Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FITS 1.71%
2 FXD 1.37%
3 FYT 0.80%
4 BFIT 0.70%
5 NIXT 0.67%
6 PMOM 0.66%
7 PAMC 0.64%
8 QSML 0.62%
9 TERM 0.57%
10 OVLC 0.56%
11 HAPS 0.41%
12 FYX 0.39%
13 HART 0.38%
14 USVM 0.33%
15 MILN 0.32%
16 FLOW 0.32%
17 EQOP 0.28%
18 EES 0.26%
19 ITAN 0.25%
20 PSM 0.24%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 27.53M (8.92%) -792.69K
Decreased by -2.88%
Mar 31, 25
2 Vanguard Group Inc 15.46M (5.01%) -77.56K
Decreased by -0.50%
Jun 30, 25
3 BlackRock Inc 15.08M (4.89%) -223.37K
Decreased by -1.48%
Mar 31, 25
4 Dimensional Fund Advisors, Inc. 10.00M (3.24%) 70.07K
Increased by +0.70%
Jun 30, 25
5 Alyeska Investment Group, L.P. 9.79M (3.17%) 3.50M
Increased by +35.78%
Dec 31, 24
6 State Street Corporation 9.69M (3.14%) -307.48K
Decreased by -3.17%
Mar 31, 24
7 Pacer Advisors, INC. 9.60M (3.11%) 9.57M
Increased by +99.70%
Sep 30, 24
8 Fidelity International Ltd 7.55M (2.45%) 200.00K
Increased by +2.65%
Mar 31, 25
9 Fuller & Thaler Asset Management Inc 6.49M (2.11%) 965.40K
Increased by +14.87%
Mar 31, 25
10 Fairfax Financial Holdings Ltd 6.31M (2.05%) 0.00
Increased by 0.00%
Mar 31, 25
11 American Century Companies Inc 5.97M (1.94%) 504.91K
Increased by +8.46%
Jun 30, 25
12 State Street Corp 5.97M (1.93%) 97.53K
Increased by +1.63%
Mar 31, 25
13 Disciplined Growth Investors Inc 5.28M (1.71%) -860.45K
Decreased by -16.31%
Jun 30, 25
14 Mirabella Financial Services LLP 4.84M (1.57%) 249.06K
Increased by +5.15%
Jun 30, 24
15 Charles Schwab Investment Management Inc 4.83M (1.57%) -216.16K
Decreased by -4.47%
Jun 30, 25
16 UBS Group AG 4.83M (1.57%) 1.46M
Increased by +30.31%
Mar 31, 25
17 Renaissance Technologies Corp 4.81M (1.56%) -30.71K
Decreased by -0.64%
Mar 31, 25
18 Susquehanna International Group, LLP 4.42M (1.43%) 3.95M
Increased by +89.56%
Mar 31, 25
19 Balyasny Asset Management LLC 4.01M (1.30%) 1.50M
Increased by +37.53%
Dec 31, 24
20 T. Rowe Price Investment Management,Inc. 4.00M (1.30%) 4.26K
Increased by +0.11%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity Blue Chip Growth 9.95M (3.22%) 28.64K
Increased by +0.29%
Jun 30, 25
2 Pacer US Cash Cows 100 ETF 9.70M (3.14%) 12.06K
Increased by +0.12%
Nov 27, 24
3 Fidelity Greater Canada Sr F 6.70M (2.17%) 0.00
Increased by 0.00%
Mar 31, 25
4 iShares Core S&P Mid-Cap ETF 6.13M (1.99%) -11.00K
Decreased by -0.18%
Jul 31, 25
5 Avantis US Small Cap Value ETF 5.43M (1.76%) 4.61K
Increased by +0.08%
Jul 31, 25
6 Fidelity Small Cap Value Fund 5.20M (1.69%) 1.40M
Increased by +26.84%
May 31, 25
7 Vanguard US Total Market Shares ETF 4.59M (1.49%) -1.83M
Decreased by -39.81%
Sep 30, 24
8 Vanguard Total Stock Mkt Idx Inv 4.57M (1.48%) -101.77K
Decreased by -2.23%
Jul 31, 25
9 Vanguard Small Cap Index 4.57M (1.48%) -51.01K
Decreased by -1.12%
Jul 31, 25
10 FullerThaler Behavioral Small-Cap Growth 4.20M (1.36%) 505.07K
Increased by +12.03%
Mar 31, 25
11 FullerThaler Behavioral Sm-Cp Gr R6 4.17M (1.35%) 0.00
Increased by 0.00%
Apr 30, 25
12 Vanguard Small Cap Value Index Inv 2.94M (0.95%) -2.59K
Decreased by -0.09%
Jul 31, 25
13 Disciplined Growth - Mid Cap Growth 2.75M (0.89%) 184.07K
Increased by +6.70%
Dec 31, 24
14 JSS Sustainable Eq Glb Th P EUR dist 2.45M (0.79%) 305.00
Increased by +0.01%
Dec 31, 23
15 Schwab Fundamental U.S. Small CompanyETF 2.44M (0.79%) 0.00
Increased by 0.00%
Jul 31, 25
16 T. Rowe Price Small-Cap Value 2.42M (0.78%) -2.83K
Decreased by -0.12%
Jun 30, 25
17 First Trust Cnsmr Discret AlphaDEX® ETF 2.38M (0.77%) -4.97K
Decreased by -0.21%
Sep 30, 24
18 Fidelity Blue Chip Growth K6 2.29M (0.74%) 0.00
Increased by 0.00%
Jun 30, 25
19 Fidelity BlueChip Growth Commingled Pl A 2.23M (0.72%) -157.39K
Decreased by -7.05%
Feb 28, 25
20 Disciplined Growth - Small Cap Growth 2.17M (0.70%) 2.17M
Increased by +100.00%
Jun 30, 24