Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ISCB 1000.00%
2 IWR 1000.00%
3 IWP 1000.00%
4 IWF 1000.00%
5 IWD 1000.00%
6 IWB 1000.00%
7 ITOT 1000.00%
8 ISCV 1000.00%
9 ISCG 1000.00%
10 JKK 1000.00%
11 JKJ 1000.00%
12 IYY 1000.00%
13 IWV 1000.00%
14 IWS 1000.00%
15 FDCF 4.52%
16 FMCX 1.74%
17 BLES 0.24%
18 VOX 0.18%
19 FCOM 0.10%
20 BKMC 0.04%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 2.17M (1.74%) 486.46K
Increased by +22.38%
Sep 30, 23
2 Vanguard Group Inc 1.56M (1.25%) 48.81K
Increased by +3.12%
Sep 30, 23
3 Aristeia Capital, LLC 1.47M (1.17%) 97.01K
Increased by +6.61%
Sep 30, 23
4 FPR Partners LLC 1.31M (1.05%) 0.00
Increased by 0.00%
Sep 30, 23
5 Ruane, Cunniff & Goldfarb L.P. 788.89K (0.63%) -23.82K
Decreased by -3.02%
Sep 30, 23
6 D. E. Shaw & Co LP 725.02K (0.58%) -3.69K
Decreased by -0.51%
Sep 30, 23
7 Fort Baker Capital Management LP 676.44K (0.54%) 83.21K
Increased by +12.30%
Sep 30, 23
8 BlackRock Inc 663.30K (0.53%) 8.10K
Increased by +1.22%
Sep 30, 23
9 Eagle Capital Management LLC 583.42K (0.47%) -20.30K
Decreased by -3.48%
Sep 30, 23
10 Seizert Capital Partners, LLC 401.13K (0.32%) 7.82K
Increased by +1.95%
Sep 30, 23
11 State Street Corporation 259.82K (0.21%) -18.83K
Decreased by -7.25%
Sep 30, 23
12 Markel Group Inc 196.75K (0.16%) -8.50K
Decreased by -4.32%
Sep 30, 23
13 Savoie Capital LLC 193.47K (0.15%) 193.47K
Increased by +100.00%
Sep 30, 23
14 Dimensional Fund Advisors, Inc. 185.92K (0.15%) -13.90K
Decreased by -7.48%
Sep 30, 23
15 Geode Capital Management, LLC 185.36K (0.15%) 9.50K
Increased by +5.12%
Sep 30, 23
16 Gavilan Investment Partners LLC 162.00K (0.13%) 2.00K
Increased by +1.23%
Sep 30, 23
17 Long Focus Capital Management, LLC 149.01K (0.12%) 0.00
Increased by 0.00%
Sep 30, 23
18 Weitz Wallace R & Co 140.00K (0.11%) -50.00K
Decreased by -35.71%
Sep 30, 23
19 Hi-Line Capital Management, LLC 139.70K (0.11%) -1.15K
Decreased by -0.82%
Sep 30, 23
20 Bislett Management, LLC 125.00K (0.10%) 0.00
Increased by 0.00%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity® Balanced 576.97K (0.46%) 63.25K
Increased by +10.96%
Oct 31, 23
2 Fidelity® Select Communication Services 560.92K (0.45%) -14.90K
Decreased by -2.66%
Nov 30, 23
3 Vanguard Total Stock Mkt Idx Inv 522.83K (0.42%) 0.00
Increased by 0.00%
Nov 30, 23
4 Strategic Advisers® Fidelity US TtlStk 475.63K (0.38%) 58.42K
Increased by +12.28%
Nov 30, 23
5 Vanguard Mid Cap Index Institutional 389.13K (0.31%) -2.86K
Decreased by -0.74%
Nov 30, 23
6 Sequoia 341.06K (0.27%) -9.48K
Decreased by -2.78%
Sep 30, 23
7 Vanguard Institutional Extnd Mkt Idx Tr 202.08K (0.16%) 0.00
Increased by 0.00%
Nov 30, 23
8 Vanguard Growth Index Investor 149.69K (0.12%) 498.00
Increased by +0.33%
Nov 30, 23
9 Hi-Line Capital Intrinsic Value Equity 138.18K (0.11%) -1.11K
Decreased by -0.81%
Sep 30, 23
10 Vanguard Mid-Cap Growth ETF 121.16K (0.10%) -716.00
Decreased by -0.59%
Nov 30, 23
11 State St Russell Sm/Mid Cp® Indx NL Cl C 121.02K (0.10%) 0.00
Increased by 0.00%
Nov 30, 23
12 Fidelity® Stock Selec All Cp 119.70K (0.10%) 20.52K
Increased by +17.14%
Nov 30, 23
13 Weitz Multi Cap Equity-Investor Cl 100.00K (0.08%) 0.00
Increased by 0.00%
Sep 30, 23
14 Weitz Multi-Cap Value 100.00K (0.08%) 0.00
Increased by 0.00%
Sep 30, 23
15 Fidelity Advisor® Balanced M 99.58K (0.08%) 12.98K
Increased by +13.03%
Oct 31, 23
16 VIP Stock Selector AllCapInitl 97.20K (0.08%) 17.20K
Increased by +17.70%
Nov 30, 23
17 VIP Balanced Initial 92.50K (0.07%) 10.40K
Increased by +11.24%
Oct 31, 23
18 Vanguard Communication Services ETF 87.64K (0.07%) 5.83K
Increased by +6.66%
Nov 30, 23
19 VIP Comm Services Initial 83.97K (0.07%) 1.60K
Increased by +1.91%
Nov 30, 23
20 Strategic Advisers® Large Cap 71.40K (0.06%) 11.40K
Increased by +15.97%
Nov 30, 23