Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NXTE 5.53%
2 XMMO 3.91%
3 FFTY 3.61%
4 NEWZ 3.39%
5 PSL 3.33%
6 FCUS 3.23%
7 PBJ 3.06%
8 SEIS 2.65%
9 SRHQ 2.51%
10 BFIT 2.48%
11 EASI 2.42%
12 CPAI 2.19%
13 AIEQ 1.92%
14 SMCO 1.90%
15 PDP 1.71%
16 XRT 1.66%
17 AFMC 1.61%
18 PFUT 1.59%
19 ANEW 1.53%
20 RFG 1.51%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 13.60M (13.87%) 694.79K
Increased by +5.11%
Dec 31, 24
2 Vanguard Group Inc 10.60M (10.81%) 56.65K
Increased by +0.53%
Dec 31, 24
3 Renaissance Technologies Corp 4.46M (4.55%) 24.00K
Increased by +0.54%
Dec 31, 24
4 State Street Corporation 3.85M (3.93%) 91.70K
Increased by +2.38%
Mar 31, 24
5 State Street Corp 3.81M (3.88%) 81.67K
Increased by +2.14%
Dec 31, 24
6 Nordea Investment Mgmt Bank Demark A/s 2.72M (2.78%) -317.19K
Decreased by -11.65%
Dec 31, 24
7 JPMorgan Chase & Co 2.70M (2.75%) 312.35K
Increased by +11.57%
Sep 30, 24
8 Geode Capital Management, LLC 2.48M (2.53%) -5.31K
Decreased by -0.21%
Dec 31, 24
9 Goldman Sachs Group Inc 2.37M (2.42%) 74.51K
Increased by +3.14%
Dec 31, 24
10 Dimensional Fund Advisors, Inc. 2.20M (2.25%) -239.44K
Decreased by -10.87%
Dec 31, 24
11 Marshall Wace Asset Management Ltd 1.84M (1.88%) 168.60K
Increased by +9.15%
Dec 31, 24
12 FMR Inc 1.68M (1.71%) -3.23M
Decreased by -192.12%
Dec 31, 24
13 Morgan Stanley - Brokerage Accounts 1.67M (1.70%) -292.49K
Decreased by -17.53%
Dec 31, 24
14 Citadel Advisors Llc 1.59M (1.62%) 785.01K
Increased by +49.41%
Sep 30, 24
15 Amvescap Plc. 1.58M (1.61%) 294.55K
Increased by +18.61%
Dec 31, 24
16 LSV Asset Management 1.39M (1.42%) -1.81M
Decreased by -130.41%
Jun 30, 24
17 Northern Trust Corp 1.36M (1.38%) 160.88K
Increased by +11.87%
Dec 31, 24
18 Handelsbanken Fonder AB 1.32M (1.35%) 400.00K
Increased by +30.26%
Sep 30, 23
19 Congress Asset Management Company, LLP 1.30M (1.32%) 632.52K
Increased by +48.70%
Dec 31, 24
20 UBS Asset Mgmt Americas Inc 1.29M (1.32%) -102.78K
Decreased by -7.94%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity® Low-Priced Stock 3.79M (3.86%) -45.05K
Decreased by -1.19%
Oct 31, 23
2 iShares Core S&P Mid-Cap ETF 3.27M (3.33%) 5.73K
Increased by +0.18%
Mar 31, 25
3 Vanguard US Total Market Shares ETF 3.17M (3.23%) 2.42K
Increased by +0.08%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 3.15M (3.21%) 14.67K
Increased by +0.47%
Feb 28, 25
5 iShares Russell 2000 ETF 2.65M (2.71%) -22.99K
Decreased by -0.87%
Mar 31, 25
6 Vanguard Small Cap Index 2.55M (2.60%) 2.08K
Increased by +0.08%
Feb 28, 25
7 Vanguard Small Cap Value Index Inv 1.68M (1.71%) -5.88K
Decreased by -0.35%
Feb 28, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 1.52M (1.55%) 4.72K
Increased by +0.31%
Feb 28, 25
9 T. Rowe Price Integrated US SmCapGrEq 1.49M (1.52%) 747.23K
Increased by +50.00%
Dec 31, 24
10 Nordea 1 - Global Climate & Envir BI EUR 1.41M (1.44%) -318.55K
Decreased by -22.54%
Feb 28, 25
11 Fidelity® Series Intrinsic Opps 1.31M (1.33%) 0.00
Increased by 0.00%
Oct 31, 23
12 Fidelity Global Bargain Growth Stocks MF 1.15M (1.18%) 298.70K
Increased by +25.86%
Aug 21, 23
13 Fidelity Global Value Growth Eq MF 1.14M (1.16%) -15.50K
Decreased by -1.36%
Feb 20, 24
14 Strategic Advisers® Fidelity US TtlStk 1.09M (1.11%) -8.56K
Decreased by -0.79%
Nov 30, 23
15 Fidelity Low-Priced Stock 1.05M (1.07%) -372.81K
Decreased by -35.62%
Oct 31, 24
16 Fidelity Series Intrinsic Opps 1.02M (1.04%) -55.21K
Decreased by -5.40%
Jan 31, 24
17 Fidelity® Small Cap Index 997.30K (1.02%) 26.64K
Increased by +2.67%
Oct 31, 23
18 Fidelity Small Cap Index 994.19K (1.01%) -18.62K
Decreased by -1.87%
Jan 31, 25
19 Fidelity® Small Cap Growth 974.73K (0.99%) -1.18K
Decreased by -0.12%
Oct 31, 23
20 Strategic Advisers Fidelity US TtlStk 932.71K (0.95%) -9.27K
Decreased by -0.99%
Feb 29, 24