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 0.69%
6 PMOM 0.66%
7 PAMC 0.64%
8 QSML 0.62%
9 TERM 0.57%
10 OVLC 0.56%
11 HART 0.51%
12 HAPS 0.41%
13 FYX 0.39%
14 USVM 0.33%
15 MILN 0.33%
16 FLOW 0.32%
17 EQOP 0.28%
18 ITAN 0.25%
19 RFV 0.25%
20 EES 0.25%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 27.53M (8.95%) -792.69K
Decreased by -2.88%
Mar 31, 25
2 Vanguard Group Inc 15.54M (5.05%) -10.89K
Decreased by -0.07%
Mar 31, 25
3 BlackRock Inc 15.08M (4.90%) -223.37K
Decreased by -1.48%
Mar 31, 25
4 Dimensional Fund Advisors, Inc. 9.93M (3.23%) 290.24K
Increased by +2.92%
Mar 31, 25
5 Alyeska Investment Group, L.P. 9.79M (3.18%) 3.50M
Increased by +35.78%
Dec 31, 24
6 State Street Corporation 9.69M (3.15%) -307.48K
Decreased by -3.17%
Mar 31, 24
7 Pacer Advisors, INC. 9.60M (3.12%) 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 Disciplined Growth Investors Inc 6.14M (1.99%) 163.02K
Increased by +2.66%
Mar 31, 25
12 State Street Corp 5.97M (1.94%) 97.53K
Increased by +1.63%
Mar 31, 25
13 American Century Companies Inc 5.47M (1.78%) 1.45M
Increased by +26.57%
Mar 31, 25
14 Charles Schwab Investment Management Inc 5.05M (1.64%) 231.99K
Increased by +4.60%
Mar 31, 25
15 Mirabella Financial Services LLP 4.84M (1.57%) 249.06K
Increased by +5.15%
Jun 30, 24
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%) 586.18K
Increased by +14.66%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity Blue Chip Growth 9.91M (3.22%) -3.60M
Decreased by -36.30%
Apr 30, 25
2 Pacer US Cash Cows 100 ETF 9.70M (3.15%) 12.06K
Increased by +0.12%
Nov 27, 24
3 Fidelity Greater Canada Sr F 6.70M (2.18%) 0.00
Increased by 0.00%
Mar 31, 25
4 iShares Core S&P Mid-Cap ETF 6.12M (1.99%) 0.00
Increased by 0.00%
May 31, 25
5 Avantis US Small Cap Value ETF 5.02M (1.63%) 8.77K
Increased by +0.17%
May 31, 25
6 Vanguard Small Cap Index 4.78M (1.55%) 17.48K
Increased by +0.37%
May 31, 25
7 Vanguard Total Stock Mkt Idx Inv 4.67M (1.52%) 0.00
Increased by 0.00%
May 31, 25
8 Vanguard US Total Market Shares ETF 4.59M (1.49%) -1.83M
Decreased by -39.81%
Sep 30, 24
9 FullerThaler Behavioral Small-Cap Growth 4.20M (1.36%) 505.07K
Increased by +12.03%
Mar 31, 25
10 FullerThaler Behavioral Sm-Cp Gr R6 4.17M (1.35%) 0.00
Increased by 0.00%
Apr 30, 25
11 Fidelity Small Cap Value Fund 3.35M (1.09%) -750.00K
Decreased by -22.37%
Mar 31, 25
12 Vanguard Small Cap Value Index Inv 3.06M (1.00%) -1.38K
Decreased by -0.05%
May 31, 25
13 Disciplined Growth - Mid Cap Growth 2.75M (0.89%) 184.07K
Increased by +6.70%
Dec 31, 24
14 Schwab Fundamental U.S. Small CompanyETF 2.52M (0.82%) -862.00
Decreased by -0.03%
May 31, 25
15 JSS Sustainable Eq Glb Th P EUR dist 2.45M (0.80%) 305.00
Increased by +0.01%
Dec 31, 23
16 First Trust Cnsmr Discret AlphaDEX® ETF 2.38M (0.77%) -4.97K
Decreased by -0.21%
Sep 30, 24
17 Fidelity Blue Chip Growth K6 2.32M (0.75%) -856.70K
Decreased by -36.98%
Apr 30, 25
18 T. Rowe Price Small-Cap Value 2.27M (0.74%) 299.28K
Increased by +13.16%
Mar 31, 25
19 Fidelity BlueChip Growth Commingled Pl A 2.23M (0.73%) -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