Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AZTD 4.43%
2 CAFG 2.08%
3 MGMT 1.68%
4 XRT 1.33%
5 COWS 1.24%
6 SQLV 1.16%
7 AIEQ 0.95%
8 PSCD 0.88%
9 DGRS 0.82%
10 MYLD 0.79%
11 SMCP 0.72%
12 RETL 0.71%
13 XSHQ 0.61%
14 VIOG 0.59%
15 CSB 0.57%
16 XSMO 0.56%
17 SFLO 0.55%
18 FYT 0.55%
19 FNK 0.51%
20 DSMC 0.50%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 27.59M (17.52%) -889.44K
Decreased by -3.22%
Mar 31, 25
2 Vanguard Group Inc 20.99M (13.33%) -224.97K
Decreased by -1.07%
Mar 31, 25
3 Dimensional Fund Advisors, Inc. 10.57M (6.71%) 346.13K
Increased by +3.27%
Mar 31, 25
4 Cooke & Bieler LP 7.79M (4.95%) 1.79M
Increased by +23.03%
Mar 31, 25
5 State Street Corporation 7.25M (4.60%) 255.57K
Increased by +3.52%
Mar 31, 24
6 State Street Corp 7.15M (4.54%) -232.22K
Decreased by -3.25%
Mar 31, 25
7 Wellington Management Company LLP 6.22M (3.95%) -3.72M
Decreased by -59.83%
Mar 31, 25
8 Pacer Advisors, INC. 6.09M (3.87%) 1.66M
Increased by +27.30%
Dec 31, 23
9 American Century Companies Inc 6.02M (3.82%) 511.69K
Increased by +8.50%
Mar 31, 25
10 Victory Capital Management Inc. 5.31M (3.37%) 962.73K
Increased by +18.14%
Mar 31, 25
11 Candlestick Capital Management LP 4.82M (3.06%) 4.82M
Increased by +100.00%
Sep 30, 23
12 Congress Asset Management Company, LLP 4.19M (2.66%) -1.15M
Decreased by -27.47%
Dec 31, 24
13 Geode Capital Management, LLC 4.10M (2.60%) 71.54K
Increased by +1.75%
Mar 31, 25
14 Balyasny Asset Management LLC 3.91M (2.48%) 3.91M
Increased by +100.00%
Mar 31, 24
15 Citadel Advisors Llc 3.85M (2.44%) 2.04M
Increased by +53.07%
Dec 31, 24
16 Millennium Management LLC 3.46M (2.19%) 946.90K
Increased by +27.40%
Mar 31, 25
17 Junto Capital Management LP 3.32M (2.11%) 3.32M
Increased by +100.00%
Mar 31, 25
18 Point72 Asset Management, L.P. 2.88M (1.83%) 1.81M
Increased by +62.87%
Mar 31, 25
19 FMR Inc 2.88M (1.83%) -12.52M
Decreased by -435.33%
Dec 31, 24
20 Charles Schwab Investment Management Inc 2.81M (1.78%) -69.44K
Decreased by -2.47%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity® Blue Chip Growth 10.86M (6.89%) -229.50K
Decreased by -2.11%
Nov 30, 23
2 iShares Core S&P Small-Cap ETF 10.52M (6.68%) 0.00
Increased by 0.00%
May 31, 25
3 Pacer US Small Cap Cash Cows 100 ETF 9.11M (5.78%) 0.00
Increased by 0.00%
May 31, 24
4 Fidelity Blue Chip Growth 6.58M (4.18%) -796.60K
Decreased by -12.11%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 5.60M (3.56%) 18.00K
Increased by +0.32%
Apr 30, 25
6 Vanguard US Total Market Shares ETF 5.59M (3.55%) 5.25K
Increased by +0.09%
Sep 30, 24
7 Avantis US Small Cap Value ETF 5.52M (3.51%) 6.15K
Increased by +0.11%
May 31, 25
8 iShares Russell 2000 ETF 4.49M (2.85%) 0.00
Increased by 0.00%
May 31, 25
9 Vanguard Small Cap Index 4.34M (2.76%) 18.71K
Increased by +0.43%
Apr 30, 25
10 Vanguard Explorer Inv 3.97M (2.52%) -971.98K
Decreased by -24.51%
Mar 31, 25
11 Vanguard Selected Value Inv 3.38M (2.14%) 510.70K
Increased by +15.13%
Mar 31, 25
12 Vanguard Small Cap Value Index Inv 2.81M (1.78%) 8.63K
Increased by +0.31%
Apr 30, 25
13 Fidelity® Value 2.73M (1.73%) 54.10K
Increased by +1.98%
Nov 30, 23
14 Vanguard Institutional Extnd Mkt Idx Tr 2.72M (1.73%) 3.08K
Increased by +0.11%
Apr 30, 25
15 Fidelity Value 2.62M (1.66%) -113.70K
Decreased by -4.35%
Dec 31, 23
16 Fidelity® Blue Chip Growth K6 2.32M (1.48%) 6.50K
Increased by +0.28%
Nov 30, 23
17 DFA US Small Cap Value I 2.07M (1.32%) 0.00
Increased by 0.00%
Apr 30, 25
18 Fidelity® Series Blue Chip Growth 2.06M (1.31%) 5.40K
Increased by +0.26%
Nov 30, 23
19 Fidelity Small Cap Index 1.78M (1.13%) 10.82K
Increased by +0.61%
Mar 31, 25
20 Fidelity® Small Cap Index 1.76M (1.12%) 49.84K
Increased by +2.83%
Oct 31, 23