Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FITS 1.71%
2 FXD 1.18%
3 FYT 0.80%
4 RZV 0.77%
5 NIXT 0.70%
6 BFIT 0.70%
7 PMOM 0.66%
8 QSML 0.62%
9 TERM 0.57%
10 PAMC 0.56%
11 OVLC 0.56%
12 PSCD 0.50%
13 MILN 0.42%
14 HAPS 0.41%
15 FYX 0.39%
16 HART 0.38%
17 USVM 0.33%
18 FLOW 0.32%
19 EQOP 0.28%
20 EES 0.26%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 23.91M (7.91%) -3.61M
Decreased by -15.10%
Jun 30, 25
2 Vanguard Group Inc 17.17M (5.68%) 1.75M
Increased by +10.18%
Dec 31, 25
3 BlackRock Inc 15.86M (5.24%) 445.58K
Increased by +2.81%
Sep 30, 25
4 Alyeska Investment Group, L.P. 9.79M (3.24%) 3.50M
Increased by +35.78%
Dec 31, 24
5 State Street Corporation 9.69M (3.21%) -307.48K
Decreased by -3.17%
Mar 31, 24
6 Pacer Advisors, INC. 9.60M (3.17%) 9.57M
Increased by +99.70%
Sep 30, 24
7 Fidelity International Ltd 7.55M (2.50%) 2.91K
Increased by +0.04%
Jun 30, 25
8 Dimensional Fund Advisors, Inc. 7.25M (2.40%) -2.37M
Decreased by -32.67%
Dec 31, 25
9 Susquehanna International Group, LLP 6.77M (2.24%) 976.13K
Increased by +14.41%
Dec 31, 25
10 Fuller & Thaler Asset Management Inc 6.49M (2.15%) 965.40K
Increased by +14.87%
Mar 31, 25
11 Fairfax Financial Holdings Ltd 6.31M (2.09%) 0.00
Increased by 0.00%
Sep 30, 25
12 American Century Companies Inc 5.97M (1.97%) 504.91K
Increased by +8.46%
Jun 30, 25
13 State Street Corp 5.63M (1.86%) -245.22K
Decreased by -4.36%
Sep 30, 25
14 Charles Schwab Investment Management Inc 5.46M (1.80%) 577.85K
Increased by +10.59%
Dec 31, 25
15 UBS Group AG 5.42M (1.79%) 1.26M
Increased by +23.17%
Sep 30, 25
16 Disciplined Growth Investors Inc 5.28M (1.74%) -860.45K
Decreased by -16.31%
Jun 30, 25
17 Jane Street Group LLC 4.98M (1.65%) 2.42M
Increased by +48.67%
Dec 31, 25
18 Mirabella Financial Services LLP 4.84M (1.60%) 249.06K
Increased by +5.15%
Jun 30, 24
19 Renaissance Technologies Corp 4.81M (1.59%) -30.71K
Decreased by -0.64%
Mar 31, 25
20 D. E. Shaw & Co LP 4.52M (1.49%) 1.32M
Increased by +29.17%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 11.45M (3.79%) 11.45M
Increased by +100.00%
Feb 28, 26
2 Fidelity Blue Chip Growth 9.95M (3.29%) 0.00
Increased by 0.00%
Jul 31, 25
3 Pacer US Cash Cows 100 ETF 9.70M (3.21%) 12.06K
Increased by +0.12%
Nov 27, 24
4 Fidelity Greater Canada Sr F 6.70M (2.22%) 0.00
Increased by 0.00%
Sep 30, 25
5 iShares Core S&P Mid-Cap ETF 6.10M (2.02%) 0.00
Increased by 0.00%
Aug 31, 25
6 Fidelity Small Cap Value Fund 5.20M (1.72%) 0.00
Increased by 0.00%
Jun 30, 25
7 Avantis US Small Cap Value ETF 4.79M (1.58%) 0.00
Increased by 0.00%
Aug 30, 25
8 Vanguard Total Stock Mkt Idx Inv 4.60M (1.52%) 0.00
Increased by 0.00%
Feb 28, 26
9 Vanguard US Total Market Shares ETF 4.59M (1.52%) -1.83M
Decreased by -39.81%
Sep 30, 24
10 Vanguard Small Cap Index 4.27M (1.41%) 9.06K
Increased by +0.21%
Feb 28, 26
11 FullerThaler Behavioral Small-Cap Growth 4.20M (1.39%) 505.07K
Increased by +12.03%
Mar 31, 25
12 FullerThaler Behavioral Sm-Cp Gr R6 4.17M (1.38%) 0.00
Increased by 0.00%
Apr 30, 25
13 Schwab Fundamental U.S. Small CompanyETF 3.04M (1.01%) 1.06K
Increased by +0.03%
Feb 28, 26
14 Vanguard Small Cap Value Index Inv 2.75M (0.91%) 9.80K
Increased by +0.36%
Feb 28, 26
15 Disciplined Growth - Mid Cap Growth 2.75M (0.91%) 184.07K
Increased by +6.70%
Dec 31, 24
16 JSS Sustainable Eq Glb Th P EUR dist 2.45M (0.81%) 305.00
Increased by +0.01%
Dec 31, 23
17 Jupiter Global Value Equity X Acc 2.42M (0.80%) 507.95K
Increased by +20.97%
Nov 30, 25
18 First Trust Cnsmr Discret AlphaDEX® ETF 2.38M (0.79%) -4.97K
Decreased by -0.21%
Sep 30, 24
19 Fidelity Blue Chip Growth K6 2.29M (0.76%) 0.00
Increased by 0.00%
Jul 31, 25
20 Fidelity BlueChip Growth Commingled Pl A 2.23M (0.74%) -157.39K
Decreased by -7.05%
Feb 28, 25