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 0.68%
6 PMOM 0.66%
7 QSML 0.62%
8 TERM 0.57%
9 OVLC 0.56%
10 PAMC 0.47%
11 HART 0.43%
12 HAPS 0.41%
13 FYX 0.39%
14 USVM 0.33%
15 FLOW 0.32%
16 EQOP 0.28%
17 MILN 0.25%
18 ITAN 0.25%
19 RFV 0.25%
20 EES 0.25%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 16.35M (5.06%) -712.25K
Decreased by -4.36%
Jun 30, 24
2 Vanguard Group Inc 15.28M (4.73%) -2.68M
Decreased by -17.53%
Sep 30, 24
3 Dimensional Fund Advisors, Inc. 10.29M (3.19%) 934.76K
Increased by +9.09%
Sep 30, 24
4 State Street Corporation 9.69M (3.00%) -307.48K
Decreased by -3.17%
Mar 31, 24
5 FMR Inc 9.66M (2.99%) 9.65M
Increased by +99.93%
Sep 30, 24
6 Pacer Advisors, INC. 9.60M (2.97%) 9.57M
Increased by +99.70%
Sep 30, 24
7 Fidelity International Ltd 7.35M (2.28%) 7.35M
Increased by +100.00%
Sep 30, 24
8 Fairfax Financial Holdings Ltd 6.31M (1.95%) 2.09M
Increased by +33.08%
Sep 30, 24
9 Alyeska Investment Group, L.P. 6.29M (1.95%) 5.17M
Increased by +82.16%
Sep 30, 24
10 State Street Corp 5.78M (1.79%) -1.61M
Decreased by -27.80%
Sep 30, 24
11 Disciplined Growth Investors Inc 5.74M (1.78%) 327.98K
Increased by +5.71%
Sep 30, 24
12 Fuller & Thaler Asset Management Inc 5.00M (1.55%) 5.00M
Increased by +100.00%
Sep 30, 24
13 Mirabella Financial Services LLP 4.84M (1.50%) 249.06K
Increased by +5.15%
Jun 30, 24
14 Charles Schwab Investment Management Inc 4.73M (1.47%) -141.06K
Decreased by -2.98%
Sep 30, 24
15 Susquehanna International Group, LLP 4.56M (1.41%) 2.67M
Increased by +58.54%
Jun 30, 24
16 Renaissance Technologies Corp 4.26M (1.32%) 4.26M
Increased by +100.00%
Sep 30, 24
17 Morgan Stanley - Brokerage Accounts 4.16M (1.29%) -140.72K
Decreased by -3.38%
Jun 30, 24
18 Loomis, Sayles & Company LP 4.10M (1.27%) -306.46K
Decreased by -7.47%
Sep 30, 24
19 Arrowstreet Capital Limited Partnership 3.39M (1.05%) 3.39M
Increased by +100.00%
Sep 30, 24
20 HHG PLC 3.26M (1.01%) -626.99K
Decreased by -19.21%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity Blue Chip Growth 13.51M (4.19%) 220.80K
Increased by +1.63%
Dec 31, 24
2 Pacer US Cash Cows 100 ETF 9.70M (3.00%) 12.06K
Increased by +0.12%
Nov 27, 24
3 Fidelity Greater Canada Sr F 6.50M (2.01%) 6.50M
Increased by +100.00%
Sep 30, 24
4 iShares Core S&P Mid-Cap ETF 6.16M (1.91%) 1.00K
Increased by +0.02%
Jan 29, 25
5 Vanguard Small Cap Index 4.81M (1.49%) 51.16K
Increased by +1.06%
Dec 31, 24
6 Vanguard Total Stock Mkt Idx Inv 4.60M (1.43%) 11.14K
Increased by +0.24%
Dec 31, 24
7 Avantis US Small Cap Value ETF 4.33M (1.34%) 14.39K
Increased by +0.33%
Jan 30, 25
8 FullerThaler Behavioral Sm-Cp Gr R6 3.65M (1.13%) 152.70K
Increased by +4.18%
Dec 31, 24
9 FullerThaler Behavioral Small-Cap Growth 3.55M (1.10%) 273.80K
Increased by +7.72%
Nov 30, 24
10 Vanguard Small Cap Value Index Inv 3.19M (0.99%) -33.49K
Decreased by -1.05%
Dec 31, 24
11 Fidelity Blue Chip Growth K6 3.17M (0.98%) 40.41K
Increased by +1.27%
Dec 31, 24
12 Fidelity Small Cap Value Fund 2.75M (0.85%) 2.75M
Increased by +100.00%
Nov 30, 24
13 Disciplined Growth - Mid Cap Growth 2.75M (0.85%) 184.07K
Increased by +6.70%
Dec 31, 24
14 Schwab Fundamental U.S. Small CompanyETF 2.47M (0.77%) 3.18K
Increased by +0.13%
Jan 30, 25
15 JSS Sustainable Eq Glb Th P EUR dist 2.45M (0.76%) 305.00
Increased by +0.01%
Dec 31, 23
16 Fidelity BlueChip Growth Commingled Pl A 2.39M (0.74%) 49.49K
Increased by +2.07%
Dec 31, 24
17 First Trust Cnsmr Discret AlphaDEX® ETF 2.38M (0.74%) -4.97K
Decreased by -0.21%
Sep 30, 24
18 Fidelity Series Blue Chip Growth 2.18M (0.67%) 37.50K
Increased by +1.72%
Dec 31, 24
19 Disciplined Growth - Small Cap Growth 2.17M (0.67%) 2.17M
Increased by +100.00%
Jun 30, 24
20 T. Rowe Price Small-Cap Value 1.98M (0.61%) 135.70K
Increased by +6.87%
Dec 31, 24