Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AZTD 4.43%
2 ZIG 3.37%
3 MVFD 2.55%
4 CAFG 2.08%
5 PEZ 2.07%
6 MGMT 1.68%
7 XRT 1.33%
8 COWS 1.24%
9 PSCD 1.22%
10 SQLV 1.16%
11 SURE 1.11%
12 AIEQ 0.95%
13 CSB 0.93%
14 DBSC 0.87%
15 MYLD 0.82%
16 DGRS 0.78%
17 RETL 0.78%
18 SEIS 0.76%
19 SMCP 0.72%
20 CLSE 0.70%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 25.01M (16.06%) 192.20K
Increased by +0.77%
Mar 31, 26
2 Vanguard Group Inc 18.40M (11.81%) 249.16K
Increased by +1.35%
Dec 31, 25
3 Vanguard Portfolio Management, LLC 10.34M (6.64%) 10.34M
Increased by +100.00%
Mar 31, 26
4 Dimensional Fund Advisors, Inc. 9.26M (5.94%) 509.33K
Increased by +5.50%
Mar 31, 26
5 Cooke & Bieler LP 7.79M (5.00%) 1.79M
Increased by +23.03%
Mar 31, 25
6 State Street Corporation 7.25M (4.65%) 255.57K
Increased by +3.52%
Mar 31, 24
7 Vanguard Capital Management, LLC 6.86M (4.40%) 6.86M
Increased by +100.00%
Mar 31, 26
8 Millennium Management LLC 6.79M (4.36%) 3.33M
Increased by +49.09%
Jun 30, 25
9 American Century Companies Inc 6.77M (4.34%) -139.50K
Decreased by -2.06%
Mar 31, 26
10 State Street Corp 6.64M (4.26%) 37.58K
Increased by +0.57%
Mar 31, 26
11 Arrowstreet Capital Limited Partnership 6.34M (4.07%) 3.93M
Increased by +61.96%
Mar 31, 26
12 Pacer Advisors, INC. 6.09M (3.91%) 1.66M
Increased by +27.30%
Dec 31, 23
13 Victory Capital Management Inc. 5.31M (3.41%) 962.73K
Increased by +18.14%
Mar 31, 25
14 The Goldman Sachs Group Inc 5.21M (3.34%) -789.66K
Decreased by -15.15%
Mar 31, 26
15 Candlestick Capital Management LP 4.82M (3.09%) 4.82M
Increased by +100.00%
Sep 30, 23
16 D. E. Shaw & Co LP 4.51M (2.90%) -2.85M
Decreased by -63.23%
Mar 31, 26
17 Marshall Wace Asset Management Ltd 4.47M (2.87%) -1.03M
Decreased by -23.08%
Dec 31, 25
18 Congress Asset Management Company, LLP 4.19M (2.69%) -1.15M
Decreased by -27.47%
Dec 31, 24
19 DePrince Race & Zollo Inc 4.02M (2.58%) 4.02M
Increased by +100.00%
Jun 30, 25
20 Balyasny Asset Management LLC 3.91M (2.51%) 3.91M
Increased by +100.00%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity® Blue Chip Growth 10.86M (6.97%) -229.50K
Decreased by -2.11%
Nov 30, 23
2 iShares Core S&P Small-Cap ETF 9.56M (6.13%) 3.50K
Increased by +0.04%
May 29, 26
3 Pacer US Small Cap Cash Cows 100 ETF 9.11M (5.84%) 0.00
Increased by 0.00%
May 31, 24
4 Fidelity Blue Chip Growth 6.58M (4.22%) -796.60K
Decreased by -12.11%
Sep 30, 24
5 Vanguard US Total Market Shares ETF 5.59M (3.59%) 5.25K
Increased by +0.09%
Sep 30, 24
6 Avantis US Small Cap Value ETF 5.17M (3.32%) 0.00
Increased by 0.00%
May 30, 26
7 Vanguard Total Stock Mkt Idx Inv 4.84M (3.11%) 13.58K
Increased by +0.28%
Apr 30, 26
8 Vanguard Explorer Inv 3.97M (2.55%) -971.98K
Decreased by -24.51%
Mar 31, 25
9 iShares Russell 2000 ETF 3.81M (2.45%) 35.26K
Increased by +0.92%
May 29, 26
10 Vanguard Small Cap Index 3.52M (2.26%) -4.57K
Decreased by -0.13%
Apr 30, 26
11 Vanguard Selected Value Inv 3.38M (2.17%) 510.70K
Increased by +15.13%
Mar 31, 25
12 Fidelity® Value 2.73M (1.75%) 54.10K
Increased by +1.98%
Nov 30, 23
13 Fidelity Value 2.62M (1.68%) -113.70K
Decreased by -4.35%
Dec 31, 23
14 Fidelity® Blue Chip Growth K6 2.32M (1.49%) 6.50K
Increased by +0.28%
Nov 30, 23
15 Vanguard Small Cap Value Index Inv 2.26M (1.45%) 16.85K
Increased by +0.75%
Apr 30, 26
16 FullerThaler Behavioral Small-Cap Growth 2.07M (1.33%) 73.40K
Increased by +3.55%
Mar 31, 26
17 Fidelity® Series Blue Chip Growth 2.06M (1.32%) 5.40K
Increased by +0.26%
Nov 30, 23
18 Fidelity Small Cap Value Fund 1.89M (1.21%) -3.32M
Decreased by -176.13%
Nov 30, 25
19 FullerThaler Behavioral Sm-Cp Gr R6 1.83M (1.18%) 67.20K
Increased by +3.67%
Dec 31, 25
20 Vanguard Institutional Extnd Mkt Idx Tr 1.78M (1.14%) 16.57K
Increased by +0.93%
Apr 30, 26