSVM 0.83%
15 FYC 0.81%
16 QQQS 0.76%
17 FNY 0.68%
18 EVNT 0.66%
19 HAPS 0.64%
20 XT 0.63%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 16.35M (12.28%) -4.41M
Decreased by -26.98%
Mar 31, 25
2 Dodge & Cox 13.41M (10.07%) -8.05K
Decreased by -0.06%
Mar 31, 25
3 Vanguard Group Inc 13.35M (10.03%) -385.54K
Decreased by -2.89%
Mar 31, 25
4 Darsana Capital Partners LP 7.76M (5.83%) 758.33K
Increased by +9.77%
Mar 31, 25
5 FMR Inc 7.26M (5.45%) -1.71K
Decreased by -0.02%
Mar 31, 25
6 Redwood Capital Management, LLC 6.36M (4.78%) -700.00K
Decreased by -11.01%
Mar 31, 25
7 Diameter Capital Partners LP 6.03M (4.53%) 999.00K
Increased by +16.58%
Mar 31, 25
8 State Street Corporation 4.86M (3.65%) 3.10M
Increased by +63.79%
Mar 31, 24
9 State Street Corp 4.67M (3.51%) -267.28K
Decreased by -5.72%
Mar 31, 25
10 UBS Group AG 3.47M (2.60%) 1.71M
Increased by +49.44%
Mar 31, 25
11 Geode Capital Management, LLC 3.09M (2.32%) 191.21K
Increased by +6.18%
Mar 31, 25
12 Monarch Alternative Capital LP 2.85M (2.14%) 0.00
Increased by 0.00%
Mar 31, 25
13 American Century Companies Inc 2.81M (2.11%) -182.16K
Decreased by -6.48%
Mar 31, 25
14 140 Summer Partners LP 2.41M (1.81%) -228.87K
Decreased by -9.51%
Jun 30, 24
15 Amvescap Plc. 2.30M (1.73%) 474.31K
Increased by +20.61%
Dec 31, 24
16 Soros Fund Management LLC 2.19M (1.65%) -244.11K
Decreased by -11.14%
Sep 30, 24
17 Beryl Capital Management LLC 2.15M (1.62%) 2.15M
Increased by +100.00%
Sep 30, 23
18 Pennant Investors LP 2.05M (1.54%) -371.09K
Decreased by -18.13%
Mar 31, 25
19 Goldentree Asset Management LP 2.01M (1.51%) 1.79M
Increased by +89.19%
Mar 31, 25
20 Renaissance Technologies Corp 1.87M (1.41%) 163.40K
Increased by +8.73%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox Stock I 9.30M (6.99%) 0.00
Increased by 0.00%
Mar 31, 25
2 iShares Core S&P Small-Cap ETF 7.70M (5.78%) -1.71K
Decreased by -0.02%
Feb 28, 25
3 Vanguard Total Stock Mkt Idx Inv 4.24M (3.18%) 3.07K
Increased by +0.07%
May 31, 25
4 iShares Core S&P Mid-Cap ETF 3.92M (2.95%) 0.00
Increased by 0.00%
May 31, 25
5 Vanguard US Total Market Shares ETF 3.79M (2.85%) 3.53K
Increased by +0.09%
Sep 30, 24
6 Vanguard Small Cap Index 3.33M (2.50%) 18.50K
Increased by +0.56%
May 31, 25
7 iShares Russell 2000 ETF 3.06M (2.30%) 0.00
Increased by 0.00%
May 31, 25
8 Schwab Fundamental US Small Company ETF 2.50M (1.88%) 0.00
Increased by 0.00%
Apr 30, 24
9 Avantis US Small Cap Value ETF 2.35M (1.77%) 0.00
Increased by 0.00%
May 31, 25
10 Vanguard Small Cap Value Index Inv 2.14M (1.61%) -1.84K
Decreased by -0.09%
May 31, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 1.88M (1.41%) 13.05K
Increased by +0.69%
May 31, 25
12 Invesco S&P SmallCap 600 Revenue ETF 1.67M (1.25%) 7.70K
Increased by +0.46%
Feb 28, 25
13 iShares S&P Small-Cap 600 Value ETF 1.24M (0.93%) -4.23K
Decreased by -0.34%
Nov 27, 24
14 Fidelity Small Cap Index 1.22M (0.91%) 8.47K
Increased by +0.70%
Mar 31, 25
15 Schwab Fundamental U.S. Small CompanyETF 1.12M (0.84%) 0.00
Increased by 0.00%
Feb 28, 25
16 iShares Russell 2000 Value ETF 1.10M (0.83%) 0.00
Increased by 0.00%
May 31, 25
17 SPDR® Portfolio S&P 600™ Sm Cap ETF 1.08M (0.81%) -1.19K
Decreased by -0.11%
Feb 28, 25
18 SPDR® Portfolio S&P 600 Sm Cap ETF 1.07M (0.80%) 0.00
Increased by 0.00%
Apr 30, 24
19 Dodge & Cox Balanced Composite 1.06M (0.80%) 0.00
Increased by 0.00%
Mar 31, 25
20 Dodge & Cox Balanced I 1.06M (0.80%) 0.00
Increased by 0.00%
Mar 31, 25