Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCU 4.33%
2 UFO 4.28%
3 ULTY 2.87%
4 RWJ 2.73%
5 RZV 2.01%
6 PEZ 1.88%
7 XTL 1.42%
8 IDAT 1.18%
9 DEEP 1.11%
10 FDLS 0.93%
11 XSVM 0.83%
12 FDCF 0.83%
13 FYC 0.77%
14 FNY 0.69%
15 EVNT 0.66%
16 QQQS 0.62%
17 RWK 0.62%
18 RYJ 0.61%
19 XT 0.56%
20 SQLV 0.55%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 20.76M (15.55%) 1.21M
Increased by +5.85%
Dec 31, 24
2 Vanguard Group Inc 13.74M (10.29%) 88.49K
Increased by +0.64%
Dec 31, 24
3 Dodge & Cox 13.42M (10.05%) -51.35K
Decreased by -0.38%
Dec 31, 24
4 FMR Inc 7.26M (5.44%) 5.39M
Increased by +74.17%
Dec 31, 24
5 Redwood Capital Management, LLC 7.06M (5.29%) 1.14M
Increased by +16.20%
Dec 31, 24
6 Darsana Capital Partners LP 7.00M (5.24%) 4.00M
Increased by +57.14%
Dec 31, 24
7 Diameter Capital Partners LP 5.03M (3.76%) 4.22M
Increased by +83.97%
Dec 31, 24
8 State Street Corp 4.94M (3.70%) 160.85K
Increased by +3.26%
Dec 31, 24
9 State Street Corporation 4.86M (3.64%) 3.10M
Increased by +63.79%
Mar 31, 24
10 American Century Companies Inc 2.99M (2.24%) 28.78K
Increased by +0.96%
Dec 31, 24
11 Geode Capital Management, LLC 2.90M (2.17%) -11.71K
Decreased by -0.40%
Dec 31, 24
12 Monarch Alternative Capital LP 2.85M (2.14%) 998.57K
Increased by +35.01%
Dec 31, 24
13 Goldentree Asset Management LP 2.51M (1.88%) 424.26K
Increased by +16.93%
Mar 31, 24
14 Charles Schwab Investment Management Inc 2.43M (1.82%) -608.18K
Decreased by -24.99%
Dec 31, 24
15 Pennant Investors LP 2.42M (1.81%) 97.00K
Increased by +4.01%
Dec 31, 24
16 140 Summer Partners LP 2.41M (1.80%) -228.87K
Decreased by -9.51%
Jun 30, 24
17 Amvescap Plc. 2.30M (1.72%) 474.31K
Increased by +20.61%
Dec 31, 24
18 Soros Fund Management LLC 2.19M (1.64%) -244.11K
Decreased by -11.14%
Sep 30, 24
19 Beryl Capital Management LLC 2.15M (1.61%) 2.15M
Increased by +100.00%
Sep 30, 23
20 Renaissance Technologies Corp 1.87M (1.40%) 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 (6.97%) -9.30K
Decreased by -0.10%
Dec 31, 24
2 iShares Core S&P Small-Cap ETF 7.70M (5.77%) -1.71K
Decreased by -0.02%
Feb 28, 25
3 iShares Core S&P Mid-Cap ETF 3.94M (2.95%) 1.28K
Increased by +0.03%
Mar 31, 25
4 Vanguard Total Stock Mkt Idx Inv 3.77M (2.83%) 2.70K
Increased by +0.07%
Feb 28, 25
5 iShares Russell 2000 ETF 3.21M (2.40%) -27.77K
Decreased by -0.87%
Mar 31, 25
6 Vanguard Small Cap Index 3.05M (2.28%) 2.48K
Increased by +0.08%
Feb 28, 25
7 Schwab Fundamental US Small Company ETF 2.50M (1.87%) 0.00
Increased by 0.00%
Apr 30, 24
8 Avantis US Small Cap Value ETF 2.39M (1.79%) -5.80K
Decreased by -0.24%
Mar 29, 25
9 Vanguard Small Cap Value Index Inv 2.01M (1.50%) -6.27K
Decreased by -0.31%
Feb 28, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 1.84M (1.38%) 2.61K
Increased by +0.14%
Feb 28, 25
11 Invesco S&P SmallCap 600 Revenue ETF 1.67M (1.25%) 7.70K
Increased by +0.46%
Feb 28, 25
12 iShares S&P Small-Cap 600 Value ETF 1.24M (0.93%) -4.23K
Decreased by -0.34%
Nov 27, 24
13 Fidelity Small Cap Index 1.20M (0.90%) -22.47K
Decreased by -1.87%
Jan 31, 25
14 iShares Russell 2000 Value ETF 1.12M (0.84%) 0.00
Increased by 0.00%
Mar 31, 25
15 Schwab Fundamental U.S. Small CompanyETF 1.12M (0.84%) 0.00
Increased by 0.00%
Feb 28, 25
16 SPDR® Portfolio S&P 600™ Sm Cap ETF 1.08M (0.81%) -1.19K
Decreased by -0.11%
Feb 28, 25
17 SPDR® Portfolio S&P 600 Sm Cap ETF 1.07M (0.80%) 0.00
Increased by 0.00%
Apr 30, 24
18 Dodge & Cox Balanced Composite 1.06M (0.80%) 0.00
Increased by 0.00%
Dec 31, 24
19 Dodge & Cox Balanced I 1.06M (0.80%) 0.00
Increased by 0.00%
Dec 31, 24
20 FPA Contrarian Value 933.51K (0.70%) 933.51K
Increased by +100.00%
Sep 30, 24