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 PMOM 0.66%
6 PAMC 0.64%
7 NIXT 0.62%
8 QSML 0.62%
9 TERM 0.57%
10 OVLC 0.56%
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 ITAN 0.25%
18 EES 0.24%
19 PSM 0.24%
20 RFV 0.23%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 28.32M (8.81%) 18.66M
Increased by +65.89%
Dec 31, 24
2 Vanguard Group Inc 15.55M (4.84%) 263.99K
Increased by +1.70%
Dec 31, 24
3 BlackRock Inc 15.31M (4.76%) 22.97K
Increased by +0.15%
Dec 31, 24
4 Alyeska Investment Group, L.P. 9.79M (3.05%) 3.50M
Increased by +35.78%
Dec 31, 24
5 State Street Corporation 9.69M (3.02%) -307.48K
Decreased by -3.17%
Mar 31, 24
6 Dimensional Fund Advisors, Inc. 9.64M (3.00%) -644.76K
Decreased by -6.69%
Dec 31, 24
7 Pacer Advisors, INC. 9.60M (2.99%) 9.57M
Increased by +99.70%
Sep 30, 24
8 Fidelity International Ltd 7.35M (2.29%) 0.00
Increased by 0.00%
Dec 31, 24
9 Fairfax Financial Holdings Ltd 6.31M (1.96%) 0.00
Increased by 0.00%
Dec 31, 24
10 Disciplined Growth Investors Inc 5.97M (1.86%) 232.57K
Increased by +3.89%
Dec 31, 24
11 State Street Corp 5.87M (1.83%) 89.16K
Increased by +1.52%
Dec 31, 24
12 Fuller & Thaler Asset Management Inc 5.53M (1.72%) 533.42K
Increased by +9.65%
Dec 31, 24
13 Renaissance Technologies Corp 4.84M (1.51%) 581.80K
Increased by +12.03%
Dec 31, 24
14 Mirabella Financial Services LLP 4.84M (1.50%) 249.06K
Increased by +5.15%
Jun 30, 24
15 Charles Schwab Investment Management Inc 4.82M (1.50%) 84.80K
Increased by +1.76%
Dec 31, 24
16 Susquehanna International Group, LLP 4.56M (1.42%) 2.67M
Increased by +58.54%
Jun 30, 24
17 Morgan Stanley - Brokerage Accounts 4.16M (1.29%) -140.72K
Decreased by -3.38%
Jun 30, 24
18 American Century Companies Inc 4.01M (1.25%) 2.47M
Increased by +61.61%
Dec 31, 24
19 Balyasny Asset Management LLC 4.01M (1.25%) 1.50M
Increased by +37.53%
Dec 31, 24
20 Loomis, Sayles & Company LP 3.92M (1.22%) -180.75K
Decreased by -4.61%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity Blue Chip Growth 13.51M (4.20%) 0.00
Increased by 0.00%
Feb 28, 25
2 Pacer US Cash Cows 100 ETF 9.70M (3.02%) 12.06K
Increased by +0.12%
Nov 27, 24
3 Fidelity Greater Canada Sr F 6.50M (2.02%) 0.00
Increased by 0.00%
Dec 31, 24
4 iShares Core S&P Mid-Cap ETF 6.15M (1.91%) 2.00K
Increased by +0.03%
Mar 31, 25
5 Vanguard Small Cap Index 4.82M (1.50%) 3.93K
Increased by +0.08%
Feb 28, 25
6 Avantis US Small Cap Value ETF 4.80M (1.49%) 5.68K
Increased by +0.12%
Mar 29, 25
7 Vanguard Total Stock Mkt Idx Inv 4.62M (1.44%) 5.94K
Increased by +0.13%
Feb 28, 25
8 FullerThaler Behavioral Sm-Cp Gr R6 4.17M (1.30%) 0.00
Increased by 0.00%
Feb 28, 25
9 Fidelity Small Cap Value Fund 4.10M (1.28%) 150.00K
Increased by +3.66%
Jan 31, 25
10 FullerThaler Behavioral Small-Cap Growth 3.69M (1.15%) 144.74K
Increased by +3.92%
Dec 31, 24
11 Fidelity Blue Chip Growth K6 3.17M (0.99%) 0.00
Increased by 0.00%
Feb 28, 25
12 Vanguard Small Cap Value Index Inv 3.17M (0.99%) -19.63K
Decreased by -0.62%
Feb 28, 25
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 2.67M (0.83%) 2.14K
Increased by +0.08%
Mar 29, 25
15 JSS Sustainable Eq Glb Th P EUR dist 2.45M (0.76%) 305.00
Increased by +0.01%
Dec 31, 23
16 First Trust Cnsmr Discret AlphaDEX® ETF 2.38M (0.74%) -4.97K
Decreased by -0.21%
Sep 30, 24
17 Fidelity BlueChip Growth Commingled Pl A 2.23M (0.69%) -157.39K
Decreased by -7.05%
Feb 28, 25
18 Disciplined Growth - Small Cap Growth 2.17M (0.67%) 2.17M
Increased by +100.00%
Jun 30, 24
19 DFA US Small Cap Value I 2.05M (0.64%) 79.59K
Increased by +3.87%
Feb 28, 25
20 Fidelity Series Blue Chip Growth 2.04M (0.63%) 0.00
Increased by 0.00%
Feb 28, 25